Banco Bilbao Vizcaya Argentaria S.A. Increases Stake in GE Aerospace $GE

Banco Bilbao Vizcaya Argentaria S.A. grew its holdings in GE Aerospace (NYSE:GE) by 51.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 36,799 shares of the company’s stock after acquiring an additional 12,537 shares during the period. Banco Bilbao Vizcaya Argentaria S.A.’s holdings in GE Aerospace were worth $11,053,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. REAP Financial Group LLC purchased a new stake in shares of GE Aerospace in the 3rd quarter worth $25,000. Marquette Asset Management LLC purchased a new position in GE Aerospace during the third quarter valued at $26,000. Barnes Dennig Private Wealth Management LLC grew its holdings in GE Aerospace by 147.2% during the third quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company’s stock valued at $27,000 after purchasing an additional 53 shares during the period. Bare Financial Services Inc grew its holdings in GE Aerospace by 81.1% during the second quarter. Bare Financial Services Inc now owns 96 shares of the company’s stock valued at $25,000 after purchasing an additional 43 shares during the period. Finally, Roble Belko & Company Inc increased its position in GE Aerospace by 98.1% in the third quarter. Roble Belko & Company Inc now owns 103 shares of the company’s stock worth $31,000 after buying an additional 51 shares in the last quarter. Hedge funds and other institutional investors own 74.77% of the company’s stock.

GE Aerospace News Roundup

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

• Positive Sentiment: GE continues capacity buildout with another investment at its Batesville site, signaling continued manufacturing expansion and localized production for engines/components. GE Aerospace investing another $18 million in Batesville site
• Positive Sentiment: GE boosts CFM56 turbine-blade manufacturing — an operational move to raise throughput on a high-volume engine family, supporting aftermarket revenue and parts availability. GE Aerospace Boosts CFM56 Turbine Blade Manufacturing
• Positive Sentiment: Planned investments in Illinois and Greater Cincinnati (including a reported $9M and $115M respectively) and a broader $1B U.S. manufacturing push (and hiring 5,000) reinforce long-term capacity, supply-chain resilience and secular aftermarket growth. GE Aerospace to invest $9 million in 2 Illinois facilities
• Positive Sentiment: GE and Palantir extend their AI partnership to improve U.S. Air Force readiness and predictive maintenance — a revenue and margin lever in defense services and digital aftermarket offerings. GE Aerospace And Palantir Extend AI Deal For U.S. Air Force Readiness
• Positive Sentiment: Joint engine research with Airbus Helicopters advances technology partnerships that can lead to future programs and content wins. GE Aerospace, Airbus Helicopters Advance Joint Engine Research
• Neutral Sentiment: Coverage pieces (e.g., 3D-printing stock lists, “buy the dip” analyses) highlight positive structural narratives for GE but are opinion pieces rather than new company-specific catalysts. Top 3D Printing Stocks to Buy Now
• Neutral Sentiment: Small reported congressional insider sale (Rep. Austin Scott) is noted by media but is immaterial to company fundamentals. Rep. Austin Scott Has Sold Up to $30K Worth Of GE Aerospace Stock
• Negative Sentiment: FAA airworthiness directive on certain GEnx HPC stage-5 blisks introduces near-term inspection/replacement costs and scheduling disruption for airline customers — a clear short-term earnings and cash-flow overhang if shop visits rise. GE Aerospace slides as FAA directive on GEnx components adds new maintenance overhang
• Negative Sentiment: Broader market pressure — rising oil/prices and profit-taking after a strong run — is weighing on cyclicals and premium-valuation aerospace names, amplifying pullbacks. Should You Buy the Dip in GE Aerospace Stock Today?

Insider Activity

In related news, SVP Russell Stokes sold 30,363 shares of the business’s stock in a transaction on Friday, January 30th. The shares were 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 approximately $46,103,507.98. The trade was a 16.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, SVP Amy L. Gowder sold 4,000 shares of the company’s stock in a transaction 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 approximately $5,055,245.55. The trade was a 19.48% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 37,398 shares of company stock worth $11,455,491. 0.21% of the stock is currently owned by insiders.

GE Aerospace Trading Down 2.4%

Shares of GE stock opened at $299.25 on Monday. GE Aerospace has a 12-month low of $159.36 and a 12-month high of $348.48. The company has a current ratio of 1.04, a quick ratio of 0.74 and a debt-to-equity ratio of 1.00. The stock’s 50-day moving average price is $320.02 and its 200-day moving average price is $305.76. The stock has a market capitalization of $313.85 billion, a price-to-earnings ratio of 36.76, a price-to-earnings-growth ratio of 2.77 and a beta of 1.36.

GE Aerospace (NYSE:GE) last announced its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, beating analysts’ consensus estimates of $1.43 by $0.14. The company had revenue of $11.90 billion during the quarter, compared to analyst estimates of $11.27 billion. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.The firm’s revenue was up 17.6% on a year-over-year basis. During the same period in the prior year, the company earned $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Equities research analysts predict that GE Aerospace will post 5.4 EPS for the current fiscal year.

GE Aerospace Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, April 27th. Stockholders of record on Monday, March 9th will be issued a dividend of $0.47 per share. 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. This represents a $1.88 annualized dividend and a dividend yield of 0.6%. GE Aerospace’s payout ratio is currently 23.10%.

Analyst Upgrades and Downgrades

GE has been the topic of several recent research reports. Zacks Research raised GE Aerospace from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, January 27th. TD Cowen boosted their price objective on GE Aerospace from $330.00 to $350.00 and gave the company a “buy” rating in a research note on Wednesday, January 14th. Wall Street Zen cut shares of GE Aerospace from a “buy” rating to a “hold” rating in a research note on Saturday, February 21st. Susquehanna reaffirmed a “positive” rating and set a $380.00 price target on shares of GE Aerospace in a report on Thursday, January 15th. Finally, UBS Group set a $374.00 price target on shares of GE Aerospace and gave the stock a “buy” rating in a research report on Friday, January 23rd. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, one has given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $331.12.

GE Aerospace 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.