GE Aerospace $GE Shares Purchased by HORAN Wealth LLC

HORAN Wealth LLC increased its stake in shares of GE Aerospace (NYSE:GE) by 667.0% during the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 10,194 shares of the company’s stock after buying an additional 8,865 shares during the quarter. HORAN Wealth LLC’s holdings in GE Aerospace were worth $3,066,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in GE. Vanguard Group Inc. raised its stake in GE Aerospace by 1.6% during 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 during the period. State Street Corp increased its holdings in shares of GE Aerospace by 1.4% during the 2nd quarter. State Street Corp now owns 44,268,912 shares of the company’s stock worth $11,394,375,000 after buying an additional 613,866 shares during the last quarter. Geode Capital Management LLC raised its position 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 valued at $6,181,956,000 after buying an additional 724,559 shares during the period. Norges Bank purchased a new stake in shares of GE Aerospace during the 2nd quarter valued at approximately $3,408,828,000. Finally, Jennison Associates LLC lifted its holdings in GE Aerospace by 21.5% in the third quarter. Jennison Associates LLC now owns 8,430,878 shares of the company’s stock valued at $2,536,177,000 after acquiring an additional 1,494,541 shares during the last quarter. Institutional investors and hedge funds own 74.77% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on GE shares. 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. Susquehanna reissued a “positive” rating and set a $380.00 price objective on shares of GE Aerospace in a research report on Thursday, January 15th. Zacks Research raised shares of GE Aerospace from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, January 27th. The Goldman Sachs Group increased 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, January 23rd. Finally, Sanford C. Bernstein reissued an “outperform” rating on shares of GE Aerospace in a research note on Monday, October 27th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, one has issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, GE Aerospace presently has an average rating of “Moderate Buy” and an average price target of $319.00.

Key Headlines Impacting GE Aerospace

Here are the key news stories impacting GE Aerospace this week:

• Positive Sentiment: GE announced up to a $300M, multi‑year upgrade to its Singapore engine‑repair site to add AI, automation and predictive maintenance — a move that should expand MRO capacity, improve margins on aftermarket services and strengthen APAC customer ties. Read More.
• Positive Sentiment: Moody’s upgraded GE Aerospace’s senior unsecured rating to A2, reducing perceived funding risk and supporting valuation and refinancing flexibility. Read More.
• Positive Sentiment: JPMorgan raised its price target after GE signaled low double‑digit growth for 2026 — a catalyst for analyst upgrades and investor confidence in earnings momentum. Read More.
• Positive Sentiment: Recent quarterly results beat estimates and management set FY‑2026 EPS guidance that implies continued strong aftermarket and engine sales growth — a fundamental tailwind behind the stock’s outperformance this past year. Read More.
• Positive Sentiment: GE and NASA completed a successful hybrid‑electric ground test, showing ongoing R&D progress that could open longer‑term product and services opportunities. Read More.
• Neutral Sentiment: Two recent Seeking Alpha pieces present mixed views (one calls GE a “big buy opportunity,” another’s quant model says “hold”) — signals of differing time horizons among retail/quant investors rather than new fundamental data. Read More. Read More.
• Neutral Sentiment: Coverage of GE’s role helping other aerospace names rally is supportive context for strong end markets but is peripheral to GE’s core financials. Read More.
• Negative Sentiment: Boeing and GE are analyzing a potential durability issue with a seal on 777X engines — a technical concern that could weigh on near‑term delivery schedules, warranty/repair work and sentiment until resolved. Read More.
• Negative Sentiment: Several senior GE Aerospace insiders sold shares last week (combined sales reported in the tens of thousands of shares), which can be read as profit‑taking and has pressured near‑term sentiment despite no public company explanation. Read More.

Insider Activity

In other news, VP Robert M. Giglietti sold 3,035 shares of the business’s stock in a transaction dated Friday, January 30th. The stock was sold at an average price of $305.51, for a total transaction of $927,222.85. Following the completion of the transaction, the vice president directly owned 10,583 shares of the company’s stock, valued at approximately $3,233,212.33. The trade was a 22.29% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, SVP Amy L. Gowder sold 4,000 shares of the company’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $305.73, for a total transaction of $1,222,920.00. Following the sale, the senior vice president owned 16,535 shares in the company, valued at $5,055,245.55. The trade was a 19.48% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 45,398 shares of company stock worth $13,837,171. 0.21% of the stock is currently owned by company insiders.

GE Aerospace Price Performance

GE Aerospace stock opened at $308.23 on Thursday. 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 has a 52-week low of $159.36 and a 52-week high of $332.79. The firm has a market cap of $323.27 billion, a PE ratio of 37.87, a price-to-earnings-growth ratio of 2.86 and a beta of 1.40. The company’s 50 day moving average is $306.23 and its two-hundred day moving average is $294.85.

GE Aerospace (NYSE:GE) last posted 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 business had revenue of $11.90 billion for the quarter, compared to analyst estimates of $11.27 billion. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.The company’s revenue was up 17.6% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, research analysts expect that GE Aerospace will post 5.4 EPS for the current fiscal year.

GE Aerospace Dividend Announcement

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

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.