M&G PLC Invests $1.52 Million in GE Aerospace $GE

M&G PLC bought a new stake in GE Aerospace (NYSE:GE) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 5,063 shares of the company’s stock, valued at approximately $1,524,000.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in GE. Diversified Trust Co boosted its position in GE Aerospace by 21.3% during the 3rd quarter. Diversified Trust Co now owns 32,021 shares of the company’s stock worth $9,633,000 after buying an additional 5,625 shares during the period. Cadinha & Co. LLC raised its stake in shares of GE Aerospace by 154.8% during the third quarter. Cadinha & Co. LLC now owns 97,280 shares of the company’s stock valued at $29,264,000 after acquiring an additional 59,106 shares during the last quarter. Police & Firemen s Retirement System of New Jersey raised 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 valued at $41,101,000 after acquiring an additional 2,779 shares during the last quarter. Czech National Bank lifted its holdings in shares of GE Aerospace by 3.3% during the third quarter. Czech National Bank now owns 269,330 shares of the company’s stock worth $81,020,000 after purchasing an additional 8,668 shares during the period. Finally, Phoenix Financial Ltd. grew its stake in shares of GE Aerospace by 34.3% in the third quarter. Phoenix Financial Ltd. now owns 22,632 shares of the company’s stock worth $6,808,000 after purchasing an additional 5,775 shares during the last quarter. 74.77% of the stock is owned by institutional investors.

Insider Transactions at GE Aerospace

In other news, SVP Russell Stokes sold 30,363 shares of the firm’s stock in a transaction that occurred on Friday, January 30th. The stock was sold at an average price of $306.47, for a total value of $9,305,348.61. Following 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 ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, VP Robert M. Giglietti sold 3,035 shares of GE Aerospace stock in a transaction that occurred on Friday, January 30th. The shares were sold at an average price of $305.51, for a total value of $927,222.85. Following the transaction, the vice president directly owned 10,583 shares in the company, valued at approximately $3,233,212.33. The trade was a 22.29% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 37,398 shares of company stock valued at $11,455,491 over the last three months. Corporate insiders own 0.21% of the company’s stock.

GE Aerospace Stock Up 3.7%

GE stock opened at $327.02 on Wednesday. The stock’s 50 day simple moving average is $310.95 and its 200 day simple moving average is $298.10. GE Aerospace has a fifty-two week low of $159.36 and a fifty-two 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. The company has a market cap of $342.98 billion, a P/E ratio of 40.17, a price-to-earnings-growth ratio of 2.91 and a beta of 1.40.

GE Aerospace (NYSE:GE) last announced 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 firm had revenue of $11.90 billion during the quarter, compared to analysts’ expectations of $11.27 billion. During the same quarter last year, the firm posted $1.32 earnings per share. The company’s revenue for the quarter 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. On average, research analysts expect that GE Aerospace will post 5.4 earnings per share for the current fiscal year.

GE Aerospace Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, April 27th. Stockholders of record on Monday, March 9th will be issued a dividend of $0.47 per share. This is an increase from GE Aerospace’s previous quarterly dividend of $0.36. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date is Monday, March 9th. GE Aerospace’s dividend payout ratio is 17.69%.

Analysts Set New Price Targets

Several research analysts recently issued reports on the company. BNP Paribas Exane lowered their target price on GE Aerospace from $305.00 to $290.00 and set an “underperform” rating for the company in a research report on Friday, January 23rd. Zacks Research raised GE Aerospace from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, January 27th. TD Cowen lifted their price objective on GE Aerospace from $330.00 to $350.00 and gave the stock a “buy” rating in a research note on Wednesday, January 14th. Wall Street Zen raised shares of GE Aerospace from a “hold” rating to a “buy” rating in a research report on Saturday, January 24th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of GE Aerospace in a research report on Thursday, January 22nd. One research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, GE Aerospace currently has a consensus rating of “Moderate Buy” and a consensus price target of $323.31.

Key GE Aerospace News

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

• Positive Sentiment: United Airlines selected 300 GEnx engines (plus spares) to power new Boeing 787 Dreamliners — a material commercial order that expands GE’s installed base, strengthens long-term aftermarket, spare parts and MRO revenue, and directly boosts backlog. United Orders 300 GEnx Engines
• Positive Sentiment: Industry reports note United will become the world’s largest GEnx operator as its 787 fleet grows to 200+ GEnx-powered jets — this scale increases recurring aftermarket service, overhaul, and spares revenue for GE over many years. United to become largest GEnx engine operator
• Positive Sentiment: Recent analyst/press coverage highlights a large backlog and a meaningful dividend increase (reported ~31%), signaling strong cash generation and management willingness to return capital — a tailwind for investor sentiment. GE MarketBeat Coverage
• Positive Sentiment: Analyst commentary points to momentum in GE Aerospace’s Defense & Propulsion segment — growing defense propulsion, additive manufacturing and critical systems can sustain margin and aftermarket contributions beyond civil aviation cycles. Zacks: Strength in Defense & Propulsion
• Neutral Sentiment: Unrelated regional tech/real-estate product news (Korter.ge launches analytics in Georgia) is circulating in the feed but has no material impact on GE Aerospace’s fundamentals. Korter.ge Launches New Analytics Features

GE Aerospace Company 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.