Rathbones Group PLC Raises Holdings in GE Aerospace $GE

Rathbones Group PLC grew its position in shares of GE Aerospace (NYSE:GE) by 1.1% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 159,906 shares of the company’s stock after purchasing an additional 1,759 shares during the quarter. Rathbones Group PLC’s holdings in GE Aerospace were worth $49,256,000 as of its most recent filing with the SEC.

Several other hedge funds also recently made changes to their positions in the company. Phoenix Financial Ltd. increased its stake in GE Aerospace by 34.3% in the third quarter. Phoenix Financial Ltd. now owns 22,632 shares of the company’s stock valued at $6,808,000 after purchasing an additional 5,775 shares during the period. Integrity Financial Corp WA acquired a new position in GE Aerospace in the third quarter valued at $481,000. Prime Capital Investment Advisors LLC increased its stake in GE Aerospace by 23.6% in the third quarter. Prime Capital Investment Advisors LLC now owns 51,105 shares of the company’s stock valued at $15,373,000 after purchasing an additional 9,750 shares during the period. HORAN Wealth LLC increased its stake in GE Aerospace by 667.0% in the third quarter. HORAN Wealth LLC now owns 10,194 shares of the company’s stock valued at $3,066,000 after purchasing an additional 8,865 shares during the period. Finally, Prospera Financial Services Inc increased its stake in GE Aerospace by 18.1% in the third quarter. Prospera Financial Services Inc now owns 47,706 shares of the company’s stock valued at $14,354,000 after purchasing an additional 7,315 shares during the period. Hedge funds and other institutional investors own 74.77% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have commented on GE shares. Morgan Stanley dropped their price objective on shares of GE Aerospace from $425.00 to $400.00 and set an “overweight” rating on the stock in a research note on Wednesday, April 22nd. Jefferies Financial Group set a $365.00 price objective on shares of GE Aerospace in a research note on Sunday, April 26th. TD Cowen dropped their price objective on shares of GE Aerospace from $350.00 to $330.00 and set a “buy” rating on the stock in a research note on Wednesday, April 8th. Wall Street Zen lowered shares of GE Aerospace from a “buy” rating to a “hold” rating in a research note on Monday, April 27th. Finally, Deutsche Bank Aktiengesellschaft lifted their price objective on shares of GE Aerospace from $375.00 to $387.00 and gave the company a “buy” rating in a research note on Friday, January 23rd. One 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, GE Aerospace has an average rating of “Moderate Buy” and an average price target of $348.22.

Key Headlines Impacting GE Aerospace

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 Stock Up 5.2%

Shares of NYSE:GE opened at $300.11 on Thursday. The company has a market cap of $313.11 billion, a price-to-earnings ratio of 36.96, a PEG ratio of 2.65 and a beta of 1.36. The firm’s 50-day simple moving average is $295.31 and its 200-day simple moving average is $305.42. 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 fifty-two week low of $228.01 and a fifty-two week high of $348.48.

GE Aerospace (NYSE:GE) last issued its earnings results on Tuesday, April 21st. The company reported $1.86 earnings per share for the quarter, beating the consensus estimate of $1.60 by $0.26. The business had revenue of $11.61 billion for the quarter, compared to the consensus estimate of $11.61 billion. GE Aerospace had a net margin of 17.86% and a return on equity of 37.99%. The business’s quarterly revenue was up 24.6% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.49 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, equities research analysts predict that GE Aerospace will post 7.46 earnings per share for the current year.

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.