Fjarde AP Fonden Fourth Swedish National Pension Fund Has $74.11 Million Stock Position in GE Aerospace $GE

by · The Markets Daily

Fjarde AP Fonden Fourth Swedish National Pension Fund lifted its stake in shares of GE Aerospace (NYSE:GE – Free Report) by 62.1% during the first quarter, Holdings Channel.com reports. The firm owned 261,164 shares of the company’s stock after buying an additional 100,063 shares during the period. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in GE Aerospace were worth $74,111,000 at the end of the most recent reporting period.

Several other large investors have also 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 position in shares of GE Aerospace in the 4th quarter valued at about $31,000. Tucker Asset Management LLC bought a new position in shares of GE Aerospace in the 4th quarter valued at about $32,000. Lifetime Wealth Management P.C. acquired a new stake in shares of GE Aerospace during the 4th quarter worth approximately $40,000. Finally, Legacy Bridge LLC grew its position in shares of GE Aerospace by 3,375.0% during the 4th quarter. Legacy Bridge LLC now owns 139 shares of the company’s stock worth $43,000 after buying an additional 135 shares during the period. Institutional investors and hedge funds own 74.77% of the company’s stock.

GE Aerospace News Summary

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

  • Positive Sentiment: Jefferies raised its price target on GE Aerospace to $455 from $365 and kept a buy rating, reinforcing confidence in further upside for the stock. Jefferies price-target hike coverage
  • Positive Sentiment: Citi also increased its price target to $431 from $353, citing continued strength in the company’s rebound and improving outlook. Citi target increase article
  • Positive Sentiment: Multiple articles highlight GE Aerospace’s strong engine demand and its position as a cash-flow-rich aerospace leader with a wide moat, which supports investor optimism. Earnings preview article
  • Positive Sentiment: GE Aerospace completed a ground test of a megawatt-class hybrid-electric engine system, signaling continued progress in next-generation aerospace technology. Hybrid-electric engine test article
  • Neutral Sentiment: The company is continuing to invest in Southwest Ohio as an aerospace innovation hub, a reminder that GE Aerospace is backing long-term engineering and manufacturing capabilities. Southwest Ohio innovation hub article
  • Neutral Sentiment: GE is also being watched ahead of its July 16 earnings release, with investors focused on whether the company can extend its recent streak of earnings beats and strong guidance. Earnings expectations article
  • Negative Sentiment: GE’s valuation is already rich after a large run-up, so some of the recent enthusiasm may already be reflected in the share price. Valuation and run-up article

Analysts Set New Price Targets

Several brokerages recently weighed in on GE. Jefferies Financial Group increased their price objective on shares of GE Aerospace from $365.00 to $455.00 and gave the company a “buy” rating in a report on Thursday. Wells Fargo & Company started coverage on shares of GE Aerospace in a report on Wednesday, April 1st. They set an “overweight” rating and a $325.00 target price for the company. Wall Street Zen downgraded GE Aerospace from a “buy” rating to a “hold” rating in a report on Monday, April 27th. Citigroup reiterated a “buy” rating and issued a $431.00 target price (up from $353.00) on shares of GE Aerospace in a report on Wednesday. Finally, UBS Group cut their price objective 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 issued a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $357.56.

Get Our Latest Analysis on GE Aerospace

GE Aerospace Stock Performance

Shares of NYSE GE opened at $377.14 on Friday. GE Aerospace has a 52 week low of $243.34 and a 52 week high of $382.97. 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 stock has a 50 day moving average price of $320.81 and a 200 day moving average price of $314.58. The stock has a market capitalization of $393.49 billion, a PE ratio of 46.45, a price-to-earnings-growth ratio of 3.32 and a beta of 1.35.

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 (EPS) for the quarter, topping 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 net margin of 17.86% and a return on equity of 37.99%. The company’s quarterly revenue was up 24.6% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.49 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Analysts predict that GE Aerospace will post 7.48 earnings per share for the current fiscal year.

GE Aerospace Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, July 27th. Investors of record on Monday, July 6th will be paid a $0.47 dividend. This represents a $1.88 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date is Monday, July 6th. GE Aerospace’s dividend payout ratio is 23.15%.

GE Aerospace Company Profile

(Free Report)

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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