Banco Santander S.A. Has $37.68 Million Stock Position in GE Aerospace $GE

Banco Santander S.A. boosted its stake in shares of GE Aerospace (NYSE:GE) by 20.4% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 125,262 shares of the company’s stock after purchasing an additional 21,245 shares during the period. Banco Santander S.A.’s holdings in GE Aerospace were worth $37,681,000 as of its most recent filing with the SEC.

A number of other hedge funds have also recently bought and sold shares of GE. Brighton Jones LLC grew its holdings in GE Aerospace by 25.3% during the fourth quarter. Brighton Jones LLC now owns 12,008 shares of the company’s stock worth $2,003,000 after purchasing an additional 2,421 shares during the period. Revolve Wealth Partners LLC boosted its stake in shares of GE Aerospace by 7.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 2,251 shares of the company’s stock worth $375,000 after acquiring an additional 150 shares during the period. Sivia Capital Partners LLC raised its stake in GE Aerospace by 4.6% in the 2nd quarter. Sivia Capital Partners LLC now owns 4,337 shares of the company’s stock valued at $1,116,000 after acquiring an additional 191 shares during the period. Motco lifted its holdings in GE Aerospace by 89.0% during the 2nd quarter. Motco now owns 667 shares of the company’s stock valued at $181,000 after purchasing an additional 314 shares during the last quarter. Finally, Oarsman Capital Inc. bought a new position in GE Aerospace during the second quarter worth $250,000. 74.77% of the stock is currently owned by institutional investors.

Key Headlines Impacting GE Aerospace

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

• Positive Sentiment: GE announced a partnership with Palantir to apply AI/data analytics to a U.S. Air Force jet-engine contract, a win that supports maintenance-readiness and could strengthen GE’s defense aftermarket positioning. GE Aerospace Partners With Palantir on AI Jet Engine Contract
• Positive Sentiment: Analyst and press coverage highlights the Palantir tie-up as a catalyst for investor interest, reinforcing growth narratives and buy-side attention. GE Aerospace Is Linking Up with Palantir. Should You Buy GE Stock Here?
• Positive Sentiment: GE secured its first digital TrueChoice Defense deal for the J85 engine, expanding its digital services footprint in military aftermarket offerings — incremental recurring revenue and data-driven service upsides. GE wins first digital TrueChoice Defense deal for J85 engine
• Positive Sentiment: GE is investing >$1B to expand MRO capacity as LEAP engine deliveries and shop visits rise — a direct push to grow higher-margin aftermarket revenue over the coming years. Can GE’s Growth Investments Create Long-Term Value for Investors?
• Positive Sentiment: GE expanded use of Aireon’s space-based ADS‑B data, improving flight tracking and operational analytics that feed aftermarket service efficiency and product differentiation. Press Release: GE expands use of Aireon’s space-based ADS-B data
• Neutral Sentiment: Coverage asking whether the rally leaves buying opportunities (Forbes) may boost retail interest but also encourages profit-taking by traders. GE Stock Is Soaring—Is It Too Late To Jump In?
• Neutral Sentiment: Relative-performance pieces note GE has outpaced A&D peers over the past year, supporting the momentum narrative but also highlighting higher expectations. How Is GE Aerospace’s Stock Performance Compared to Other Aerospace & Defense Stocks?
• Neutral Sentiment: Kratos’ mention of a joint contract with GE on a new engine underscores GE’s role in next‑gen defense programs — supportive strategically but not an immediate earnings driver. Kratos Contract Wins Deepen Role In Hypersonics Propulsion And Space Systems
• Negative Sentiment: Macro caution from prominent investors comparing AI euphoria to past manias could pressure richly valued industrials with AI narratives, creating short-term volatility risk for GE. ‘Big Short’ Investor Michael Burry Draws Parallel Between Nvidia and This 1920s Era Hot Stock

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on GE shares. Citigroup reiterated a “buy” rating and issued a $380.00 price target (up from $378.00) on shares of GE Aerospace in a research note on Friday, January 23rd. Wolfe Research increased their target price on GE Aerospace from $340.00 to $360.00 and gave the stock an “outperform” rating in a research note on Monday, January 12th. The Goldman Sachs Group boosted 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. Deutsche Bank Aktiengesellschaft upped their price objective on GE Aerospace from $375.00 to $387.00 and gave the company a “buy” rating in a report on Friday, January 23rd. Finally, JPMorgan Chase & Co. boosted their target price on shares of GE Aerospace from $325.00 to $335.00 and gave the company an “overweight” rating in a research report on Monday, January 26th. 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 data from MarketBeat.com, GE Aerospace presently has an average rating of “Moderate Buy” and a consensus price target of $329.29.

Insider Buying and Selling

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 stock was sold at an average price of $305.73, for a total value 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 position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, VP Robert M. Giglietti sold 3,035 shares of the stock in a transaction dated Friday, January 30th. The shares were sold at an average price of $305.51, for a total value of $927,222.85. Following the completion of the transaction, the vice president owned 10,583 shares of the company’s stock, valued at $3,233,212.33. This represents a 22.29% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 37,398 shares of company stock worth $11,455,491 in the last 90 days. Insiders own 0.21% of the company’s stock.

GE Aerospace Stock Performance

GE Aerospace stock opened at $340.97 on Friday. The company has a quick ratio of 0.74, a current ratio of 1.04 and a debt-to-equity ratio of 1.00. The stock has a market cap of $357.61 billion, a PE ratio of 41.89, a P/E/G ratio of 3.17 and a beta of 1.40. GE Aerospace has a 12-month low of $159.36 and a 12-month high of $348.48. The business’s 50-day moving average price is $317.13 and its two-hundred day moving average price is $300.97.

GE Aerospace (NYSE:GE) last posted its quarterly earnings results 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 company 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 firm’s quarterly revenue was up 17.6% compared to the same quarter last year. During the same period last year, the company posted $1.32 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, analysts expect that GE Aerospace will post 5.4 earnings per share for the current fiscal 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 dividend of $0.47 per share. This is a positive change 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 dividend yield of 0.6%. GE Aerospace’s dividend payout ratio (DPR) is 17.69%.

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.