Nuveen LLC increased its position in GE Aerospace (NYSE:GE – Free Report) by 2.6% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 5,926,668 shares of the company’s stock after acquiring an additional 148,615 shares during the period. GE Aerospace makes up 0.5% of Nuveen LLC’s portfolio, making the stock its 26th biggest position. Nuveen LLC’s holdings in GE Aerospace were worth $1,825,592,000 at the end of the most recent quarter.
A number of other large investors have also modified their holdings of GE. Brighton Jones LLC increased its holdings in shares of GE Aerospace by 25.3% in the 4th quarter. Brighton Jones LLC now owns 12,008 shares of the company’s stock worth $2,003,000 after acquiring an additional 2,421 shares during the period. Revolve Wealth Partners LLC increased its holdings in shares of GE Aerospace by 7.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 2,251 shares of the company’s stock worth $375,000 after acquiring an additional 150 shares during the period. Sivia Capital Partners LLC increased its holdings in shares of GE Aerospace by 4.6% in the 2nd quarter. Sivia Capital Partners LLC now owns 4,337 shares of the company’s stock worth $1,116,000 after acquiring an additional 191 shares during the period. Main Street Financial Solutions LLC increased its holdings in shares of GE Aerospace by 348.6% in the 2nd quarter. Main Street Financial Solutions LLC now owns 5,899 shares of the company’s stock worth $1,518,000 after acquiring an additional 4,584 shares during the period. Finally, HUB Investment Partners LLC increased its holdings in shares of GE Aerospace by 4.2% in the 2nd quarter. HUB Investment Partners LLC now owns 9,035 shares of the company’s stock worth $2,326,000 after acquiring an additional 366 shares during the period. Institutional investors and hedge funds own 74.77% of the company’s stock.
More GE Aerospace News
Here are the key news stories impacting GE Aerospace this week:
- Positive Sentiment: GE Aerospace added Microsoft AI leader Judson Althoff to its board, a move that could strengthen its technology and digital strategy as the company expands use of AI across aviation and defense. GE Aerospace adds Microsoft AI leader to board
- Positive Sentiment: Analysts highlighted strong momentum in GE Aerospace’s Defense & Propulsion unit, citing solid order growth, rising revenue, major defense contracts, and a robust pipeline that could support future earnings. Strength in Defense & Propulsion Unit Drives GE: Will the Momentum Last?
- Positive Sentiment: GE Aerospace also announced a new propulsion power order from the U.S. Navy and progress in reopening jet-engine sales into China, both of which reinforce demand across its commercial and defense businesses. GE Aerospace Balances China Engine Reopening With New U.S. Navy Win
- Neutral Sentiment: News that SpaceX’s planned IPO could be valued above Boeing, RTX, GE Aerospace, and the rest of the S&P 500 aerospace group combined mainly highlights investor enthusiasm for private-space valuations rather than a direct change in GE’s fundamentals. SpaceX IPO Valuation Is Worth More Than Boeing, RTX, GE Aerospace And Every Other S&P 500 Aerospace Firm Combined: Report
- Neutral Sentiment: Reports that the Air India crash final report is delayed while GE engine analysis remains pending could create headline risk, but it does not yet indicate a final finding against GE Aerospace. AI-171 crash final report delayed as GE engine analysis remains pending; AAIB set for interim update
- Negative Sentiment: Broader market weakness in defense stocks and rising inflation/rate worries weighed on the sector, which can pressure GE Aerospace even when company-specific news is positive. Old Dominion Freight Line, GE Vernova, and Caterpillar Stocks Trade Down, What You Need To Know Defense Stocks Fall Despite Trump’s Promise of More Iran Strikes
GE Aerospace Stock Performance
GE Aerospace (NYSE:GE – Get Free Report) last announced its quarterly earnings data on Tuesday, April 21st. The company reported $1.86 earnings per share for the quarter, topping the consensus estimate of $1.60 by $0.26. The firm had revenue of $11.61 billion during the quarter, compared to analysts’ expectations of $11.61 billion. GE Aerospace had a return on equity of 37.99% and a net margin of 17.86%.The company’s quarterly revenue was up 24.6% compared to the same quarter last year. During the same period in the previous year, the business posted $1.49 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Equities analysts predict that GE Aerospace will post 7.48 earnings per share for the current year.
Wall Street Analysts Forecast Growth
Several research firms have commented on GE. Zacks Research cut shares of GE Aerospace from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, March 24th. Weiss Ratings cut shares of GE Aerospace from a “buy (b)” rating to a “buy (b-)” rating in a research note on Monday, June 1st. Daiwa Securities Group started coverage on shares of GE Aerospace in a research note on Tuesday, March 31st. They set a “neutral” rating and a $301.00 target price on the stock. Wells Fargo & Company started coverage on shares of GE Aerospace in a research note on Wednesday, April 1st. They set an “overweight” rating and a $325.00 price target on the stock. Finally, Sanford C. Bernstein lifted their price target on shares of GE Aerospace from $374.00 to $405.00 and gave the stock an “outperform” rating in a research note on Tuesday, March 3rd. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, two have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, GE Aerospace has a consensus rating of “Moderate Buy” and an average price target of $348.22.
Read Our Latest Report on GE Aerospace
GE Aerospace Company Profile
GE Aerospace (NYSE: GE) is the aerospace business of General Electric, focused on the design, manufacture and support of aircraft engines, integrated propulsion systems and related aftermarket services. The company serves commercial airlines, airframers, business and general aviation operators, and defense customers, providing propulsion solutions for a broad range of aircraft types from single‑aisle airliners to widebody and military platforms.
Its product portfolio includes a family of commercial and military jet engines as well as spare parts, components and systems engineering.
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