GE Aerospace $GE is Cloverfields Capital Group LP’s 10th Largest Position

Cloverfields Capital Group LP lowered its stake in GE Aerospace (NYSE:GE) by 8.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 23,554 shares of the company’s stock after selling 2,089 shares during the period. GE Aerospace accounts for 2.2% of Cloverfields Capital Group LP’s holdings, making the stock its 10th biggest position. Cloverfields Capital Group LP’s holdings in GE Aerospace were worth $7,255,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also made changes to their positions in GE. Blueline Advisors LLC purchased a new position in shares of GE Aerospace in the fourth quarter worth $25,000. Ankerstar Wealth LLC purchased a new position in shares of GE Aerospace in the fourth quarter worth $31,000. Abich Financial Wealth Management LLC purchased a new position in shares of GE Aerospace during the third quarter worth $32,000. Tucker Asset Management LLC purchased a new position in shares of GE Aerospace during the fourth quarter worth $32,000. Finally, Redmont Wealth Advisors LLC purchased a new position in shares of GE Aerospace during the third quarter worth $36,000. Hedge funds and other institutional investors own 74.77% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on GE. Jefferies Financial Group reissued a “buy” rating on shares of GE Aerospace in a report on Wednesday, May 27th. Weiss Ratings cut shares of GE Aerospace from a “buy (b)” rating to a “buy (b-)” rating in a report on Monday, June 1st. Sanford C. Bernstein raised their target price on shares of GE Aerospace from $374.00 to $405.00 and gave the stock an “outperform” rating in a report on Tuesday, March 3rd. Seaport Research Partners began coverage on shares of GE Aerospace in a report on Tuesday, May 26th. They set a “buy” rating and a $375.00 target price for the company. Finally, Wall Street Zen cut 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 assigned a Sell rating to the company. Based on data from MarketBeat.com, GE Aerospace has an average rating of “Moderate Buy” and a consensus target price of $348.22.

Key GE Aerospace News

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

• Positive Sentiment: GE Aerospace announced plans to invest $1 billion in U.S. manufacturing, a move that signals confidence in long-term demand and could support capacity, jobs, and future engine production. GE Aerospace Plans $1B US Investments
• Positive Sentiment: Brokerage coverage remains supportive, with GE Aerospace receiving an average rating of “Moderate Buy”, reinforcing the market’s constructive view on earnings and execution. GE Aerospace (NYSE:GE) Given Average Rating of “Moderate Buy” by Brokerages
• Neutral Sentiment: GE Aerospace added Microsoft AI executive Judson Althoff to its board, a governance and strategy-related move that could help strengthen its digital and AI capabilities over time. GE Aerospace adds Microsoft AI leader to board
• Neutral Sentiment: Several articles referenced GE Aerospace in the context of the SpaceX IPO and broader aerospace industry comparisons. These headlines highlight how GE remains a key benchmark in aerospace, but they do not directly change its fundamentals. SpaceX IPO Valuation Is Worth More Than Boeing, RTX, GE Aerospace And Every Other S&P 500 Aerospace Firm Combined: Report
• Negative Sentiment: News that the Air India crash report is being delayed because GE engine analysis is still pending could keep some headline risk around the company’s engine business until more clarity is provided. GE engine review delays final Air India crash report ahead of first anniversary

GE Aerospace Stock Up 0.6%

GE stock opened at $334.89 on Friday. The firm has a market cap of $349.40 billion, a PE ratio of 41.24, a P/E/G ratio of 2.95 and a beta of 1.37. 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’s fifty day moving average is $303.27 and its 200 day moving average is $307.36. GE Aerospace has a one year low of $232.24 and a one year high of $348.48.

GE Aerospace (NYSE:GE) last released 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. The company had revenue of $11.61 billion for the quarter, compared to analyst estimates of $11.61 billion. GE Aerospace had a net margin of 17.86% and a return on equity of 37.99%. The firm’s revenue was up 24.6% on a year-over-year basis. During the same quarter last year, the business earned $1.49 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, research analysts forecast that GE Aerospace will post 7.48 EPS for the current 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.