Accredited Investors Inc. Reduces Position in GE Aerospace $GE

Accredited Investors Inc. decreased its holdings in shares of GE Aerospace (NYSE:GE) by 32.1% during the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 4,444 shares of the company’s stock after selling 2,104 shares during the quarter. Accredited Investors Inc.’s holdings in GE Aerospace were worth $1,337,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of the business. Vanguard Group Inc. increased its stake in GE Aerospace by 1.6% in the second quarter. Vanguard Group Inc. now owns 91,989,511 shares of the company’s stock worth $23,677,180,000 after purchasing an additional 1,482,069 shares during the period. State Street Corp grew its holdings in shares of GE Aerospace by 1.4% in the second quarter. State Street Corp now owns 44,268,912 shares of the company’s stock worth $11,394,375,000 after purchasing an additional 613,866 shares during the last quarter. Geode Capital Management LLC increased its stake in 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 buying an additional 724,559 shares during the period. Norges Bank purchased a new stake in GE Aerospace in the 2nd quarter valued at about $3,408,828,000. Finally, Charles Schwab Investment Management Inc. boosted its position in GE Aerospace by 3.0% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 7,154,078 shares of the company’s stock valued at $1,841,388,000 after buying an additional 208,027 shares during the period. 74.77% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, SVP Russell Stokes sold 8,000 shares of GE Aerospace stock in a transaction that occurred on Wednesday, November 19th. The shares were sold at an average price of $297.71, for a total value of $2,381,680.00. Following the completion of the sale, the senior vice president directly owned 150,434 shares in the company, valued at $44,785,706.14. This trade represents a 5.05% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.21% of the stock is owned by company insiders.

Trending Headlines about GE Aerospace

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

• Positive Sentiment: Seeking Alpha publishes a rating upgrade arguing a ~52x P/E is justified by GE Aerospace’s growth and margin expansion, supporting higher multiple sentiment. GE Aerospace: Why A 52x P/E Is Not Extreme (Rating Upgrade)
• Positive Sentiment: Recent analyst coverage labels GE a “strong buy” with ~7% upside, reinforcing near-term buy-side conviction ahead of results. GE Aerospace (GE) a Strong Buy, Analysts Forecast 7% Upside
• Positive Sentiment: Earnings previews from multiple outlets expect higher Q4 revenue driven by LEAP engine demand, services strength and defense momentum — consensus revenue around $11.2B — positioning the company for an earnings beat. GE Aerospace Expected to Report Higher 4Q Revenue
• Positive Sentiment: Analysis highlights rising free cash flow that could support a materially larger dividend, a catalyst for income-focused and long-only investors. GE Aerospace dividend could soar as free cash flow takes flight
• Positive Sentiment: Defense collaboration: Lockheed Martin and GE showcased a rotating detonation ramjet demonstration — a tech/defense win that can bolster defense backlog and strategic positioning. Lockheed Martin and GE Aerospace Showcase Rotating Detonation Ramjet
• Positive Sentiment: Talent pipeline/PR: GE extended partnerships with the University of Cincinnati, supporting engineering recruitment and community relations. GE Aerospace Expands Ties With Leading Cincinnati University
• Neutral Sentiment: Options/income strategies: Commentary outlines income-generation trades around the earnings date (strategy piece, not a fundamental catalyst). How To Earn $500 A Month From GE Aerospace Stock Ahead Of Q4 Earnings
• Neutral Sentiment: Market commentary (video) flags geopolitical risk as a potential upside driver beyond standard demand expectations — useful context but speculative. GE “Red, Red Hot:” Gauging Geopolitical Risk & Stock Rally Into Earnings
• Negative Sentiment: MarketWatch and Barron’s note the stock has lost some bullish momentum and that Q4 results must deliver a strong outlook for bulls to regain control — a miss or cautious guidance could prompt a pullback. GE’s stock has lost its bullish momentum. Can earnings provide the jolt it needs?

GE Aerospace Price Performance

NYSE GE opened at $318.71 on Thursday. The firm’s fifty day simple moving average is $305.49 and its two-hundred day simple moving average is $291.81. The firm has a market capitalization of $336.18 billion, a P/E ratio of 42.55, a P/E/G ratio of 2.13 and a beta of 1.40. The company has a current ratio of 1.08, a quick ratio of 0.76 and a debt-to-equity ratio of 0.99. GE Aerospace has a 12-month low of $159.36 and a 12-month high of $332.79.

GE Aerospace (NYSE:GE) last released its quarterly earnings results on Tuesday, October 21st. The company reported $1.66 EPS for the quarter, beating analysts’ consensus estimates of $1.46 by $0.20. The company had revenue of $11.31 billion during the quarter, compared to analysts’ expectations of $10.29 billion. GE Aerospace had a return on equity of 34.01% and a net margin of 18.34%.The firm’s revenue was up 26.4% compared to the same quarter last year. During the same period last year, the business posted $1.15 earnings per share. Analysts forecast that GE Aerospace will post 5.4 EPS for the current fiscal year.

GE Aerospace Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, January 26th. Investors of record on Monday, December 29th will be given a $0.36 dividend. This represents a $1.44 annualized dividend and a dividend yield of 0.5%. The ex-dividend date of this dividend is Monday, December 29th. GE Aerospace’s dividend payout ratio (DPR) is presently 19.23%.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on GE. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $350.00 price target on shares of GE Aerospace in a research note on Wednesday, October 8th. Royal Bank Of Canada lifted their target price on GE Aerospace from $300.00 to $340.00 and gave the company an “outperform” rating in a research report on Friday, October 17th. Citigroup lowered their target price on GE Aerospace from $386.00 to $378.00 and set a “buy” rating for the company in a report on Tuesday, January 13th. The Goldman Sachs Group increased their price target on GE Aerospace from $271.00 to $305.00 and gave the stock a “buy” rating in a research report on Friday, October 10th. Finally, Bank of America lifted their price objective on GE Aerospace from $310.00 to $365.00 and gave the company a “buy” rating in a report on Monday, October 27th. Sixteen investment analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $314.00.

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.