Capital World Investors Sells 202,086 Shares of GE Aerospace $GE

Capital World Investors decreased its position in shares of GE Aerospace (NYSE:GE) by 0.9% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 21,240,724 shares of the company’s stock after selling 202,086 shares during the quarter. GE Aerospace makes up 0.9% of Capital World Investors’ investment portfolio, making the stock its 25th largest position. Capital World Investors’ holdings in GE Aerospace were worth $6,543,102,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Capital International Sarl grew its stake in shares of GE Aerospace by 10.0% during the 4th quarter. Capital International Sarl now owns 294,709 shares of the company’s stock worth $90,779,000 after acquiring an additional 26,881 shares during the period. Capital International Ltd. CA boosted its stake in GE Aerospace by 7.5% in the 4th quarter. Capital International Ltd. CA now owns 111,524 shares of the company’s stock worth $34,353,000 after purchasing an additional 7,774 shares during the period. Capital Group Investment Management PTE. LTD. boosted its stake in GE Aerospace by 5.3% in the 4th quarter. Capital Group Investment Management PTE. LTD. now owns 24,923 shares of the company’s stock worth $7,677,000 after purchasing an additional 1,264 shares during the period. Tradition Wealth Management LLC boosted its stake in GE Aerospace by 9.9% in the 4th quarter. Tradition Wealth Management LLC now owns 777 shares of the company’s stock worth $239,000 after purchasing an additional 70 shares during the period. Finally, Comprehensive Financial Planning Inc. PA boosted its stake in GE Aerospace by 1,637.5% in the 4th quarter. Comprehensive Financial Planning Inc. PA now owns 278 shares of the company’s stock worth $86,000 after purchasing an additional 262 shares during the period. Institutional investors own 74.77% of the company’s stock.

Analyst Ratings Changes

Several research analysts have commented on GE shares. Weiss Ratings downgraded GE Aerospace from a “buy (b)” rating to a “buy (b-)” rating in a research note on Monday, June 1st. Citigroup cut their target price on GE Aerospace from $380.00 to $353.00 and set a “buy” rating for the company in a research note on Wednesday, April 1st. BNP Paribas Exane cut their target price on GE Aerospace from $300.00 to $270.00 and set an “underperform” rating for the company in a research note on Thursday, May 14th. Zacks Research downgraded GE Aerospace from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, March 24th. Finally, Royal Bank Of Canada restated an “outperform” rating and issued a $355.00 target price on shares of GE Aerospace in a research note on Wednesday, May 20th. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, GE Aerospace has an average rating of “Moderate Buy” and a consensus target price of $348.22.

GE Aerospace Stock Performance

NYSE:GE opened at $328.69 on Friday. The stock has a market cap of $342.93 billion, a P/E ratio of 40.48, a PEG ratio of 2.91 and a beta of 1.37. The company has a quick ratio of 0.70, a current ratio of 1.01 and a debt-to-equity ratio of 0.99. GE Aerospace has a twelve month low of $232.24 and a twelve month high of $348.48. The business’s 50-day moving average price is $298.84 and its two-hundred day moving average price is $306.22.

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

GE Aerospace News Roundup

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

• Positive Sentiment: GE Aerospace’s Commercial Engines unit saw orders surge 93% to $17.3 billion, underscoring strong demand and supporting expectations for continued growth. Strength in Commercial Engines Unit Drives GE Aerospace: A Sign for More Upside?
• Positive Sentiment: The U.S. Air Force awarded GE and Rolls-Royce work on “medium thrust” drone engines, adding another defense-related opportunity for GE Aerospace’s propulsion business. Air Force awards GE, Rolls-Royce for ‘medium thrust’ drone engines
• Positive Sentiment: GE Aerospace qualified 600-volt power systems for next-generation U.S. Army vehicles, highlighting progress in military electrification and creating a potential new revenue stream. GE Aerospace qualifies 600-volt power systems for next-generation US Army vehicles
• Positive Sentiment: British Airways and Air New Zealand chose GE’s GEnx engines for Boeing 787 fleets, which reinforces GE’s position in widebody aircraft engines and suggests airlines are favoring GE over rival Rolls-Royce. Airline Shift To GEnx Engines Puts GE Valuation In Sharper Focus
• Positive Sentiment: GE Aerospace is also drawing bullish commentary from analysts and market watchers who cite its long-term exposure to airlines, transport, and engines as an attractive growth story. Market expert sees opportunity in Toast, GE Aerospace
• Neutral Sentiment: Several broader sector and earnings recap articles continued to highlight GE Aerospace as a strong industrial performer, reinforcing momentum but not adding a specific new catalyst. Q1 Earnings Outperformers: GE Aerospace (NYSE:GE) And The Rest Of The General Industrial Machinery Stocks

About GE Aerospace

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.