Aviva PLC Purchases 46,639 Shares of GE Aerospace $GE

Aviva PLC lifted its position in GE Aerospace (NYSE:GE) by 5.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 905,628 shares of the company’s stock after buying an additional 46,639 shares during the period. Aviva PLC’s holdings in GE Aerospace were worth $278,961,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in GE. Blueline Advisors LLC bought a new stake in shares of GE Aerospace in the 4th quarter valued at $25,000. Abich Financial Wealth Management LLC bought a new stake in shares of GE Aerospace in the 3rd quarter valued at $32,000. Tucker Asset Management LLC bought a new stake in shares of GE Aerospace in the 4th quarter valued at $32,000. Redmont Wealth Advisors LLC bought a new stake in shares of GE Aerospace in the 3rd quarter valued at $36,000. Finally, Beaird Harris Wealth Management LLC increased its position in shares of GE Aerospace by 72.0% in the 3rd quarter. Beaird Harris Wealth Management LLC now owns 141 shares of the company’s stock valued at $42,000 after buying an additional 59 shares in the last quarter. Institutional investors 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%

GE Aerospace stock opened at $332.49 on Friday. The firm has a 50-day moving average of $302.44 and a 200-day moving average of $307.17. GE Aerospace has a one year low of $232.24 and a one year high of $348.48. 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 price-to-earnings 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, topping 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 period in the prior year, the business posted $1.49 EPS. The company’s quarterly revenue was up 24.6% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, equities analysts expect that GE Aerospace will post 7.48 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of analysts recently commented on the stock. Wall Street Zen cut shares of GE Aerospace from a “buy” rating to a “hold” rating in a research report on Monday, April 27th. BNP Paribas Exane lowered their price objective on shares of GE Aerospace from $300.00 to $270.00 and set an “underperform” rating for the company in a research report on Thursday, May 14th. Zacks Research cut shares of GE Aerospace from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, March 24th. Royal Bank Of Canada reiterated an “outperform” rating and set a $355.00 target price on shares of GE Aerospace in a report on Wednesday, May 20th. Finally, Jefferies Financial Group reiterated a “buy” rating on shares of GE Aerospace in a report on Wednesday, May 27th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock 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.