GE Aerospace $GE Shares Bought by QRG Capital Management Inc.

Key Points

• QRG Capital Management raised its stake in GE Aerospace by 4.4% in Q4, buying 7,522 shares to hold 176,727 shares worth about $54.44 million, making GE roughly 0.6% of its portfolio and its 25th-largest position.
• Q1 results beat expectations: GE Aerospace reported $1.86 EPS vs. $1.60 expected and revenue of $11.61 billion (up 24.6% year-over-year), issued FY2026 guidance of $7.10–$7.40 EPS, and carries a MarketBeat consensus target of $349.89 (Moderate Buy).
• Dividend increased to $0.47 quarterly (from $0.36), an annualized $1.88 payout (yield ~0.7%), and institutional investors own about 74.77% of the stock.

QRG Capital Management Inc. lifted its position in shares of GE Aerospace (NYSE:GE - Free Report) by 4.4% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 176,727 shares of the company's stock after buying an additional 7,522 shares during the period. GE Aerospace makes up approximately 0.6% of QRG Capital Management Inc.'s portfolio, making the stock its 25th largest position. QRG Capital Management Inc.'s holdings in GE Aerospace were worth $54,437,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. REAP Financial Group LLC acquired a new stake in shares of GE Aerospace during the 3rd quarter worth approximately $25,000. Marquette Asset Management LLC acquired a new stake in shares of GE Aerospace during the 3rd quarter worth approximately $26,000. Barnes Dennig Private Wealth Management LLC increased its holdings in shares of GE Aerospace by 147.2% during the 3rd quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company's stock worth $27,000 after buying an additional 53 shares during the last quarter. Roble Belko & Company Inc increased its holdings in shares of GE Aerospace by 98.1% during the 3rd quarter. Roble Belko & Company Inc now owns 103 shares of the company's stock worth $31,000 after buying an additional 51 shares during the last quarter. Finally, Abich Financial Wealth Management LLC acquired a new stake in shares of GE Aerospace during the 3rd quarter worth approximately $32,000. Institutional investors and hedge funds own 74.77% of the company's stock.

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on GE. Citigroup cut their price target 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. Wall Street Zen downgraded shares of GE Aerospace from a "buy" rating to a "hold" rating in a report on Monday, April 27th. JPMorgan Chase & Co. raised their price target on shares of GE Aerospace from $325.00 to $335.00 and gave the stock an "overweight" rating in a report on Monday, January 26th. The Goldman Sachs Group raised their price target on shares of GE Aerospace from $338.00 to $350.00 and gave the stock a "buy" rating in a report on Friday, January 23rd. Finally, Zacks Research downgraded shares of GE Aerospace from a "strong-buy" rating to a "hold" rating in a report on Tuesday, March 24th. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat, GE Aerospace presently has a consensus rating of "Moderate Buy" and a consensus target price of $349.89.

GE Aerospace Stock Performance

Shares of GE stock opened at $280.07 on Tuesday. 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 52 week low of $205.65 and a 52 week high of $348.48. The stock has a market capitalization of $292.21 billion, a PE ratio of 34.49, a P/E/G ratio of 2.66 and a beta of 1.36. The firm has a 50 day moving average of $305.62 and a two-hundred day moving average of $306.38.

GE Aerospace (NYSE:GE - Get Free Report) last issued its quarterly earnings results on Tuesday, April 21st. The company reported $1.86 EPS for the quarter, beating the consensus estimate of $1.60 by $0.26. GE Aerospace had a net margin of 17.86% and a return on equity of 37.99%. The company had revenue of $11.61 billion during the quarter, compared to analysts' expectations of $11.61 billion. During the same quarter last year, the company posted $1.49 EPS. The firm's 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 7.46 EPS for the current fiscal year.

GE Aerospace Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, April 27th. Stockholders of record on Monday, March 9th were given a dividend of $0.47 per share. This is an increase from GE Aerospace's previous quarterly dividend of $0.36. The ex-dividend date of this dividend was Monday, March 9th. This represents a $1.88 annualized dividend and a dividend yield of 0.7%. GE Aerospace's dividend payout ratio is presently 23.15%.

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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