Jennison Associates LLC Acquires 1,494,541 Shares of GE Aerospace $GE

Jennison Associates LLC boosted its position in shares of GE Aerospace (NYSE:GE) by 21.5% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 8,430,878 shares of the company’s stock after buying an additional 1,494,541 shares during the quarter. GE Aerospace accounts for approximately 1.5% of Jennison Associates LLC’s investment portfolio, making the stock its 22nd largest position. Jennison Associates LLC owned 0.80% of GE Aerospace worth $2,536,177,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in the business. Bare Financial Services Inc lifted its stake in shares of GE Aerospace by 81.1% during the 2nd quarter. Bare Financial Services Inc now owns 96 shares of the company’s stock worth $25,000 after purchasing an additional 43 shares during the last quarter. Marquette Asset Management LLC acquired a new position in GE Aerospace during the 3rd quarter valued at approximately $26,000. Lavaca Capital LLC lifted its stake in shares of GE Aerospace by 1,666.7% during the second quarter. Lavaca Capital LLC now owns 106 shares of the company’s stock worth $27,000 after buying an additional 100 shares during the period. Barnes Dennig Private Wealth Management LLC increased its position in shares of GE Aerospace by 147.2% in the 3rd quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company’s stock valued at $27,000 after acquiring an additional 53 shares during the period. Finally, IMG Wealth Management Inc. raised its stake in GE Aerospace by 113.5% in the 2nd quarter. IMG Wealth Management Inc. now owns 111 shares of the company’s stock worth $29,000 after acquiring an additional 59 shares during the last quarter. 74.77% of the stock is currently owned by institutional investors.

GE Aerospace Trading Down 0.4%

GE Aerospace stock opened at $293.89 on Friday. The firm has a 50-day moving average price of $305.09 and a two-hundred day moving average price of $292.15. The firm has a market capitalization of $310.00 billion, a price-to-earnings ratio of 36.10, a PEG ratio of 1.98 and a beta of 1.40. GE Aerospace has a 52-week low of $159.36 and a 52-week high of $332.79. The company has a quick ratio of 0.76, a current ratio of 1.04 and a debt-to-equity ratio of 1.00.

GE Aerospace (NYSE:GE) last released its quarterly earnings data on Thursday, January 22nd. The company reported $1.57 earnings per share for the quarter, beating analysts’ consensus estimates of $1.43 by $0.14. The company had revenue of $12.72 billion for the quarter, compared to the consensus estimate of $11.27 billion. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.The company’s quarterly revenue was up 17.6% on a year-over-year basis. During the same period in the previous year, the business earned $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Sell-side analysts expect that GE Aerospace will post 5.4 earnings per share for the current year.

GE Aerospace Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, January 26th. Investors of record on Monday, December 29th will be given a dividend of $0.36 per share. The ex-dividend date of this dividend is Monday, December 29th. This represents a $1.44 annualized dividend and a yield of 0.5%. GE Aerospace’s dividend payout ratio is currently 19.23%.

Insider Transactions at GE Aerospace

In other GE Aerospace news, SVP Russell Stokes sold 8,000 shares of the firm’s stock in a transaction dated Wednesday, November 19th. The shares were sold at an average price of $297.71, for a total value of $2,381,680.00. Following the transaction, the senior vice president directly owned 150,434 shares of the company’s stock, valued at $44,785,706.14. This trade represents a 5.05% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.21% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

GE has been the topic of a number of research reports. Zacks Research lowered GE Aerospace from a “strong-buy” rating to a “hold” rating in a report on Friday, September 26th. Wall Street Zen upgraded shares of GE Aerospace from a “hold” rating to a “buy” rating in a research report on Saturday. JPMorgan Chase & Co. boosted their target price on GE Aerospace from $275.00 to $325.00 and gave the stock an “overweight” rating in a report on Monday, October 27th. Royal Bank Of Canada raised their price target on GE Aerospace from $300.00 to $340.00 and gave the stock an “outperform” rating in a research report on Friday, October 17th. Finally, The Goldman Sachs Group lifted their price target on shares of GE Aerospace from $338.00 to $350.00 and gave the stock a “buy” rating in a research note on Friday. Sixteen equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $318.41.

More GE Aerospace News

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

• Positive Sentiment: Q4 results beat and big order/backlog momentum — GE reported better‑than‑expected Q4 EPS and revenue, with record LEAP deliveries, a large order surge and aftermarket strength that support profit and cash‑flow upside. Is GE Stock Fully Valued Around $300?
• Positive Sentiment: Company guidance and profit outlook point higher — Management raised FY‑2026 profit guidance above some estimates citing high‑margin aftermarket demand, which supports medium‑term earnings upgrades. GE forecasts 2026 profit above estimates
• Positive Sentiment: Analyst upgrades/price target increases from major bulge‑bracket firms — Goldman Sachs and Deutsche Bank raised price targets and remain Buy, signalling meaningful upside from current levels. Goldman Sachs raises PT to $350 Deutsche Bank raises PT to $387
• Neutral Sentiment: MarketBeat view: pullback is a buying setup — Technical/long‑term analysts call the post‑earnings pullback a buy‑the‑dip opportunity given buybacks, dividends and intact uptrend, but they expect possible short‑term sideways action. MarketBeat tailwinds article
• Negative Sentiment: Mixed/negative investor reaction — Despite the beats, the stock slipped as some investors focused on signs of slowing sequential revenue growth and viewed FY guidance as cautious; that contributed to today’s decline. Stock brushes off upbeat Q4
• Negative Sentiment: Analyst downgrade/price target cut adds short‑term pressure — BNP Paribas Exane cut its price target and kept an Underperform rating, creating a headline that can amplify selling even as other banks lift targets. BNP Paribas Exane cuts PT to $290
• Negative Sentiment: Risk of near‑term range‑bound action or deeper pullback if support breaks — Market commentary highlights a likely range near ~$280–$300; a break below support could trigger more downside. MarketBeat technical notes

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.