Capital Group Private Client Services Inc. Has $63.88 Million Stake in GE Aerospace $GE

Capital Group Private Client Services Inc. reduced its stake in GE Aerospace (NYSE:GE) by 76.5% in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 212,362 shares of the company’s stock after selling 692,047 shares during the quarter. GE Aerospace makes up 1.1% of Capital Group Private Client Services Inc.’s investment portfolio, making the stock its 19th largest holding. Capital Group Private Client Services Inc.’s holdings in GE Aerospace were worth $63,883,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently modified their holdings of the company. Norges Bank acquired a new stake in shares of GE Aerospace in the second quarter worth $3,408,828,000. Jennison Associates LLC grew its stake in GE Aerospace by 21.5% in the 3rd quarter. Jennison Associates LLC now owns 8,430,878 shares of the company’s stock valued at $2,536,177,000 after buying an additional 1,494,541 shares during the last quarter. Vanguard Group Inc. raised its holdings 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 acquiring an additional 1,482,069 shares during the period. Lazard Asset Management LLC lifted its position in GE Aerospace by 4,253.7% during the 2nd quarter. Lazard Asset Management LLC now owns 796,422 shares of the company’s stock worth $204,991,000 after acquiring an additional 778,129 shares during the last quarter. Finally, Geode Capital Management LLC boosted its holdings in GE Aerospace by 3.1% during 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 Buying and Selling

In other news, VP Robert M. Giglietti sold 3,035 shares of the firm’s stock in a transaction dated Friday, January 30th. The shares were sold at an average price of $305.51, for a total transaction of $927,222.85. Following the completion of the transaction, the vice president directly owned 10,583 shares of the company’s stock, valued at approximately $3,233,212.33. This trade represents a 22.29% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Russell Stokes sold 30,363 shares of GE Aerospace stock in a transaction dated Friday, January 30th. The shares were sold at an average price of $306.47, for a total transaction of $9,305,348.61. Following the sale, the senior vice president owned 150,434 shares in the company, valued at approximately $46,103,507.98. This trade represents a 16.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 37,398 shares of company stock valued at $11,455,491 over the last ninety days. 0.21% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on the company. 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 report on Friday, January 23rd. The Goldman Sachs Group raised their target price on GE Aerospace from $338.00 to $350.00 and gave the company a “buy” rating in a report on Friday, January 23rd. Zacks Research raised GE Aerospace from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, January 27th. Sanford C. Bernstein upped their price target on GE Aerospace from $374.00 to $405.00 and gave the stock an “outperform” rating in a report on Tuesday, March 3rd. Finally, Wall Street Zen lowered GE Aerospace from a “buy” rating to a “hold” rating in a report on Saturday, February 21st. 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’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $331.12.

Key Headlines Impacting GE Aerospace

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 to boost engine production capacity, signaling management confidence in demand recovery and future revenue growth. Read More.
• Positive Sentiment: Multiple site-specific investments were announced (examples include a $48M boost in Asheville and $160M of upgrades across four North Carolina plants), showing direct capacity and tooling upgrades across GE’s U.S. footprint. Read More.
• Positive Sentiment: Additional local investments reported include—examples—$60M in Wilmington, $45M in Auburn, $33M in Greenville, $65M across Indianapolis/Lafayette/Terre Haute, $10M in Madisonville and $2M in the Rockford area, reflecting widespread, targeted capacity builds. Read More.
• Positive Sentiment: Operational momentum: Commercial Engines & Services revenue jumped ~24% in Q4, underlining robust engine demand that the new investments aim to serve. This supports the case for higher medium-term earnings if delivery constraints are eased. Read More.
• Positive Sentiment: Bernstein reaffirmed a buy rating on GE Aerospace, providing third-party analyst support that can help stabilize investor sentiment amid the spending announcement. Read More.
• Neutral Sentiment: Contextual pieces comparing long-term shareholder returns against peers (Boeing, Rolls-Royce) offer perspective on past performance but don’t change near-term fundamentals. Read More.
• Negative Sentiment: Potential near-term downside: the incremental ~$1B+ of capex and upgrades could pressure free cash flow and near-term margins until higher production and deliveries materialize; investors are balancing that timing risk against demand visibility.

GE Aerospace Stock Down 0.4%

Shares of GE opened at $321.67 on Tuesday. 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 has a 50-day simple moving average of $319.85 and a 200-day simple moving average of $304.52. GE Aerospace has a 52 week low of $159.36 and a 52 week high of $348.48. The firm has a market capitalization of $337.37 billion, a P/E ratio of 39.52, a P/E/G ratio of 2.98 and a beta of 1.36.

GE Aerospace (NYSE:GE) last released its earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share for the quarter, topping 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 business had revenue of $11.90 billion for the quarter, compared to the consensus estimate of $11.27 billion. During the same period last year, the business earned $1.32 earnings per share. The firm’s revenue for the quarter was up 17.6% compared to the same quarter last year. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, equities research analysts expect that GE Aerospace will post 5.4 earnings per share 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 paid a $0.47 dividend. 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 dividend on an annualized basis and a dividend yield of 0.6%. GE Aerospace’s dividend payout ratio is currently 17.69%.

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.