Cullen Frost Bankers Inc. Boosts Stock Position in GE Aerospace $GE

Cullen Frost Bankers Inc. lifted its position in shares of GE Aerospace (NYSE:GE) by 5.4% in the fourth quarter, HoldingsChannel.com reports. The firm owned 109,004 shares of the company’s stock after purchasing an additional 5,628 shares during the period. Cullen Frost Bankers Inc.’s holdings in GE Aerospace were worth $33,577,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of GE. Brighton Jones LLC boosted its holdings in shares of GE Aerospace by 25.3% during the fourth quarter. Brighton Jones LLC now owns 12,008 shares of the company’s stock worth $2,003,000 after purchasing an additional 2,421 shares during the period. Revolve Wealth Partners LLC raised its stake in GE Aerospace by 7.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 2,251 shares of the company’s stock worth $375,000 after buying an additional 150 shares in the last quarter. Sivia Capital Partners LLC raised its stake in GE Aerospace by 4.6% in the second quarter. Sivia Capital Partners LLC now owns 4,337 shares of the company’s stock worth $1,116,000 after buying an additional 191 shares in the last quarter. Main Street Financial Solutions LLC raised its stake in GE Aerospace by 348.6% in the second quarter. Main Street Financial Solutions LLC now owns 5,899 shares of the company’s stock worth $1,518,000 after buying an additional 4,584 shares in the last quarter. Finally, HUB Investment Partners LLC raised its stake in GE Aerospace by 4.2% in the second quarter. HUB Investment Partners LLC now owns 9,035 shares of the company’s stock worth $2,326,000 after buying an additional 366 shares in the last quarter. 74.77% of the stock is currently owned by hedge funds and other institutional investors.

GE Aerospace Trading Down 0.5%

NYSE:GE opened at $284.68 on Wednesday. The company’s 50 day moving average price is $295.74 and its 200-day moving average price is $305.50. GE Aerospace has a 52 week low of $228.01 and a 52 week high of $348.48. The company has a quick ratio of 0.70, a current ratio of 1.01 and a debt-to-equity ratio of 0.99. The stock has a market cap of $297.02 billion, a price-to-earnings ratio of 35.06, a PEG ratio of 2.66 and a beta of 1.36.

GE Aerospace (NYSE:GE) last posted its quarterly earnings results on Tuesday, April 21st. The company reported $1.86 EPS for the quarter, beating analysts’ consensus estimates of $1.60 by $0.26. GE Aerospace had a net margin of 17.86% and a return on equity of 37.99%. The firm had revenue of $11.61 billion for the quarter, compared to analysts’ expectations of $11.61 billion. During the same quarter in the prior year, the company posted $1.49 earnings per share. The business’s revenue for the quarter was up 24.6% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, equities research analysts forecast that GE Aerospace will post 7.46 earnings per share for the current fiscal year.

Key Headlines Impacting GE Aerospace

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

• Positive Sentiment: GE Aerospace won a U.S. Air Force contract to advance the GE426 engine for the Autonomous Collaborative Platform program, reinforcing its position in defense propulsion and highlighting new long-term growth opportunities. GE Aerospace Awarded U.S. Air Force Contract to Advance GE426 Engine for Autonomous Collaborative Platform
• Positive Sentiment: The company also disclosed progress on AI-enabled engine design, including a generative-AI tool that helped create a hypersonic ramjet concept far faster than traditional methods, which could improve development speed and competitiveness. GE Aerospace Just Did Something Amazing With AI
• Positive Sentiment: Media reports also highlighted a new 10-year Boeing 787 support deal with Japan Airlines, which should support GE Aerospace’s services revenue and deepen its installed-base monetization. GE Aerospace Expands Defense, Aviation Business With Two Major Deals
• Neutral Sentiment: The stock has also been getting attention from bullish commentary, options activity, and analyst optimism, but these are more sentiment-driven than directly fundamental. Jim Cramer on GE Aerospace: “Buy, GE Is Larry Culp”
• Neutral Sentiment: GE Aerospace also announced additional investment in its Pune, India manufacturing facility, signaling capacity expansion, though the near-term stock impact is less direct. GE Aerospace announces ?100 crore investment in Pune manufacturing plant

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on the stock. Wall Street Zen downgraded shares of GE Aerospace from a “buy” rating to a “hold” rating in a research note on Monday, April 27th. Zacks Research downgraded shares of GE Aerospace from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, March 24th. Sanford C. Bernstein raised their target price on shares of GE Aerospace from $374.00 to $405.00 and gave the company an “outperform” rating in a research note on Tuesday, March 3rd. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $355.00 target price on shares of GE Aerospace in a research note on Wednesday, April 22nd. Finally, 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 target price for the company. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, GE Aerospace presently has a consensus rating of “Moderate Buy” and an average target price 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.