OP Asset Management Ltd Makes New Investment in GE Aerospace $GE

OP Asset Management Ltd acquired a new position in shares of GE Aerospace (NYSE:GE) during the 1st quarter, HoldingsChannel.com reports. The firm acquired 185,490 shares of the company’s stock, valued at approximately $52,636,000.

A number of other institutional investors and hedge funds also recently made changes to their positions in GE. Blueline Advisors LLC bought a new stake in GE Aerospace during the 4th quarter worth about $25,000. Ankerstar Wealth LLC bought a new stake in shares of GE Aerospace during the fourth quarter worth approximately $31,000. Tucker Asset Management LLC bought a new stake in shares of GE Aerospace during the fourth quarter worth approximately $32,000. Lifetime Wealth Management P.C. acquired a new position in GE Aerospace in the fourth quarter valued at approximately $40,000. Finally, Legacy Bridge LLC lifted its holdings in GE Aerospace by 3,375.0% in the fourth quarter. Legacy Bridge LLC now owns 139 shares of the company’s stock valued at $43,000 after buying an additional 135 shares during the period. Institutional investors own 74.77% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have commented on the stock. President Capital dropped their target price on shares of GE Aerospace from $355.00 to $342.00 and set a “buy” rating for the company in a research report on Wednesday, April 22nd. TD Cowen reduced their price target on GE Aerospace from $350.00 to $330.00 and set a “buy” rating on the stock in a research report on Wednesday, April 8th. Sanford C. Bernstein lifted their price objective on GE Aerospace from $374.00 to $405.00 and gave the stock an “outperform” rating in a research note on Tuesday, March 3rd. Jefferies Financial Group reissued a “buy” rating on shares of GE Aerospace in a research note on Wednesday, May 27th. Finally, UBS Group reduced their target price on GE Aerospace from $357.00 to $350.00 and set a “buy” rating on the stock in a report on Wednesday, April 22nd. 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 issued a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $348.22.

GE Aerospace News Summary

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

• Positive Sentiment: GE Aerospace remains a trending stock as investors focus on its strong outlook, with recent articles highlighting ongoing interest in the name and confidence in the company’s underlying business momentum. Article Title
• Positive Sentiment: GE Aerospace has continued to benefit from strong capital returns to shareholders, including buybacks and dividends, supported by healthy liquidity and cash-flow guidance. Article Title
• Positive Sentiment: GE Aerospace is being viewed as a beneficiary of the broader jet recovery trade, suggesting improving demand conditions in commercial aviation. Article Title
• Neutral Sentiment: GE Aerospace submitted analysis of the AI-171 engine incident to India’s AAIB, with the final report expected in about two months; this keeps the issue in focus but does not yet provide a clear financial impact. Article Title
• Negative Sentiment: Reports that India is exploring alternatives for its AMCA fighter jet program after GE Aerospace’s engine cost reportedly tripled could threaten prospective engine sales and weaken a potential growth opportunity. Article Title
• Negative Sentiment: A similar report from another outlet said the higher F414 engine price is forcing India to rethink its AMCA fighter plans, reinforcing concerns about possible order risk. Article Title

GE Aerospace Price Performance

Shares of GE opened at $364.83 on Thursday. The stock has a 50 day simple moving average of $312.60 and a 200 day simple moving average of $311.00. GE Aerospace has a 52-week low of $243.34 and a 52-week high of $369.25. 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 firm has a market capitalization of $380.64 billion, a PE ratio of 44.93, a P/E/G ratio of 3.16 and a beta of 1.37.

GE Aerospace (NYSE:GE) last announced its earnings results on Tuesday, April 21st. The company reported $1.86 EPS for the quarter, topping 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 firm had revenue of $11.61 billion for the quarter, compared to the consensus estimate of $11.61 billion. During the same period last year, the company posted $1.49 EPS. The business’s quarterly revenue was up 24.6% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Sell-side analysts predict that GE Aerospace will post 7.48 EPS for the current fiscal 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.