GE Aerospace $GE Shares Bought by Capital World Investors

Capital World Investors increased its holdings in GE Aerospace (NYSE:GE) by 16.2% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 21,442,810 shares of the company’s stock after buying an additional 2,995,054 shares during the period. GE Aerospace comprises approximately 0.9% of Capital World Investors’ holdings, making the stock its 25th biggest position. Capital World Investors owned 2.03% of GE Aerospace worth $6,449,731,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of GE. Bare Financial Services Inc boosted its stake in GE Aerospace by 81.1% in the second quarter. Bare Financial Services Inc now owns 96 shares of the company’s stock valued at $25,000 after acquiring an additional 43 shares during the period. REAP Financial Group LLC acquired a new stake in shares of GE Aerospace during the 3rd quarter worth approximately $25,000. Marquette Asset Management LLC acquired a new position in GE Aerospace during the 3rd quarter valued at approximately $26,000. Lavaca Capital LLC boosted its holdings 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 acquiring an additional 100 shares during the period. Finally, Barnes Dennig Private Wealth Management LLC increased its holdings in shares of GE Aerospace by 147.2% in the 3rd quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company’s stock worth $27,000 after acquiring an additional 53 shares during the period. Institutional investors own 74.77% of the company’s stock.

GE Aerospace Stock Performance

Shares of GE opened at $321.67 on Tuesday. The company has a market capitalization of $337.37 billion, a PE ratio of 39.52, a PEG ratio of 2.98 and a beta of 1.36. 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’s 50 day moving average price is $319.85 and its 200 day moving average price is $304.52. GE Aerospace has a 52 week low of $159.36 and a 52 week high of $348.48.

GE Aerospace (NYSE:GE) last issued its earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.43 by $0.14. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The company had revenue of $11.90 billion during the quarter, compared to analyst estimates of $11.27 billion. During the same quarter last year, the business posted $1.32 EPS. The company’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. Research analysts expect that GE Aerospace will post 5.4 EPS for the current fiscal year.

GE Aerospace Increases Dividend

The company 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 $0.47 dividend. This represents a $1.88 dividend on an annualized basis and a yield of 0.6%. This is an increase from GE Aerospace’s previous quarterly dividend of $0.36. The ex-dividend date is Monday, March 9th. GE Aerospace’s dividend payout ratio is presently 17.69%.

Analysts Set New Price Targets

A number of equities analysts recently issued reports on GE shares. JPMorgan Chase & Co. increased 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. Wolfe Research boosted their target price on GE Aerospace from $340.00 to $360.00 and gave the stock an “outperform” rating in a report on Monday, January 12th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of GE Aerospace in a report on Thursday, January 22nd. Deutsche Bank Aktiengesellschaft lifted their price target on shares of GE Aerospace from $375.00 to $387.00 and gave the stock a “buy” rating in a research report on Friday, January 23rd. Finally, Zacks Research raised GE Aerospace from a “hold” rating to a “strong-buy” rating in a report on Tuesday, January 27th. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, GE Aerospace presently has an average rating of “Moderate Buy” and an average price target of $331.12.

Insiders Place Their Bets

In other news, SVP Russell Stokes sold 30,363 shares of GE Aerospace stock in a transaction dated Friday, January 30th. The stock was sold at an average price of $306.47, for a total transaction of $9,305,348.61. Following the completion of the sale, the senior vice president directly owned 150,434 shares in the company, valued at $46,103,507.98. The trade was a 16.79% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Amy L. Gowder sold 4,000 shares of the business’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $305.73, for a total value of $1,222,920.00. Following the completion of the sale, the senior vice president directly owned 16,535 shares of the company’s stock, valued at approximately $5,055,245.55. The trade was a 19.48% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 37,398 shares of company stock valued at $11,455,491 in the last three months. Insiders own 0.21% of the company’s stock.

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 — a direct capacity push to meet higher engine demand. GE Aerospace to invest additional $1 billion in US
• Positive Sentiment: Company-level and local reports detail many site investments (Asheville $48M, four NC plants $160M in upgrades, Indianapolis/Lafayette/Terre Haute $65M, Wilmington $60M, Greenville $33M, Auburn $45M, Rockford $2M, West Michigan $60M, Madisonville $10M) — these moves expand machining and production capacity and should shorten delivery bottlenecks if executed well.
  GE Aerospace to invest $1B in U.S. manufacturing in 2026, including $48M in Asheville
  GE Aerospace’s four North Carolina plants are getting $160 million in upgrades
  GE Aerospace investing $65 million across Indianapolis, Lafayette, Terre Haute sites
  GE Aerospace investing $60 million in Wilmington facility
  GE Aerospace invests $33M in Greenville site for machining systems
  GE Aerospace to invest $45M in Auburn manufacturing site
  GE Aerospace to invest $2 million in Rockford-area plant
  Aerospace engineer to invest $60M in West Michigan operations
  GE Aerospace investing $10 million more in Madisonville
• Positive Sentiment: Analyst/coverage note: Q4 Commercial Engines & Services revenue jumped ~24% (strong engine demand and defense contracts), supporting the capacity investments and GE’s FY26 EPS guide. GE Gains From Strength in Commercial Engines
• Neutral Sentiment: Comparative pieces and retrospectives (Boeing vs GE returns over five years; GE vs Rolls-Royce) provide context on performance vs peers but don’t add new company-specific catalysts. If You Invested $1,000 in Boeing or GE 5 Years Ago, Here’s What You’d Have Today
  GE Aerospace Vs. Rolls-Royce: Which Jet Engine Maker Is The Better Investment?

About GE Aerospace

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.