Nordea Investment Management AB Has $178.58 Million Stock Holdings in GE Aerospace $GE

Nordea Investment Management AB decreased its stake in GE Aerospace (NYSE:GE) by 4.0% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 575,917 shares of the company’s stock after selling 24,194 shares during the quarter. Nordea Investment Management AB owned approximately 0.05% of GE Aerospace worth $178,575,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of the stock. Jacobsen Capital Management increased its stake in shares of GE Aerospace by 1.4% in the third quarter. Jacobsen Capital Management now owns 2,295 shares of the company’s stock worth $690,000 after acquiring an additional 32 shares during the last quarter. Harfst & Associates Inc. boosted its position in GE Aerospace by 0.4% during the third quarter. Harfst & Associates Inc. now owns 7,444 shares of the company’s stock valued at $2,239,000 after purchasing an additional 33 shares during the last quarter. Ledyard National Bank boosted its position in GE Aerospace by 1.2% during the third quarter. Ledyard National Bank now owns 2,754 shares of the company’s stock valued at $828,000 after purchasing an additional 33 shares during the last quarter. Hardy Reed LLC grew its stake in GE Aerospace by 0.7% in the third quarter. Hardy Reed LLC now owns 4,999 shares of the company’s stock valued at $1,504,000 after purchasing an additional 33 shares in the last quarter. Finally, RMG Wealth Management LLC grew its stake in GE Aerospace by 8.3% in the third quarter. RMG Wealth Management LLC now owns 442 shares of the company’s stock valued at $132,000 after purchasing an additional 34 shares in the last quarter. Institutional investors and hedge funds own 74.77% of the company’s stock.

GE Aerospace Price Performance

Shares of NYSE:GE opened at $286.13 on Monday. The stock has a market capitalization of $300.10 billion, a P/E ratio of 35.15, a P/E/G ratio of 2.65 and a beta of 1.36. The business has a 50-day moving average of $317.48 and a two-hundred day moving average of $306.52. GE Aerospace has a fifty-two week low of $159.36 and a fifty-two week 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.

GE Aerospace (NYSE:GE) last issued its quarterly earnings data on Thursday, January 22nd. The company reported $1.57 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 for the quarter, compared to analyst estimates of $11.27 billion. During the same quarter in the prior year, the firm posted $1.32 EPS. The firm’s revenue for the quarter was up 17.6% on a year-over-year basis. 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. Shareholders of record on Monday, March 9th will be issued a dividend of $0.47 per share. This represents a $1.88 annualized dividend and a yield of 0.7%. This is a boost from GE Aerospace’s previous quarterly dividend of $0.36. The ex-dividend date is Monday, March 9th. GE Aerospace’s dividend payout ratio is 23.10%.

GE Aerospace News Roundup

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

• Positive Sentiment: Analysts highlight GE’s stronger growth profile and major engine wins versus peers, supporting longer‑term revenue and margin upside. GE Aerospace vs. Textron
• Positive Sentiment: Planned capital investments — >€110M aimed at expanding European manufacturing capacity (plus additional U.S. facility investments and new hires) signal management is scaling production to meet engine/order backlog and aftermarket demand. That should support revenue growth over the next several years. GE Aerospace to Invest €110M
• Positive Sentiment: Local site investments and planned hiring (including Newark and three U.S. facilities) reinforce the capex program and capacity buildout to support future engine production and services revenue. GE Aerospace investing more in Newark site
• Neutral Sentiment: GE is on investor radars and trending in market news feeds — increased attention can amplify volatility but doesn’t by itself change fundamentals. Why These 5 Stocks Are On Investors’ Radars
• Neutral Sentiment: Coverage pieces noting investor interest and attention toward GE can drive short-term flows but largely reflect existing fundamentals and guidance. GE Aerospace is Attracting Investor Attention
• Negative Sentiment: Market reacted to the capex announcements with near-term selling, reflecting concerns about higher near‑term cash outflows, margin pressure and GE’s premium valuation vs. some peers. That contributed to the recent pullback. GE Pours €110M Into European Facilities
• Negative Sentiment: Some investor commentary recommends allocating to other mega‑caps after GE’s pullback, signaling rotation risk and comparative valuation concerns that can keep selling pressure on the shares. My Top 2 Megacap Stocks to Buy After GE’s Pullback
• Negative Sentiment: TipRanks and other reports tie the stock dip directly to the investment announcement, underscoring that markets are weighing near‑term costs against long‑term growth. Investment and Stock Drop

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on the company. Wall Street Zen raised GE Aerospace from a “hold” rating to a “buy” rating in a research note on Saturday. UBS Group set a $374.00 price target on GE Aerospace and gave the company a “buy” rating in a research note on Friday, January 23rd. BNP Paribas Exane dropped 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. Morgan Stanley began coverage on shares of GE Aerospace in a research report on Friday, February 20th. They set an “overweight” rating and a $425.00 price objective on the stock. Finally, Zacks Research upgraded shares of GE Aerospace from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, January 27th. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, GE Aerospace presently has an average rating of “Moderate Buy” and a consensus target price of $331.12.

Insider Activity

In related news, SVP Amy L. Gowder sold 4,000 shares of the firm’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $305.73, for a total value of $1,222,920.00. Following the transaction, the senior vice president directly owned 16,535 shares in the company, valued at approximately $5,055,245.55. This trade represents a 19.48% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, 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 transaction of $9,305,348.61. Following the completion of the transaction, the senior vice president owned 150,434 shares in the company, valued at $46,103,507.98. This trade represents a 16.79% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 37,398 shares of company stock valued at $11,455,491 over the last 90 days. 0.19% of the stock is currently owned by company insiders.

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.