GE Aerospace $GE Shares Bought by Commerzbank Aktiengesellschaft FI

Commerzbank Aktiengesellschaft FI lifted its holdings in shares of GE Aerospace (NYSE:GE) by 7.3% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 81,109 shares of the company’s stock after purchasing an additional 5,531 shares during the quarter. Commerzbank Aktiengesellschaft FI’s holdings in GE Aerospace were worth $24,399,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently made changes to their positions in the business. Ameriflex Group Inc. raised its stake in shares of GE Aerospace by 23.5% in the second quarter. Ameriflex Group Inc. now owns 1,742 shares of the company’s stock valued at $437,000 after acquiring an additional 331 shares in the last quarter. Diversified Trust Co increased its holdings in GE Aerospace by 21.3% during the 3rd quarter. Diversified Trust Co now owns 32,021 shares of the company’s stock worth $9,633,000 after purchasing an additional 5,625 shares during the period. Cadinha & Co. LLC raised its position in GE Aerospace by 154.8% in the 3rd quarter. Cadinha & Co. LLC now owns 97,280 shares of the company’s stock valued at $29,264,000 after purchasing an additional 59,106 shares in the last quarter. Police & Firemen s Retirement System of New Jersey raised its position in GE Aerospace by 1.8% in the 2nd quarter. Police & Firemen s Retirement System of New Jersey now owns 159,682 shares of the company’s stock valued at $41,101,000 after purchasing an additional 2,779 shares in the last quarter. Finally, Czech National Bank boosted its stake in shares of GE Aerospace by 3.3% in the 3rd quarter. Czech National Bank now owns 269,330 shares of the company’s stock valued at $81,020,000 after buying an additional 8,668 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: Q4 results beat and big order/backlog momentum — GE reported better‑than‑expected Q4 EPS and revenue, with record LEAP deliveries, a large order surge and aftermarket strength that support profit and cash‑flow upside. Is GE Stock Fully Valued Around $300?
• Positive Sentiment: Company guidance and profit outlook point higher — Management raised FY‑2026 profit guidance above some estimates citing high‑margin aftermarket demand, which supports medium‑term earnings upgrades. GE forecasts 2026 profit above estimates
• Positive Sentiment: Analyst upgrades/price target increases from major bulge‑bracket firms — Goldman Sachs and Deutsche Bank raised price targets and remain Buy, signalling meaningful upside from current levels. Goldman Sachs raises PT to $350 Deutsche Bank raises PT to $387
• Neutral Sentiment: MarketBeat view: pullback is a buying setup — Technical/long‑term analysts call the post‑earnings pullback a buy‑the‑dip opportunity given buybacks, dividends and intact uptrend, but they expect possible short‑term sideways action. MarketBeat tailwinds article
• Negative Sentiment: Mixed/negative investor reaction — Despite the beats, the stock slipped as some investors focused on signs of slowing sequential revenue growth and viewed FY guidance as cautious; that contributed to today’s decline. Stock brushes off upbeat Q4
• Negative Sentiment: Analyst downgrade/price target cut adds short‑term pressure — BNP Paribas Exane cut its price target and kept an Underperform rating, creating a headline that can amplify selling even as other banks lift targets. BNP Paribas Exane cuts PT to $290
• Negative Sentiment: Risk of near‑term range‑bound action or deeper pullback if support breaks — Market commentary highlights a likely range near ~$280–$300; a break below support could trigger more downside. MarketBeat technical notes

Analysts Set New Price Targets

A number of analysts recently weighed in on the stock. The Goldman Sachs Group upped their target price on shares of GE Aerospace from $338.00 to $350.00 and gave the stock a “buy” rating in a research note on Friday. Wall Street Zen raised shares of GE Aerospace from a “hold” rating to a “buy” rating in a research report on Saturday. Susquehanna restated a “positive” rating and issued a $380.00 price objective on shares of GE Aerospace in a report on Thursday, January 15th. UBS Group set a $374.00 target price on shares of GE Aerospace and gave the stock a “buy” rating in a research note on Friday. Finally, Wolfe Research increased their target price on GE Aerospace from $340.00 to $360.00 and gave the company an “outperform” rating in a report on Monday, January 12th. Sixteen research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $318.41.

Insider Transactions at GE Aerospace

In related news, SVP Russell Stokes sold 8,000 shares of the firm’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 transaction, the senior vice president owned 150,434 shares in the company, valued at $44,785,706.14. This trade represents a 5.05% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. 0.21% of the stock is owned by corporate insiders.

GE Aerospace Stock Down 0.4%

Shares of NYSE:GE opened at $293.89 on Friday. The firm has a 50 day simple moving average of $305.09 and a 200-day simple moving average of $292.46. GE Aerospace has a twelve month low of $159.36 and a twelve month high of $332.79. The company has a current ratio of 1.04, a quick ratio of 0.76 and a debt-to-equity ratio of 1.00. The company has a market capitalization of $310.00 billion, a PE ratio of 36.10, a P/E/G ratio of 1.97 and a beta of 1.40.

GE Aerospace (NYSE:GE) last announced its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, topping the consensus estimate of $1.43 by $0.14. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The firm had revenue of $12.72 billion for the quarter, compared to analyst estimates of $11.27 billion. During the same period last year, the business earned $1.32 EPS. GE Aerospace’s revenue for the quarter was up 17.6% compared to the same quarter last year. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, equities analysts predict that GE Aerospace will post 5.4 EPS for the current fiscal year.

GE Aerospace Dividend Announcement

The company also recently announced 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. The ex-dividend date of this dividend is Monday, December 29th. This represents a $1.44 dividend on an annualized basis and a dividend yield of 0.5%. GE Aerospace’s dividend payout ratio is 17.69%.

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.