Dakota Wealth Management Boosts Stock Position in GE Aerospace $GE

Dakota Wealth Management lifted its holdings in shares of GE Aerospace (NYSE:GE) by 10.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 63,026 shares of the company’s stock after buying an additional 5,825 shares during the quarter. Dakota Wealth Management’s holdings in GE Aerospace were worth $18,960,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Norges Bank purchased a new position in GE Aerospace during the second quarter valued at $3,408,828,000. Jennison Associates LLC raised its position in shares of GE Aerospace by 21.5% during the 3rd quarter. Jennison Associates LLC now owns 8,430,878 shares of the company’s stock worth $2,536,177,000 after purchasing an additional 1,494,541 shares during the last quarter. Vanguard Group Inc. lifted its stake 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 buying an additional 1,482,069 shares in the last quarter. Lazard Asset Management LLC lifted its stake in GE Aerospace by 4,253.7% in the 2nd quarter. Lazard Asset Management LLC now owns 796,422 shares of the company’s stock valued at $204,991,000 after buying an additional 778,129 shares in the last quarter. Finally, Geode Capital Management LLC boosted its holdings 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 last quarter. Institutional investors and hedge funds own 74.77% of the company’s stock.

GE Aerospace News Summary

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

• Positive Sentiment: United Airlines selected 300 GEnx engines to power new Boeing 787s — a large order that boosts OEM revenue, long‑term services and aftermarket exposure for GE Aerospace. UAL Orders 300 GEnx Engines From GE Aerospace to Power Boeing 787s
• Positive Sentiment: American Airlines made a long‑term commitment to CFM LEAP engines (a GE/CFM product), supporting production cadence and future aftermarket/service revenues. That helps extend GE’s commercial backlog and spare‑parts/service annuity potential. American Makes Long-Term Commitment to GE Engines
• Positive Sentiment: Kratos and GE won a $12.4M U.S. Air Force contract to design a next‑gen engine (GEK1500) for expendable combat collaborative aircraft — a defense win that adds to government program exposure and potential follow‑on work. Kratos and GE Aerospace Win U.S. Air Force Award to Design Engine for Expendable Combat Collaborative Aircraft
• Positive Sentiment: Morgan Stanley initiated coverage on GE Aerospace with an Overweight rating and a $425 price target, highlighting standalone cash flow potential and recent program wins — analyst support can lift sentiment and attract buying. Morgan Stanley Initiates Coverage on GE Aerospace (GE) with Overweight Rating
• Neutral Sentiment: Market commentary ties GE (and sister unit GE Vernova) to AI infrastructure themes — power generation and grid equipment are called out as critical to data center expansion, a potential multi‑year tailwind for parts of the GE franchise (less direct for Aerospace but supportive at the group level). These 5 Stocks Are at the Center of the AI Supply Squeeze
• Neutral Sentiment: Industry reports note GE as a key player in the global power transformer and grid equipment market — relevant to GE Vernova revenue mix and investor narratives around infrastructure exposure, but only indirectly affecting GE Aerospace fundamentals. Power Transformer Market Competitive Analysis Report 2025

Wall Street Analysts Forecast Growth

A number of equities analysts have commented on GE shares. Wall Street Zen cut GE Aerospace from a “buy” rating to a “hold” rating in a report on Saturday. Zacks Research raised GE Aerospace from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, January 27th. Wolfe Research upped their target price on shares of GE Aerospace from $340.00 to $360.00 and gave the stock an “outperform” rating in a report on Monday, January 12th. Morgan Stanley assumed coverage on shares of GE Aerospace in a research report on Friday. They issued an “overweight” rating and a $425.00 target price for the company. Finally, The Goldman Sachs Group boosted their price target on shares of GE Aerospace from $338.00 to $350.00 and gave the stock a “buy” rating in a research report on Friday, January 23rd. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $329.29.

Insiders Place Their Bets

In other GE Aerospace news, SVP Russell Stokes sold 30,363 shares of GE Aerospace stock in a transaction on Friday, January 30th. The stock was sold at an average price of $306.47, for a total value of $9,305,348.61. Following the sale, the senior vice president owned 150,434 shares in the company, valued at $46,103,507.98. The trade was a 16.79% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 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. This trade represents a 22.29% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 37,398 shares of company stock valued at $11,455,491 over the last quarter. 0.21% of the stock is owned by insiders.

GE Aerospace Trading Down 1.3%

Shares of GE opened at $338.88 on Tuesday. GE Aerospace has a 12-month low of $159.36 and a 12-month high of $344.30. The firm has a market capitalization of $355.42 billion, a P/E ratio of 41.63, a P/E/G ratio of 3.17 and a beta of 1.40. The firm has a 50-day moving average price of $314.38 and a 200 day moving average price of $299.89. 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 earnings per share for the quarter, beating 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 for the quarter, compared to analyst estimates of $11.27 billion. During the same period in the previous year, the business posted $1.32 EPS. GE Aerospace’s revenue was up 17.6% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Sell-side analysts forecast that GE Aerospace will post 5.4 EPS for the current year.

GE Aerospace Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, April 27th. Investors of record on Monday, March 9th will be given a $0.47 dividend. The ex-dividend date is Monday, March 9th. This is a positive change from GE Aerospace’s previous quarterly dividend of $0.36. This represents a $1.88 annualized dividend and a yield of 0.6%. GE Aerospace’s dividend payout ratio (DPR) is currently 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.