Callahan Advisors LLC Increases Position in GE Aerospace $GE

Callahan Advisors LLC increased its stake in GE Aerospace (NYSE:GE) by 287.2% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 2,850 shares of the company’s stock after acquiring an additional 2,114 shares during the period. Callahan Advisors LLC’s holdings in GE Aerospace were worth $878,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Ledyard National Bank grew its position in GE Aerospace by 1.2% in the third quarter. Ledyard National Bank now owns 2,754 shares of the company’s stock worth $828,000 after acquiring an additional 33 shares in the last quarter. Hardy Reed LLC grew its position in GE Aerospace by 0.7% in the third quarter. Hardy Reed LLC now owns 4,999 shares of the company’s stock worth $1,504,000 after acquiring an additional 33 shares in the last quarter. Wolff Wiese Magana LLC grew its position in GE Aerospace by 1.0% in the fourth quarter. Wolff Wiese Magana LLC now owns 3,474 shares of the company’s stock worth $1,070,000 after acquiring an additional 33 shares in the last quarter. Montz Harcus Wealth Management LLC grew its position in GE Aerospace by 3.6% in the fourth quarter. Montz Harcus Wealth Management LLC now owns 947 shares of the company’s stock worth $292,000 after acquiring an additional 33 shares in the last quarter. Finally, Darwin Wealth Management LLC grew its position in GE Aerospace by 2.0% in the fourth quarter. Darwin Wealth Management LLC now owns 1,699 shares of the company’s stock worth $523,000 after acquiring an additional 33 shares in the last quarter. 74.77% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several research analysts recently issued reports on GE shares. JPMorgan Chase & Co. upped their target price on shares of GE Aerospace from $325.00 to $335.00 and gave the stock an “overweight” rating in a research report on Monday, January 26th. Zacks Research lowered shares of GE Aerospace from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, March 24th. Wall Street Zen downgraded GE Aerospace from a “buy” rating to a “hold” rating in a report on Monday, April 27th. Jefferies Financial Group set a $365.00 target price on GE Aerospace in a research note on Sunday, April 26th. Finally, BNP Paribas Exane dropped their target price on GE Aerospace from $300.00 to $270.00 and set an “underperform” rating for the company in a report on Thursday, May 14th. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, GE Aerospace has an average rating of “Moderate Buy” and a consensus price target of $348.22.

GE Aerospace Trading Up 5.2%

Shares of GE opened at $300.11 on Thursday. The stock has a market capitalization of $313.11 billion, a P/E ratio of 36.96, a PEG ratio of 2.65 and a beta of 1.36. GE Aerospace has a twelve month low of $228.01 and a twelve month high of $348.48. The company has a quick ratio of 0.70, a current ratio of 1.01 and a debt-to-equity ratio of 0.99. The firm has a fifty day simple moving average of $295.31 and a two-hundred day simple moving average of $305.42.

GE Aerospace (NYSE:GE) last released its quarterly earnings data on Tuesday, April 21st. The company reported $1.86 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.60 by $0.26. The firm 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%. The company’s revenue for the quarter was up 24.6% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.49 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, research analysts anticipate that GE Aerospace will post 7.46 EPS for the current year.

GE Aerospace News Roundup

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

• Positive Sentiment: GE Aerospace said its researchers used a generative AI tool to design a preliminary hypersonic ramjet engine in seconds, highlighting a major improvement in engineering speed and potentially boosting its competitive edge in advanced defense programs. GE Aerospace uses generative AI to design hypersonic ramjet in seconds
• Positive Sentiment: The company also completed design studies on the hypersonic ramjet, reinforcing progress in high-performance propulsion technology that could support future government and defense contracts. Press Release: GE completes design studies of hypersonic ramjet
• Positive Sentiment: GE Aerospace was awarded a U.S. Air Force contract for preliminary design review of its GE426 engine for autonomous collaborative platforms, expanding its defense pipeline and validating demand for its small-engine technology. GE Aerospace Awarded U.S. Air Force Contract to Advance GE426 Engine for Autonomous Collaborative Platform
• Positive Sentiment: Analysts and market commentary pointed to strength in GE Aerospace’s Defense & Propulsion unit, with military contract wins and rising defense demand seen as key reasons the stock is moving higher. GE Gains From Strength in Defense & Propulsion Unit: Can It Sustain?
• Positive Sentiment: GE Aerospace also disclosed a long-term Boeing 787 maintenance deal with Japan Airlines, which supports recurring services revenue and adds to the upbeat tone around the business. Japan Airlines Signs 10-Year Boeing 787 Maintenance Deal With GE Aerospace
• Neutral Sentiment: GE Aerospace is investing in manufacturing capacity in India and Mexico, which may improve its supply chain and future output, but these are longer-term operational moves rather than immediate earnings catalysts. GE Aerospace Accelerates India Manufacturing Growth with 100 Crore Pune Investment GE Aerospace invests $41.4 million USD in Mexico to safeguard global engine supply chain

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.