Mitsubishi UFJ Asset Management Co. Ltd. Grows Position in GE Aerospace $GE

Mitsubishi UFJ Asset Management Co. Ltd. increased its stake in shares of GE Aerospace (NYSE:GE) by 4.8% in the fourth quarter, Holdings Channel.com reports. The fund owned 2,228,457 shares of the company’s stock after purchasing an additional 102,410 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in GE Aerospace were worth $714,778,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. REAP Financial Group LLC purchased a new stake in GE Aerospace in the third quarter worth $25,000. Marquette Asset Management LLC purchased a new stake in GE Aerospace in the third quarter worth about $26,000. Barnes Dennig Private Wealth Management LLC lifted its stake 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 acquiring an additional 53 shares during the period. Roble Belko & Company Inc grew its holdings in GE Aerospace by 98.1% during the 3rd quarter. Roble Belko & Company Inc now owns 103 shares of the company’s stock worth $31,000 after acquiring an additional 51 shares in the last quarter. Finally, Abich Financial Wealth Management LLC bought a new stake in shares of GE Aerospace in the 3rd quarter valued at about $32,000. Hedge funds and other institutional investors own 74.77% of the company’s stock.

Key Stories Impacting GE Aerospace

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

• Positive Sentiment: GE signed an F404 engine deal with Türkiye’s TAI to power the country’s advanced jet trainer — a direct commercial win that supports aftermarket revenue, production cadence and geopolitical diversification for GE Aerospace. TAI, GE Aerospace ink F404 engine deal for Türkiye’s advanced jet trainer
• Positive Sentiment: Recent quarterly results and outlook remain a tailwind: GE Aerospace beat EPS estimates, reported strong year‑over‑year revenue growth, and set FY‑2026 EPS guidance (7.10–7.40), supporting higher valuation expectations and investor confidence. (Company reports)
• Positive Sentiment: Heightened investor interest in defense names — including reported congressional buying and signs of stabilization in aerospace & defense ETFs — is lifting the group and benefiting prime defense suppliers like GE Aerospace. Congressman Buys Defense Stocks As Middle East Tensions Continues: Here Are The Companies Defense Stocks Are Stabilizing. When to Buy.
• Neutral Sentiment: Market commentary is mixed on valuation — some analysts ask whether GE’s strong multi‑year rally leaves upside limited in the near term, making the stock more sensitive to execution and guidance beats. Is It Too Late To Consider General Electric (GE) After Its Strong Multi Year Rally?
• Neutral Sentiment: Leadership change: Gayatri Rath has exited GE Aerospace after five years; this appears to be a routine personnel move rather than a strategic shift, but investors will watch any follow‑up on succession and continuity. Gayatri Rath exits GE Aerospace after five-year stint
• Negative Sentiment: Technicals and valuation risks: the stock still trades below its 50‑ and 200‑day moving averages and carries a relatively rich P/E and PEG versus some industrial peers, leaving room for short‑term pullbacks if broader market sentiment cools.

Analyst Upgrades and Downgrades

A number of brokerages have commented on GE. Deutsche Bank Aktiengesellschaft boosted their target price on shares of GE Aerospace from $375.00 to $387.00 and gave the stock a “buy” rating in a report on Friday, January 23rd. JPMorgan Chase & Co. lifted their price target on shares of GE Aerospace from $325.00 to $335.00 and gave the stock an “overweight” rating in a report on Monday, January 26th. Wall Street Zen downgraded GE Aerospace from a “buy” rating to a “hold” rating in a research report on Monday, April 27th. Citigroup lowered their price objective on GE Aerospace from $380.00 to $353.00 and set a “buy” rating for the company in a research report on Wednesday, April 1st. Finally, TD Cowen reduced their target price on GE Aerospace from $350.00 to $330.00 and set a “buy” rating on the stock in a research report on Wednesday, April 8th. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $349.89.

GE Aerospace Trading Up 2.2%

NYSE GE opened at $286.81 on Wednesday. The stock has a market cap of $299.24 billion, a P/E ratio of 35.32, a P/E/G ratio of 2.61 and a beta of 1.36. The company has a current ratio of 1.01, a quick ratio of 0.70 and a debt-to-equity ratio of 0.99. The company has a fifty day simple moving average of $304.50 and a two-hundred day simple moving average of $306.28. GE Aerospace has a 12-month low of $205.92 and a 12-month high of $348.48.

GE Aerospace (NYSE:GE) last posted its quarterly earnings results on Tuesday, April 21st. The company reported $1.86 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.60 by $0.26. The company had revenue of $11.61 billion during the quarter, compared to analyst estimates of $11.61 billion. GE Aerospace had a net margin of 17.86% and a return on equity of 37.99%. GE Aerospace’s revenue for the quarter was up 24.6% compared to the same quarter last year. During the same period last year, the firm posted $1.49 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, analysts forecast that GE Aerospace will post 7.46 earnings per share for the current year.

GE Aerospace Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, April 27th. Investors of record on Monday, March 9th were given a dividend of $0.47 per share. This is a boost from GE Aerospace’s previous quarterly dividend of $0.36. This represents a $1.88 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date was Monday, March 9th. GE Aerospace’s payout ratio is presently 23.15%.

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.