GE Aerospace $GE Shares Purchased by Cullen Frost Bankers Inc.

Cullen Frost Bankers Inc. grew its stake in shares of GE Aerospace (NYSE:GE) by 7.1% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 103,376 shares of the company’s stock after buying an additional 6,860 shares during the period. Cullen Frost Bankers Inc.’s holdings in GE Aerospace were worth $31,097,000 at the end of the most recent reporting period.

A number of other institutional investors also recently made changes to their positions in GE. Vanguard Group Inc. increased its position in GE Aerospace by 1.6% during the 2nd quarter. Vanguard Group Inc. now owns 91,989,511 shares of the company’s stock worth $23,677,180,000 after purchasing an additional 1,482,069 shares in the last quarter. State Street Corp lifted its holdings in GE Aerospace by 1.4% in the 2nd quarter. State Street Corp now owns 44,268,912 shares of the company’s stock valued at $11,394,375,000 after purchasing an additional 613,866 shares in the last quarter. Geode Capital Management LLC boosted its stake in shares of GE Aerospace by 3.1% during the 2nd quarter. Geode Capital Management LLC now owns 24,113,967 shares of the company’s stock worth $6,181,956,000 after purchasing an additional 724,559 shares during the last quarter. Norges Bank acquired a new stake in shares of GE Aerospace during the 2nd quarter worth about $3,408,828,000. Finally, Jennison Associates LLC grew its holdings in shares of GE Aerospace by 21.5% during the third quarter. Jennison Associates LLC now owns 8,430,878 shares of the company’s stock worth $2,536,177,000 after buying an additional 1,494,541 shares in the last quarter. 74.77% of the stock is owned by institutional investors and hedge funds.

More GE Aerospace News

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

GE Aerospace Stock Performance

Shares of NYSE:GE opened at $293.89 on Friday. The business has a 50-day moving average of $305.09 and a two-hundred day moving average of $292.46. The firm 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. The company has a debt-to-equity ratio of 1.00, a current ratio of 1.04 and a quick ratio of 0.76. GE Aerospace has a 12 month low of $159.36 and a 12 month high of $332.79.

GE Aerospace (NYSE:GE) last released its quarterly earnings data on Thursday, January 22nd. The company reported $1.57 earnings per share for the quarter, beating the consensus estimate of $1.43 by $0.14. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.The business had revenue of $12.72 billion for the quarter, compared to analyst estimates of $11.27 billion. During the same period in the previous year, the company posted $1.32 EPS. The company’s revenue 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. As a group, research analysts forecast that GE Aerospace will post 5.4 earnings per share for the current year.

GE Aerospace Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, January 26th. Stockholders 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 annualized dividend and a dividend yield of 0.5%. GE Aerospace’s dividend payout ratio is presently 17.69%.

Insider Activity

In other news, SVP Russell Stokes sold 8,000 shares of the firm’s stock in a transaction on Wednesday, November 19th. The shares were sold at an average price of $297.71, for a total value of $2,381,680.00. Following the transaction, the senior vice president owned 150,434 shares of the company’s stock, valued at approximately $44,785,706.14. This trade represents a 5.05% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. 0.21% of the stock is owned by insiders.

Analyst Ratings Changes

GE has been the topic of several recent analyst reports. Weiss Ratings reissued a “buy (b)” rating on shares of GE Aerospace in a research note on Thursday. TD Cowen boosted their price target on GE Aerospace from $330.00 to $350.00 and gave the company a “buy” rating in a report on Wednesday, January 14th. Citigroup restated a “buy” rating and set a $380.00 price objective (up previously from $378.00) on shares of GE Aerospace in a report on Friday. Wolfe Research lifted their price objective on GE Aerospace from $340.00 to $360.00 and gave the company an “outperform” rating in a research report on Monday, January 12th. Finally, Bank of America increased their target price on GE Aerospace from $310.00 to $365.00 and gave the stock a “buy” rating in a research report on Monday, October 27th. Sixteen investment analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $318.41.

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.