Truist Financial Corp Buys 14,691 Shares of GE Aerospace $GE

Truist Financial Corp grew its stake in shares of GE Aerospace (NYSE:GE) by 6.6% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 238,255 shares of the company’s stock after purchasing an additional 14,691 shares during the period. Truist Financial Corp’s holdings in GE Aerospace were worth $71,672,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of GE. Norges Bank purchased a new position in shares of GE Aerospace during the 2nd quarter worth approximately $3,408,828,000. Jennison Associates LLC lifted its stake in shares of GE Aerospace by 21.5% in the 3rd quarter. Jennison Associates LLC now owns 8,430,878 shares of the company’s stock valued at $2,536,177,000 after purchasing an additional 1,494,541 shares during the period. Vanguard Group Inc. lifted its stake in shares of GE Aerospace by 1.6% in the 2nd quarter. Vanguard Group Inc. now owns 91,989,511 shares of the company’s stock valued at $23,677,180,000 after purchasing an additional 1,482,069 shares during the period. Lazard Asset Management LLC boosted its position in shares of GE Aerospace by 4,253.7% during the second quarter. Lazard Asset Management LLC now owns 796,422 shares of the company’s stock valued at $204,991,000 after purchasing an additional 778,129 shares in the last quarter. Finally, Geode Capital Management LLC grew its stake in GE Aerospace by 3.1% in the second quarter. Geode Capital Management LLC now owns 24,113,967 shares of the company’s stock worth $6,181,956,000 after purchasing an additional 724,559 shares during the period. Hedge funds and other institutional investors own 74.77% of the company’s stock.

GE Aerospace Stock Down 1.8%

Shares of GE Aerospace stock opened at $292.16 on Thursday. The company has a 50-day simple moving average of $304.83 and a two-hundred day simple moving average of $293.35. The stock has a market capitalization of $308.17 billion, a PE ratio of 35.89, a price-to-earnings-growth ratio of 2.77 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 debt-to-equity ratio of 1.00, a quick ratio of 0.74 and a current ratio of 1.04.

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

GE Aerospace Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, January 26th. Stockholders of record on Monday, December 29th were issued a dividend of $0.36 per share. This represents a $1.44 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend was Monday, December 29th. GE Aerospace’s dividend payout ratio is presently 17.69%.

Key GE Aerospace News

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

• Positive Sentiment: Successful hybrid‑electric engine tests with NASA (demonstrated core functions of the prototype and a narrowbody hybrid‑electric ground test), reinforcing GE Aerospace’s technology edge and long‑term growth potential. NASA, GE Aerospace Hybrid Engine Under HyTEC Program
• Positive Sentiment: Citi added GE to its high‑conviction focus list and laid out an ambitious path to a much larger market cap, giving investors a bullish, long‑term thesis from a major bank. Citi adds GE to high-conviction focus list
• Positive Sentiment: JPMorgan raised its price target to $335, signalling confidence in GE Aerospace’s revenue and profit trajectory; analyst PT increases can support the stock once sentiment normalizes. JPMorgan Boosts GE Aerospace Price Target
• Positive Sentiment: Commentary from The Motley Fool argues the market overreacted to near‑term margin noise and that the developments are long‑term positives for the business. The Market Is Wrong to Sell Off GE Aerospace Stock
• Neutral Sentiment: Coverage roundup / analyst optimism — media pieces note that many sell‑side analysts remain constructive, which dampens downside risk but doesn’t eliminate short‑term volatility. Is GE a Buy as Wall Street Analysts Look Optimistic?
• Neutral Sentiment: Delta Airlines reached a settlement involving GEnx engines amid unrelated defense tests reporting, a transactional update that is not expected to materially change GE Aerospace’s core commercial aftermarket trajectory. Delta Airlines Settles on GE GEnx Engines
• Neutral Sentiment: GE Appliances announced new U.S. water‑filter manufacturing initiatives — relevant to the broader GE ecosystem but largely unrelated to GE Aerospace’s aerospace earnings drivers. GE Appliances Announces Water Filter Manufacturing
• Negative Sentiment: Near‑term margin pressure cited after recent updates appears to have triggered the sell‑off; that short‑term profitability concern is the main driver of today’s weakness even as longer‑term catalysts remain intact. The Market Is Wrong to Sell Off GE Aerospace Stock

Insider Activity at GE Aerospace

In related news, SVP Russell Stokes sold 8,000 shares of GE Aerospace stock in a transaction dated Wednesday, November 19th. The stock was sold at an average price of $297.71, for a total value of $2,381,680.00. Following the completion of the sale, the senior vice president directly owned 150,434 shares in the company, valued at approximately $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 company insiders.

Analyst Ratings Changes

GE has been the subject of several recent research reports. Wolfe Research raised their price objective on GE Aerospace from $340.00 to $360.00 and gave the company an “outperform” rating in a research report on Monday, January 12th. Royal Bank Of Canada lifted their price target on shares of GE Aerospace from $300.00 to $340.00 and gave the company an “outperform” rating in a research report on Friday, October 17th. UBS Group set a $374.00 price objective on shares of GE Aerospace and gave the stock a “buy” rating in a research note on Friday, January 23rd. JPMorgan Chase & Co. raised their target price on shares of GE Aerospace from $325.00 to $335.00 and gave the company an “overweight” rating in a research note on Monday. Finally, Susquehanna reissued a “positive” rating and issued a $380.00 price target on shares of GE Aerospace in a research report on Thursday, January 15th. Sixteen research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $319.00.

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.