Sava Infond d.o.o. decreased its holdings in GE Aerospace (NYSE:GE – Free Report) by 7.4% in the third quarter, Holdings Channel.com reports. The institutional investor owned 21,410 shares of the company’s stock after selling 1,700 shares during the period. GE Aerospace makes up 0.9% of Sava Infond d.o.o.’s portfolio, making the stock its 21st largest holding. Sava Infond d.o.o.’s holdings in GE Aerospace were worth $6,441,000 as of its most recent SEC filing.
A number of other institutional investors have also recently made changes to their positions in the stock. Bare Financial Services Inc raised its holdings in shares of GE Aerospace by 81.1% during the second quarter. Bare Financial Services Inc now owns 96 shares of the company’s stock valued at $25,000 after purchasing an additional 43 shares during the last quarter. REAP Financial Group LLC bought a new stake in GE Aerospace in the 3rd quarter worth approximately $25,000. Marquette Asset Management LLC bought a new stake in GE Aerospace in the 3rd quarter worth approximately $26,000. Lavaca Capital LLC raised its stake in GE Aerospace by 1,666.7% during the 2nd quarter. Lavaca Capital LLC now owns 106 shares of the company’s stock valued at $27,000 after buying an additional 100 shares during the last quarter. Finally, Barnes Dennig Private Wealth Management LLC lifted its holdings in shares of GE Aerospace by 147.2% during the 3rd quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company’s stock valued at $27,000 after buying an additional 53 shares during the period. Hedge funds and other institutional investors own 74.77% of the company’s stock.
Analyst Upgrades and Downgrades
Several brokerages recently commented on GE. UBS Group set a $374.00 price objective on GE Aerospace and gave the stock a “buy” rating in a report on Friday, January 23rd. Morgan Stanley initiated coverage on GE Aerospace in a research note on Friday. They set an “overweight” rating and a $425.00 price target for the company. JPMorgan Chase & Co. upped their price target on shares of GE Aerospace from $325.00 to $335.00 and gave the company an “overweight” rating in a research report on Monday, January 26th. Wall Street Zen downgraded shares of GE Aerospace from a “buy” rating to a “hold” rating in a report on Saturday. Finally, Susquehanna restated a “positive” rating and set a $380.00 target price on shares of GE Aerospace in a research report on Thursday, January 15th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, GE Aerospace presently has an average rating of “Moderate Buy” and an average price target of $329.29.
GE Aerospace Trading Up 2.3%
Shares of NYSE:GE opened at $342.54 on Friday. The stock has a 50 day moving average of $313.63 and a 200 day moving average of $299.04. The company has a market cap of $359.26 billion, a PE ratio of 42.08, a price-to-earnings-growth ratio of 3.09 and a beta of 1.40. The company has a current ratio of 1.04, a quick ratio of 0.74 and a debt-to-equity ratio of 1.00. GE Aerospace has a 12-month low of $159.36 and a 12-month high of $344.30.
GE Aerospace (NYSE:GE – Get Free Report) last released its earnings results on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, topping analysts’ consensus estimates of $1.43 by $0.14. The company had revenue of $11.90 billion for the quarter, compared to analysts’ expectations of $11.27 billion. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The firm’s revenue was up 17.6% compared to the same quarter last year. During the same quarter last year, the business earned $1.32 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, equities research analysts expect that GE Aerospace will post 5.4 EPS for the current year.
GE Aerospace Increases Dividend
The company also recently announced a quarterly dividend, which will be paid on Monday, April 27th. Investors of record on Monday, March 9th will be issued a $0.47 dividend. The ex-dividend date of this dividend is Monday, March 9th. This represents a $1.88 annualized dividend and a yield of 0.5%. This is an increase from GE Aerospace’s previous quarterly dividend of $0.36. GE Aerospace’s payout ratio is currently 17.69%.
Insiders Place Their Bets
In other news, VP Robert M. Giglietti sold 3,035 shares of the company’s stock in a transaction dated 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 transaction, the vice president owned 10,583 shares of the company’s stock, valued at $3,233,212.33. This represents a 22.29% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, SVP Amy L. Gowder sold 4,000 shares of the 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 sale, the senior vice president owned 16,535 shares of the company’s stock, valued at $5,055,245.55. This represents a 19.48% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 37,398 shares of company stock worth $11,455,491. Corporate 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: Morgan Stanley initiated coverage of GE Aerospace with an Overweight rating and a $425 price target, arguing the market underestimates GE’s long‑term free cash flow and pricing power — a clear analyst-driven bullish catalyst. Morgan Stanley initiates GE Aerospace stock with overweight rating
- Positive Sentiment: Media coverage is spotlighting GE’s new “AI Wingmate” program — AI tools for inspections and predictive maintenance that could lower airline downtime and support services revenue growth, boosting investor sentiment around recurring aftermarket cash flows. GE Aerospace readies for liftoff with wild new AI wingmate
- Positive Sentiment: Reports note GE signed a significant engine order with United Airlines (and dealer/airline comments praising GE engines surfaced), reinforcing near‑term aftermarket and OEM revenue visibility. Contract wins like this support higher revenue and service attach rates. GE Aerospace, United Airlines ink big engine order
- Positive Sentiment: GE is partnering with Starfighters Space to support the STARLAUNCH I rocket program’s critical design review — a small but strategic aerospace collaboration that highlights GE’s broader aerospace engineering role and potential new revenue avenues. Starfighters and GE Progress STARLAUNCH Platform
- Neutral Sentiment: Technically, several market commentators flagged GE Aerospace entering a “buy range” and hitting all‑time highs — this momentum can attract trend‑following flows but also raises volatility risk on any pullback. Dow Jones Futures Fall Before Big Economic Data, Possible Trump Tariff Ruling; AI Leader Climbs, Cancer-Test Firm Crashes
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.
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