World Investment Advisors increased its stake in GE Aerospace (NYSE:GE – Free Report) by 64.0% in the 4th quarter, Holdings Channel reports. The firm owned 22,246 shares of the company’s stock after purchasing an additional 8,684 shares during the period. World Investment Advisors’ holdings in GE Aerospace were worth $6,852,000 as of its most recent filing with the SEC.
Several other institutional investors and hedge funds have also recently added to or reduced their stakes in GE. Auto Owners Insurance Co lifted its holdings in GE Aerospace by 52,247.5% in the 4th quarter. Auto Owners Insurance Co now owns 65,721,281 shares of the company’s stock worth $2,024,413,000 after purchasing an additional 65,595,733 shares during the last quarter. Norges Bank acquired a new stake in GE Aerospace in the 4th quarter worth approximately $4,444,736,000. Capital World Investors lifted its holdings in GE Aerospace by 16.2% in the 3rd quarter. Capital World Investors now owns 21,442,810 shares of the company’s stock worth $6,449,731,000 after purchasing an additional 2,995,054 shares during the last quarter. Corient Private Wealth LLC lifted its holdings in shares of GE Aerospace by 382.1% during the fourth quarter. Corient Private Wealth LLC now owns 2,757,281 shares of the company’s stock worth $849,325,000 after buying an additional 2,185,321 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. lifted its holdings in shares of GE Aerospace by 1,200.7% during the fourth 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. 74.77% of the stock is currently owned by institutional investors and hedge funds.
GE Aerospace News Summary
Here are the key news stories impacting GE Aerospace this week:
- Positive Sentiment: GE Aerospace’s Commercial Engines unit is seeing strong airline demand, which is boosting orders and supporting mid-teens revenue expectations for 2026. GE Gains From Strength in Commercial Engines Unit: A Sign for More Upside?
- Positive Sentiment: GE Aerospace and Pratt & Whitney are advancing next-generation adaptive cycle engine prototypes for Boeing’s F-47 program, reinforcing GE’s position in advanced defense propulsion. GE Aerospace and Pratt & Whitney advance NGAP engine prototypes for Boeing F-47
- Positive Sentiment: GE Aerospace also signed an agreement and memorandum of understanding with Saudi Arabia’s GAMI, adding to its international defense and aerospace opportunities. GAMI Signs Agreement and MoU with GE Aerospace at World Defense Show
- Neutral Sentiment: Analyst opinions on GE remain split, with some firms raising price targets sharply while others cut them, reflecting a debate over how much upside is already priced in. How The General Electric (GE) Investment Story Is Shifting As Analyst Views Diverge
- Neutral Sentiment: GE Aerospace CEO Larry Culp joining Trump’s trip to China could matter for investor sentiment, but the market impact is still unclear until trade discussions produce concrete outcomes. GE Aerospace CEO Larry Culp to join Trump on trip to China
- Neutral Sentiment: Industry headlines around China trade and Boeing-related travel add background context for GE Aerospace, but they do not yet show a direct impact on earnings or guidance. Nvidia Chips, Boeing Jets: Stock Traders Eye Trump in China
- Positive Sentiment: GE’s XA102 engine review cleared another hurdle for NGAP development, supporting the company’s defense-engine growth narrative. GE XA102 Review Clears Engine For NGAP Build
GE Aerospace Stock Performance
GE Aerospace (NYSE:GE – Get Free Report) last issued its 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. The business had revenue of $11.61 billion during the quarter, compared to analyst estimates of $11.61 billion. GE Aerospace had a return on equity of 37.99% and a net margin of 17.86%.GE Aerospace’s revenue was up 24.6% on a year-over-year basis. During the same period in the prior year, the company posted $1.49 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Sell-side analysts expect that GE Aerospace will post 7.46 EPS for the current year.
Wall Street Analysts Forecast Growth
A number of brokerages have recently commented on GE. JPMorgan Chase & Co. upped their price target on GE Aerospace from $325.00 to $335.00 and gave the stock an “overweight” rating in a report on Monday, January 26th. TD Cowen cut their price target on GE Aerospace from $350.00 to $330.00 and set a “buy” rating for the company in a report on Wednesday, April 8th. Sanford C. Bernstein upped their price target on GE Aerospace from $374.00 to $405.00 and gave the stock an “outperform” rating in a report on Tuesday, March 3rd. Deutsche Bank Aktiengesellschaft upped their price target on GE Aerospace from $375.00 to $387.00 and gave the stock a “buy” rating in a report on Friday, January 23rd. Finally, Susquehanna reiterated a “positive” rating and set a $380.00 price target on shares of GE Aerospace in a report on Thursday, January 15th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $349.89.
GE Aerospace 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.
Featured Articles
- Five stocks we like better than GE Aerospace
- Oklo Stock Could Be Ready for Another Massive Run
- D-Wave Earnings Looked Weak, But Investors May Be Missing This
- Nebius Upside Expands as AI Feedback Loop Intensifies
- Insider Trades: Okta and Abbott See Buys, Micron Insiders Sell
Want to see what other hedge funds are holding GE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for GE Aerospace (NYSE:GE – Free Report).
Receive News & Ratings for GE Aerospace Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for GE Aerospace and related companies with MarketBeat.com's FREE daily email newsletter.
