First National Bank of Omaha Purchases New Shares in GE Aerospace $GE

First National Bank of Omaha acquired a new position in shares of GE Aerospace (NYSE:GE) in the third quarter, Holdings Channel.com reports. The firm acquired 3,975 shares of the company’s stock, valued at approximately $1,196,000.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Diversified Trust Co raised its holdings in GE Aerospace by 21.3% in the 3rd quarter. Diversified Trust Co now owns 32,021 shares of the company’s stock valued at $9,633,000 after buying an additional 5,625 shares during the period. Cadinha & Co. LLC increased its position 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 increased its position 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 raised its stake in shares of GE Aerospace by 3.3% in the 3rd quarter. Czech National Bank now owns 269,330 shares of the company’s stock valued at $81,020,000 after acquiring an additional 8,668 shares during the period. Finally, Phoenix Financial Ltd. lifted its holdings in shares of GE Aerospace by 34.3% in the 3rd quarter. Phoenix Financial Ltd. now owns 22,632 shares of the company’s stock worth $6,808,000 after acquiring an additional 5,775 shares during the last quarter. 74.77% of the stock is owned by hedge funds and other institutional investors.

GE Aerospace Trading Up 0.7%

GE opened at $329.52 on Thursday. The business has a fifty day moving average price of $311.87 and a 200 day moving average price of $298.32. 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 has a 12 month low of $159.36 and a 12 month high of $332.79. The stock has a market capitalization of $345.60 billion, a price-to-earnings ratio of 40.48, a PEG ratio of 3.02 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 earnings per share (EPS) for the quarter, beating the consensus estimate 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 during the quarter, compared to analysts’ expectations of $11.27 billion. During the same quarter last year, the business posted $1.32 EPS. The business’s quarterly revenue 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. Sell-side analysts expect that GE Aerospace will post 5.4 earnings per share for the current fiscal year.

GE Aerospace Increases Dividend

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

Insider Activity

In related news, SVP Amy L. Gowder sold 4,000 shares of the business’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $305.73, for a total transaction of $1,222,920.00. Following the completion of the transaction, the senior vice president owned 16,535 shares in the company, valued at approximately $5,055,245.55. The trade was a 19.48% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, SVP Russell Stokes sold 30,363 shares of the firm’s stock in a transaction on Friday, January 30th. The shares were sold at an average price of $306.47, for a total value of $9,305,348.61. Following the completion of the sale, the senior vice president owned 150,434 shares in the company, valued at approximately $46,103,507.98. This represents a 16.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 37,398 shares of company stock worth $11,455,491. 0.21% of the stock is currently owned by corporate insiders.

Key GE Aerospace News

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

• Positive Sentiment: United placed a major order for GEnx engines for its 787 fleet (300 engines reported), which makes United the largest GEnx operator and expands GE Aerospace’s production and services backlog — a direct revenue and long‑cycle aftermarket opportunity. United Orders 300 GEnx Engines for 787s United Airlines to become largest GEnx engine operator in the world United Airlines picks GE Aerospace engines for historic Boeing Dreamliner order GE Aerospace and United ink big engine order
• Positive Sentiment: Activist investor Trian (Nelson Peltz) held its position in GE Aerospace in Q4 while trimming other holdings — a sign of continued institutional confidence and lower activist pressure on GE Aerospace specifically. That support can help limit downside from shareholder activism and supports a stability narrative. Activist Investor Nelson Peltz’ Trian Fund Cut Back On This Stock In Q4, But Held Steady On GE Aerospace
• Neutral Sentiment: Korter.ge launched new real‑estate analytics tools in Georgia — unrelated to GE Aerospace’s business and unlikely to affect the stock. Korter.ge Launches New Analytics Features

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on the stock. JPMorgan Chase & Co. boosted their target price on GE Aerospace from $325.00 to $335.00 and gave the company an “overweight” rating in a research report on Monday, January 26th. Wall Street Zen raised GE Aerospace from a “hold” rating to a “buy” rating in a research note on Saturday, January 24th. Bank of America increased their target price on GE Aerospace from $310.00 to $365.00 and gave the stock a “buy” rating in a research note on Monday, October 27th. Citigroup restated a “buy” rating and set a $380.00 target price (up from $378.00) on shares of GE Aerospace in a report on Friday, January 23rd. Finally, Wolfe Research boosted their price target on shares of GE Aerospace from $340.00 to $360.00 and gave the stock an “outperform” rating in a research note on Monday, January 12th. One research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $323.31.

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.