Macquarie Group Ltd. Has $53.53 Million Stock Position in GE Aerospace $GE

Macquarie Group Ltd. decreased its position in GE Aerospace (NYSE:GE) by 36.5% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 173,765 shares of the company’s stock after selling 100,034 shares during the period. Macquarie Group Ltd.’s holdings in GE Aerospace were worth $53,525,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Blueline Advisors LLC acquired a new position in GE Aerospace in the 4th quarter valued at approximately $25,000. Ankerstar Wealth LLC acquired a new position in GE Aerospace in the 4th quarter valued at approximately $31,000. Abich Financial Wealth Management LLC acquired a new position in GE Aerospace in the 3rd quarter valued at approximately $32,000. Tucker Asset Management LLC acquired a new position in GE Aerospace in the 4th quarter valued at approximately $32,000. Finally, Redmont Wealth Advisors LLC acquired a new position in GE Aerospace in the 3rd quarter valued at approximately $36,000. Institutional investors and hedge funds own 74.77% of the company’s stock.

GE Aerospace Trading Up 0.6%

Shares of GE opened at $334.89 on Friday. GE Aerospace has a 1 year low of $232.24 and a 1 year high of $348.48. 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 stock has a 50 day simple moving average of $303.27 and a 200-day simple moving average of $307.36. The stock has a market cap of $349.40 billion, a PE ratio of 41.24, a PEG ratio of 2.95 and a beta of 1.37.

GE Aerospace (NYSE:GE) last issued its earnings results on Tuesday, April 21st. The company reported $1.86 earnings per share (EPS) 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 during the quarter, compared to analysts’ expectations of $11.61 billion. During the same period in the prior year, the firm posted $1.49 EPS. GE Aerospace’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, sell-side analysts predict that GE Aerospace will post 7.48 EPS for the current fiscal year.

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

Several equities analysts have commented on the company. President Capital cut their price target on GE Aerospace from $355.00 to $342.00 and set a “buy” rating for the company in a report on Wednesday, April 22nd. TD Cowen cut their price target on GE Aerospace from $350.00 to $330.00 and set a “buy” rating for the company in a report on Wednesday, April 8th. Wells Fargo & Company assumed coverage on GE Aerospace in a report on Wednesday, April 1st. They issued an “overweight” rating and a $325.00 price target for the company. BNP Paribas Exane cut their price target on GE Aerospace from $300.00 to $270.00 and set an “underperform” rating for the company in a report on Thursday, May 14th. Finally, Zacks Research cut GE Aerospace from a “strong-buy” rating to a “hold” rating in a report on Tuesday, March 24th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $348.22.

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.