GE Aerospace $GE Holdings Lessened by Cloverfields Capital Group LP

Cloverfields Capital Group LP reduced its position in GE Aerospace (NYSE:GE) by 8.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 23,554 shares of the company’s stock after selling 2,089 shares during the quarter. GE Aerospace accounts for approximately 2.2% of Cloverfields Capital Group LP’s holdings, making the stock its 10th biggest holding. Cloverfields Capital Group LP’s holdings in GE Aerospace were worth $7,255,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in GE. Blueline Advisors LLC purchased a new stake in GE Aerospace in the 4th quarter worth about $25,000. Ankerstar Wealth LLC bought a new position in GE Aerospace in the 4th quarter worth about $31,000. Abich Financial Wealth Management LLC bought a new position in GE Aerospace in the 3rd quarter worth about $32,000. Tucker Asset Management LLC bought a new position in GE Aerospace in the 4th quarter worth about $32,000. Finally, Redmont Wealth Advisors LLC bought a new position in GE Aerospace in the 3rd quarter worth about $36,000. 74.77% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

GE has been the topic of a number of research analyst reports. Daiwa Securities Group initiated coverage on shares of GE Aerospace in a research note on Tuesday, March 31st. They issued a “neutral” rating and a $301.00 target price on the stock. BNP Paribas Exane dropped their target price on shares of GE Aerospace from $300.00 to $270.00 and set an “underperform” rating on the stock in a research note on Thursday, May 14th. Wall Street Zen downgraded shares of GE Aerospace from a “buy” rating to a “hold” rating in a research note on Monday, April 27th. Morgan Stanley dropped their price objective on shares of GE Aerospace from $425.00 to $400.00 and set an “overweight” rating on the stock in a research note on Wednesday, April 22nd. 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 research note on Wednesday, April 8th. One equities research 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 issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $348.22.

GE Aerospace Price Performance

Shares of GE opened at $334.89 on Friday. The company has a market cap of $349.40 billion, a price-to-earnings ratio of 41.24, a price-to-earnings-growth ratio of 2.95 and a beta of 1.37. GE Aerospace has a twelve month low of $232.24 and a twelve 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 company has a 50 day moving average of $303.27 and a two-hundred day moving average of $307.36.

GE Aerospace (NYSE:GE) last announced its earnings results on Tuesday, April 21st. The company reported $1.86 earnings per share for the quarter, beating the consensus estimate of $1.60 by $0.26. The company had revenue of $11.61 billion during 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%. GE Aerospace’s revenue was up 24.6% compared to the same quarter last year. During the same period last year, the firm earned $1.49 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, analysts predict that GE Aerospace will post 7.48 earnings per share for the current fiscal year.

More GE Aerospace News

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 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.