iA Global Asset Management Inc. Sells 32,178 Shares of GE Aerospace $GE

iA Global Asset Management Inc. cut its stake in shares of GE Aerospace (NYSE:GE) by 12.3% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 228,517 shares of the company’s stock after selling 32,178 shares during the period. GE Aerospace comprises approximately 0.9% of iA Global Asset Management Inc.’s holdings, making the stock its 25th largest position. iA Global Asset Management Inc.’s holdings in GE Aerospace were worth $68,742,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of GE. Brighton Jones LLC grew its stake in shares of GE Aerospace by 25.3% during the 4th quarter. Brighton Jones LLC now owns 12,008 shares of the company’s stock valued at $2,003,000 after purchasing an additional 2,421 shares during the period. Revolve Wealth Partners LLC lifted its stake in shares of GE Aerospace by 7.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 2,251 shares of the company’s stock worth $375,000 after purchasing an additional 150 shares during the period. Sivia Capital Partners LLC boosted its holdings in shares of GE Aerospace by 4.6% in the second quarter. Sivia Capital Partners LLC now owns 4,337 shares of the company’s stock worth $1,116,000 after buying an additional 191 shares during the last quarter. Sheets Smith Wealth Management grew its position in GE Aerospace by 12.4% during the second quarter. Sheets Smith Wealth Management now owns 3,181 shares of the company’s stock valued at $819,000 after buying an additional 351 shares during the period. Finally, Accurate Wealth Management LLC increased its holdings in GE Aerospace by 6.0% during the second quarter. Accurate Wealth Management LLC now owns 3,712 shares of the company’s stock valued at $937,000 after buying an additional 211 shares during the last quarter. 74.77% of the stock is currently owned by hedge funds and other institutional investors.

GE Aerospace News Roundup

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

• Positive Sentiment: Q4 results beat expectations — EPS $1.57 vs. ~$1.44 estimate; revenue roughly $11.9B, up ~17.6% year/year. The beat underlines solid execution across engines and services. GE Aerospace (GE) Beats Q4 Earnings and Revenue Estimates
• Positive Sentiment: Orders and backlog strength — Q4 orders jumped sharply (reports cite ~+74% to ~$27B) and backlog is near $190B, supporting multi‑year revenue visibility for engines and aftermarket. GE Aerospace Backlog Nears $190 Billion
• Positive Sentiment: Aftermarket and margin tailwinds — Management pointed to strong high‑margin aftermarket demand driving profit upside; full‑year operating profit and EPS guidance came in above some estimates (FY26 EPS 7.10–7.40). GE Aerospace forecasts 2026 profit above estimates
• Positive Sentiment: Wall Street reaction includes continued Buy support — several analysts and firms reiterated positive views and price targets remain above current levels (BofA kept a Buy). BofA keeps Buy rating on GE
• Neutral Sentiment: CEO defended engine pricing vs airline criticism — signals management sees pricing power, but it may keep relations with carriers in focus (mixed long‑term implications). GE CEO pushes back on airline complaints
• Negative Sentiment: Stock dipped despite the beat — investors focused on signs of slower revenue growth and a more moderate growth trajectory for 2026 than some had expected, prompting profit‑taking. Stock slips despite results
• Negative Sentiment: Market sensitivity to growth cadence — commentary and slides showed solid profit guidance but revenue growth signals that the pace may be moderating versus prior quarters, which can pressure a richly valued stock. Shares slide on slowing growth outlook

Insider Activity

In related news, SVP Russell Stokes sold 8,000 shares of the company’s stock in a transaction on Wednesday, November 19th. The shares were sold at an average price of $297.71, for a total transaction of $2,381,680.00. Following the completion of the transaction, the senior vice president owned 150,434 shares in the company, valued at approximately $44,785,706.14. This represents a 5.05% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.21% of the stock is currently owned by insiders.

Analyst Ratings Changes

Several brokerages have recently weighed in on GE. Royal Bank Of Canada lifted their price target on shares of GE Aerospace from $300.00 to $340.00 and gave the stock an “outperform” rating in a research note on Friday, October 17th. Citigroup decreased their target price on GE Aerospace from $386.00 to $378.00 and set a “buy” rating on the stock in a report on Tuesday, January 13th. Zacks Research lowered GE Aerospace from a “strong-buy” rating to a “hold” rating in a report on Friday, September 26th. Weiss Ratings restated a “buy (b)” rating on shares of GE Aerospace in a research report on Wednesday, October 8th. 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 research report on Monday, October 27th. Sixteen research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $314.00.

GE Aerospace Price Performance

NYSE:GE opened at $294.97 on Friday. The company has a quick ratio of 0.76, a current ratio of 1.08 and a debt-to-equity ratio of 0.99. The business’s 50-day simple moving average is $305.30 and its two-hundred day simple moving average is $291.83. The stock has a market cap of $311.14 billion, a PE ratio of 39.38, a P/E/G ratio of 2.17 and a beta of 1.40. GE Aerospace has a 52 week low of $159.36 and a 52 week high of $332.79.

GE Aerospace (NYSE:GE) last released its quarterly earnings data on Thursday, January 22nd. The company reported $1.57 earnings per share for the quarter, topping analysts’ consensus estimates of $1.43 by $0.14. GE Aerospace had a return on equity of 34.01% and a net margin of 18.34%.The firm had revenue of $11.90 billion during the quarter, compared to analyst estimates of $11.27 billion. During the same quarter in the prior year, the company posted $1.32 earnings per share. The business’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, 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. Stockholders of record on Monday, December 29th will be given a dividend of $0.36 per share. The ex-dividend date is Monday, December 29th. This represents a $1.44 annualized dividend and a dividend yield of 0.5%. GE Aerospace’s dividend payout ratio (DPR) is presently 19.23%.

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.