GE Aerospace $GE Stock Position Lifted by DNB Asset Management AS

DNB Asset Management AS lifted its position in GE Aerospace (NYSE:GE) by 0.9% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 351,669 shares of the company’s stock after acquiring an additional 3,221 shares during the quarter. DNB Asset Management AS’s holdings in GE Aerospace were worth $105,789,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Bare Financial Services Inc lifted its position in shares of GE Aerospace by 81.1% in the 2nd quarter. Bare Financial Services Inc now owns 96 shares of the company’s stock worth $25,000 after buying an additional 43 shares during the last quarter. REAP Financial Group LLC acquired a new stake in GE Aerospace during the third quarter worth about $25,000. Marquette Asset Management LLC bought a new position in GE Aerospace in the third quarter worth about $26,000. Lavaca Capital LLC boosted its stake in 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 acquiring an additional 100 shares during the period. Finally, Barnes Dennig Private Wealth Management LLC boosted its stake in 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 acquiring an additional 53 shares during the period. 74.77% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, SVP Amy L. Gowder sold 4,000 shares of the company’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $305.73, for a total value of $1,222,920.00. Following the completion of the sale, the senior vice president directly owned 16,535 shares of the company’s stock, valued at approximately $5,055,245.55. This represents a 19.48% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, SVP Russell Stokes sold 30,363 shares of the stock in a transaction that occurred on Friday, January 30th. The shares were sold at an average price of $306.47, for a total transaction of $9,305,348.61. Following the completion of the transaction, the senior vice president owned 150,434 shares of the company’s stock, valued at $46,103,507.98. This trade represents a 16.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 37,398 shares of company stock worth $11,455,491. 0.21% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

GE has been the topic of several recent research reports. Wolfe Research raised their price target on GE Aerospace from $340.00 to $360.00 and gave the stock an “outperform” rating in a report on Monday, January 12th. TD Cowen increased their target price on GE Aerospace from $330.00 to $350.00 and gave the stock a “buy” rating in a research report on Wednesday, January 14th. Susquehanna reiterated a “positive” rating and issued a $380.00 target price on shares of GE Aerospace in a research note on Thursday, January 15th. Wall Street Zen downgraded shares of GE Aerospace from a “buy” rating to a “hold” rating in a report on Saturday, February 21st. Finally, UBS Group set a $374.00 price objective on shares of GE Aerospace and gave the stock a “buy” rating in a report on Friday, January 23rd. One research 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. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $329.29.

Trending Headlines about 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

GE Aerospace Stock Down 0.6%

Shares of GE Aerospace stock opened at $340.97 on Friday. The company has a debt-to-equity ratio of 1.00, a current ratio of 1.04 and a quick ratio of 0.74. GE Aerospace has a 1-year low of $159.36 and a 1-year high of $348.48. The business’s fifty day moving average price is $317.13 and its two-hundred day moving average price is $300.97. The company has a market capitalization of $357.61 billion, a P/E ratio of 41.89, a PEG ratio of 3.17 and a beta of 1.40.

GE Aerospace (NYSE:GE) last issued its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, beating analysts’ consensus estimates of $1.43 by $0.14. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.The company had revenue of $11.90 billion for the quarter, compared to analyst estimates of $11.27 billion. During the same period last year, the company earned $1.32 earnings per share. The company’s quarterly revenue was up 17.6% compared to the same quarter last year. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, research analysts forecast that GE Aerospace will post 5.4 EPS for the current year.

GE Aerospace Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, April 27th. Shareholders of record on Monday, March 9th will be given 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 is Monday, March 9th. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.6%. GE Aerospace’s 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.