Candriam S.C.A. Buys 9,752 Shares of GE Aerospace $GE

Candriam S.C.A. raised its stake in GE Aerospace (NYSE:GE) by 11.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 96,821 shares of the company’s stock after acquiring an additional 9,752 shares during the quarter. Candriam S.C.A.’s holdings in GE Aerospace were worth $29,126,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Norges Bank purchased a new position in shares of GE Aerospace during the 2nd quarter valued at $3,408,828,000. Jennison Associates LLC raised its stake in GE Aerospace by 21.5% in the 3rd 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 period. Vanguard Group Inc. lifted its holdings in GE Aerospace by 1.6% during the second quarter. Vanguard Group Inc. now owns 91,989,511 shares of the company’s stock valued at $23,677,180,000 after purchasing an additional 1,482,069 shares during the last quarter. Lazard Asset Management LLC lifted its holdings 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 worth $6,181,956,000 after purchasing an additional 724,559 shares during the period. 74.77% of the stock is owned by institutional investors.

Insiders Place Their Bets

In related news, SVP Russell Stokes sold 30,363 shares of the business’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 completion of the sale, 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 position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, VP Robert M. Giglietti sold 3,035 shares of the company’s stock in a transaction that occurred on Friday, January 30th. The stock was sold at an average price of $305.51, for a total value of $927,222.85. Following the completion of the sale, the vice president directly owned 10,583 shares of the company’s stock, valued at approximately $3,233,212.33. This represents a 22.29% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 45,398 shares of company stock valued at $13,837,171 over the last 90 days. Insiders own 0.21% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have recently issued reports on GE. Deutsche Bank Aktiengesellschaft boosted their price target on shares of GE Aerospace from $375.00 to $387.00 and gave the company a “buy” rating in a research report on Friday, January 23rd. Wall Street Zen raised shares of GE Aerospace from a “hold” rating to a “buy” rating in a report on Saturday, January 24th. Zacks Research raised GE Aerospace from a “hold” rating to a “strong-buy” rating in a report on Tuesday, January 27th. Royal Bank Of Canada lifted their price target on GE Aerospace from $300.00 to $340.00 and gave the company an “outperform” rating in a research report on Friday, October 17th. Finally, Citigroup reissued a “buy” rating and set a $380.00 price objective (up previously from $378.00) on shares of GE Aerospace in a report on Friday, January 23rd. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, GE Aerospace presently has an average rating of “Moderate Buy” and a consensus price target of $319.00.

More GE Aerospace News

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

• Positive Sentiment: Signed an Industrial Participation agreement and a manufacturing MoU with Saudi Arabia’s GAMI — this advances local production, supply‑chain participation and long‑term program access in a major defense market, which supports future revenue visibility and political/contract tailwinds. GE Aerospace signs Industrial Participation agreement and manufacturing MoU with Saudi Arabia’s GAMI
• Positive Sentiment: Expanded F110‑129 support with MEPC / Royal Saudi Air Force — extension of aftermarket and sustainment contracts implies recurring, high‑margin service revenue and strengthens regional support capabilities. That stability helps underpin cash flow expectations. GE Aerospace and MEPC extend RSAF F110-129 support
• Positive Sentiment: Announced a 30.6% quarterly dividend increase to $0.47 (ex‑div March 9) — signals cash generation confidence and boosts shareholder returns, which can support sentiment among income and long‑term investors. (Company release reported 2/6).
• Positive Sentiment: Analysts remain bullish — several outlets list GE Aerospace as a Strong Buy with a one‑year average target near $358 (≈17% upside), reflecting continued optimism on defense backlog, aftermarket growth and margin expansion. GE Aerospace (GE) a Strong Buy, Analysts See 17% Upside
• Neutral Sentiment: Included in a Zacks roundup of GARP (growth at a reasonable price) stocks — may attract value‑plus‑growth investors, though impact is typically gradual rather than immediate. Add These 4 GARP Stocks to Your Portfolio to Receive Handsome Returns
• Negative Sentiment: Valuation re‑assessment risk highlighted by coverage after a ~57% one‑year share gain — investors may be trimming positions on high multiples despite strong fundamentals, which can pressure the stock in the near term. Assessing General Electric’s Valuation After A Strong Aerospace Run And 57.3% One Year Shareholder Return

GE Aerospace Trading Down 1.3%

Shares of GE opened at $316.89 on Tuesday. GE Aerospace has a 1-year low of $159.36 and a 1-year high of $332.79. The company has a market capitalization of $332.36 billion, a P/E ratio of 38.93, a P/E/G ratio of 2.96 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. The firm’s 50 day simple moving average is $307.44 and its 200 day simple moving average is $296.16.

GE Aerospace (NYSE:GE) last issued its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, topping 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%. The business’s revenue for the quarter was up 17.6% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.32 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Sell-side analysts forecast that GE Aerospace will post 5.4 earnings per share for the current fiscal year.

GE Aerospace Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, April 27th. Shareholders of record on Monday, March 9th will be paid a dividend of $0.47 per share. This represents a $1.88 annualized dividend and a yield of 0.6%. This is an increase from GE Aerospace’s previous quarterly dividend of $0.36. The ex-dividend date of this dividend is Monday, March 9th. GE Aerospace’s dividend payout ratio is presently 17.69%.

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.