Cypress Capital Group boosted its position in GE Aerospace (NYSE:GE – Free Report) by 642.9% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 10,646 shares of the company’s stock after buying an additional 9,213 shares during the quarter. Cypress Capital Group’s holdings in GE Aerospace were worth $3,203,000 at the end of the most recent reporting period.
Other institutional investors have also recently bought and sold shares of the company. Norges Bank acquired a new position in shares of GE Aerospace during the 2nd quarter worth about $3,408,828,000. Jennison Associates LLC increased its position in GE Aerospace by 21.5% in the 3rd quarter. Jennison Associates LLC now owns 8,430,878 shares of the company’s stock worth $2,536,177,000 after buying an additional 1,494,541 shares during the period. Vanguard Group Inc. increased its position in GE Aerospace by 1.6% in the 2nd quarter. Vanguard Group Inc. now owns 91,989,511 shares of the company’s stock worth $23,677,180,000 after buying an additional 1,482,069 shares during the period. Lazard Asset Management LLC lifted its holdings in shares of GE Aerospace by 4,253.7% during the second quarter. Lazard Asset Management LLC now owns 796,422 shares of the company’s stock worth $204,991,000 after buying an additional 778,129 shares during the last quarter. Finally, Geode Capital Management LLC boosted its position in shares of GE Aerospace by 3.1% in the second quarter. Geode Capital Management LLC now owns 24,113,967 shares of the company’s stock valued at $6,181,956,000 after acquiring an additional 724,559 shares during the period. Institutional investors own 74.77% of the company’s stock.
Insider Activity
In related news, SVP Russell Stokes sold 8,000 shares of the company’s stock in a transaction dated Wednesday, November 19th. The shares were sold at an average price of $297.71, for a total transaction of $2,381,680.00. Following the transaction, the senior vice president owned 150,434 shares in the company, valued at $44,785,706.14. This represents a 5.05% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. 0.21% of the stock is owned by corporate insiders.
GE Aerospace Stock Performance
GE Aerospace (NYSE:GE – Get Free Report) last issued its quarterly earnings data 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 return on equity of 35.52% and a net margin of 18.98%.The company had revenue of $11.90 billion during the quarter, compared to analysts’ expectations of $11.27 billion. During the same period last year, the business earned $1.32 earnings per share. The business’s revenue 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, analysts predict that GE Aerospace will post 5.4 EPS for the current fiscal year.
GE Aerospace Announces Dividend
The firm also recently announced a quarterly dividend, which was paid on Monday, January 26th. Stockholders of record on Monday, December 29th were paid a $0.36 dividend. The ex-dividend date was Monday, December 29th. This represents a $1.44 dividend on an annualized basis and a dividend yield of 0.5%. GE Aerospace’s dividend payout ratio (DPR) is 17.69%.
Key Headlines Impacting GE Aerospace
Here are the key news stories impacting GE Aerospace this week:
- Positive Sentiment: Zacks upgraded GE to a “strong‑buy,” adding buy‑side momentum and signaling increased analyst conviction. Zacks Upgrade
- Positive Sentiment: Jim Cramer publicly pushed back against the market’s skepticism on GE, a high‑visibility endorsement that often drives short‑term retail demand. Jim Cramer Insists Market is Wrong About GE Aerospace
- Positive Sentiment: Citigroup added GE to its high‑conviction focus list and outlined a path to a much larger market value, which supports a multi‑quarter re‑rating if execution continues. Citi Adds GE to High‑Conviction Focus List
- Positive Sentiment: JPMorgan raised its price target to $335, providing an institutional price anchor that can support further upside from current levels. JPMorgan Raises Price Target
- Positive Sentiment: Technology/program win: NASA and GE validated a hybrid aircraft engine under the HyTEC program — a longer‑term positive for R&D credibility and potential future contracts. NASA, GE Validate Hybrid Engine
- Neutral Sentiment: Delta settled on continued use of GE’s GEnx engines amid broader testing developments, which supports ongoing airline customer relationships but is operational/contractual rather than a large new order. Delta Settles on GEnx Engines
- Neutral Sentiment: Independent media and analysts (The Motley Fool, Seeking Alpha) argue the market overreacted to near‑term margin pressure and that GE’s longer‑term fundamentals still support upside — these narratives help sentiment but don’t change near‑term cash flow. Fool: Market Is Wrong to Sell Off GE
- Negative Sentiment: Near‑term margin pressure highlighted in recent updates has been cited as the reason for prior weakness — a genuine risk that could blunt upside if execution or margins deteriorate further. Margin Pressure Note
Analysts Set New Price Targets
Several research firms recently commented on GE. Bank of America upped their target price on shares of GE Aerospace from $310.00 to $365.00 and gave the company a “buy” rating in a research note on Monday, October 27th. TD Cowen boosted their price objective on shares of GE Aerospace from $330.00 to $350.00 and gave the stock a “buy” rating in a report on Wednesday, January 14th. The Goldman Sachs Group increased their target price on shares of GE Aerospace from $338.00 to $350.00 and gave the company a “buy” rating in a research note on Friday, January 23rd. 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 note on Friday, January 23rd. Finally, Royal Bank Of Canada raised their price objective on GE Aerospace from $300.00 to $340.00 and gave the stock an “outperform” rating in a research report on Friday, October 17th. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $319.00.
Read Our Latest Analysis on GE Aerospace
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.
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