CIBC Bancorp USA Inc. purchased a new position in shares of GE Aerospace (NYSE:GE – Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm purchased 948,284 shares of the company’s stock, valued at approximately $285,263,000. GE Aerospace accounts for about 1.0% of CIBC Bancorp USA Inc.’s investment portfolio, making the stock its 18th largest position. CIBC Bancorp USA Inc. owned approximately 0.09% of GE Aerospace at the end of the most recent reporting period.
Other hedge funds also recently made changes to their positions in the company. Tcfg Wealth Management LLC grew its stake in shares of GE Aerospace by 4.8% during the 3rd quarter. Tcfg Wealth Management LLC now owns 1,658 shares of the company’s stock valued at $499,000 after buying an additional 76 shares during the period. Maple Capital Management Inc. raised its position in shares of GE Aerospace by 7.8% in the 3rd quarter. Maple Capital Management Inc. now owns 82,380 shares of the company’s stock worth $24,782,000 after buying an additional 5,928 shares during the period. Blue Fin Capital Inc. purchased a new position in shares of GE Aerospace in the 3rd quarter worth $206,000. Oarsman Capital Inc. boosted its holdings in GE Aerospace by 24.7% in the third quarter. Oarsman Capital Inc. now owns 1,211 shares of the company’s stock valued at $364,000 after acquiring an additional 240 shares during the last quarter. Finally, Centaurus Financial Inc. boosted its holdings in GE Aerospace by 6.9% in the third quarter. Centaurus Financial Inc. now owns 12,204 shares of the company’s stock valued at $3,671,000 after acquiring an additional 790 shares during the last quarter. Institutional investors and hedge funds 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 stock was sold at an average price of $305.51, for a total transaction of $927,222.85. Following the completion of the sale, the vice president directly owned 10,583 shares in the company, valued at $3,233,212.33. This trade represents a 22.29% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, 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 sale, the senior vice president directly owned 16,535 shares in the company, valued at approximately $5,055,245.55. The trade was a 19.48% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 37,398 shares of company stock valued at $11,455,491 in the last quarter. Company insiders own 0.21% of the company’s stock.
GE Aerospace News Summary
- Positive Sentiment: Expanded Palantir partnership — GE is deepening use of Palantir’s AI to predict equipment failures, untangle supply chains and improve military aircraft readiness, which can raise margins, reduce downtime and lengthen customer stickiness. Palantir and GE Aerospace Are Working Together on Military Aircraft. Is PLTR or GE Stock a Better Buy Here?
- Positive Sentiment: Defense & Propulsion momentum — Analyst coverage highlights rising orders and major defense contracts for GE’s propulsion business, supporting steady revenue growth and higher spare‑parts demand. That underpins the company’s defense tailwind. GE’s Defense & Propulsion Unit Gains Momentum: Can It Sustain?
- Positive Sentiment: U.S. manufacturing reinvestment — GE announced multi‑site investments (Indiana, Batesville, Hooksett) as part of a ~$1B U.S. manufacturing push and plans to hire ~5,000 workers, which should boost capacity and supply resilience for engines and components. GE Aerospace Invests $65M in Indiana GE Aerospace to invest $12 million in Hooksett plant
- Positive Sentiment: Operational contract — GE won work to boost J85 engine readiness, a concrete aftermarket/maintenance win that supports recurring revenue and spare‑parts sales. GE Aerospace Awarded Contract to Boost J85 Engine Readiness
- Neutral Sentiment: Investor comparisons to Palantir/NVDA — Several pieces contrast GE’s steadier, cash‑rich aerospace profile with higher‑growth AI/defense software plays; this frames GE as lower‑volatility income/industrial exposure versus pure software upside. Palantir and GE Aerospace Are Working Together on Military Aircraft. Is PLTR or GE Stock a Better Buy Here?
- Negative Sentiment: Rare‑earth / metallization risks — Broader coverage warns that heavy reliance on critical magnet and rare‑earth supply chains (largely China‑dominated) could raise costs or bottlenecks for advanced defense and civilian systems, a potential headwind for margins and delivery timelines. The Invisible Metals Powering a Trillion-Dollar Economy
- Negative Sentiment: Valuation and balance‑sheet considerations — GE Aerospace trades at a premium (PE ~37, PEG ~2.8) with modest liquidity metrics (quick ratio ~0.74) and leverage (debt/equity ~1.0); strong operational news may already be priced in, leaving the stock sensitive to guidance misses or macro shocks.
GE Aerospace Stock Performance
GE Aerospace stock opened at $302.11 on Wednesday. The firm has a market capitalization of $316.86 billion, a PE ratio of 37.11, a price-to-earnings-growth ratio of 2.81 and a beta of 1.36. GE Aerospace has a one year low of $159.36 and a one year high of $348.48. The stock’s 50 day moving average price is $319.12 and its 200 day moving average price is $306.15. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.74 and a current ratio of 1.04.
GE Aerospace (NYSE:GE – Get Free Report) last issued its quarterly earnings data on Thursday, January 22nd. The company reported $1.57 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.43 by $0.14. The company had revenue of $11.90 billion during the quarter, compared to the consensus estimate of $11.27 billion. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. GE Aerospace’s revenue for the quarter was up 17.6% on a year-over-year basis. During the same quarter last year, the company earned $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, sell-side analysts expect that GE Aerospace will post 5.4 EPS for the current fiscal year.
GE Aerospace Increases Dividend
The company also recently declared 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. This is a positive change from GE Aerospace’s previous quarterly dividend of $0.36. The ex-dividend date of this dividend is Monday, March 9th. This represents a $1.88 annualized dividend and a yield of 0.6%. GE Aerospace’s payout ratio is presently 23.10%.
Wall Street Analyst Weigh In
Several brokerages have commented on GE. Morgan Stanley began coverage on GE Aerospace in a research note on Friday, February 20th. They set an “overweight” rating and a $425.00 price target for the company. Zacks Research raised GE Aerospace from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, January 27th. Susquehanna reiterated a “positive” rating and set a $380.00 target price on shares of GE Aerospace in a report on Thursday, January 15th. Sanford C. Bernstein increased their target price on shares of GE Aerospace from $374.00 to $405.00 and gave the stock an “outperform” rating in a research report on Tuesday, March 3rd. Finally, The Goldman Sachs Group raised their price target 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. 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. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $331.12.
Check Out Our Latest Research Report on GE Aerospace
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.
Further Reading
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