Franklin Resources Inc. Acquires 109,559 Shares of GE Aerospace $GE

Franklin Resources Inc. raised its holdings in GE Aerospace (NYSE:GE) by 5.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,170,282 shares of the company’s stock after purchasing an additional 109,559 shares during the period. Franklin Resources Inc.’s holdings in GE Aerospace were worth $668,512,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently modified their holdings of the business. Norges Bank purchased a new position in GE Aerospace in the 4th quarter valued at approximately $4,444,736,000. Capital World Investors boosted its holdings in shares of GE Aerospace by 16.2% in the third quarter. Capital World Investors now owns 21,442,810 shares of the company’s stock worth $6,449,731,000 after acquiring an additional 2,995,054 shares during the period. Northwestern Mutual Wealth Management Co. grew its position in shares of GE Aerospace by 1,200.7% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 1,847,011 shares of the company’s stock valued at $568,935,000 after purchasing an additional 1,705,005 shares in the last quarter. CIBC Bancorp USA Inc. purchased a new position in shares of GE Aerospace in the third quarter valued at $285,263,000. Finally, Vanguard Group Inc. raised its stake in shares of GE Aerospace by 0.8% during the 4th quarter. Vanguard Group Inc. now owns 92,731,541 shares of the company’s stock valued at $28,564,097,000 after purchasing an additional 699,364 shares during the period. Institutional investors own 74.77% of the company’s stock.

GE Aerospace News Summary

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

• Positive Sentiment: GE Aerospace announced a memorandum of understanding with Wolfspeed to accelerate adoption of high-voltage silicon carbide power modules, a move that could strengthen GE’s position in next-generation aerospace and defense electrical systems. Article Title
• Positive Sentiment: The company also said it completed the first ground test of a megawatt-class hybrid-electric engine system, reinforcing its long-term growth story in advanced propulsion and decarbonization technologies. Article Title
• Positive Sentiment: Analyst and market commentary continues to frame GE Aerospace as a strong industrial/aerospace name, with bullish writeups citing durable services demand and constructive sentiment around the stock. Article Title
• Neutral Sentiment: Several media pieces today mostly reiterated the Wolfspeed partnership and GE’s strategic push into silicon carbide technology, which is supportive but not yet a near-term financial catalyst. Article Title
• Neutral Sentiment: Management commentary and profile coverage highlighted GE’s restructuring progress and exposure to high aviation demand, but these were largely reiterations of the company’s existing investment case. Article Title
• Negative Sentiment: The stock is trading lower despite the positive news, suggesting investors may be taking profits or reacting to broader market moves rather than a fresh operational setback at GE Aerospace. Article Title

Analysts Set New Price Targets

A number of analysts recently issued reports on the company. TD Cowen dropped their price objective on GE Aerospace from $350.00 to $330.00 and set a “buy” rating on the stock in a report on Wednesday, April 8th. Citigroup decreased their price target on GE Aerospace from $380.00 to $353.00 and set a “buy” rating on the stock in a research report on Wednesday, April 1st. Daiwa Securities Group began coverage on shares of GE Aerospace in a report on Tuesday, March 31st. They issued a “neutral” rating and a $301.00 price target on the stock. President Capital cut their price objective on shares of GE Aerospace from $355.00 to $342.00 and set a “buy” rating for the company in a research report on Wednesday, April 22nd. Finally, Sanford C. Bernstein boosted their price objective on shares of GE Aerospace from $374.00 to $405.00 and gave the company an “outperform” rating in a research note on Tuesday, March 3rd. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, GE Aerospace has an average rating of “Moderate Buy” and an average target price of $348.22.

GE Aerospace Price Performance

NYSE:GE opened at $322.08 on Tuesday. GE Aerospace has a 52-week low of $232.24 and a 52-week high of $348.48. The stock has a fifty day moving average of $299.57 and a 200 day moving average of $306.44. The company has a debt-to-equity ratio of 0.99, a quick ratio of 0.70 and a current ratio of 1.01. The firm has a market capitalization of $336.04 billion, a price-to-earnings ratio of 39.67, a P/E/G ratio of 2.91 and a beta of 1.37.

GE Aerospace (NYSE:GE) last announced its earnings results on Tuesday, April 21st. The company reported $1.86 earnings per share for the quarter, topping analysts’ consensus estimates of $1.60 by $0.26. GE Aerospace had a return on equity of 37.99% and a net margin of 17.86%.The business had revenue of $11.61 billion for the quarter, compared to analyst estimates of $11.61 billion. During the same period in the prior year, the company earned $1.49 EPS. 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. On average, research analysts expect that GE Aerospace will post 7.48 EPS for the current fiscal year.

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.