Compagnie Lombard Odier SCmA Acquires 15,822 Shares of GE Aerospace $GE

Compagnie Lombard Odier SCmA raised its holdings in GE Aerospace (NYSE:GE) by 39.4% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 55,936 shares of the company’s stock after buying an additional 15,822 shares during the period. Compagnie Lombard Odier SCmA’s holdings in GE Aerospace were worth $16,827,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also recently made changes to their positions in the company. Bare Financial Services Inc lifted its position in GE Aerospace by 81.1% in the 2nd quarter. Bare Financial Services Inc now owns 96 shares of the company’s stock valued at $25,000 after acquiring an additional 43 shares in the last quarter. REAP Financial Group LLC bought a new stake in GE Aerospace during the 3rd quarter worth approximately $25,000. Marquette Asset Management LLC purchased a new stake in shares of GE Aerospace in the third quarter worth approximately $26,000. Lavaca Capital LLC lifted its holdings in shares of GE Aerospace by 1,666.7% in the second quarter. Lavaca Capital LLC now owns 106 shares of the company’s stock valued at $27,000 after purchasing an additional 100 shares in the last quarter. Finally, Barnes Dennig Private Wealth Management LLC lifted its holdings in shares of GE Aerospace by 147.2% in the third quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company’s stock valued at $27,000 after purchasing an additional 53 shares in the last quarter. 74.77% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on GE shares. BNP Paribas Exane decreased their price target on GE Aerospace from $305.00 to $290.00 and set an “underperform” rating for the company in a report on Friday, January 23rd. The Goldman Sachs Group upped 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. UBS Group set a $374.00 price target on shares of GE Aerospace and gave the company a “buy” rating in a research report on Friday, January 23rd. Wolfe Research upped their price objective on shares of GE Aerospace from $340.00 to $360.00 and gave the stock an “outperform” rating in a research report on Monday, January 12th. Finally, Sanford C. Bernstein reiterated an “outperform” rating on shares of GE Aerospace in a research note on Monday, October 27th. One investment 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 issued a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $319.00.

Key Headlines Impacting GE Aerospace

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

Insider Activity at GE Aerospace

In other GE Aerospace news, SVP Amy L. Gowder sold 4,000 shares of the company’s stock in a transaction dated 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 sale, the senior vice president directly 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, SVP Russell Stokes sold 30,363 shares of the 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 transaction, the senior vice president owned 150,434 shares of the company’s stock, valued at $46,103,507.98. This represents a 16.79% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 45,398 shares of company stock worth $13,837,171. Company insiders own 0.21% of the company’s stock.

GE Aerospace Stock Down 1.3%

GE opened at $316.89 on Tuesday. GE Aerospace has a twelve month low of $159.36 and a twelve month high of $332.79. The company’s 50-day moving average price is $307.44 and its two-hundred day moving average price is $296.16. The stock has a market cap of $332.36 billion, a price-to-earnings ratio of 38.93, a PEG ratio of 2.96 and a beta of 1.40. 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 (NYSE:GE) last posted 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. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The company had revenue of $11.90 billion for the quarter, compared to analysts’ expectations of $11.27 billion. During the same quarter in the previous year, the firm posted $1.32 EPS. GE Aerospace’s revenue was up 17.6% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, equities analysts expect that GE Aerospace will post 5.4 earnings per share for the current year.

GE Aerospace Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, April 27th. Investors of record on Monday, March 9th will be issued a $0.47 dividend. 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. This represents a $1.88 annualized dividend and a yield of 0.6%. GE Aerospace’s payout ratio is 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.