O Shaughnessy Asset Management LLC Grows Stake in GE Aerospace $GE

O Shaughnessy Asset Management LLC raised its stake in GE Aerospace (NYSE:GE) by 3.1% during the fourth quarter, Holdings Channel reports. The fund owned 185,801 shares of the company’s stock after buying an additional 5,571 shares during the period. O Shaughnessy Asset Management LLC’s holdings in GE Aerospace were worth $57,232,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in GE. REAP Financial Group LLC purchased a new position in GE Aerospace in the third quarter valued at about $25,000. Blueline Advisors LLC purchased a new position in GE Aerospace in the fourth quarter valued at about $25,000. Abich Financial Wealth Management LLC purchased a new position in GE Aerospace in the third quarter valued at about $32,000. Tucker Asset Management LLC purchased a new position in GE Aerospace in the fourth quarter valued at about $32,000. Finally, Redmont Wealth Advisors LLC purchased a new position in GE Aerospace in the third quarter valued at about $36,000. 74.77% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about GE Aerospace

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

GE Aerospace Stock Performance

Shares of GE stock opened at $328.69 on Monday. The stock has a market capitalization 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 current ratio of 1.01, a quick ratio of 0.70 and a debt-to-equity ratio of 0.99. The firm’s 50 day moving average is $298.84 and its 200 day moving average is $306.26. GE Aerospace has a 12 month low of $232.24 and a 12 month high of $348.48.

GE Aerospace (NYSE:GE) last announced its quarterly 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 company had revenue of $11.61 billion for the quarter, compared to analysts’ expectations 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 in the prior year, the company posted $1.49 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, sell-side analysts anticipate that GE Aerospace will post 7.48 earnings per share for the current year.

Analysts Set New Price Targets

A number of research analysts have weighed in on GE shares. President Capital dropped their target price on shares of GE Aerospace from $355.00 to $342.00 and set a “buy” rating on the stock in a research note on Wednesday, April 22nd. Wall Street Zen cut shares of GE Aerospace from a “buy” rating to a “hold” rating in a research note on Monday, April 27th. BNP Paribas Exane dropped their price target 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. Zacks Research cut shares of GE Aerospace from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, March 24th. Finally, Seaport Research Partners started coverage on shares of GE Aerospace in a research note on Tuesday, May 26th. They set a “buy” rating and a $375.00 price target on the stock. 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 given a Sell rating to the stock. Based on data from MarketBeat.com, GE Aerospace presently has an average rating of “Moderate Buy” and an average price target of $348.22.

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.