American Century Companies Inc. Has $282.67 Million Stake in GE Aerospace $GE

American Century Companies Inc. reduced its position in shares of GE Aerospace (NYSE:GE) by 11.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 939,665 shares of the company’s stock after selling 126,855 shares during the period. American Century Companies Inc. owned approximately 0.09% of GE Aerospace worth $282,670,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in GE. Huntington National Bank lifted its holdings in shares of GE Aerospace by 2.9% during the third quarter. Huntington National Bank now owns 583,409 shares of the company’s stock worth $175,501,000 after buying an additional 16,591 shares in the last quarter. Mosaic Family Wealth Partners LLC raised its stake in GE Aerospace by 12.1% in the 3rd quarter. Mosaic Family Wealth Partners LLC now owns 1,235 shares of the company’s stock worth $363,000 after purchasing an additional 133 shares in the last quarter. Ninepoint Partners LP acquired a new stake in GE Aerospace in the 3rd quarter worth about $535,000. Dunhill Financial LLC boosted its holdings in GE Aerospace by 39.5% in the 3rd quarter. Dunhill Financial LLC now owns 1,329 shares of the company’s stock valued at $400,000 after purchasing an additional 376 shares during the period. Finally, Ibex Wealth Advisors grew its position in shares of GE Aerospace by 5.0% during the 3rd quarter. Ibex Wealth Advisors now owns 25,928 shares of the company’s stock worth $7,800,000 after purchasing an additional 1,236 shares in the last quarter. 74.77% of the stock is owned by institutional investors and hedge funds.

GE Aerospace Price Performance

Shares of NYSE:GE opened at $341.55 on Friday. GE Aerospace has a one year low of $159.36 and a one year high of $348.48. The company has a debt-to-equity ratio of 1.00, a current ratio of 1.04 and a quick ratio of 0.74. The company has a market cap of $358.22 billion, a price-to-earnings ratio of 41.96, a PEG ratio of 3.16 and a beta of 1.40. The firm has a 50 day simple moving average of $317.81 and a 200 day simple moving average of $301.58.

GE Aerospace (NYSE:GE) last announced its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share (EPS) for the quarter, topping 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 during the quarter, compared to the consensus estimate of $11.27 billion. During the same period in the prior year, the business earned $1.32 earnings per share. The company’s revenue for the quarter 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. Research analysts predict that GE Aerospace will post 5.4 earnings per share for the current fiscal year.

GE Aerospace Increases Dividend

The company also recently announced 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 boost from GE Aerospace’s previous quarterly dividend of $0.36. This represents a $1.88 annualized dividend and a yield of 0.6%. The ex-dividend date is Monday, March 9th. GE Aerospace’s dividend payout ratio is 17.69%.

Insider Activity

In related news, SVP Amy L. Gowder sold 4,000 shares of GE Aerospace stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $305.73, for a total transaction of $1,222,920.00. Following the sale, the senior vice president directly owned 16,535 shares in the company, valued at $5,055,245.55. This trade represents a 19.48% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, SVP Russell Stokes sold 30,363 shares of the business’s stock in a transaction that occurred 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 sale, 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 37,398 shares of company stock valued at $11,455,491. 0.21% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

A number of equities research analysts have recently weighed in on the stock. Susquehanna reiterated a “positive” rating and issued a $380.00 price target on shares of GE Aerospace in a research report on Thursday, January 15th. Wolfe Research lifted their price objective on GE Aerospace from $340.00 to $360.00 and gave the company an “outperform” rating in a report on Monday, January 12th. BNP Paribas Exane cut their target price on GE Aerospace from $305.00 to $290.00 and set an “underperform” rating for the company 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 report on Wednesday, January 14th. Finally, Wall Street Zen cut shares of GE Aerospace from a “buy” rating to a “hold” rating in a research report on Saturday, February 21st. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $329.29.

GE Aerospace News Summary

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

About GE Aerospace

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.