Capital Group Private Client Services Inc. Sells 6,134 Shares of GE Aerospace $GE

Key Points

• Capital Group Private Client Services reduced its GE Aerospace stake by 2.9% in the fourth quarter, selling 6,134 shares. The firm still held 206,228 shares valued at about $63.5 million.
• GE Aerospace’s business momentum remains strong, with its Commercial Engines unit reporting a 93% surge in orders to $17.3 billion. The company is also winning new defense-related work, including drone engine and Army vehicle power system contracts.
• Wall Street remains generally upbeat on the stock despite some target price cuts, with GE Aerospace carrying a “Moderate Buy” consensus and an average target price of $348.22. The company also recently beat quarterly EPS expectations and raised its FY2026 guidance to 7.10–7.40 EPS.

Capital Group Private Client Services Inc. trimmed its holdings in GE Aerospace (NYSE:GE - Free Report) by 2.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 206,228 shares of the company's stock after selling 6,134 shares during the period. GE Aerospace comprises about 1.0% of Capital Group Private Client Services Inc.'s holdings, making the stock its 19th largest position. Capital Group Private Client Services Inc.'s holdings in GE Aerospace were worth $63,524,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. REAP Financial Group LLC bought a new position in shares of GE Aerospace in the third quarter valued at $25,000. Blueline Advisors LLC purchased a new stake in shares of GE Aerospace in the fourth quarter valued at about $25,000. Abich Financial Wealth Management LLC purchased a new stake in shares of GE Aerospace in the third quarter valued at about $32,000. Tucker Asset Management LLC purchased a new stake in shares of GE Aerospace in the fourth quarter valued at about $32,000. Finally, Redmont Wealth Advisors LLC purchased a new stake in shares of GE Aerospace in the third quarter valued at about $36,000. 74.77% of the stock is owned by institutional investors.

GE Aerospace News Roundup

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

• Positive Sentiment: GE Aerospace’s Commercial Engines unit saw orders surge 93% to $17.3 billion, underscoring strong demand and supporting expectations for continued growth. Strength in Commercial Engines Unit Drives GE Aerospace: A Sign for More Upside?
• Positive Sentiment: The U.S. Air Force awarded GE and Rolls-Royce work on “medium thrust” drone engines, adding another defense-related opportunity for GE Aerospace’s propulsion business. Air Force awards GE, Rolls-Royce for ‘medium thrust’ drone engines
• Positive Sentiment: GE Aerospace qualified 600-volt power systems for next-generation U.S. Army vehicles, highlighting progress in military electrification and creating a potential new revenue stream. GE Aerospace qualifies 600-volt power systems for next-generation US Army vehicles
• Positive Sentiment: British Airways and Air New Zealand chose GE’s GEnx engines for Boeing 787 fleets, which reinforces GE’s position in widebody aircraft engines and suggests airlines are favoring GE over rival Rolls-Royce. Airline Shift To GEnx Engines Puts GE Valuation In Sharper Focus
• Positive Sentiment: GE Aerospace is also drawing bullish commentary from analysts and market watchers who cite its long-term exposure to airlines, transport, and engines as an attractive growth story. Market expert sees opportunity in Toast, GE Aerospace
• Neutral Sentiment: Several broader sector and earnings recap articles continued to highlight GE Aerospace as a strong industrial performer, reinforcing momentum but not adding a specific new catalyst. Q1 Earnings Outperformers: GE Aerospace NYSE: GE And The Rest Of The General Industrial Machinery Stocks

GE Aerospace Stock Performance

NYSE GE opened at $328.69 on Friday. GE Aerospace has a 52-week low of $232.24 and a 52-week high of $348.48. The company has a 50-day simple moving average of $298.84 and a 200 day simple moving average of $306.22. The company has a debt-to-equity ratio of 0.99, a quick ratio of 0.70 and a current ratio of 1.01. The company has a market capitalization of $342.93 billion, a PE ratio of 40.48, a price-to-earnings-growth ratio of 2.91 and a beta of 1.37.

GE Aerospace (NYSE:GE - Get Free Report) last posted its quarterly earnings data on Tuesday, April 21st. The company reported $1.86 earnings per share (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 business had revenue of $11.61 billion during the quarter, compared to the consensus estimate of $11.61 billion. During the same quarter last year, the company posted $1.49 earnings per share. The firm's quarterly revenue was up 24.6% compared to the same quarter last year. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, research analysts predict that GE Aerospace will post 7.48 EPS for the current year.

Wall Street Analysts Forecast Growth

GE has been the subject of several analyst reports. Citigroup lowered their target price on shares of GE Aerospace from $380.00 to $353.00 and set a "buy" rating for the company in a report on Wednesday, April 1st. Jefferies Financial Group reiterated a "buy" rating on shares of GE Aerospace in a report on Wednesday, May 27th. Seaport Research Partners initiated coverage on shares of GE Aerospace in a report on Tuesday, May 26th. They issued a "buy" rating and a $375.00 target price for the company. TD Cowen lowered their target price on shares of GE Aerospace from $350.00 to $330.00 and set a "buy" rating for the company in a report on Wednesday, April 8th. Finally, Wall Street Zen downgraded shares of GE Aerospace from a "buy" rating to a "hold" rating in a report on Monday, April 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 given a Sell rating to the stock. According to data from MarketBeat, GE Aerospace presently has an average rating of "Moderate Buy" and a consensus target price of $348.22.

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.

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