Dynamic Technology Lab Private Ltd bought a new position in shares of GE Aerospace (NYSE:GE – Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 1,855 shares of the company’s stock, valued at approximately $558,000.
Other institutional investors and hedge funds have also recently modified their holdings of the company. Norges Bank purchased a new position in GE Aerospace in the second quarter worth about $3,408,828,000. Jennison Associates LLC grew its holdings in shares of GE Aerospace by 21.5% during the third quarter. Jennison Associates LLC now owns 8,430,878 shares of the company’s stock valued at $2,536,177,000 after buying an additional 1,494,541 shares during the last quarter. Vanguard Group Inc. lifted its position in GE Aerospace by 1.6% in the 2nd quarter. Vanguard Group Inc. now owns 91,989,511 shares of the company’s stock valued at $23,677,180,000 after acquiring an additional 1,482,069 shares in the last quarter. Lazard Asset Management LLC boosted its stake in GE Aerospace by 4,253.7% during the 2nd 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 increased its holdings in shares of GE Aerospace by 3.1% in the 2nd 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 in the last quarter. Hedge funds and other institutional investors own 74.77% of the company’s stock.
Insiders Place Their Bets
In related news, SVP Russell Stokes sold 30,363 shares of the business’s stock in a transaction 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 directly owned 150,434 shares in the company, valued at $46,103,507.98. The trade was a 16.79% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, VP Robert M. Giglietti sold 3,035 shares of the company’s stock in a transaction 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 completion of 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 37,398 shares of company stock worth $11,455,491 in the last ninety days. 0.21% of the stock is owned by company insiders.
GE Aerospace Price Performance
GE Aerospace (NYSE:GE – Get Free Report) last issued its quarterly earnings data on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, topping analysts’ consensus estimates of $1.43 by $0.14. The business had revenue of $11.90 billion during the quarter, compared to analysts’ expectations 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 was up 17.6% on a year-over-year basis. 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. On average, equities analysts anticipate that GE Aerospace will post 5.4 EPS 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 given a $0.47 dividend. 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 yield of 0.6%. GE Aerospace’s dividend payout ratio is presently 23.10%.
More GE Aerospace News
Here are the key news stories impacting GE Aerospace this week:
- Positive Sentiment: Company announces an additional $1 billion of U.S. investment to expand engine production, supplier base and manufacturing capacity — this directly underpins revenue/production growth expectations and defense supply resilience. GE Aerospace to invest additional $1 billion in US (Reuters)
- Positive Sentiment: Multiple site-level investments (totaling roughly $1B nationwide) — includes planned spending in West Michigan, Huntsville, Greenville, Terre Haute, Dayton, Rockford and several North Carolina plants — signaling capex deployment to raise engine output and reduce supply constraints. GE Aerospace to invest another $1B across US operations (Yahoo)
- Positive Sentiment: Recent operational momentum: strong Q4 results and FY‑2026 EPS guidance (company has highlighted robust commercial orders and large defense contracts), which support higher forward earnings expectations. What’s Behind GE Stock’s Massive Rally? (Forbes)
- Positive Sentiment: Short interest fell sharply in February (down ~27% to ~11.23M shares, ~1.1% of float; ~2.1 days to cover) — lower short exposure reduces potential selling pressure and can amplify rallies as bearish bets unwind.
- Positive Sentiment: Defense demand tailwind: broader market flows into defense-related names/ETFs amid geopolitical tensions, which benefits GE Aerospace as a major defense supplier. Why This Defense ETF Could Keep Rallying (MarketBeat)
- Neutral Sentiment: Analyst and media coverage highlighting GE among “surging” stocks and performance comparisons to peers may attract momentum investors but doesn’t change fundamentals on its own. 2 Surging Stocks for Long-Term Investors (Yahoo)
- Negative Sentiment: Valuation and balance-sheet considerations: shares trade at elevated multiples (P/E ~40) and GE Aerospace carries leverage (debt-to-equity ~1.0); high valuation raises sensitivity to execution misses or slower demand.
Analysts Set New Price Targets
A number of research analysts have recently issued reports on GE shares. UBS Group set a $374.00 price target on GE Aerospace and gave the company a “buy” rating in a report on Friday, January 23rd. The Goldman Sachs Group raised their price target on shares of GE Aerospace from $338.00 to $350.00 and gave the company a “buy” rating in a report on Friday, January 23rd. Wall Street Zen lowered shares of GE Aerospace from a “buy” rating to a “hold” rating in a research note on Saturday, February 21st. Weiss Ratings restated a “buy (b)” rating on shares of GE Aerospace in a research report on Thursday, January 22nd. Finally, Sanford C. Bernstein raised their target price on shares of GE Aerospace from $374.00 to $405.00 and gave the stock an “outperform” rating in a report on Tuesday, March 3rd. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $331.12.
Check Out Our Latest Stock Analysis on GE
GE Aerospace 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.
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