GE Aerospace $GE Shares Bought by AIA Group Ltd

AIA Group Ltd boosted its holdings in shares of GE Aerospace (NYSE:GE) by 52.1% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 77,356 shares of the company’s stock after purchasing an additional 26,510 shares during the quarter. AIA Group Ltd’s holdings in GE Aerospace were worth $23,270,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of GE. REAP Financial Group LLC acquired a new stake in GE Aerospace in the 3rd quarter valued at $25,000. Marquette Asset Management LLC purchased a new stake in GE Aerospace in the 3rd quarter worth $26,000. Barnes Dennig Private Wealth Management LLC raised its position 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 worth $27,000 after acquiring an additional 53 shares during the period. Bare Financial Services Inc lifted 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 in the last quarter. Finally, Roble Belko & Company Inc lifted its holdings in GE Aerospace by 98.1% during the third quarter. Roble Belko & Company Inc now owns 103 shares of the company’s stock valued at $31,000 after purchasing an additional 51 shares in the last quarter. 74.77% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting GE Aerospace

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

• Positive Sentiment: Announced a large Europe manufacturing investment to expand capacity and additive manufacturing capabilities — the program (~€110m / $127m) is expected to create 1,000+ jobs and boost production and MRO throughput across several EU sites, which supports future revenue and delivery resilience. GE Aerospace to invest more than $127M in Europe, add over 1,000 jobs
• Positive Sentiment: Expanding additive manufacturing (3D printing) footprint in Europe to shorten lead times and lower per‑engine costs — a manufacturing upgrade that can improve margins and support ramping engine production. GE Aerospace to expand additive manufacturing capability
• Positive Sentiment: Expanded partnership with Palantir to deploy agentic AI for U.S. Air Force mission readiness — this strengthens defense offerings (predictive maintenance, supply-chain optimization) and can translate into higher, stickier government contract revenue over time. GE Aerospace (GE) Expands Partnership With Palantir
• Neutral Sentiment: Local site investments (Eastleigh, Vermont) reinforce the broader Europe/U.S. manufacturing push but are incremental in dollar terms — supportive for regional capacity and hiring but limited immediate revenue impact. Aerospace firm set to invest thousands in Eastleigh site
• Neutral Sentiment: Coverage highlights Defense & Propulsion unit momentum and strong engine demand — a positive thematic backdrop, but already partly priced given recent guidance and order commentary. GE’s Defense & Propulsion Unit Gains Momentum
• Negative Sentiment: Policy-driven shift away from Chinese-origin rare-earth materials (per new U.S. compliance rules) could raise sourcing costs and complicate defense supply chains starting in 2027 — a potential margin headwind for military systems and engines that rely on permanent magnets and specialized materials. Rare Earth Shift Tests GE Aerospace Defense Supply Chain And Margins

Analysts Set New Price Targets

A number of analysts have recently commented on GE shares. Citigroup reissued a “buy” rating and set a $380.00 target price (up from $378.00) on shares of GE Aerospace in a research note on Friday, January 23rd. Zacks Research raised shares of GE Aerospace from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, January 27th. BNP Paribas Exane lowered their price objective on GE Aerospace from $305.00 to $290.00 and set an “underperform” rating on the stock in a report on Friday, January 23rd. JPMorgan Chase & Co. boosted their price objective on GE Aerospace from $325.00 to $335.00 and gave the stock an “overweight” rating in a research note on Monday, January 26th. Finally, Susquehanna reissued a “positive” rating and set a $380.00 target price on shares of GE Aerospace in a report on Thursday, January 15th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $331.12.

Insiders Place Their Bets

In other news, SVP Russell Stokes sold 30,363 shares of the stock in a transaction that occurred 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 completion of the sale, the senior vice president owned 150,434 shares of the company’s stock, valued at $46,103,507.98. This represents a 16.79% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, SVP Amy L. Gowder sold 4,000 shares of the stock in a transaction that occurred on 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 completion of the transaction, the senior vice president owned 16,535 shares of the company’s stock, valued at $5,055,245.55. The trade was a 19.48% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 37,398 shares of company stock valued at $11,455,491 in the last three months. 0.21% of the stock is currently owned by insiders.

GE Aerospace Stock Down 0.5%

GE stock opened at $300.61 on Thursday. 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 firm has a 50-day moving average of $318.66 and a two-hundred day moving average of $306.11. GE Aerospace has a 12 month low of $159.36 and a 12 month high of $348.48. The company has a market cap of $315.28 billion, a price-to-earnings ratio of 36.93, a PEG ratio of 2.79 and a beta of 1.36.

GE Aerospace (NYSE:GE) last posted its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.43 by $0.14. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.The business had revenue of $11.90 billion during the quarter, compared to analyst estimates of $11.27 billion. During the same period in the prior year, the business earned $1.32 earnings per share. The business’s 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 earnings per share for the current fiscal year.

GE Aerospace Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, April 27th. Shareholders of record on Monday, March 9th will be issued a $0.47 dividend. This represents a $1.88 annualized dividend and a yield of 0.6%. The ex-dividend date is Monday, March 9th. This is an increase from GE Aerospace’s previous quarterly dividend of $0.36. GE Aerospace’s dividend payout ratio (DPR) is currently 23.10%.

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.