Trian Fund Increases Stakes in Industrial and Healthcare Stocks
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy GE?
Source: Benzinga
- Portfolio Adjustment: Trian Fund Management's latest 13F filing for Q4 2025 reveals an increase in stakes in major industrial and healthcare companies while trimming cyclical financial positions, indicating a cautious outlook on the economic landscape.
- Shift in Acquisition Strategy: Nelson Peltz hinted at a potential shift towards direct buyouts rather than traditional proxy fights, suggesting that this strategy could enable faster implementation of business strategies and enhance investment returns.
- Strong Performance of GE Aerospace: One of Trian's top bets, GE Aerospace, has benefited from robust demand in defense and commercial aviation, with strong order backlogs and ramped-up engine production, leading to a stock increase of over 55% in the past year, closing up 3.7% at $327.08.
- Market Trend Analysis: Benzinga's data indicates favorable price trends for GE Aerospace's stock across various time periods, along with strong Momentum and Quality rankings, reflecting sustained market confidence in the company's future prospects.
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Analyst Views on GE
Wall Street analysts forecast GE stock price to rise
9 Analyst Rating
8 Buy
0 Hold
1 Sell
Strong Buy
Current: 315.410
Low
275.00
Averages
345.67
High
386.00
Current: 315.410
Low
275.00
Averages
345.67
High
386.00
About GE
General Electric Company, doing business as GE Aerospace, is a global aerospace propulsion, services, and systems company. The Company has an installed base of approximately 45,000 commercial and 25,000 military aircraft engines. The Company operates through two segments: Commercial Engines & Services and Defense & Propulsion Technologies. The Commercial Engines & Services segment designs, develops, manufactures and services jet engines for commercial airframes, as well as business aviation and aeroderivative applications. Its services include maintenance, repair and overhaul (MRO) of engines and the sale of spare parts and offers services under a variety of arrangements. The Defense & Propulsion Technologies segment provides defense engines and critical aircraft systems and consists of its Defense & Systems and Propulsion & Additive Technologies businesses. Its portfolio of brands includes Avio Aero, Unison, Dowty Propellers and Colibrium Additive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Trian Fund Increases Stakes in Industrial and Healthcare Stocks
- Portfolio Adjustment: Trian Fund Management's latest 13F filing for Q4 2025 reveals an increase in stakes in major industrial and healthcare companies while trimming cyclical financial positions, indicating a cautious outlook on the economic landscape.
- Shift in Acquisition Strategy: Nelson Peltz hinted at a potential shift towards direct buyouts rather than traditional proxy fights, suggesting that this strategy could enable faster implementation of business strategies and enhance investment returns.
- Strong Performance of GE Aerospace: One of Trian's top bets, GE Aerospace, has benefited from robust demand in defense and commercial aviation, with strong order backlogs and ramped-up engine production, leading to a stock increase of over 55% in the past year, closing up 3.7% at $327.08.
- Market Trend Analysis: Benzinga's data indicates favorable price trends for GE Aerospace's stock across various time periods, along with strong Momentum and Quality rankings, reflecting sustained market confidence in the company's future prospects.
See More
Stock Market Rebounds Slightly, Nvidia Gains from Meta AI Deal
- Market Rebound: The stock market experienced a slight rebound on Tuesday, despite remaining divided, indicating cautious optimism among investors that could provide some support for future trading.
- Nvidia Gains: Nvidia's stock rose late in the session due to a deal with Meta in the AI sector, reflecting ongoing market confidence in its capabilities, which may drive future earnings growth.
- AMD and Broadcom Decline: In contrast, AMD and Broadcom saw their stock prices slump, suggesting a cautious outlook from the market regarding these companies, which could affect their short-term investment appeal.
- Increased Industry Divergence: The overall market divergence has intensified, with some tech stocks performing well while others face pressure, potentially leading investors to be more selective in their stock choices, impacting overall market liquidity.
See More
Stock Market Rebounds Slightly, Nvidia Gains from Meta AI Deal
- Market Rebound: The stock market experienced a slight rebound on Tuesday, despite remaining divided, indicating cautious optimism among investors that may provide some support for future trading.
- Nvidia Gains: Nvidia's stock rose late in the session due to a deal with Meta in the AI sector, highlighting its ongoing leadership in AI and potential new growth opportunities for the company.
- AMD and Broadcom Decline: In contrast, AMD and Broadcom saw their stock prices slump, reflecting market concerns about the semiconductor industry, which could impact investor confidence and future investment decisions in this sector.
- Divergent Investor Sentiment: While Nvidia performed strongly, the overall market sentiment remains divided, prompting investors to closely monitor industry dynamics and company fundamentals to make more informed investment choices.
See More
US Stocks Edge Up Amid Ongoing AI Concerns
- Market Volatility: The S&P 500 rose 0.10% to 6,843.22, reflecting ongoing AI-related concerns that pressured growth stocks, indicating investor uncertainty about future market conditions.
- Tech Stock Performance: Amazon ended its historic slide with a 1.19% increase, while Apple and GE Aerospace rose 3.12% and 3.61%, respectively, providing support to the Dow, highlighting investor preference for value stocks amid volatility.
- Consumer Goods Pressure: Consumer staples and packaged food stocks faced challenges as investors expressed concerns that a softening U.S. consumer could impact margins and earnings in defensive sectors, signaling caution in the market.
- Investment Strategy Shift: JPMorgan noted that select quality stocks appear mispriced post-AI rerating, suggesting investors are increasingly focusing on moats and regulatory factors while positioning for upcoming inflation and GDP releases.
See More
Analysis of Long-Term Investment Potential in Energy Stocks
- GE Vernova Business Growth: As a standalone company, GE Vernova's Power segment accounted for over 50% of its 2025 orders, with high double-digit growth over the past year driven by the rapid expansion of cloud and AI markets, and analysts expect revenue and EBITDA to grow at CAGRs of 15% and 54% from 2025 to 2028.
- Strong Electrification Segment: The Electrification segment, which makes up nearly a third of GE Vernova's orders, is experiencing rapid growth; despite challenges in the Wind segment due to project delays and supply chain issues, the overall business shows strong growth potential that is expected to continue driving performance.
- Cameco Market Recovery: Cameco, the world's second-largest uranium miner, saw its revenue double from $1.5 billion to $3.1 billion from 2021 to 2024, primarily due to the restart of nuclear projects and increased demand for uranium, with prices rebounding from $18 to approximately $94 per pound, indicating signs of market recovery.
- Diversification Strategy Implementation: Cameco is actively diversifying its business by increasing its stake in Global Laser Enrichment and acquiring a 49% stake in Westinghouse Electric, thereby reducing its dependence on mining; analysts project revenue and EBITDA to grow at CAGRs of 7% and 14% from 2025 to 2028.
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Shopify's Earnings Cause Market Whiplash; Moderna's Vaccine Rejected by FDA
- Shopify Earnings Volatility: Shopify's stock surged 13% in pre-market trading before its fourth-quarter earnings report, but plummeted 6% by the end of the day after management's conference call raised concerns about future growth, particularly regarding the concept of 'agentic commerce' that unsettled investors.
- Strong Revenue Growth: The company reported a 31% year-over-year revenue growth, maintaining the same rate as last year, with merchandise volume through its platform increasing by 29%, indicating ongoing expansion in the e-commerce sector; however, the missed EPS expectations led to a negative market reaction.
- Moderna Vaccine Approval Setback: The FDA's refusal to review Moderna's new flu vaccine marks the second regulatory challenge within a year, potentially jeopardizing the company's future MRNA technology developments, particularly for vaccines targeting cancer and rare diseases.
- Increased Cash Flow Pressure: Moderna faces significant cash burn, relying on revenue from COVID vaccines to fund its R&D; the FDA's rejection may force the company to reassess its development strategy in the current regulatory climate.
See More
Trian Fund Increases Stakes in Industrial and Healthcare Stocks
- Portfolio Adjustment: Trian Fund Management's latest 13F filing for Q4 2025 reveals an increase in stakes in major industrial and healthcare companies while trimming cyclical financial positions, indicating a cautious outlook on the economic landscape.
- Shift in Acquisition Strategy: Nelson Peltz hinted at a potential shift towards direct buyouts rather than traditional proxy fights, suggesting that this strategy could enable faster implementation of business strategies and enhance investment returns.
- Strong Performance of GE Aerospace: One of Trian's top bets, GE Aerospace, has benefited from robust demand in defense and commercial aviation, with strong order backlogs and ramped-up engine production, leading to a stock increase of over 55% in the past year, closing up 3.7% at $327.08.
- Market Trend Analysis: Benzinga's data indicates favorable price trends for GE Aerospace's stock across various time periods, along with strong Momentum and Quality rankings, reflecting sustained market confidence in the company's future prospects.
See More
Stock Market Rebounds Slightly, Nvidia Gains from Meta AI Deal
- Market Rebound: The stock market experienced a slight rebound on Tuesday, despite remaining divided, indicating cautious optimism among investors that could provide some support for future trading.
- Nvidia Gains: Nvidia's stock rose late in the session due to a deal with Meta in the AI sector, reflecting ongoing market confidence in its capabilities, which may drive future earnings growth.
- AMD and Broadcom Decline: In contrast, AMD and Broadcom saw their stock prices slump, suggesting a cautious outlook from the market regarding these companies, which could affect their short-term investment appeal.
- Increased Industry Divergence: The overall market divergence has intensified, with some tech stocks performing well while others face pressure, potentially leading investors to be more selective in their stock choices, impacting overall market liquidity.
See More
Stock Market Rebounds Slightly, Nvidia Gains from Meta AI Deal
- Market Rebound: The stock market experienced a slight rebound on Tuesday, despite remaining divided, indicating cautious optimism among investors that may provide some support for future trading.
- Nvidia Gains: Nvidia's stock rose late in the session due to a deal with Meta in the AI sector, highlighting its ongoing leadership in AI and potential new growth opportunities for the company.
- AMD and Broadcom Decline: In contrast, AMD and Broadcom saw their stock prices slump, reflecting market concerns about the semiconductor industry, which could impact investor confidence and future investment decisions in this sector.
- Divergent Investor Sentiment: While Nvidia performed strongly, the overall market sentiment remains divided, prompting investors to closely monitor industry dynamics and company fundamentals to make more informed investment choices.
See More
US Stocks Edge Up Amid Ongoing AI Concerns
- Market Volatility: The S&P 500 rose 0.10% to 6,843.22, reflecting ongoing AI-related concerns that pressured growth stocks, indicating investor uncertainty about future market conditions.
- Tech Stock Performance: Amazon ended its historic slide with a 1.19% increase, while Apple and GE Aerospace rose 3.12% and 3.61%, respectively, providing support to the Dow, highlighting investor preference for value stocks amid volatility.
- Consumer Goods Pressure: Consumer staples and packaged food stocks faced challenges as investors expressed concerns that a softening U.S. consumer could impact margins and earnings in defensive sectors, signaling caution in the market.
- Investment Strategy Shift: JPMorgan noted that select quality stocks appear mispriced post-AI rerating, suggesting investors are increasingly focusing on moats and regulatory factors while positioning for upcoming inflation and GDP releases.
See More
Analysis of Long-Term Investment Potential in Energy Stocks
- GE Vernova Business Growth: As a standalone company, GE Vernova's Power segment accounted for over 50% of its 2025 orders, with high double-digit growth over the past year driven by the rapid expansion of cloud and AI markets, and analysts expect revenue and EBITDA to grow at CAGRs of 15% and 54% from 2025 to 2028.
- Strong Electrification Segment: The Electrification segment, which makes up nearly a third of GE Vernova's orders, is experiencing rapid growth; despite challenges in the Wind segment due to project delays and supply chain issues, the overall business shows strong growth potential that is expected to continue driving performance.
- Cameco Market Recovery: Cameco, the world's second-largest uranium miner, saw its revenue double from $1.5 billion to $3.1 billion from 2021 to 2024, primarily due to the restart of nuclear projects and increased demand for uranium, with prices rebounding from $18 to approximately $94 per pound, indicating signs of market recovery.
- Diversification Strategy Implementation: Cameco is actively diversifying its business by increasing its stake in Global Laser Enrichment and acquiring a 49% stake in Westinghouse Electric, thereby reducing its dependence on mining; analysts project revenue and EBITDA to grow at CAGRs of 7% and 14% from 2025 to 2028.
See More
Shopify's Earnings Cause Market Whiplash; Moderna's Vaccine Rejected by FDA
- Shopify Earnings Volatility: Shopify's stock surged 13% in pre-market trading before its fourth-quarter earnings report, but plummeted 6% by the end of the day after management's conference call raised concerns about future growth, particularly regarding the concept of 'agentic commerce' that unsettled investors.
- Strong Revenue Growth: The company reported a 31% year-over-year revenue growth, maintaining the same rate as last year, with merchandise volume through its platform increasing by 29%, indicating ongoing expansion in the e-commerce sector; however, the missed EPS expectations led to a negative market reaction.
- Moderna Vaccine Approval Setback: The FDA's refusal to review Moderna's new flu vaccine marks the second regulatory challenge within a year, potentially jeopardizing the company's future MRNA technology developments, particularly for vaccines targeting cancer and rare diseases.
- Increased Cash Flow Pressure: Moderna faces significant cash burn, relying on revenue from COVID vaccines to fund its R&D; the FDA's rejection may force the company to reassess its development strategy in the current regulatory climate.
See More
