Capital International Inc. CA Has $176.87 Million Stake in GE Aerospace $GE

Capital International Inc. CA increased its position in shares of GE Aerospace (NYSE:GE) by 8.7% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 587,955 shares of the company’s stock after buying an additional 47,188 shares during the period. GE Aerospace accounts for approximately 1.4% of Capital International Inc. CA’s investment portfolio, making the stock its 12th biggest position. Capital International Inc. CA owned approximately 0.06% of GE Aerospace worth $176,869,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently modified their holdings of the company. Bare Financial Services Inc grew its holdings in GE Aerospace by 81.1% during the second quarter. Bare Financial Services Inc now owns 96 shares of the company’s stock worth $25,000 after purchasing an additional 43 shares during the period. REAP Financial Group LLC acquired a new stake in shares of GE Aerospace in the third quarter valued at approximately $25,000. Marquette Asset Management LLC bought a new position in shares of GE Aerospace during the 3rd quarter worth approximately $26,000. Lavaca Capital LLC boosted its stake in shares of GE Aerospace by 1,666.7% during the 2nd quarter. Lavaca Capital LLC now owns 106 shares of the company’s stock worth $27,000 after acquiring an additional 100 shares during the period. Finally, Barnes Dennig Private Wealth Management LLC increased 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 worth $27,000 after acquiring an additional 53 shares during the last quarter. 74.77% of the stock is owned by institutional investors.

Insider Activity at GE Aerospace

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

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 — a direct capacity push to meet higher engine demand. GE Aerospace to invest additional $1 billion in US
• Positive Sentiment: Company-level and local reports detail many site investments (Asheville $48M, four NC plants $160M in upgrades, Indianapolis/Lafayette/Terre Haute $65M, Wilmington $60M, Greenville $33M, Auburn $45M, Rockford $2M, West Michigan $60M, Madisonville $10M) — these moves expand machining and production capacity and should shorten delivery bottlenecks if executed well.
  GE Aerospace to invest $1B in U.S. manufacturing in 2026, including $48M in Asheville
  GE Aerospace’s four North Carolina plants are getting $160 million in upgrades
  GE Aerospace investing $65 million across Indianapolis, Lafayette, Terre Haute sites
  GE Aerospace investing $60 million in Wilmington facility
  GE Aerospace invests $33M in Greenville site for machining systems
  GE Aerospace to invest $45M in Auburn manufacturing site
  GE Aerospace to invest $2 million in Rockford-area plant
  Aerospace engineer to invest $60M in West Michigan operations
  GE Aerospace investing $10 million more in Madisonville
• Positive Sentiment: Analyst/coverage note: Q4 Commercial Engines & Services revenue jumped ~24% (strong engine demand and defense contracts), supporting the capacity investments and GE’s FY26 EPS guide. GE Gains From Strength in Commercial Engines
• Neutral Sentiment: Comparative pieces and retrospectives (Boeing vs GE returns over five years; GE vs Rolls-Royce) provide context on performance vs peers but don’t add new company-specific catalysts. If You Invested $1,000 in Boeing or GE 5 Years Ago, Here’s What You’d Have Today
  GE Aerospace Vs. Rolls-Royce: Which Jet Engine Maker Is The Better Investment?

GE Aerospace Trading Down 0.4%

Shares of GE Aerospace stock 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 firm has a 50-day moving average of $319.85 and a 200-day moving average of $304.52. GE Aerospace has a 52-week low of $159.36 and a 52-week high of $348.48. The stock has a market cap of $337.37 billion, a PE ratio of 39.52, a PEG ratio of 2.98 and a beta of 1.36.

GE Aerospace (NYSE:GE) last released its quarterly 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. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The business had revenue of $11.90 billion for the quarter, compared to analyst estimates of $11.27 billion. During the same period last year, the firm earned $1.32 earnings per share. GE Aerospace’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. As a group, sell-side analysts forecast that GE Aerospace will post 5.4 EPS for the current year.

GE Aerospace Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, April 27th. Stockholders of record on Monday, March 9th will be given 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 (DPR) is presently 17.69%.

Analyst Ratings Changes

GE has been the topic of a number of research analyst reports. Wolfe Research increased their price target on GE Aerospace from $340.00 to $360.00 and gave the company an “outperform” rating in a research note on Monday, January 12th. BNP Paribas Exane decreased their price objective on shares of GE Aerospace from $305.00 to $290.00 and set an “underperform” rating on the stock in a report on Friday, January 23rd. Susquehanna restated a “positive” rating and set a $380.00 target price on shares of GE Aerospace in a research note on Thursday, January 15th. Weiss Ratings restated a “buy (b)” rating on shares of GE Aerospace in a research report on Thursday, January 22nd. Finally, 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. 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’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $331.12.

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.