Next Century Growth Investors LLC Takes Position in GE Aerospace $GE

Next Century Growth Investors LLC acquired a new stake in GE Aerospace (NYSE:GE) in the 4th quarter, HoldingsChannel reports. The fund acquired 17,533 shares of the company’s stock, valued at approximately $5,401,000.

Other institutional investors and hedge funds have also modified their holdings of the company. Blueline Advisors LLC acquired a new position in shares of GE Aerospace in the 4th quarter valued at about $25,000. Ankerstar Wealth LLC acquired a new position in shares of GE Aerospace in the 4th quarter valued at about $31,000. Tucker Asset Management LLC acquired a new position in shares of GE Aerospace in the 4th quarter valued at about $32,000. Abich Financial Wealth Management LLC acquired a new position in shares of GE Aerospace in the 3rd quarter valued at about $32,000. Finally, Redmont Wealth Advisors LLC acquired a new position in shares of GE Aerospace in the 3rd quarter valued at about $36,000. Institutional investors and hedge funds own 74.77% of the company’s stock.

Trending Headlines about GE Aerospace

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

Analyst Ratings Changes

Several brokerages have recently issued reports on GE. Zacks Research cut GE Aerospace from a “strong-buy” rating to a “hold” rating in a report on Tuesday, March 24th. Wall Street Zen cut GE Aerospace from a “buy” rating to a “hold” rating in a report on Monday, April 27th. Daiwa Securities Group initiated coverage on GE Aerospace in a report on Tuesday, March 31st. They issued a “neutral” rating and a $301.00 price target for the company. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $355.00 price target on shares of GE Aerospace in a report on Wednesday, May 20th. Finally, UBS Group reduced their price target on GE Aerospace from $357.00 to $350.00 and set a “buy” rating for the company in a report on Wednesday, April 22nd. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $348.22.

GE Aerospace Stock Performance

NYSE GE opened at $334.89 on Monday. The stock has a market capitalization of $349.40 billion, a price-to-earnings ratio of 41.24, a PEG ratio of 2.97 and a beta of 1.37. GE Aerospace has a twelve month low of $232.24 and a twelve month high of $348.48. The company has a current ratio of 1.01, a quick ratio of 0.70 and a debt-to-equity ratio of 0.99. The stock has a 50-day moving average of $303.27 and a 200 day moving average of $307.45.

GE Aerospace (NYSE:GE) last released its quarterly earnings results on Tuesday, April 21st. The company reported $1.86 earnings per share for the quarter, topping analysts’ consensus estimates of $1.60 by $0.26. The company had revenue of $11.61 billion during the quarter, compared to analysts’ expectations 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% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.49 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Sell-side analysts anticipate that GE Aerospace will post 7.48 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.