GE Aerospace $GE Shares Purchased by Conning Inc.

Conning Inc. lifted its position in GE Aerospace (NYSE:GE) by 202.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 19,021 shares of the company’s stock after purchasing an additional 12,738 shares during the quarter. Conning Inc.’s holdings in GE Aerospace were worth $5,722,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of the company. Jacobsen Capital Management raised its position in shares of GE Aerospace by 1.4% during the 3rd quarter. Jacobsen Capital Management now owns 2,295 shares of the company’s stock valued at $690,000 after buying an additional 32 shares during the period. Harfst & Associates Inc. raised its position in GE Aerospace by 0.4% in the third quarter. Harfst & Associates Inc. now owns 7,444 shares of the company’s stock valued at $2,239,000 after purchasing an additional 33 shares during the period. Grove Bank & Trust lifted its stake in shares of GE Aerospace by 1.0% in the 3rd quarter. Grove Bank & Trust now owns 3,537 shares of the company’s stock valued at $1,064,000 after purchasing an additional 35 shares during the last quarter. JDM Financial Group LLC grew its holdings in shares of GE Aerospace by 12.9% during the 3rd quarter. JDM Financial Group LLC now owns 306 shares of the company’s stock worth $92,000 after purchasing an additional 35 shares during the period. Finally, Perkins Coie Trust Co increased its position in shares of GE Aerospace by 7.9% during the 3rd quarter. Perkins Coie Trust Co now owns 492 shares of the company’s stock worth $148,000 after purchasing an additional 36 shares during the last quarter. 74.77% of the stock is owned by hedge funds and other institutional investors.

GE Aerospace News Summary

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

• Positive Sentiment: Delta selected GE Aerospace’s GEnx engines to power 30 new Boeing 787-10s (options for 30 more) plus spares and long‑term services — a material commercial order with recurring aftermarket service revenue. Delta Air Lines Selects GE Aerospace GEnx Engines to Power New 787-10s
• Positive Sentiment: Local coverage highlights the same Delta deal and frames it as a meaningful fleet win (first Dreamliner engines for Delta), supporting near‑term revenue visibility and aftermarket backlog. GE Aerospace wins order for Delta’s first-ever Dreamliner fleet
• Positive Sentiment: The U.S. Navy awarded a $1.42B helicopter‑engine contract to GE Aerospace, adding defense revenue and supporting stable government aftermarket work. GE Draws $1.42B Navy Engine Contract
• Positive Sentiment: GE and Lockheed test rotating detonation technology, advancing a next‑generation propulsion approach that could strengthen GE’s defense pipeline long term. GE/Lockheed Tests Raise Bar For Rotating Detonation Maturity
• Neutral Sentiment: Media/upbeat analyst pieces (e.g., “3 reasons we love this stock”) are generating positive narrative flow but may have limited incremental impact versus material orders and guidance. GE Aerospace (GE): 3 Reasons We Love This Stock
• Neutral Sentiment: Investor‑attention and stock‑watch pieces note heightened interest in GE; these can increase volatility but don’t by themselves change fundamentals. GE Aerospace (GE) is Attracting Investor Attention
• Neutral Sentiment: Community/CSR items (extended Next Engineers program with University of Cincinnati) bolster reputation and talent pipeline but have limited short‑term stock impact. University of Cincinnati and GE Aerospace Fuel Future Innovators
• Negative Sentiment: Citigroup trimmed its price target from $386 to $378 while maintaining a Buy — a small downgrade in upside that can prompt short‑term profit‑taking. Analyst price-target change coverage

Insider Buying and Selling

In other GE Aerospace news, SVP Russell Stokes sold 8,000 shares of the company’s stock in a transaction that occurred on Wednesday, November 19th. The stock was sold at an average price of $297.71, for a total transaction of $2,381,680.00. Following the completion of the sale, the senior vice president directly owned 150,434 shares of the company’s stock, valued at $44,785,706.14. This represents a 5.05% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.21% of the stock is currently owned by corporate insiders.

GE Aerospace Stock Performance

Shares of GE stock opened at $319.29 on Thursday. GE Aerospace has a 12 month low of $159.36 and a 12 month high of $332.79. The company has a market cap of $336.79 billion, a P/E ratio of 42.63, a PEG ratio of 2.24 and a beta of 1.40. The company has a current ratio of 1.08, a quick ratio of 0.76 and a debt-to-equity ratio of 0.99. The firm has a fifty day moving average price of $304.33 and a 200 day moving average price of $289.32.

GE Aerospace (NYSE:GE) last announced its quarterly earnings results on Tuesday, October 21st. The company reported $1.66 earnings per share for the quarter, beating analysts’ consensus estimates of $1.46 by $0.20. GE Aerospace had a net margin of 18.34% and a return on equity of 34.01%. The firm had revenue of $11.31 billion during the quarter, compared to analysts’ expectations of $10.29 billion. During the same period in the previous year, the company earned $1.15 earnings per share. GE Aerospace’s quarterly revenue was up 26.4% compared to the same quarter last year. GE Aerospace has set its FY 2025 guidance at 6.000-6.200 EPS. Sell-side analysts predict that GE Aerospace will post 5.4 earnings per share for the current fiscal year.

GE Aerospace Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, January 26th. Investors of record on Monday, December 29th will be given a $0.36 dividend. This represents a $1.44 annualized dividend and a yield of 0.5%. The ex-dividend date is Monday, December 29th. GE Aerospace’s payout ratio is 19.23%.

Analysts Set New Price Targets

GE has been the topic of a number of recent analyst reports. Bank of America upped their target price on shares of GE Aerospace from $310.00 to $365.00 and gave the company a “buy” rating in a research report on Monday, October 27th. JPMorgan Chase & Co. upped their price objective on shares of GE Aerospace from $275.00 to $325.00 and gave the stock an “overweight” rating in a report on Monday, October 27th. Jefferies Financial Group increased their price objective on shares of GE Aerospace from $320.00 to $350.00 and gave the stock a “buy” rating in a research report on Monday, September 22nd. Zacks Research lowered GE Aerospace from a “strong-buy” rating to a “hold” rating in a research report on Friday, September 26th. Finally, Royal Bank Of Canada raised their price target on GE Aerospace from $300.00 to $340.00 and gave the stock an “outperform” rating in a research report on Friday, October 17th. Sixteen equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, GE Aerospace presently has an average rating of “Moderate Buy” and a consensus price target of $309.44.

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.