Capital Group Investment Management PTE. LTD. Boosts Holdings in GE Aerospace $GE

Capital Group Investment Management PTE. LTD. boosted its holdings in GE Aerospace (NYSE:GE) by 16.7% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 23,659 shares of the company’s stock after purchasing an additional 3,379 shares during the quarter. GE Aerospace makes up approximately 1.2% of Capital Group Investment Management PTE. LTD.’s holdings, making the stock its 20th biggest position. Capital Group Investment Management PTE. LTD.’s holdings in GE Aerospace were worth $7,117,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in GE. Diversified Trust Co lifted its stake in GE Aerospace by 21.3% in the 3rd quarter. Diversified Trust Co now owns 32,021 shares of the company’s stock worth $9,633,000 after purchasing an additional 5,625 shares in the last quarter. Cadinha & Co. LLC boosted its holdings in shares of GE Aerospace by 154.8% during the 3rd quarter. Cadinha & Co. LLC now owns 97,280 shares of the company’s stock valued at $29,264,000 after purchasing an additional 59,106 shares during the last quarter. Police & Firemen s Retirement System of New Jersey grew 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 purchasing an additional 2,779 shares in the last quarter. Czech National Bank increased its holdings in shares of GE Aerospace by 3.3% in 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 last quarter. Finally, Phoenix Financial Ltd. increased its holdings 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 hedge funds and other institutional investors.

Insider Activity

In related news, SVP Amy L. Gowder sold 4,000 shares of the stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $305.73, for a total transaction of $1,222,920.00. Following the sale, the senior vice president owned 16,535 shares in the company, valued at approximately $5,055,245.55. This represents a 19.48% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, VP Robert M. Giglietti sold 3,035 shares of the firm’s stock in a transaction on Friday, January 30th. The stock was sold at an average price of $305.51, for a total value of $927,222.85. Following the completion of the sale, the vice president owned 10,583 shares of the company’s stock, valued at approximately $3,233,212.33. This represents a 22.29% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 37,398 shares of company stock valued at $11,455,491. 0.21% of the stock is currently owned by insiders.

GE Aerospace Stock Down 0.4%

Shares of NYSE:GE opened at $321.67 on Tuesday. The company has a market cap of $337.37 billion, a price-to-earnings ratio of 39.52, a PEG ratio of 2.98 and a beta of 1.36. GE Aerospace has a 12 month low of $159.36 and a 12 month high of $348.48. The company has a current ratio of 1.04, a quick ratio of 0.74 and a debt-to-equity ratio of 1.00. The company has a 50-day moving average price of $319.85 and a 200 day moving average price of $304.52.

GE Aerospace (NYSE:GE) last issued its quarterly earnings data on Thursday, January 22nd. The company reported $1.57 earnings per share for the quarter, topping 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 company had revenue of $11.90 billion for the quarter, compared to analysts’ expectations of $11.27 billion. During the same period in the previous year, the firm posted $1.32 earnings per share. The firm’s revenue for the quarter was up 17.6% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, equities research analysts predict that GE Aerospace will post 5.4 earnings per share for the current year.

GE Aerospace Increases Dividend

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

More GE Aerospace News

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

• Positive Sentiment: GE said it will invest an additional $1 billion in U.S. manufacturing and its supplier base this year to boost engine production capacity, signaling management confidence in demand recovery and future revenue growth. Read More.
• Positive Sentiment: Multiple site-specific investments were announced (examples include a $48M boost in Asheville and $160M of upgrades across four North Carolina plants), showing direct capacity and tooling upgrades across GE’s U.S. footprint. Read More.
• Positive Sentiment: Additional local investments reported include—examples—$60M in Wilmington, $45M in Auburn, $33M in Greenville, $65M across Indianapolis/Lafayette/Terre Haute, $10M in Madisonville and $2M in the Rockford area, reflecting widespread, targeted capacity builds. Read More.
• Positive Sentiment: Operational momentum: Commercial Engines & Services revenue jumped ~24% in Q4, underlining robust engine demand that the new investments aim to serve. This supports the case for higher medium-term earnings if delivery constraints are eased. Read More.
• Positive Sentiment: Bernstein reaffirmed a buy rating on GE Aerospace, providing third-party analyst support that can help stabilize investor sentiment amid the spending announcement. Read More.
• Neutral Sentiment: Contextual pieces comparing long-term shareholder returns against peers (Boeing, Rolls-Royce) offer perspective on past performance but don’t change near-term fundamentals. Read More.
• Negative Sentiment: Potential near-term downside: the incremental ~$1B+ of capex and upgrades could pressure free cash flow and near-term margins until higher production and deliveries materialize; investors are balancing that timing risk against demand visibility.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on the company. BNP Paribas Exane dropped their price target on GE Aerospace from $305.00 to $290.00 and set an “underperform” rating for the company in a research note on Friday, January 23rd. Wall Street Zen downgraded GE Aerospace from a “buy” rating to a “hold” rating in a research note on Saturday, February 21st. JPMorgan Chase & Co. upped their price objective on GE Aerospace from $325.00 to $335.00 and gave the stock an “overweight” rating in a report on Monday, January 26th. Weiss Ratings reiterated a “buy (b)” rating on shares of GE Aerospace in a research report on Thursday, January 22nd. Finally, Susquehanna reissued a “positive” rating and issued a $380.00 target price on shares of GE Aerospace in a report on Thursday, January 15th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $331.12.

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.