AustralianSuper Pty Ltd Buys New Position in GE Aerospace $GE

Key Points

• AustralianSuper Pty Ltd opened a new position in GE Aerospace during the fourth quarter, buying 118,897 shares worth about $36.6 million.
• Other institutional investors also added to or initiated stakes in GE Aerospace, and institutions now own 74.77% of the company’s stock.
• GE Aerospace posted a strong quarter with EPS of $1.86 versus the $1.60 estimate and 24.6% year-over-year revenue growth, while analysts currently rate the stock Moderate Buy with a consensus target of $348.22.

AustralianSuper Pty Ltd purchased a new position in GE Aerospace (NYSE:GE - Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 118,897 shares of the company's stock, valued at approximately $36,624,000.

Other institutional investors have also recently made changes to their positions in the company. REAP Financial Group LLC bought a new stake in shares of GE Aerospace during the 3rd quarter worth $25,000. Abich Financial Wealth Management LLC bought a new position in GE Aerospace in the third quarter valued at $32,000. Redmont Wealth Advisors LLC bought a new position in GE Aerospace in the third quarter valued at $36,000. Strengthening Families & Communities LLC purchased a new stake in GE Aerospace during the third quarter valued at about $38,000. Finally, Beaird Harris Wealth Management LLC raised its position in GE Aerospace by 72.0% during the third quarter. Beaird Harris Wealth Management LLC now owns 141 shares of the company's stock valued at $42,000 after purchasing an additional 59 shares in the last quarter. Institutional investors own 74.77% of the company's stock.

Trending Headlines about GE Aerospace

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

• Positive Sentiment: Emirates selected GE Aerospace to help advance piece-part repair capabilities for engine maintenance, which supports GE’s aftermarket services and could improve long-term engine support revenue. Emirates taps GE Aerospace for expertise to advance piece part repair capabilities for engine maintenance
• Positive Sentiment: American Airlines made a long-term commitment to GE-powered CFM LEAP engines, reinforcing demand for GE Aerospace’s commercial engine lineup and signaling continued airline confidence in the product. American Makes Long-Term Commitment to GE Engines
• Positive Sentiment: Multiple reports highlighted strong momentum in GE Aerospace’s commercial engines unit, with robust airline demand helping drive orders and supporting expectations for mid-teens revenue growth in 2026. GE Gains From Strength in Commercial Engines Unit: A Sign for More Upside?
• Neutral Sentiment: GE Aerospace remained a high-profile stock ahead of broader market attention on U.S.-China trade talks and defense/aviation themes, which may keep investor interest elevated but does not directly change fundamentals. Nvidia Chips, Boeing Jets: Stock Traders Eye Trump in China
• Neutral Sentiment: GE Aerospace CEO Larry Culp’s planned trip to China with President Trump and reports on new adaptive-engine work for Boeing’s F-47 kept the company in the news, but these headlines are more about strategic positioning than immediate earnings impact. GE Aerospace CEO Larry Culp to join Trump on trip to China
• Negative Sentiment: BNP Paribas Exane cut its price target on GE Aerospace to $270 from $300 and kept an underperform rating, signaling concern that the stock may have limited upside near current levels. BNP Paribas adjusts price target on GE Aerospace to 270 from 300

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on the company. Royal Bank Of Canada reiterated an "outperform" rating and issued a $355.00 price objective on shares of GE Aerospace in a report on Wednesday, April 22nd. Morgan Stanley dropped their target price on GE Aerospace from $425.00 to $400.00 and set an "overweight" rating for the company in a research report on Wednesday, April 22nd. Deutsche Bank Aktiengesellschaft upped their target price on GE Aerospace from $375.00 to $387.00 and gave the stock a "buy" rating in a research note on Friday, January 23rd. UBS Group decreased their price target on shares of GE Aerospace from $357.00 to $350.00 and set a "buy" rating on the stock in a research note on Wednesday, April 22nd. Finally, Susquehanna reaffirmed a "positive" rating and issued a $380.00 price objective on shares of GE Aerospace in a research note on Thursday, January 15th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, three have given a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat, GE Aerospace presently has a consensus rating of "Moderate Buy" and a consensus target price of $348.22.

GE Aerospace Price Performance

Shares of GE Aerospace stock opened at $291.42 on Friday. The firm has a market cap of $304.05 billion, a PE ratio of 35.89, a price-to-earnings-growth ratio of 2.74 and a beta of 1.36. GE Aerospace has a 12-month low of $223.45 and a 12-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 company's fifty day simple moving average is $298.49 and its two-hundred day simple moving average is $306.09.

GE Aerospace (NYSE:GE - Get Free Report) last posted its earnings results on Tuesday, April 21st. The company reported $1.86 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.60 by $0.26. The company had revenue of $11.61 billion for the quarter, compared to analysts' expectations of $11.61 billion. GE Aerospace had a return on equity of 37.99% and a net margin of 17.86%.GE Aerospace's quarterly revenue was up 24.6% on a year-over-year basis. During the same period last 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 analysts expect that GE Aerospace will post 7.46 EPS for the current year.

GE Aerospace 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.

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