Korea Investment CORP Sells 115,737 Shares of GE Aerospace $GE

Korea Investment CORP reduced its stake in GE Aerospace (NYSE:GE) by 11.5% during the fourth quarter, Holdings Channel.com reports. The firm owned 888,259 shares of the company’s stock after selling 115,737 shares during the quarter. GE Aerospace accounts for approximately 0.5% of Korea Investment CORP’s holdings, making the stock its 25th largest position. Korea Investment CORP’s holdings in GE Aerospace were worth $273,610,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of the stock. Banco Santander S.A. raised its holdings in GE Aerospace by 26.8% in the 4th quarter. Banco Santander S.A. now owns 158,820 shares of the company’s stock worth $48,921,000 after purchasing an additional 33,558 shares during the period. Noked Israel Ltd raised its holdings in GE Aerospace by 27.9% in the 4th quarter. Noked Israel Ltd now owns 193,980 shares of the company’s stock worth $59,752,000 after purchasing an additional 42,270 shares during the period. Beck Capital Management LLC raised its holdings in GE Aerospace by 1.8% in the 4th quarter. Beck Capital Management LLC now owns 20,019 shares of the company’s stock worth $6,166,000 after purchasing an additional 351 shares during the period. Sumitomo Life Insurance Co. raised its holdings in GE Aerospace by 0.9% in the 4th quarter. Sumitomo Life Insurance Co. now owns 12,628 shares of the company’s stock worth $3,890,000 after purchasing an additional 113 shares during the period. Finally, Kane Investment Management Inc. raised its holdings in GE Aerospace by 3.8% in the 4th quarter. Kane Investment Management Inc. now owns 8,277 shares of the company’s stock worth $2,549,000 after purchasing an additional 302 shares during the period. 74.77% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of equities analysts recently commented on GE shares. Wall Street Zen cut GE Aerospace from a “buy” rating to a “hold” rating in a report on Monday, April 27th. Morgan Stanley decreased their target price on GE Aerospace from $425.00 to $400.00 and set an “overweight” rating on the stock in a report on Wednesday, April 22nd. Zacks Research cut GE Aerospace from a “strong-buy” rating to a “hold” rating in a report on Tuesday, March 24th. Sanford C. Bernstein raised their target price on GE Aerospace from $374.00 to $405.00 and gave the stock an “outperform” rating in a report on Tuesday, March 3rd. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $355.00 target price on shares of GE Aerospace in a report on Wednesday, May 20th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $348.22.

GE Aerospace Trading Up 0.6%

Shares of GE Aerospace stock opened at $334.89 on Friday. The firm has a market cap of $349.40 billion, a price-to-earnings ratio of 41.24, a PEG ratio of 2.95 and a beta of 1.37. The business has a 50-day moving average price of $303.27 and a 200-day moving average price of $307.36. The company has a quick ratio of 0.70, a current ratio of 1.01 and a debt-to-equity ratio of 0.99. GE Aerospace has a twelve month low of $232.24 and a twelve month high of $348.48.

GE Aerospace (NYSE:GE) last issued its quarterly earnings data 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 firm had revenue of $11.61 billion during the quarter, compared to analyst estimates of $11.61 billion. GE Aerospace had a return on equity of 37.99% and a net margin of 17.86%.The business’s quarterly revenue was up 24.6% compared to the same quarter last year. During the same quarter last year, the business posted $1.49 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Equities research analysts anticipate that GE Aerospace will post 7.48 EPS 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

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.