GE Aerospace $GE Position Boosted by Bessemer Group Inc.

Bessemer Group Inc. grew its holdings in GE Aerospace (NYSE:GE) by 6.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 31,058 shares of the company’s stock after purchasing an additional 1,962 shares during the period. Bessemer Group Inc.’s holdings in GE Aerospace were worth $9,343,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in GE. Norges Bank acquired a new stake in shares of GE Aerospace during the 2nd quarter valued at $3,408,828,000. Jennison Associates LLC increased its stake in shares of GE Aerospace by 21.5% in the third 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 during the last quarter. Vanguard Group Inc. raised its holdings in shares of 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 acquiring an additional 1,482,069 shares in the last quarter. Lazard Asset Management LLC boosted its position in GE Aerospace by 4,253.7% during the second quarter. Lazard Asset Management LLC now owns 796,422 shares of the company’s stock valued at $204,991,000 after purchasing an additional 778,129 shares during the last quarter. Finally, Geode Capital Management LLC boosted its position in GE Aerospace by 3.1% during the second quarter. Geode Capital Management LLC now owns 24,113,967 shares of the company’s stock valued at $6,181,956,000 after purchasing an additional 724,559 shares during the last quarter. 74.77% of the stock is owned by hedge funds and other institutional investors.

GE Aerospace Trading Up 4.7%

NYSE:GE opened at $320.75 on Friday. The company’s 50 day moving average is $306.86 and its 200-day moving average is $295.34. 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 12 month low of $159.36 and a 12 month high of $332.79. The firm has a market cap of $336.41 billion, a price-to-earnings ratio of 39.40, a P/E/G ratio of 2.83 and a beta of 1.40.

GE Aerospace (NYSE:GE) last posted its quarterly earnings data on Thursday, January 22nd. The company reported $1.57 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.43 by $0.14. The business had revenue of $11.90 billion during 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%. GE Aerospace’s quarterly revenue was up 17.6% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.32 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Equities analysts anticipate that GE Aerospace will post 5.4 EPS for the current year.

GE Aerospace Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, January 26th. Stockholders of record on Monday, December 29th were paid 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 0.4%. GE Aerospace’s payout ratio is presently 17.69%.

Insider Buying and Selling

In other GE Aerospace news, SVP Amy L. Gowder sold 4,000 shares of GE Aerospace stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $305.73, for a total value of $1,222,920.00. Following the transaction, the senior vice president directly owned 16,535 shares of the company’s stock, valued at $5,055,245.55. The trade was a 19.48% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, SVP Russell Stokes sold 30,363 shares of the company’s stock in a transaction that occurred on 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 of the company’s stock, valued at approximately $46,103,507.98. This trade represents a 16.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 45,398 shares of company stock valued at $13,837,171. Insiders own 0.21% of the company’s stock.

Key Headlines Impacting GE Aerospace

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

• Positive Sentiment: Board-approved quarterly dividend of $0.47 per share (record date March 9; payable April 27), which boosts yield and signals confidence in cash flow and capital return plans. GE Aerospace Board of Directors Authorizes Quarterly Dividend
• Positive Sentiment: Commercial Engines & Services unit showing strong momentum: Zacks highlights accelerating revenue, record orders and major widebody engine wins — supportive for revenue growth and margin outlook. GE Aerospace’s Commercial Engines Unit Gains Momentum: Can It Sustain?
• Positive Sentiment: Geographic expansion and order-book evidence: reports show GE scaling up in India as its engine order book expands and boosting capabilities in Singapore with automation and AI — these moves support aftermarket and services revenue growth. GE Aerospace scales up India presence as engine order book expands GE Aerospace Expands Singapore Engine Hub With Automation And AI Focus
• Neutral Sentiment: Media and analyst attention — multiple articles (Zacks, MarketBeat, Yahoo) are spotlighting GE as a trending/covered name; that can amplify flows but is not a direct operational change. Here is What to Know Beyond Why GE Aerospace (GE) is a Trending Stock 3 High-Risk Stocks That Soared in 2025 But Can Still Fly Higher (GE) GE Aerospace Stock Outlook: Is Wall Street Bullish or Bearish?
• Neutral Sentiment: Corporate-related activity: GE Medical Holding AB exercised warrants in EXACT Therapeutics (small, separate business unit activity) — limited direct impact on GE Aerospace operations. EXACT Therapeutics: Exercise of Warrants by GE Medical Holding AB
• Negative Sentiment: Insider selling: a GE Aerospace senior VP sold roughly $9.3M of stock recently — such sizable insider sales can create short-term perception pressure even if not indicative of company fundamentals. GE Aerospace (NYSE:GE) SVP Sells $9,305,348.61 in Stock
• Negative Sentiment: Additional small insider sale reported (Amy Gowder sold 4,000 shares) — adds to the insider activity narrative that some traders monitor. Amy Gowder Sells 4,000 Shares of GE Aerospace (NYSE:GE) Stock

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on the company. Weiss Ratings reiterated a “buy (b)” rating on shares of GE Aerospace in a report on Thursday, January 22nd. The Goldman Sachs Group raised their price objective on shares of GE Aerospace from $338.00 to $350.00 and gave the company a “buy” rating in a research report on Friday, January 23rd. Bank of America lifted their target price on shares of GE Aerospace from $310.00 to $365.00 and gave the company a “buy” rating in a research note on Monday, October 27th. UBS Group set a $374.00 target price on shares of GE Aerospace and gave the stock a “buy” rating in a research report on Friday, January 23rd. Finally, Susquehanna restated a “positive” rating and set a $380.00 price target on shares of GE Aerospace in a report on Thursday, January 15th. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $319.00.

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.