GE Aerospace $GE Stake Raised by Allworth Financial LP

Key Points

• Allworth Financial LP increased its GE Aerospace stake by 7.6% in the fourth quarter, adding 5,434 shares to bring its total holdings to 76,867 shares valued at about $23.7 million.
• GE Aerospace continues to show strong operational momentum, with recent news highlighting robust demand in its commercial engines unit and progress on defense programs like the F-47 adaptive cycle engine prototypes and XA102 review.
• Recent earnings topped expectations, as GE Aerospace reported $1.86 EPS versus $1.60 expected and revenue of $11.61 billion, while also guiding FY 2026 EPS to 7.10–7.40 and maintaining a consensus “Moderate Buy” analyst rating.

Allworth Financial LP raised its holdings in shares of GE Aerospace (NYSE:GE - Free Report) by 7.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 76,867 shares of the company's stock after acquiring an additional 5,434 shares during the period. Allworth Financial LP's holdings in GE Aerospace were worth $23,677,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently modified their holdings of the business. REAP Financial Group LLC acquired a new position in shares of GE Aerospace in the 3rd quarter worth approximately $25,000. Abich Financial Wealth Management LLC bought a new position in shares of GE Aerospace in the third quarter valued at $32,000. Redmont Wealth Advisors LLC acquired a new stake in shares of GE Aerospace during the 3rd quarter valued at $36,000. Strengthening Families & Communities LLC acquired a new stake in shares of GE Aerospace during the 3rd quarter valued at $38,000. Finally, Beaird Harris Wealth Management LLC boosted its stake in shares of GE Aerospace by 72.0% during the 3rd quarter. Beaird Harris Wealth Management LLC now owns 141 shares of the company's stock worth $42,000 after acquiring an additional 59 shares in the last quarter. Institutional investors own 74.77% of the company's stock.

Key Stories Impacting GE Aerospace

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

• Positive Sentiment: GE Aerospace’s Commercial Engines unit is seeing strong airline demand, which is boosting orders and supporting mid-teens revenue expectations for 2026. GE Gains From Strength in Commercial Engines Unit: A Sign for More Upside?
• Positive Sentiment: GE Aerospace and Pratt & Whitney are advancing next-generation adaptive cycle engine prototypes for Boeing’s F-47 program, reinforcing GE’s position in advanced defense propulsion. GE Aerospace and Pratt & Whitney advance NGAP engine prototypes for Boeing F-47
• Positive Sentiment: GE Aerospace also signed an agreement and memorandum of understanding with Saudi Arabia’s GAMI, adding to its international defense and aerospace opportunities. GAMI Signs Agreement and MoU with GE Aerospace at World Defense Show
• Neutral Sentiment: Analyst opinions on GE remain split, with some firms raising price targets sharply while others cut them, reflecting a debate over how much upside is already priced in. How The General Electric (GE) Investment Story Is Shifting As Analyst Views Diverge
• Neutral Sentiment: GE Aerospace CEO Larry Culp joining Trump’s trip to China could matter for investor sentiment, but the market impact is still unclear until trade discussions produce concrete outcomes. GE Aerospace CEO Larry Culp to join Trump on trip to China
• Neutral Sentiment: Industry headlines around China trade and Boeing-related travel add background context for GE Aerospace, but they do not yet show a direct impact on earnings or guidance. Nvidia Chips, Boeing Jets: Stock Traders Eye Trump in China
• Positive Sentiment: GE’s XA102 engine review cleared another hurdle for NGAP development, supporting the company’s defense-engine growth narrative. GE XA102 Review Clears Engine For NGAP Build

Analysts Set New Price Targets

GE has been the topic of a number of recent research reports. Weiss Ratings restated a "buy (b)" rating on shares of GE Aerospace in a report on Thursday, January 22nd. JPMorgan Chase & Co. increased their price target on GE Aerospace from $325.00 to $335.00 and gave the company an "overweight" rating in a research report on Monday, January 26th. Sanford C. Bernstein increased their price target on GE Aerospace from $374.00 to $405.00 and gave the company an "outperform" rating in a research report on Tuesday, March 3rd. Morgan Stanley dropped their price target on GE Aerospace from $425.00 to $400.00 and set an "overweight" rating on the stock in a research note on Wednesday, April 22nd. Finally, Daiwa Securities Group assumed coverage on GE Aerospace in a report on Tuesday, March 31st. They set a "neutral" rating and a $301.00 price objective on the stock. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average price target of $349.89.

GE Aerospace Price Performance

GE opened at $294.89 on Thursday. The firm has a market capitalization of $307.67 billion, a P/E ratio of 36.32, a PEG ratio of 2.76 and a beta of 1.36. The stock has a fifty day moving average of $299.34 and a 200-day moving average of $306.18. 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 12-month low of $220.45 and a 12-month high of $348.48.

GE Aerospace (NYSE:GE - Get Free Report) last posted its quarterly 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 firm had revenue of $11.61 billion for 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%.GE Aerospace's quarterly revenue was up 24.6% on a year-over-year basis. During the same period 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. Equities analysts forecast that GE Aerospace will post 7.46 EPS for the current fiscal year.

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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