Castleark Management LLC Acquires 8,640 Shares of GE Aerospace $GE

Castleark Management LLC increased its holdings in GE Aerospace (NYSE:GE) by 16.4% in the fourth quarter, HoldingsChannel reports. The firm owned 61,380 shares of the company’s stock after purchasing an additional 8,640 shares during the period. Castleark Management LLC’s holdings in GE Aerospace were worth $18,907,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Vanguard Group Inc. boosted its holdings in GE Aerospace by 0.8% during the fourth quarter. Vanguard Group Inc. now owns 92,731,541 shares of the company’s stock valued at $28,564,097,000 after acquiring an additional 699,364 shares during the period. State Street Corp boosted its holdings in GE Aerospace by 0.7% during the third quarter. State Street Corp now owns 44,577,642 shares of the company’s stock valued at $13,425,562,000 after acquiring an additional 308,730 shares during the period. Geode Capital Management LLC boosted its holdings in GE Aerospace by 1.3% during the fourth quarter. Geode Capital Management LLC now owns 24,774,942 shares of the company’s stock valued at $7,615,200,000 after acquiring an additional 312,880 shares during the period. Capital World Investors boosted its holdings in GE Aerospace by 16.2% during the third quarter. Capital World Investors now owns 21,442,810 shares of the company’s stock valued at $6,449,731,000 after acquiring an additional 2,995,054 shares during the period. Finally, Norges Bank bought a new stake in GE Aerospace during the fourth quarter valued at about $4,444,736,000. 74.77% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on GE shares. UBS Group decreased their price target on shares of GE Aerospace from $357.00 to $350.00 and set a “buy” rating for the company in a report on Wednesday, April 22nd. Wells Fargo & Company started coverage on shares of GE Aerospace in a report on Wednesday, April 1st. They set an “overweight” rating and a $325.00 price target for the company. President Capital decreased their price target on shares of GE Aerospace from $355.00 to $342.00 and set a “buy” rating for the company in a report on Wednesday, April 22nd. Zacks Research cut shares of GE Aerospace from a “strong-buy” rating to a “hold” rating in a report on Tuesday, March 24th. Finally, Sanford C. Bernstein upped their price target on shares of GE Aerospace from $374.00 to $405.00 and gave the company an “outperform” rating in a report on Tuesday, March 3rd. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, two have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, GE Aerospace has an average rating of “Moderate Buy” and an average target price of $348.22.

GE Aerospace News Roundup

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

• Positive Sentiment: GE Aerospace announced plans to invest $1 billion in U.S. manufacturing, a move that signals confidence in long-term demand and could support capacity, jobs, and future engine production. GE Aerospace Plans $1B US Investments
• Positive Sentiment: Brokerage coverage remains supportive, with GE Aerospace receiving an average rating of “Moderate Buy”, reinforcing the market’s constructive view on earnings and execution. GE Aerospace (NYSE:GE) Given Average Rating of “Moderate Buy” by Brokerages
• Neutral Sentiment: GE Aerospace added Microsoft AI executive Judson Althoff to its board, a governance and strategy-related move that could help strengthen its digital and AI capabilities over time. GE Aerospace adds Microsoft AI leader to board
• Neutral Sentiment: Several articles referenced GE Aerospace in the context of the SpaceX IPO and broader aerospace industry comparisons. These headlines highlight how GE remains a key benchmark in aerospace, but they do not directly change its fundamentals. SpaceX IPO Valuation Is Worth More Than Boeing, RTX, GE Aerospace And Every Other S&P 500 Aerospace Firm Combined: Report
• Negative Sentiment: News that the Air India crash report is being delayed because GE engine analysis is still pending could keep some headline risk around the company’s engine business until more clarity is provided. GE engine review delays final Air India crash report ahead of first anniversary

GE Aerospace Stock Performance

NYSE:GE opened at $334.89 on Friday. GE Aerospace has a 12-month low of $232.24 and a 12-month 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 firm has a market capitalization of $349.40 billion, a PE ratio of 41.24, a price-to-earnings-growth ratio of 2.95 and a beta of 1.37. The firm has a 50-day moving average price of $303.27 and a 200 day moving average price of $307.36.

GE Aerospace (NYSE:GE) last posted its quarterly earnings results on Tuesday, April 21st. The company reported $1.86 earnings per share (EPS) for the quarter, topping the consensus estimate 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 during the quarter, compared to analyst estimates of $11.61 billion. During the same quarter in the prior year, the business posted $1.49 earnings per share. The company’s quarterly revenue was up 24.6% compared to the same quarter last year. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Research analysts anticipate that GE Aerospace will post 7.48 earnings per share for the current fiscal year.

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.