WCM Investment Management LLC Decreases Stock Position in GE Aerospace $GE

WCM Investment Management LLC cut its stake in shares of GE Aerospace (NYSE:GE) by 1.4% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,354,225 shares of the company’s stock after selling 34,427 shares during the quarter. GE Aerospace accounts for about 1.4% of WCM Investment Management LLC’s investment portfolio, making the stock its 26th largest holding. WCM Investment Management LLC owned approximately 0.22% of GE Aerospace worth $691,271,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also bought and sold shares of GE. Norges Bank purchased a new stake in shares of GE Aerospace during the second quarter worth about $3,408,828,000. Jennison Associates LLC raised its position in GE Aerospace by 21.5% during the 3rd quarter. Jennison Associates LLC now owns 8,430,878 shares of the company’s stock valued at $2,536,177,000 after purchasing an additional 1,494,541 shares during the last quarter. Vanguard Group Inc. lifted its holdings in GE Aerospace by 1.6% in the 2nd quarter. Vanguard Group Inc. now owns 91,989,511 shares of the company’s stock worth $23,677,180,000 after buying an additional 1,482,069 shares during the period. Lazard Asset Management LLC lifted its holdings in GE Aerospace by 4,253.7% in the 2nd quarter. Lazard Asset Management LLC now owns 796,422 shares of the company’s stock worth $204,991,000 after buying an additional 778,129 shares during the period. Finally, Geode Capital Management LLC grew its position in shares of GE Aerospace by 3.1% in the 2nd 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 last quarter. 74.77% of the stock is currently owned by institutional investors.

GE Aerospace Trading Up 0.7%

NYSE:GE opened at $308.93 on Tuesday. The firm has a market capitalization of $325.86 billion, a P/E ratio of 37.95, a PEG ratio of 2.83 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 0.74. GE Aerospace has a one year low of $159.36 and a one year high of $332.79. The company’s 50-day simple moving average is $305.67 and its 200 day simple moving average is $294.43.

GE Aerospace (NYSE:GE) last released its earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share (EPS) for the quarter, beating 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 $11.90 billion during the quarter, compared to analyst estimates of $11.27 billion. During the same period last year, the business earned $1.32 earnings per share. The business’s revenue was up 17.6% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, analysts forecast that GE Aerospace will post 5.4 EPS for the current fiscal year.

GE Aerospace Announces Dividend

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

Analyst Ratings Changes

GE has been the topic of several recent analyst reports. BNP Paribas Exane cut their price target on shares of GE Aerospace from $305.00 to $290.00 and set an “underperform” rating on the stock in a report on Friday, January 23rd. JPMorgan Chase & Co. lifted their target price on shares of GE Aerospace from $325.00 to $335.00 and gave the company an “overweight” rating in a research note on Monday, January 26th. Citigroup reiterated a “buy” rating and set a $380.00 price target (up previously from $378.00) on shares of GE Aerospace in a research report on Friday, January 23rd. Sanford C. Bernstein restated an “outperform” rating on shares of GE Aerospace in a report on Monday, October 27th. Finally, Susquehanna reiterated a “positive” rating and set a $380.00 target price on shares of GE Aerospace in a report on Thursday, January 15th. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $319.00.

Insider Buying and Selling at GE Aerospace

In other news, SVP Russell Stokes sold 8,000 shares of GE Aerospace stock in a transaction dated 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 transaction, the senior vice president owned 150,434 shares of the company’s stock, valued at $44,785,706.14. The trade was a 5.05% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 0.21% of the stock is owned by insiders.

Trending Headlines about 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

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.