Perpetual Ltd Sells 63,458 Shares of GE Aerospace $GE

Perpetual Ltd lowered its stake in GE Aerospace (NYSE:GE) by 31.5% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 137,757 shares of the company’s stock after selling 63,458 shares during the period. Perpetual Ltd’s holdings in GE Aerospace were worth $41,440,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. Ameriflex Group Inc. raised its position in shares of GE Aerospace by 23.5% during the 2nd quarter. Ameriflex Group Inc. now owns 1,742 shares of the company’s stock valued at $437,000 after acquiring an additional 331 shares during the last quarter. Smartleaf Asset Management LLC boosted its position in shares of GE Aerospace by 17.1% in the 1st quarter. Smartleaf Asset Management LLC now owns 8,241 shares of the company’s stock worth $1,647,000 after purchasing an additional 1,201 shares during the last quarter. Police & Firemen s Retirement System of New Jersey grew its stake in shares of GE Aerospace by 1.8% during the second quarter. Police & Firemen s Retirement System of New Jersey now owns 159,682 shares of the company’s stock worth $41,101,000 after purchasing an additional 2,779 shares during the period. Mirae Asset Global Investments Co. Ltd. increased its holdings in GE Aerospace by 7.0% in the second quarter. Mirae Asset Global Investments Co. Ltd. now owns 182,120 shares of the company’s stock valued at $46,876,000 after purchasing an additional 11,873 shares during the last quarter. Finally, Czech National Bank lifted its stake in GE Aerospace by 3.3% in the third quarter. Czech National Bank now owns 269,330 shares of the company’s stock valued at $81,020,000 after buying an additional 8,668 shares during the period. Institutional investors and hedge funds own 74.77% of the company’s stock.

Insider Buying and Selling at GE Aerospace

In other news, SVP Russell Stokes sold 8,000 shares of the company’s stock in a transaction dated Wednesday, November 19th. The stock was sold at an average price of $297.71, for a total transaction of $2,381,680.00. Following the completion of the transaction, the senior vice president directly owned 150,434 shares of the company’s stock, valued at $44,785,706.14. This represents a 5.05% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.21% of the stock is owned by corporate insiders.

GE Aerospace Stock Performance

Shares of GE opened at $307.44 on Friday. The company has a debt-to-equity ratio of 0.99, a quick ratio of 0.76 and a current ratio of 1.08. GE Aerospace has a twelve month low of $159.36 and a twelve month high of $316.67. The firm’s 50 day moving average price is $299.71 and its two-hundred day moving average price is $279.92. The firm has a market cap of $324.29 billion, a P/E ratio of 41.05, a PEG ratio of 2.33 and a beta of 1.40.

GE Aerospace (NYSE:GE) last issued its quarterly earnings data on Tuesday, October 21st. The company reported $1.66 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.46 by $0.20. The company had revenue of $11.31 billion during the quarter, compared to the consensus estimate of $10.29 billion. GE Aerospace had a net margin of 18.34% and a return on equity of 34.01%. The firm’s revenue was up 26.4% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.15 earnings per share. GE Aerospace has set its FY 2025 guidance at 6.000-6.200 EPS. On average, analysts forecast that GE Aerospace will post 5.4 EPS for the current fiscal year.

GE Aerospace Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, January 26th. Stockholders of record on Monday, December 29th will be issued a $0.36 dividend. This represents a $1.44 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date is Monday, December 29th. GE Aerospace’s payout ratio is 19.23%.

Key Headlines Impacting GE Aerospace

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

• Positive Sentiment: Joint venture sale of 300 CFM engines to Pegasus Airlines — a large commercial order that meaningfully boosts backlog and forward engine/aftermarket revenue expectations. GE Aerospace joint venture lands massive sale of 300 engines
• Positive Sentiment: U.S. Navy awards GE Aerospace $22M to upgrade F414 engines — a defense contract that supports recurring services and aftermarket work. Navy Awards GE Aerospace $22M for F414 Engine Upgrades
• Positive Sentiment: Analysts aggregate to a “Moderate Buy” consensus — supports investor confidence and can attract momentum buyers. GE Aerospace Receives Consensus Recommendation of “Moderate Buy”
• Positive Sentiment: Company ranked in prestigious national management‑effectiveness top 20 — positive for corporate governance and investor sentiment. P&G, GE earn top 20 spots in management effectiveness rankings
• Positive Sentiment: Market commentary lists GE among 12 stocks in “buy zones,” which can attract technical traders and fund flows. Dow Jones futures: Market takes bullish turn; Palantir, GE lead 12 stocks in buy zones
• Neutral Sentiment: A $75M investment to create 160 aerospace jobs in Muskegon County is a regional industry tailwind but not a direct GE-specific catalyst. Aerospace engineer to invest $75M, create 160 new jobs
• Neutral Sentiment: Industry podcast and outlook coverage (AviationWeek) provides context on sector trends but no direct company news. Flubs & Forecasts 2025-26 Edition | Check 6 Podcast
• Negative Sentiment: Analysis questioning whether GE’s ~77% 2025 rally is already priced in — raises valuation risk that could limit further upside or invite profit‑taking. Has GE’s 77% Surge in 2025 Already Priced In Its Aerospace Transformation?

Wall Street Analysts Forecast Growth

Several research firms have recently issued reports on GE. The Goldman Sachs Group boosted their target price on GE Aerospace from $271.00 to $305.00 and gave the stock a “buy” rating in a research report on Friday, October 10th. Zacks Research lowered shares of GE Aerospace from a “strong-buy” rating to a “hold” rating in a research note on Friday, September 26th. Wolfe Research upped their target price on shares of GE Aerospace from $280.00 to $330.00 and gave the company an “outperform” rating in a research note on Thursday, October 9th. BNP Paribas upgraded shares of GE Aerospace to a “strong sell” rating in a report on Tuesday, November 18th. Finally, TD Cowen boosted their price target on shares of GE Aerospace from $300.00 to $330.00 and gave the company a “buy” rating in a report on Tuesday, October 7th. Sixteen research analysts have rated the stock with a Buy rating, two have issued a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $309.94.

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.