State of Michigan Retirement System Sells 3,200 Shares of GE Aerospace $GE

State of Michigan Retirement System cut its holdings in shares of GE Aerospace (NYSE:GE) by 1.1% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 286,761 shares of the company’s stock after selling 3,200 shares during the period. State of Michigan Retirement System’s holdings in GE Aerospace were worth $86,263,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. MMA Asset Management LLC increased its holdings in shares of GE Aerospace by 79.3% during the third quarter. MMA Asset Management LLC now owns 5,307 shares of the company’s stock valued at $1,596,000 after acquiring an additional 2,347 shares in the last quarter. Elyxium Wealth LLC lifted its holdings in shares of GE Aerospace by 1.6% during the third quarter. Elyxium Wealth LLC now owns 3,457 shares of the company’s stock worth $1,040,000 after purchasing an additional 54 shares during the period. Fortitude Advisory Group L.L.C. boosted its position in GE Aerospace by 4.2% in the third quarter. Fortitude Advisory Group L.L.C. now owns 2,232 shares of the company’s stock valued at $671,000 after buying an additional 90 shares during the last quarter. Prime Capital Investment Advisors LLC increased its stake in shares of GE Aerospace by 23.6% in the third quarter. Prime Capital Investment Advisors LLC now owns 51,105 shares of the company’s stock worth $15,373,000 after acquiring an additional 9,750 shares during the period. Finally, Capital Investment Advisory Services LLC boosted its stake in shares of GE Aerospace by 2.0% in the third quarter. Capital Investment Advisory Services LLC now owns 8,779 shares of the company’s stock worth $2,641,000 after buying an additional 175 shares during the last quarter. 74.77% of the stock is currently owned by hedge funds and other institutional investors.

GE Aerospace Trading Up 4.7%

NYSE:GE opened at $320.75 on Friday. GE Aerospace has a 12-month low of $159.36 and a 12-month high of $332.79. The company has a current ratio of 1.04, a quick ratio of 0.74 and a debt-to-equity ratio of 1.00. The stock’s 50 day simple moving average is $306.86 and its 200-day simple moving average is $295.34. The firm has a market cap of $336.41 billion, a P/E ratio of 39.40, a PEG 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 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 analyst estimates 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% on a year-over-year basis. During the same period last year, the firm posted $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 Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Monday, January 26th. Shareholders 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 dividend on an annualized basis and a yield of 0.4%. GE Aerospace’s dividend payout ratio (DPR) is 17.69%.

Insider Buying and Selling

In other news, SVP Amy L. Gowder sold 4,000 shares of GE Aerospace stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $305.73, for a total transaction of $1,222,920.00. Following the completion of the sale, the senior vice president directly owned 16,535 shares in the company, valued at approximately $5,055,245.55. This trade represents a 19.48% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Russell Stokes sold 30,363 shares of the business’s stock in a transaction dated Friday, January 30th. The stock was sold at an average price of $306.47, for a total transaction of $9,305,348.61. Following the completion of the sale, the senior vice president owned 150,434 shares in the company, valued at $46,103,507.98. This represents a 16.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 45,398 shares of company stock valued at $13,837,171. Corporate insiders own 0.21% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have recently commented on the company. Susquehanna restated a “positive” rating and issued a $380.00 price objective on shares of GE Aerospace in a research report on Thursday, January 15th. Bank of America boosted their target price on GE Aerospace from $310.00 to $365.00 and gave the stock a “buy” rating in a report on Monday, October 27th. Royal Bank Of Canada raised their price objective on shares of GE Aerospace from $300.00 to $340.00 and gave the stock an “outperform” rating in a research report on Friday, October 17th. The Goldman Sachs Group upped their price target on GE Aerospace from $338.00 to $350.00 and gave the company a “buy” rating in a research note on Friday, January 23rd. Finally, Deutsche Bank Aktiengesellschaft upped their price target on GE Aerospace from $375.00 to $387.00 and gave the stock a “buy” rating in a research note on Friday, January 23rd. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $319.00.

GE Aerospace News Roundup

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

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.