Banque Cantonale Vaudoise Has $11.33 Million Stock Position in GE Aerospace $GE

Banque Cantonale Vaudoise boosted its holdings in GE Aerospace (NYSE:GE) by 15.2% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 37,652 shares of the company’s stock after purchasing an additional 4,967 shares during the quarter. Banque Cantonale Vaudoise’s holdings in GE Aerospace were worth $11,327,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in the business. LGT Fund Management Co Ltd. acquired a new position in shares of GE Aerospace during the 3rd quarter valued at $2,272,000. Russell Investments Group Ltd. grew its holdings in GE Aerospace by 8.0% in the third quarter. Russell Investments Group Ltd. now owns 597,673 shares of the company’s stock worth $179,239,000 after purchasing an additional 44,185 shares during the period. Gerber Kawasaki Wealth & Investment Management increased its stake in GE Aerospace by 23.0% in the third quarter. Gerber Kawasaki Wealth & Investment Management now owns 1,914 shares of the company’s stock valued at $576,000 after purchasing an additional 358 shares in the last quarter. SNS Financial Group LLC increased its stake in GE Aerospace by 2.6% in the third quarter. SNS Financial Group LLC now owns 2,130 shares of the company’s stock valued at $642,000 after purchasing an additional 54 shares in the last quarter. Finally, Diversify Advisory Services LLC raised its holdings in shares of GE Aerospace by 23.2% during the third quarter. Diversify Advisory Services LLC now owns 2,948 shares of the company’s stock valued at $910,000 after purchasing an additional 556 shares during the period. 74.77% of the stock is owned by institutional investors and hedge funds.

GE Aerospace Stock Down 0.4%

GE Aerospace stock opened at $321.67 on Tuesday. The firm has a market capitalization of $337.37 billion, a price-to-earnings ratio of 39.52, a price-to-earnings-growth ratio of 2.98 and a beta of 1.36. The firm’s fifty day moving average price is $319.85 and its two-hundred day moving average price is $304.52. GE Aerospace has a 1-year low of $159.36 and a 1-year high of $348.48. The company has a current ratio of 1.04, a quick ratio of 0.74 and a debt-to-equity ratio of 1.00.

GE Aerospace (NYSE:GE) last posted its earnings results on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, topping the consensus estimate 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 during the quarter, compared to the consensus estimate of $11.27 billion. During the same period in the previous year, the firm posted $1.32 earnings per share. The firm’s revenue for the quarter was up 17.6% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, equities research analysts predict that GE Aerospace will post 5.4 earnings per share for the current fiscal year.

GE Aerospace Increases Dividend

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

Trending Headlines about GE Aerospace

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

• Positive Sentiment: GE said it will invest an additional $1 billion in U.S. manufacturing and its supplier base this year to boost engine production capacity, signaling management confidence in demand recovery and future revenue growth. Read More.
• Positive Sentiment: Multiple site-specific investments were announced (examples include a $48M boost in Asheville and $160M of upgrades across four North Carolina plants), showing direct capacity and tooling upgrades across GE’s U.S. footprint. Read More.
• Positive Sentiment: Additional local investments reported include—examples—$60M in Wilmington, $45M in Auburn, $33M in Greenville, $65M across Indianapolis/Lafayette/Terre Haute, $10M in Madisonville and $2M in the Rockford area, reflecting widespread, targeted capacity builds. Read More.
• Positive Sentiment: Operational momentum: Commercial Engines & Services revenue jumped ~24% in Q4, underlining robust engine demand that the new investments aim to serve. This supports the case for higher medium-term earnings if delivery constraints are eased. Read More.
• Positive Sentiment: Bernstein reaffirmed a buy rating on GE Aerospace, providing third-party analyst support that can help stabilize investor sentiment amid the spending announcement. Read More.
• Neutral Sentiment: Contextual pieces comparing long-term shareholder returns against peers (Boeing, Rolls-Royce) offer perspective on past performance but don’t change near-term fundamentals. Read More.
• Negative Sentiment: Potential near-term downside: the incremental ~$1B+ of capex and upgrades could pressure free cash flow and near-term margins until higher production and deliveries materialize; investors are balancing that timing risk against demand visibility.

Insiders Place Their Bets

In related news, SVP Russell Stokes sold 30,363 shares of GE Aerospace stock in a transaction that occurred on 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. The trade was a 16.79% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, VP Robert M. Giglietti sold 3,035 shares of GE Aerospace stock in a transaction that occurred on Friday, January 30th. The shares were sold at an average price of $305.51, for a total value of $927,222.85. Following the transaction, the vice president directly owned 10,583 shares in the company, valued at approximately $3,233,212.33. The trade was a 22.29% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 37,398 shares of company stock valued at $11,455,491. Corporate insiders own 0.21% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have recently issued reports on GE shares. Susquehanna reissued a “positive” rating and set a $380.00 price objective on shares of GE Aerospace in a research report on Thursday, January 15th. Deutsche Bank Aktiengesellschaft boosted their target price on GE Aerospace from $375.00 to $387.00 and gave the company a “buy” rating in a research report on Friday, January 23rd. The Goldman Sachs Group upped their price target on GE Aerospace from $338.00 to $350.00 and gave the stock a “buy” rating in a research note on Friday, January 23rd. Morgan Stanley initiated coverage on GE Aerospace in a report on Friday, February 20th. They issued an “overweight” rating and a $425.00 price target on the stock. Finally, Wolfe Research raised their price objective on GE Aerospace from $340.00 to $360.00 and gave the company an “outperform” rating in a research note on Monday, January 12th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $331.12.

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.