Thrivent Financial for Lutherans Sells 62,856 Shares of GE Aerospace $GE

Thrivent Financial for Lutherans trimmed its holdings in shares of GE Aerospace (NYSE:GE) by 31.0% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 140,200 shares of the company’s stock after selling 62,856 shares during the period. Thrivent Financial for Lutherans’ holdings in GE Aerospace were worth $42,175,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in GE. Vanguard Group Inc. raised its holdings in shares of GE Aerospace by 1.6% in the 2nd quarter. Vanguard Group Inc. now owns 91,989,511 shares of the company’s stock valued at $23,677,180,000 after purchasing an additional 1,482,069 shares during the period. State Street Corp lifted its position in GE Aerospace by 1.4% during the second quarter. State Street Corp now owns 44,268,912 shares of the company’s stock worth $11,394,375,000 after acquiring an additional 613,866 shares during the last quarter. Geode Capital Management LLC lifted its holdings in 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 GE Aerospace in the 2nd quarter worth about $3,408,828,000. Finally, Jennison Associates LLC grew its position in 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.

Insider Activity at GE Aerospace

In other GE Aerospace news, SVP Russell Stokes sold 8,000 shares of the business’s stock in a transaction 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 transaction, the senior vice president owned 150,434 shares of the company’s stock, valued at approximately $44,785,706.14. The trade was a 5.05% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.21% of the company’s stock.

GE Aerospace Price Performance

Shares of NYSE:GE opened at $308.93 on Tuesday. The firm has a market capitalization of $325.86 billion, a price-to-earnings ratio of 37.95, a PEG ratio of 2.83 and a beta of 1.40. The stock’s 50 day moving average is $305.67 and its 200-day moving average is $294.43. GE Aerospace has a twelve month low of $159.36 and a twelve month high of $332.79. The company has a quick ratio of 0.74, a current ratio of 1.04 and a debt-to-equity ratio of 1.00.

GE Aerospace (NYSE:GE) last posted its earnings results 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 analyst estimates 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 was up 17.6% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.32 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Sell-side analysts forecast that GE Aerospace will post 5.4 EPS for the current fiscal year.

GE Aerospace Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, January 26th. Stockholders of record on Monday, December 29th were issued a $0.36 dividend. The ex-dividend date of this dividend was Monday, December 29th. This represents a $1.44 annualized dividend and a dividend yield of 0.5%. GE Aerospace’s dividend payout ratio is currently 17.69%.

More GE Aerospace News

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

Analyst Upgrades and Downgrades

Several research analysts have commented on the company. Sanford C. Bernstein reissued an “outperform” rating on shares of GE Aerospace in a research note on Monday, October 27th. Susquehanna reissued a “positive” rating and set a $380.00 target price on shares of GE Aerospace in a research report on Thursday, January 15th. Bank of America increased their price target on GE Aerospace from $310.00 to $365.00 and gave the stock a “buy” rating in a report on Monday, October 27th. BNP Paribas Exane lowered their price objective on GE Aerospace from $305.00 to $290.00 and set an “underperform” rating for the company in a research report on Friday, January 23rd. Finally, JPMorgan Chase & Co. upped their target price on GE Aerospace from $325.00 to $335.00 and gave the company an “overweight” rating in a research report on Monday, January 26th. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, one has given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $319.00.

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.