Sharpepoint LLC Has $4.57 Million Holdings in GE Aerospace $GE

Sharpepoint LLC trimmed its position in GE Aerospace (NYSE:GE) by 14.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 14,835 shares of the company’s stock after selling 2,527 shares during the quarter. GE Aerospace makes up approximately 2.7% of Sharpepoint LLC’s holdings, making the stock its 10th largest position. Sharpepoint LLC’s holdings in GE Aerospace were worth $4,570,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in the company. Norges Bank bought a new position in GE Aerospace during the 4th quarter worth $4,444,736,000. Capital World Investors grew its stake in GE Aerospace by 16.2% during the 3rd quarter. Capital World Investors now owns 21,442,810 shares of the company’s stock worth $6,449,731,000 after buying an additional 2,995,054 shares during the last quarter. Northwestern Mutual Wealth Management Co. grew its stake in GE Aerospace by 1,200.7% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,847,011 shares of the company’s stock worth $568,935,000 after buying an additional 1,705,005 shares during the last quarter. CIBC Bancorp USA Inc. bought a new position in GE Aerospace during the 3rd quarter worth $285,263,000. Finally, Vanguard Group Inc. grew its stake in GE Aerospace by 0.8% during the 4th quarter. Vanguard Group Inc. now owns 92,731,541 shares of the company’s stock worth $28,564,097,000 after buying an additional 699,364 shares during the last quarter. 74.77% of the stock is currently owned by institutional investors.

GE Aerospace Trading Down 3.4%

Shares of GE stock opened at $319.24 on Thursday. The company has a debt-to-equity ratio of 0.99, a quick ratio of 0.70 and a current ratio of 1.01. GE Aerospace has a 1 year low of $232.24 and a 1 year high of $348.48. The stock has a fifty day moving average of $301.45 and a two-hundred day moving average of $306.85. The firm has a market capitalization of $333.07 billion, a PE ratio of 39.31, a price-to-earnings-growth ratio of 2.93 and a beta of 1.37.

GE Aerospace (NYSE:GE) last announced its quarterly earnings results on Tuesday, April 21st. The company reported $1.86 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.60 by $0.26. GE Aerospace had a return on equity of 37.99% and a net margin of 17.86%.The company had revenue of $11.61 billion during the quarter, compared to analyst estimates of $11.61 billion. During the same quarter in the previous year, the firm posted $1.49 EPS. The firm’s quarterly revenue was up 24.6% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, research analysts expect that GE Aerospace will post 7.48 EPS for the current year.

Trending Headlines about GE Aerospace

Here are the key news stories impacting GE Aerospace this week:

• Positive Sentiment: GE Aerospace’s Defense & Propulsion unit is showing strong order and revenue growth, supported by major defense contracts and a robust pipeline, which could help sustain momentum in the business. Strength in Defense & Propulsion Unit Drives GE: Will the Momentum Last?
• Positive Sentiment: GE Aerospace signaled a reopening of U.S. jet-engine sales in China as Boeing aircraft orders resume there, while also landing a new propulsion-power order from the U.S. Navy, both of which point to fresh commercial and defense demand. GE Aerospace Balances China Engine Reopening With New U.S. Navy Win
• Positive Sentiment: GE Aerospace and Wolfspeed announced a collaboration on high-voltage silicon carbide power electronics, which could strengthen GE’s position in next-generation aerospace and defense systems. GE Aerospace Wolfspeed Deal Reframes Long Term Power Electronics Story
• Neutral Sentiment: GE Aerospace remains a heavily watched aerospace name as broader sector investors assess defense spending trends, China demand, and the pace of commercial aviation recovery. Boeing & GE Aerospace Draw Focus As Recovery Takes Shape
• Negative Sentiment: Defense stocks were broadly weaker in midday trading despite renewed geopolitical tensions, suggesting that sector-wide sentiment may be limiting upside for GE Aerospace near term. Defense Stocks Fall Despite Trump’s Promise of More Iran Strikes

Wall Street Analyst Weigh In

A number of research analysts recently commented on GE shares. Wall Street Zen downgraded GE Aerospace from a “buy” rating to a “hold” rating in a research note on Monday, April 27th. UBS Group lowered their price objective on GE Aerospace from $357.00 to $350.00 and set a “buy” rating for the company in a research note on Wednesday, April 22nd. BNP Paribas Exane lowered their price objective on GE Aerospace from $300.00 to $270.00 and set an “underperform” rating for the company in a research note on Thursday, May 14th. Wells Fargo & Company started coverage on GE Aerospace in a research note on Wednesday, April 1st. They set an “overweight” rating and a $325.00 price objective for the company. Finally, Citigroup lowered their price objective on GE Aerospace from $380.00 to $353.00 and set a “buy” rating for the company in a research note on Wednesday, April 1st. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, two have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $348.22.

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.