Legal & General Group Plc Purchases 484,467 Shares of GE Aerospace $GE

Legal & General Group Plc increased its position in shares of GE Aerospace (NYSE:GE) by 8.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 6,465,804 shares of the company’s stock after purchasing an additional 484,467 shares during the quarter. GE Aerospace makes up about 0.4% of Legal & General Group Plc’s holdings, making the stock its 29th biggest position. Legal & General Group Plc owned approximately 0.61% of GE Aerospace worth $1,945,043,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Jacobsen Capital Management lifted its position in shares of GE Aerospace by 1.4% during the 3rd quarter. Jacobsen Capital Management now owns 2,295 shares of the company’s stock worth $690,000 after buying an additional 32 shares in the last quarter. Harfst & Associates Inc. grew its holdings in shares of GE Aerospace by 0.4% in the third quarter. Harfst & Associates Inc. now owns 7,444 shares of the company’s stock valued at $2,239,000 after acquiring an additional 33 shares in the last quarter. Ledyard National Bank grew its holdings in shares of GE Aerospace by 1.2% in the third quarter. Ledyard National Bank now owns 2,754 shares of the company’s stock valued at $828,000 after acquiring an additional 33 shares in the last quarter. Hardy Reed LLC increased its position in shares of GE Aerospace by 0.7% during the third quarter. Hardy Reed LLC now owns 4,999 shares of the company’s stock valued at $1,504,000 after acquiring an additional 33 shares during the last quarter. Finally, RMG Wealth Management LLC increased its position in shares of GE Aerospace by 8.3% during the third quarter. RMG Wealth Management LLC now owns 442 shares of the company’s stock valued at $132,000 after acquiring an additional 34 shares during the last quarter. 74.77% of the stock is owned by institutional investors.

Trending Headlines about 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.

Insider Transactions at GE Aerospace

In related news, SVP Amy L. Gowder sold 4,000 shares of GE Aerospace 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 completion of the sale, the senior vice president owned 16,535 shares of the company’s stock, valued at approximately $5,055,245.55. This trade represents a 19.48% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, SVP Russell Stokes sold 30,363 shares of the business’s stock in a transaction dated Friday, January 30th. The shares were sold at an average price of $306.47, for a total value of $9,305,348.61. Following the completion of the sale, the senior vice president owned 150,434 shares in the company, valued at $46,103,507.98. This represents a 16.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 37,398 shares of company stock worth $11,455,491. 0.21% of the stock is owned by company insiders.

GE Aerospace Trading Down 0.4%

NYSE:GE opened at $321.67 on Tuesday. GE Aerospace has a 12 month low of $159.36 and a 12 month high of $348.48. 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 firm’s 50 day moving average is $319.85 and its 200 day moving average is $304.52. The stock has a market capitalization of $337.37 billion, a PE ratio of 39.52, a price-to-earnings-growth ratio of 2.98 and a beta of 1.36.

GE Aerospace (NYSE:GE) last announced its quarterly earnings data on Thursday, January 22nd. The company reported $1.57 earnings per share for the quarter, beating the consensus estimate 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 during the quarter, compared to analyst estimates of $11.27 billion. During the same period in the prior year, the company earned $1.32 earnings per share. GE Aerospace’s revenue 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. Sell-side analysts expect that GE Aerospace will post 5.4 earnings per share for the current year.

GE Aerospace Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, April 27th. Stockholders of record on Monday, March 9th will be paid a dividend of $0.47 per share. This represents a $1.88 annualized dividend and a dividend yield of 0.6%. The ex-dividend date is Monday, March 9th. This is a positive change from GE Aerospace’s previous quarterly dividend of $0.36. GE Aerospace’s dividend payout ratio is currently 17.69%.

Wall Street Analyst Weigh In

Several research firms have weighed in on GE. Deutsche Bank Aktiengesellschaft boosted their price objective on GE Aerospace from $375.00 to $387.00 and gave the stock a “buy” rating in a research report on Friday, January 23rd. UBS Group set a $374.00 target price on GE Aerospace and gave the company a “buy” rating in a research report on Friday, January 23rd. TD Cowen lifted their target price on GE Aerospace from $330.00 to $350.00 and gave the stock a “buy” rating in a research note on Wednesday, January 14th. Zacks Research raised shares of GE Aerospace from a “hold” rating to a “strong-buy” rating in a report on Tuesday, January 27th. Finally, Morgan Stanley assumed coverage on shares of GE Aerospace in a research report on Friday, February 20th. They set an “overweight” rating and a $425.00 price target for the company. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, GE Aerospace has an average rating of “Moderate Buy” and an average 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.