Dana Investment Advisors Inc. Decreases Position in GE Aerospace $GE

Dana Investment Advisors Inc. decreased its holdings in shares of GE Aerospace (NYSE:GE) by 30.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 22,125 shares of the company’s stock after selling 9,469 shares during the quarter. Dana Investment Advisors Inc.’s holdings in GE Aerospace were worth $6,815,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in the business. Vanguard Group Inc. lifted its stake in GE Aerospace by 0.8% during the fourth quarter. Vanguard Group Inc. now owns 92,731,541 shares of the company’s stock worth $28,564,097,000 after purchasing an additional 699,364 shares during the last quarter. State Street Corp lifted its stake in GE Aerospace by 0.7% during the third quarter. State Street Corp now owns 44,577,642 shares of the company’s stock worth $13,425,562,000 after purchasing an additional 308,730 shares during the last quarter. Capital World Investors lifted its stake in GE Aerospace by 16.2% during the third quarter. Capital World Investors now owns 21,442,810 shares of the company’s stock worth $6,449,731,000 after purchasing an additional 2,995,054 shares during the last quarter. Northern Trust Corp lifted its stake in GE Aerospace by 1.8% during the third quarter. Northern Trust Corp now owns 10,296,945 shares of the company’s stock worth $3,097,527,000 after purchasing an additional 181,316 shares during the last quarter. Finally, Jennison Associates LLC lifted its stake in GE Aerospace by 21.5% during the third quarter. Jennison Associates LLC now owns 8,430,878 shares of the company’s stock worth $2,536,177,000 after purchasing an additional 1,494,541 shares during the last quarter. Hedge funds and other institutional investors own 74.77% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on GE shares. Citigroup decreased their target price on GE Aerospace from $380.00 to $353.00 and set a “buy” rating for the company in a research note on Wednesday, April 1st. TD Cowen decreased their target price on GE Aerospace from $350.00 to $330.00 and set a “buy” rating for the company in a research note on Wednesday, April 8th. Zacks Research lowered GE Aerospace from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, March 24th. The Goldman Sachs Group lifted their price target on GE Aerospace from $338.00 to $350.00 and gave the stock a “buy” rating in a research report on Friday, January 23rd. Finally, Morgan Stanley cut their price target on GE Aerospace from $425.00 to $400.00 and set an “overweight” rating on the stock in a research report on Wednesday, April 22nd. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $348.22.

GE Aerospace Trading Down 3.3%

GE opened at $281.91 on Friday. The firm has a market cap of $294.13 billion, a price-to-earnings ratio of 34.72, a price-to-earnings-growth ratio of 2.62 and a beta of 1.36. GE Aerospace has a 52 week low of $227.59 and a 52 week high of $348.48. The business’s 50 day moving average is $297.32 and its two-hundred day moving average is $305.92. 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 (NYSE:GE) last released its quarterly 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. The company 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%.The firm’s revenue was up 24.6% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.49 earnings per share. 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 year.

GE Aerospace News Roundup

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

• Positive Sentiment: GE Aerospace’s CEO reportedly met with China’s National Development and Reform Commission, raising hopes for new engine orders and improved China access for the company. Reuters article
• Positive Sentiment: Reuters and other reports suggest GE Aerospace could sell hundreds of engines to China if aircraft deals expand, which would be a meaningful long-term revenue tailwind. Bizjournals article
• Positive Sentiment: GE Aerospace and Emirates announced a plan to develop piece-part repair capabilities for GE90 and GP7200 engines, supporting the company’s higher-margin maintenance and aftermarket business. Aviation Week article
• Neutral Sentiment: GE Aerospace Weekend promotion is a branding and marketing item, but it is unlikely to materially affect the stock. MLB article
• Negative Sentiment: BNP Paribas Exane cut its price target on GE Aerospace to $270 and kept an underperform rating, reinforcing concerns that the stock may have limited upside near current levels. American Banking News article

GE Aerospace Company 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.