Meiji Yasuda America Inc Buys Shares of 31,132 GE Aerospace $GE

Meiji Yasuda America Inc bought a new stake in GE Aerospace (NYSE:GE) in the fourth quarter, HoldingsChannel reports. The institutional investor bought 31,132 shares of the company’s stock, valued at approximately $9,590,000. GE Aerospace comprises 2.2% of Meiji Yasuda America Inc’s holdings, making the stock its 11th biggest position.

A number of other hedge funds and other institutional investors also recently bought and sold shares of GE. Hardy Reed LLC raised its stake in GE Aerospace by 0.7% in the 3rd quarter. Hardy Reed LLC now owns 4,999 shares of the company’s stock valued at $1,504,000 after purchasing an additional 33 shares during the last quarter. Wolff Wiese Magana LLC raised its stake in GE Aerospace by 1.0% in the 4th quarter. Wolff Wiese Magana LLC now owns 3,474 shares of the company’s stock valued at $1,070,000 after purchasing an additional 33 shares during the last quarter. Darwin Wealth Management LLC raised its stake in GE Aerospace by 2.0% in the 4th quarter. Darwin Wealth Management LLC now owns 1,699 shares of the company’s stock valued at $523,000 after purchasing an additional 33 shares during the last quarter. Montz Harcus Wealth Management LLC raised its stake in GE Aerospace by 3.6% in the 4th quarter. Montz Harcus Wealth Management LLC now owns 947 shares of the company’s stock valued at $292,000 after purchasing an additional 33 shares during the last quarter. Finally, LRI Investments LLC raised its stake in GE Aerospace by 1.4% in the 4th quarter. LRI Investments LLC now owns 2,390 shares of the company’s stock valued at $736,000 after purchasing an additional 33 shares during the last quarter. Institutional investors and hedge funds own 74.77% of the company’s stock.

Key Stories Impacting GE Aerospace

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

• Positive Sentiment: GE Aerospace added Microsoft AI leader Judson Althoff to its board, a move that could strengthen its technology and digital strategy as the company expands use of AI across aviation and defense. GE Aerospace adds Microsoft AI leader to board
• Positive Sentiment: Analysts highlighted strong momentum in GE Aerospace’s Defense & Propulsion unit, citing solid order growth, rising revenue, major defense contracts, and a robust pipeline that could support future earnings. Strength in Defense & Propulsion Unit Drives GE: Will the Momentum Last?
• Positive Sentiment: GE Aerospace also announced a new propulsion power order from the U.S. Navy and progress in reopening jet-engine sales into China, both of which reinforce demand across its commercial and defense businesses. GE Aerospace Balances China Engine Reopening With New U.S. Navy Win
• Neutral Sentiment: News that SpaceX’s planned IPO could be valued above Boeing, RTX, GE Aerospace, and the rest of the S&P 500 aerospace group combined mainly highlights investor enthusiasm for private-space valuations rather than a direct change in GE’s fundamentals. SpaceX IPO Valuation Is Worth More Than Boeing, RTX, GE Aerospace And Every Other S&P 500 Aerospace Firm Combined: Report
• Neutral Sentiment: Reports that the Air India crash final report is delayed while GE engine analysis remains pending could create headline risk, but it does not yet indicate a final finding against GE Aerospace. AI-171 crash final report delayed as GE engine analysis remains pending; AAIB set for interim update
• Negative Sentiment: Broader market weakness in defense stocks and rising inflation/rate worries weighed on the sector, which can pressure GE Aerospace even when company-specific news is positive. Old Dominion Freight Line, GE Vernova, and Caterpillar Stocks Trade Down, What You Need To Know Defense Stocks Fall Despite Trump’s Promise of More Iran Strikes

GE Aerospace Trading Up 4.3%

NYSE GE opened at $332.49 on Friday. GE Aerospace has a 12 month low of $232.24 and a 12 month high of $348.48. The company has a 50-day moving average of $302.44 and a 200-day moving average of $307.17. The company has a debt-to-equity ratio of 0.99, a current ratio of 1.01 and a quick ratio of 0.70. The company has a market cap of $346.90 billion, a P/E ratio of 40.95, a P/E/G ratio of 2.82 and a beta of 1.37.

GE Aerospace (NYSE:GE) last posted its quarterly earnings data on Tuesday, April 21st. The company reported $1.86 EPS for the quarter, beating analysts’ consensus estimates of $1.60 by $0.26. GE Aerospace had a net margin of 17.86% and a return on equity of 37.99%. The company had revenue of $11.61 billion during the quarter, compared to the consensus estimate of $11.61 billion. During the same quarter in the prior year, the company posted $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. As a group, equities analysts predict that GE Aerospace will post 7.48 earnings per share for the current year.

Analysts Set New Price Targets

GE has been the subject of several analyst reports. Sanford C. Bernstein boosted their target price 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. Morgan Stanley cut their target price on shares of GE Aerospace from $425.00 to $400.00 and set an “overweight” rating for the company in a research note on Wednesday, April 22nd. UBS Group cut their target price on shares of GE Aerospace from $357.00 to $350.00 and set a “buy” rating for the company in a research note on Wednesday, April 22nd. Wall Street Zen downgraded shares of GE Aerospace from a “buy” rating to a “hold” rating in a research note on Monday, April 27th. Finally, Weiss Ratings downgraded shares of GE Aerospace from a “buy (b)” rating to a “buy (b-)” rating in a research note on Monday, June 1st. One equities research 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 issued a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target 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.