Machina Capital S.A.S. Takes Position in GE Aerospace $GE

Machina Capital S.A.S. acquired a new stake in shares of GE Aerospace (NYSE:GE) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 4,756 shares of the company’s stock, valued at approximately $1,431,000.

Other institutional investors have also recently made changes to their positions in the company. J.W. Cole Advisors Inc. boosted its stake in shares of GE Aerospace by 5.0% during the 3rd quarter. J.W. Cole Advisors Inc. now owns 67,053 shares of the company’s stock worth $20,171,000 after purchasing an additional 3,207 shares during the period. Hantz Financial Services Inc. lifted its stake in GE Aerospace by 7.9% in the third quarter. Hantz Financial Services Inc. now owns 4,940 shares of the company’s stock worth $1,486,000 after purchasing an additional 360 shares during the last quarter. Envestnet Asset Management Inc. boosted its position in shares of GE Aerospace by 4.1% during the third quarter. Envestnet Asset Management Inc. now owns 1,404,246 shares of the company’s stock valued at $422,425,000 after buying an additional 55,149 shares during the period. Peregrine Asset Advisers Inc. grew its stake in shares of GE Aerospace by 7.2% during the third quarter. Peregrine Asset Advisers Inc. now owns 19,057 shares of the company’s stock valued at $5,733,000 after buying an additional 1,283 shares during the last quarter. Finally, Telos Capital Management Inc. lifted its stake in shares of GE Aerospace by 12.3% during the 3rd quarter. Telos Capital Management Inc. now owns 3,069 shares of the company’s stock worth $923,000 after acquiring an additional 337 shares during the last quarter. Institutional investors own 74.77% of the company’s stock.

GE Aerospace Trading Down 0.5%

NYSE GE opened at $308.23 on Thursday. GE Aerospace has a one year low of $159.36 and a one year high of $332.79. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.74 and a current ratio of 1.04. The company has a market capitalization of $323.27 billion, a price-to-earnings ratio of 37.87, a price-to-earnings-growth ratio of 2.86 and a beta of 1.40. The company’s 50-day simple moving average is $306.23 and its two-hundred day simple moving average is $294.85.

GE Aerospace (NYSE:GE) last released its quarterly earnings data on Thursday, January 22nd. The company reported $1.57 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.43 by $0.14. The firm had revenue of $11.90 billion for the quarter, compared to the consensus estimate of $11.27 billion. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The company’s quarterly revenue was up 17.6% on a year-over-year basis. During the same period last year, the firm earned $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Equities analysts forecast 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. Stockholders of record on Monday, December 29th were issued a $0.36 dividend. The ex-dividend date was Monday, December 29th. This represents a $1.44 dividend on an annualized basis and a dividend yield of 0.5%. GE Aerospace’s dividend payout ratio (DPR) is currently 17.69%.

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on the company. Zacks Research upgraded GE Aerospace from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, January 27th. Citigroup restated a “buy” rating and issued a $380.00 price target (up from $378.00) on shares of GE Aerospace in a report on Friday, January 23rd. BNP Paribas Exane reduced their price target on shares of GE Aerospace from $305.00 to $290.00 and set an “underperform” rating on the stock in a research note on Friday, January 23rd. JPMorgan Chase & Co. raised their target price on shares of GE Aerospace from $325.00 to $335.00 and gave the stock an “overweight” rating in a research report on Monday, January 26th. Finally, TD Cowen lifted their price target on shares of GE Aerospace from $330.00 to $350.00 and gave the company a “buy” rating in a research note on Wednesday, January 14th. One equities research 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 assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $319.00.

GE Aerospace News Summary

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 Transactions at GE Aerospace

In other GE Aerospace news, SVP Russell Stokes sold 30,363 shares of GE Aerospace stock in a transaction dated Friday, January 30th. The stock was sold at an average price of $306.47, for a total value of $9,305,348.61. Following the transaction, the senior vice president owned 150,434 shares in the company, valued at $46,103,507.98. The trade was a 16.79% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Amy L. Gowder sold 4,000 shares of the business’s stock in a transaction dated 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 completion of the transaction, the senior vice president owned 16,535 shares of the company’s stock, valued at $5,055,245.55. This represents a 19.48% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 45,398 shares of company stock valued at $13,837,171. Corporate insiders own 0.21% of the company’s stock.

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.