GE Aerospace $GE Stake Decreased by Erste Asset Management GmbH

Erste Asset Management GmbH cut its holdings in shares of GE Aerospace (NYSE:GE) by 72.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 9,074 shares of the company’s stock after selling 24,436 shares during the period. Erste Asset Management GmbH’s holdings in GE Aerospace were worth $2,666,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in GE. Bare Financial Services Inc raised its stake in GE Aerospace by 81.1% during the 2nd quarter. Bare Financial Services Inc now owns 96 shares of the company’s stock valued at $25,000 after acquiring an additional 43 shares in the last quarter. REAP Financial Group LLC acquired a new position in shares of GE Aerospace during the third quarter valued at $25,000. Marquette Asset Management LLC bought a new stake in shares of GE Aerospace during the third quarter valued at about $26,000. Lavaca Capital LLC raised 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 valued at $27,000 after purchasing an additional 100 shares in the last quarter. Finally, Barnes Dennig Private Wealth Management LLC lifted its holdings in GE Aerospace by 147.2% in the third quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company’s stock worth $27,000 after purchasing an additional 53 shares during the period. 74.77% of the stock is owned by institutional investors.

GE Aerospace Trading Up 0.2%

NYSE GE opened at $341.55 on Friday. GE Aerospace has a twelve month low of $159.36 and a twelve month high of $348.48. 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 stock has a market cap of $358.22 billion, a price-to-earnings ratio of 41.96, a PEG ratio of 3.16 and a beta of 1.40. The firm’s 50 day moving average price is $317.81 and its two-hundred day moving average price is $301.58.

GE Aerospace (NYSE:GE) last issued its earnings results 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 $11.90 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 firm’s quarterly revenue was up 17.6% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.32 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Equities analysts anticipate that GE Aerospace will post 5.4 EPS for the current year.

GE Aerospace Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, April 27th. Shareholders of record on Monday, March 9th will be paid a dividend of $0.47 per share. This is an increase from GE Aerospace’s previous quarterly dividend of $0.36. 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%. GE Aerospace’s dividend payout ratio (DPR) is 17.69%.

More GE Aerospace News

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

• Positive Sentiment: Q4 beat and forward guidance: GE Aerospace reported EPS and revenue above expectations and set FY2026 guidance of $7.10–$7.40, reinforcing growth and margin outlook for the next year.
• Positive Sentiment: AI/data partnership with Palantir to support USAF training-fleet readiness — strengthens digital analytics for engine health and could improve aftermarket services and contract wins. GE Aerospace Partners With Palantir on AI Jet Engine Contract
• Positive Sentiment: Won first digital TrueChoice Defense deal for the J85 engine — a foothold for digital aftermarket solutions in military engines that can scale to other platforms. GE wins first digital TrueChoice Defense deal for J85 engine
• Positive Sentiment: Aftermarket/MRO expansion: Coverage highlights GE’s >$1B investments to scale MRO capacity as LEAP deliveries and shop visits rise — supports higher recurring aftermarket revenue and margins. Can GE’s Growth Investments Create Long-Term Value for Investors?
• Positive Sentiment: Market momentum/coverage: Recent pieces note GE stock reaching new highs and being in buy zones after recovery from a sell-off — positive technical and sentiment signal for momentum investors. GE Stock Jets To A New High. A Natural Gas Name Joins It.
• Positive Sentiment: Industry tailwinds: A new additive manufacturing industry report cites expanding use of metal/polymer 3D printing across aerospace and names GE Aerospace among key adopters — potential cost and supply-chain advantages. AM Applications (Metal and Polymer Parts) Industry Research Report 2025-2034
• Neutral Sentiment: GE expands use of Aireon space-based ADS‑B data — operational improvement for traffic/flight monitoring; helpful but incremental to near-term financials. Press Release: GE expands use of Aireon’s space-based ADS-B data
• Neutral Sentiment: Recruiting/PR: Military Officer Leadership Program and facility “behind the scenes” coverage improve talent pipeline and brand but have limited immediate financial impact. Military Officer Leadership Program though GE Aerospace Behind the scenes of GE Aerospace facility
• Negative Sentiment: Valuation/questions: Commentary in Forbes asks whether the rally makes GE too expensive for new buyers — raises short-term risk if growth or margin execution slips. GE Stock Is Soaring—Is It Too Late To Jump In?
• Negative Sentiment: Macro/market skepticism: Broader warnings about AI-driven market froth (Michael Burry commentary) can pressure high‑multiple industrials if risk appetite falls. ‘Big Short’ Investor Michael Burry Draws Parallel Between Nvidia and This 1920s Era Hot Stock

Analysts Set New Price Targets

GE has been the topic of several research analyst reports. Wolfe Research raised their target price on shares of GE Aerospace from $340.00 to $360.00 and gave the company an “outperform” rating in a research note on Monday, January 12th. Zacks Research upgraded shares of GE Aerospace from a “hold” rating to a “strong-buy” rating in a report on Tuesday, January 27th. Wall Street Zen lowered shares of GE Aerospace from a “buy” rating to a “hold” rating in a research note on Saturday, February 21st. Susquehanna restated a “positive” rating and issued a $380.00 target price on shares of GE Aerospace in a research report on Thursday, January 15th. Finally, BNP Paribas Exane lowered their price target on GE Aerospace from $305.00 to $290.00 and set an “underperform” rating on the stock in a research report on Friday, January 23rd. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $329.29.

Insider Buying and Selling at GE Aerospace

In other GE Aerospace news, SVP Amy L. Gowder sold 4,000 shares of the business’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $305.73, for a total value of $1,222,920.00. Following the transaction, the senior vice president owned 16,535 shares in the company, valued at $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 available through the SEC website. Also, SVP Russell Stokes sold 30,363 shares of the 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 completion of the transaction, the senior vice president owned 150,434 shares in the company, valued at $46,103,507.98. This represents a 16.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 37,398 shares of company stock valued at $11,455,491 in the last quarter. Company insiders own 0.21% of the company’s stock.

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.