GE Aerospace $GE Holdings Lifted by Noked Israel Ltd

Noked Israel Ltd boosted its holdings in shares of GE Aerospace (NYSE:GE) by 27.9% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 193,980 shares of the company’s stock after purchasing an additional 42,270 shares during the period. GE Aerospace comprises approximately 9.6% of Noked Israel Ltd’s holdings, making the stock its 3rd largest holding. Noked Israel Ltd’s holdings in GE Aerospace were worth $59,752,000 at the end of the most recent quarter.

Other hedge funds also recently bought and sold shares of the company. Vanguard Group Inc. boosted its position in shares of GE Aerospace by 0.8% in the 4th quarter. Vanguard Group Inc. now owns 92,731,541 shares of the company’s stock worth $28,564,097,000 after purchasing an additional 699,364 shares in the last quarter. State Street Corp boosted its position in shares of GE Aerospace by 0.7% in the 3rd quarter. State Street Corp now owns 44,577,642 shares of the company’s stock worth $13,425,562,000 after purchasing an additional 308,730 shares in the last quarter. Geode Capital Management LLC boosted its position in shares of GE Aerospace by 1.3% in the 4th quarter. Geode Capital Management LLC now owns 24,774,942 shares of the company’s stock worth $7,615,200,000 after purchasing an additional 312,880 shares in the last quarter. Capital World Investors boosted its position in shares of GE Aerospace by 16.2% in the 3rd quarter. Capital World Investors now owns 21,442,810 shares of the company’s stock worth $6,449,731,000 after purchasing an additional 2,995,054 shares in the last quarter. Finally, Norges Bank bought a new stake in shares of GE Aerospace in the 4th quarter worth approximately $4,444,736,000. Hedge funds and other institutional investors own 74.77% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have recently commented on GE. TD Cowen dropped their price target on GE Aerospace from $350.00 to $330.00 and set a “buy” rating on the stock in a research report on Wednesday, April 8th. Sanford C. Bernstein boosted their price target on GE Aerospace from $374.00 to $405.00 and gave the stock an “outperform” rating in a research report on Tuesday, March 3rd. Jefferies Financial Group reissued a “buy” rating on shares of GE Aerospace in a research report on Wednesday, May 27th. Citigroup dropped 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. Finally, Wells Fargo & Company began coverage on GE Aerospace in a research report on Wednesday, April 1st. They issued an “overweight” rating and a $325.00 price target on the stock. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $348.22.

GE Aerospace Stock Performance

GE stock opened at $334.89 on Friday. The stock has a market capitalization of $349.40 billion, a PE ratio of 41.24, a price-to-earnings-growth ratio of 2.95 and a beta of 1.37. 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’s 50 day simple moving average is $303.27 and its 200 day simple moving average is $307.36. GE Aerospace has a 12-month low of $232.24 and a 12-month high of $348.48.

GE Aerospace (NYSE:GE) last announced its earnings results on Tuesday, April 21st. The company reported $1.86 earnings per share for the quarter, beating analysts’ consensus estimates of $1.60 by $0.26. The business had revenue of $11.61 billion during the quarter, compared to analyst estimates of $11.61 billion. GE Aerospace had a net margin of 17.86% and a return on equity of 37.99%. The company’s quarterly revenue was up 24.6% compared to the same quarter last year. During the same period in the previous year, the business earned $1.49 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, research analysts forecast that GE Aerospace will post 7.48 earnings per share for the current fiscal year.

More GE Aerospace News

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

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.