Allianz SE Raises Holdings in GE Aerospace $GE

Allianz SE grew its holdings in GE Aerospace (NYSE:GE) by 4.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 49,640 shares of the company’s stock after purchasing an additional 2,148 shares during the period. Allianz SE’s holdings in GE Aerospace were worth $14,933,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also recently modified their holdings of GE. Sumitomo Mitsui Financial Group Inc. boosted its position in shares of GE Aerospace by 8.8% during the 3rd quarter. Sumitomo Mitsui Financial Group Inc. now owns 96,773 shares of the company’s stock worth $29,111,000 after purchasing an additional 7,808 shares during the period. Harbor Advisors LLC boosted its position in shares of GE Aerospace by 16.7% during the third quarter. Harbor Advisors LLC now owns 7,000 shares of the company’s stock worth $2,106,000 after buying an additional 1,000 shares during the period. Whalerock Point Partners LLC lifted its stake in GE Aerospace by 11.8% during the 3rd quarter. Whalerock Point Partners LLC now owns 4,998 shares of the company’s stock worth $1,504,000 after acquiring an additional 529 shares in the last quarter. IAG Wealth Partners LLC boosted its stake in shares of GE Aerospace by 371.8% in the third quarter. IAG Wealth Partners LLC now owns 486 shares of the company’s stock valued at $146,000 after purchasing an additional 383 shares during the period. Finally, Banco Santander S.A. grew its stake in shares of GE Aerospace by 20.4% in the third quarter. Banco Santander S.A. now owns 125,262 shares of the company’s stock worth $37,681,000 after acquiring an additional 21,245 shares in the last quarter. 74.77% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several analysts recently weighed in on GE shares. Wall Street Zen cut shares of GE Aerospace from a “buy” rating to a “hold” rating in a report on Saturday, February 21st. The Goldman Sachs Group lifted their target price on GE Aerospace from $338.00 to $350.00 and gave the stock a “buy” rating in a research report on Friday, January 23rd. TD Cowen raised their price target on GE Aerospace from $330.00 to $350.00 and gave the stock a “buy” rating in a research note on Wednesday, January 14th. Wolfe Research lifted their target price on shares of GE Aerospace from $340.00 to $360.00 and gave the company an “outperform” rating in a report on Monday, January 12th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of GE Aerospace in a report on Thursday, January 22nd. One 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 issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $329.29.

GE Aerospace Price Performance

GE Aerospace stock opened at $341.55 on Friday. The firm has a market capitalization of $358.22 billion, a PE ratio of 41.96, a P/E/G ratio of 3.15 and a beta of 1.40. GE Aerospace has a 52 week low of $159.36 and a 52 week high of $348.48. The firm’s 50-day simple moving average is $317.81 and its 200 day simple moving average is $301.43. The company has a quick ratio of 0.74, a current ratio of 1.04 and a debt-to-equity ratio of 1.00.

GE Aerospace (NYSE:GE) last announced its earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 analysts’ expectations of $11.27 billion. During the same quarter in the previous year, the business posted $1.32 earnings per share. The firm’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. On average, equities research analysts predict that GE Aerospace will post 5.4 EPS for the current fiscal year.

GE Aerospace Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, April 27th. Stockholders of record on Monday, March 9th will be issued a $0.47 dividend. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.6%. 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. GE Aerospace’s payout ratio is presently 17.69%.

Insider Activity

In related news, VP Robert M. Giglietti sold 3,035 shares of the stock in a transaction on Friday, January 30th. The stock was sold at an average price of $305.51, for a total transaction of $927,222.85. Following the sale, the vice president owned 10,583 shares of the company’s stock, valued at $3,233,212.33. This trade represents a 22.29% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Amy L. Gowder sold 4,000 shares of GE Aerospace stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $305.73, for a total value of $1,222,920.00. Following the sale, the senior vice president owned 16,535 shares of the company’s stock, valued at approximately $5,055,245.55. This represents a 19.48% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 37,398 shares of company stock worth $11,455,491 over the last three months. 0.21% of the stock is currently owned by corporate insiders.

More GE Aerospace News

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

• Positive Sentiment: Q4 beat and forward guidance: GE Aerospace reported EPS and revenue above expectations and set FY2026 guidance of $7.10–$7.40, reinforcing growth and margin outlook for the next year.
• Positive Sentiment: AI/data partnership with Palantir to support USAF training-fleet readiness — strengthens digital analytics for engine health and could improve aftermarket services and contract wins. GE Aerospace Partners With Palantir on AI Jet Engine Contract
• Positive Sentiment: Won first digital TrueChoice Defense deal for the J85 engine — a foothold for digital aftermarket solutions in military engines that can scale to other platforms. GE wins first digital TrueChoice Defense deal for J85 engine
• Positive Sentiment: Aftermarket/MRO expansion: Coverage highlights GE’s >$1B investments to scale MRO capacity as LEAP deliveries and shop visits rise — supports higher recurring aftermarket revenue and margins. Can GE’s Growth Investments Create Long-Term Value for Investors?
• Positive Sentiment: Market momentum/coverage: Recent pieces note GE stock reaching new highs and being in buy zones after recovery from a sell-off — positive technical and sentiment signal for momentum investors. GE Stock Jets To A New High. A Natural Gas Name Joins It.
• Positive Sentiment: Industry tailwinds: A new additive manufacturing industry report cites expanding use of metal/polymer 3D printing across aerospace and names GE Aerospace among key adopters — potential cost and supply-chain advantages. AM Applications (Metal and Polymer Parts) Industry Research Report 2025-2034
• Neutral Sentiment: GE expands use of Aireon space-based ADS‑B data — operational improvement for traffic/flight monitoring; helpful but incremental to near-term financials. Press Release: GE expands use of Aireon’s space-based ADS-B data
• Neutral Sentiment: Recruiting/PR: Military Officer Leadership Program and facility “behind the scenes” coverage improve talent pipeline and brand but have limited immediate financial impact. Military Officer Leadership Program though GE Aerospace Behind the scenes of GE Aerospace facility
• Negative Sentiment: Valuation/questions: Commentary in Forbes asks whether the rally makes GE too expensive for new buyers — raises short-term risk if growth or margin execution slips. GE Stock Is Soaring—Is It Too Late To Jump In?
• Negative Sentiment: Macro/market skepticism: Broader warnings about AI-driven market froth (Michael Burry commentary) can pressure high‑multiple industrials if risk appetite falls. ‘Big Short’ Investor Michael Burry Draws Parallel Between Nvidia and This 1920s Era Hot Stock

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.