Peak Retirement Planning Inc. acquired a new stake in shares of GE Aerospace (NYSE:GE – Free Report) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 3,719 shares of the company’s stock, valued at approximately $1,119,000.
Several other large investors have also modified their holdings of the business. Norges Bank bought a new position in shares of GE Aerospace in the second quarter worth about $3,408,828,000. Jennison Associates LLC grew its holdings in GE Aerospace by 21.5% during the 3rd quarter. Jennison Associates LLC now owns 8,430,878 shares of the company’s stock worth $2,536,177,000 after acquiring an additional 1,494,541 shares in the last quarter. Vanguard Group Inc. raised its holdings in GE Aerospace by 1.6% in the second 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. Lazard Asset Management LLC increased its position in GE Aerospace by 4,253.7% during the 2nd quarter. Lazard Asset Management LLC now owns 796,422 shares of the company’s stock valued at $204,991,000 after buying an additional 778,129 shares in the last quarter. Finally, Geode Capital Management LLC lifted its stake in shares of GE Aerospace by 3.1% during the second quarter. Geode Capital Management LLC now owns 24,113,967 shares of the company’s stock worth $6,181,956,000 after buying an additional 724,559 shares during the period. Hedge funds and other institutional investors own 74.77% of the company’s stock.
Insider Buying and Selling
In other news, SVP Russell Stokes sold 8,000 shares of the stock in a transaction that occurred on Wednesday, November 19th. The stock was sold at an average price of $297.71, for a total value 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 approximately $44,785,706.14. This represents a 5.05% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.21% of the stock is currently owned by company insiders.
Analyst Ratings Changes
Get Our Latest Stock Analysis on GE
GE Aerospace Trading Up 0.7%
GE opened at $308.93 on Tuesday. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.74 and a current ratio of 1.04. GE Aerospace has a one year low of $159.36 and a one year high of $332.79. The company has a market cap of $325.86 billion, a P/E ratio of 37.95, a PEG ratio of 2.83 and a beta of 1.40. The business’s 50-day simple moving average is $305.67 and its 200-day simple moving average is $294.43.
GE Aerospace (NYSE:GE – Get Free Report) last released its quarterly earnings data on Thursday, January 22nd. The company reported $1.57 earnings per share for the quarter, topping analysts’ consensus estimates of $1.43 by $0.14. The company had revenue of $11.90 billion for the quarter, compared to analysts’ expectations of $11.27 billion. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The firm’s revenue for the quarter was up 17.6% on a year-over-year basis. During the same quarter last year, the company earned $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, equities research analysts expect that GE Aerospace will post 5.4 EPS for the current fiscal year.
GE Aerospace Announces Dividend
The company also recently declared a quarterly dividend, which was paid on Monday, January 26th. Shareholders of record on Monday, December 29th were given a dividend of $0.36 per share. The ex-dividend date of this dividend was Monday, December 29th. This represents a $1.44 annualized dividend and a yield of 0.5%. GE Aerospace’s payout ratio is 17.69%.
Key Stories Impacting GE Aerospace
Here are the key news stories impacting GE Aerospace this week:
- Positive Sentiment: Moody’s upgraded GE Aerospace’s senior unsecured ratings to A2, which improves the company’s credit profile and can lower funding costs and reduce perceived financial risk. Moody’s upgrades GE Aerospace senior unsecured ratings to A2
- Positive Sentiment: JPMorgan raised its price target after GE signaled it expects low double‑digit growth in 2026, reinforcing bullish analyst sentiment and supporting higher valuation multiples. JPMorgan Increases PT on GE Aerospace
- Positive Sentiment: Coverage/market commentary is constructive: outlets and commentators (including a recent “Bull of the Day” piece and Jim Cramer) flagged GE as a buying opportunity, which can attract retail and momentum flows. Bull of the Day: GE Aerospace (GE)
- Positive Sentiment: GE is expanding R&D and partnerships in Singapore to co‑develop AI and propulsion tech, supporting long‑term product pipeline and international collaboration. GE Aerospace To Establish Aerospace Research Partnership In Singapore
- Neutral Sentiment: Current Chemicals launched as an independent specialty materials manufacturer building on a 75‑year GE legacy — a legacy divestiture/partnering development that may be neutral to slightly positive for focus but has limited near‑term earnings impact on GE Aerospace. Current Chemicals Launches as Independent Specialty Materials Manufacturer
- Negative Sentiment: Boeing and GE have identified a potential durability issue with a seal on the engine that will power the 777X; the companies are analyzing the problem. This is an operational risk that could lead to inspections, design changes, or delivery delays for 777X operators if the issue proves substantive. Boeing, GE identify potential engine seal issue on 777X, Bloomberg News reports
GE Aerospace 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.
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