Intech Investment Management LLC Boosts Stake in GE Aerospace $GE

Posted by Stephan Jacobs on Feb 26th, 2026

Intech Investment Management LLC boosted its stake in GE Aerospace (NYSE:GE – Free Report) by 114.8% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 163,791 shares of the company’s stock after purchasing an additional 87,528 shares during the period. Intech Investment Management LLC’s holdings in GE Aerospace were worth $49,272,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in GE. Bare Financial Services Inc raised its holdings in shares of GE Aerospace by 81.1% in the 2nd quarter. Bare Financial Services Inc now owns 96 shares of the company’s stock valued at $25,000 after buying an additional 43 shares during the period. REAP Financial Group LLC acquired a new position in GE Aerospace in the 3rd quarter valued at about $25,000. Marquette Asset Management LLC acquired a new position in GE Aerospace in the 3rd quarter valued at about $26,000. Lavaca Capital LLC increased its stake in GE Aerospace by 1,666.7% during the second quarter. Lavaca Capital LLC now owns 106 shares of the company’s stock worth $27,000 after purchasing an additional 100 shares during the period. Finally, Barnes Dennig Private Wealth Management LLC lifted its position in shares of GE Aerospace by 147.2% during the third quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company’s stock worth $27,000 after purchasing an additional 53 shares in the last quarter. Hedge funds and other institutional investors own 74.77% of the company’s stock.

Insider Activity at GE Aerospace

In other news, SVP Amy L. Gowder sold 4,000 shares of the company’s stock in a transaction 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 transaction, 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 sale was disclosed in a filing with the SEC, which is accessible through this link. Also, VP Robert M. Giglietti sold 3,035 shares of GE Aerospace stock in a transaction on Friday, January 30th. The stock was sold at an average price of $305.51, for a total transaction of $927,222.85. Following the sale, the vice president owned 10,583 shares in the company, valued at $3,233,212.33. This represents a 22.29% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 37,398 shares of company stock valued at $11,455,491 over the last three months. 0.21% of the stock is owned by corporate insiders.

GE Aerospace Price Performance

GE Aerospace stock opened at $343.37 on Thursday. 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 fifty day simple moving average of $316.35 and a 200-day simple moving average of $300.69. The stock has a market cap of $360.13 billion, a P/E ratio of 42.18, a price-to-earnings-growth ratio of 3.19 and a beta of 1.40. GE Aerospace has a 12-month low of $159.36 and a 12-month high of $348.48.

GE Aerospace (NYSE:GE – Get Free Report) last posted its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share for the quarter, beating 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 return on equity of 35.52% and a net margin of 18.98%.GE Aerospace’s quarterly revenue was up 17.6% on a year-over-year basis. During the same period last year, the firm earned $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Equities analysts expect that GE Aerospace will post 5.4 EPS for the current fiscal year.

GE Aerospace Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, April 27th. Investors of record on Monday, March 9th will be paid a dividend of $0.47 per share. The ex-dividend date is Monday, March 9th. This is a positive change from GE Aerospace’s previous quarterly dividend of $0.36. This represents a $1.88 annualized dividend and a yield of 0.5%. GE Aerospace’s dividend payout ratio (DPR) is presently 17.69%.

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on GE shares. The Goldman Sachs Group lifted their price objective on shares of GE Aerospace from $338.00 to $350.00 and gave the company a “buy” rating in a report on Friday, January 23rd. Citigroup restated a “buy” rating and issued a $380.00 price target (up from $378.00) on shares of GE Aerospace in a research note on Friday, January 23rd. Deutsche Bank Aktiengesellschaft boosted their price target on shares of GE Aerospace from $375.00 to $387.00 and gave the stock a “buy” rating in a research note on Friday, January 23rd. UBS Group set a $374.00 price objective on GE Aerospace and gave the company a “buy” rating in a research note on Friday, January 23rd. Finally, JPMorgan Chase & Co. boosted their target price on GE Aerospace from $325.00 to $335.00 and gave the stock an “overweight” rating in a research note on Monday, January 26th. One equities research 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. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $329.29.

View Our Latest Stock Report on GE

Key Stories Impacting GE Aerospace

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

Positive Sentiment: GE announced a partnership with Palantir to bring AI capabilities to a U.S. defense jet‑engine contract — this could improve maintenance, performance analytics and sticky long‑term defense revenue. GE Aerospace Is Linking Up with Palantir. Should You Buy GE Stock Here?
Positive Sentiment: United Airlines selected 300 GEnx engines (plus spares) for new Boeing 787s — a material commercial order that supports revenue visibility for GE’s civil engines business. United Airlines selects GE Aerospace (GE)’s GEnx Engines for Boeing 787
Positive Sentiment: GE expanded its Collaborative Combat Aircraft (CCA) engine work with Kratos and the USAF — strengthening defense backlog and R&D partnerships in next‑gen propulsion. GE-Kratos-USAF Deal Expands CCA Engine Agreement
Positive Sentiment: Analyst upgrades and comparisons show bullish momentum — Zacks upgraded GE to Strong Buy and several notes contrast GE’s stronger growth vs. peers like RTX, supporting investor optimism. GE (GE) Upgraded to Strong Buy: Here’s What You Should Know
Neutral Sentiment: Kratos’ own recent contract wins (including work with GE on the GEK1500) highlight partner ecosystem strength but don’t directly change GE’s top‑line yet. Kratos Contract Wins Deepen Role In Hypersonics Propulsion And Space Systems
Neutral Sentiment: Macro/sector themes — analysts note AI could lower aerospace costs and lift margins over time, a structural tailwind but not an immediate earnings catalyst. GE and 5 More Stocks That Can Win as AI Shakes Up the Economy
Negative Sentiment: Valuation is stretched (high P/E vs. peers) and the stock is near its 1‑year high — that invites profit‑taking and sensitivity to any execution or guidance misses. How Is GE Aerospace’s Stock Performance Compared to Other Aerospace & Defense Stocks?
Negative Sentiment: Competitive pressure: rivals (Pratt & Whitney/RTX) have engine programs and backlogs that could win future platforms, so GE must convert current wins into long‑term share. RTX post sparks buzz as Pratt & Whitney vies to power stealthy Mach 2 jet

About GE Aerospace

(Free Report)

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.