Martingale Asset Management L P Acquires 4,470 Shares of GE Aerospace $GE

Martingale Asset Management L P grew its holdings in GE Aerospace (NYSE:GE) by 4.9% in the 4th quarter, HoldingsChannel reports. The firm owned 96,124 shares of the company’s stock after buying an additional 4,470 shares during the quarter. GE Aerospace comprises approximately 0.8% of Martingale Asset Management L P’s holdings, making the stock its 28th largest holding. Martingale Asset Management L P’s holdings in GE Aerospace were worth $29,609,000 as of its most recent filing with the SEC.

Other large investors have also recently modified their holdings of the company. Hardy Reed LLC increased its stake in GE Aerospace by 0.7% during the 3rd quarter. Hardy Reed LLC now owns 4,999 shares of the company’s stock valued at $1,504,000 after purchasing an additional 33 shares in the last quarter. Wolff Wiese Magana LLC increased its stake in GE Aerospace by 1.0% during the 4th quarter. Wolff Wiese Magana LLC now owns 3,474 shares of the company’s stock valued at $1,070,000 after purchasing an additional 33 shares in the last quarter. Darwin Wealth Management LLC increased its stake in GE Aerospace by 2.0% during the 4th quarter. Darwin Wealth Management LLC now owns 1,699 shares of the company’s stock valued at $523,000 after purchasing an additional 33 shares in the last quarter. Montz Harcus Wealth Management LLC increased its stake in GE Aerospace by 3.6% during the 4th quarter. Montz Harcus Wealth Management LLC now owns 947 shares of the company’s stock valued at $292,000 after purchasing an additional 33 shares in the last quarter. Finally, LRI Investments LLC increased its stake in GE Aerospace by 1.4% during the 4th quarter. LRI Investments LLC now owns 2,390 shares of the company’s stock valued at $736,000 after purchasing an additional 33 shares in the last quarter. Institutional investors own 74.77% of the company’s stock.

Key Headlines Impacting GE Aerospace

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

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on GE. Royal Bank Of Canada restated an “outperform” rating and set a $355.00 price target on shares of GE Aerospace in a research note on Wednesday, May 20th. Zacks Research downgraded shares of GE Aerospace from a “strong-buy” rating to a “hold” rating in a report on Tuesday, March 24th. Jefferies Financial Group reaffirmed a “buy” rating on shares of GE Aerospace in a report on Wednesday, May 27th. Weiss Ratings downgraded shares of GE Aerospace from a “buy (b)” rating to a “buy (b-)” rating in a report on Monday, June 1st. Finally, TD Cowen dropped their price objective on shares of GE Aerospace from $350.00 to $330.00 and set a “buy” rating on the stock in a report on Wednesday, April 8th. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $348.22.

GE Aerospace Stock Up 0.6%

GE stock opened at $334.89 on Friday. The firm’s fifty day simple moving average is $303.27 and its 200-day simple moving average is $307.36. The company has a market capitalization of $349.40 billion, a P/E ratio of 41.24, a price-to-earnings-growth ratio of 2.95 and a beta of 1.37. The company has a debt-to-equity ratio of 0.99, a current ratio of 1.01 and a quick ratio of 0.70. GE Aerospace has a 12 month low of $232.24 and a 12 month high of $348.48.

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