J. Safra Sarasin Holding AG Grows Position in GE Aerospace $GE

J. Safra Sarasin Holding AG lifted its position in shares of GE Aerospace (NYSE:GE) by 47.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,721 shares of the company’s stock after purchasing an additional 2,470 shares during the quarter. J. Safra Sarasin Holding AG’s holdings in GE Aerospace were worth $2,378,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in GE. Jacobsen Capital Management raised its position in shares of GE Aerospace by 1.4% in the third quarter. Jacobsen Capital Management now owns 2,295 shares of the company’s stock worth $690,000 after acquiring an additional 32 shares during the period. Harfst & Associates Inc. grew its position in shares of GE Aerospace by 0.4% during the 3rd 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 during the period. Ledyard National Bank increased its stake in shares of GE Aerospace by 1.2% in the 3rd quarter. Ledyard National Bank now owns 2,754 shares of the company’s stock valued at $828,000 after purchasing an additional 33 shares in the last quarter. Hardy Reed LLC increased its stake in shares of GE Aerospace by 0.7% in the 3rd quarter. Hardy Reed LLC now owns 4,999 shares of the company’s stock valued at $1,504,000 after purchasing an additional 33 shares in the last quarter. Finally, Wolff Wiese Magana LLC raised its holdings in GE Aerospace by 1.0% in the 4th quarter. Wolff Wiese Magana LLC now owns 3,474 shares of the company’s stock worth $1,070,000 after purchasing an additional 33 shares during the period. 74.77% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at GE Aerospace

In other GE Aerospace news, VP Robert M. Giglietti sold 3,035 shares of GE Aerospace stock in a transaction on Friday, January 30th. The shares were 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 of the company’s stock, valued at $3,233,212.33. The trade was a 22.29% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, SVP Amy L. Gowder sold 4,000 shares of the company’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $305.73, for a total transaction of $1,222,920.00. Following the sale, the senior vice president directly owned 16,535 shares of the company’s stock, valued at $5,055,245.55. The trade was a 19.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 37,398 shares of company stock worth $11,455,491. Corporate insiders own 0.19% of the company’s stock.

Analyst Ratings Changes

GE has been the topic of a number of recent analyst reports. Zacks Research downgraded GE Aerospace from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, March 24th. Deutsche Bank Aktiengesellschaft upped their target price on GE Aerospace from $375.00 to $387.00 and gave the stock a “buy” rating in a research note on Friday, January 23rd. BNP Paribas Exane decreased their target price 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. Morgan Stanley initiated coverage on shares of GE Aerospace in a research note on Friday, February 20th. They issued an “overweight” rating and a $425.00 price target on the stock. Finally, TD Cowen boosted their price target on shares of GE Aerospace from $330.00 to $350.00 and gave the stock a “buy” rating in a report on Wednesday, January 14th. Sixteen analysts have rated the stock with a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $329.44.

GE Aerospace Trading Up 3.7%

GE stock opened at $283.28 on Wednesday. GE Aerospace has a 12-month low of $159.36 and a 12-month high of $348.48. The business’s 50-day moving average is $312.48 and its 200 day moving average is $306.82. 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 stock has a market cap of $297.10 billion, a price-to-earnings ratio of 34.80, a PEG ratio of 2.52 and a beta of 1.36.

GE Aerospace (NYSE:GE) last announced its earnings results on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, beating analysts’ consensus estimates of $1.43 by $0.14. The business had revenue of $11.90 billion during 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%.The business’s revenue was up 17.6% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, sell-side analysts anticipate that GE Aerospace will post 5.4 EPS for the current fiscal year.

GE Aerospace Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, April 27th. Shareholders of record on Monday, March 9th will be issued a $0.47 dividend. This represents a $1.88 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Monday, March 9th. This is an increase from GE Aerospace’s previous quarterly dividend of $0.36. GE Aerospace’s payout ratio is 23.10%.

Key Headlines Impacting GE Aerospace

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

• Positive Sentiment: Expanded supply‑chain footprint — GE Aerospace said it is widening its global aviation supply‑chain network, which should help secure parts, reduce lead times and support production ramp for commercial and defense engines. That underpins medium‑term revenue and delivery targets. GE Aerospace Expands Global Aviation Supply Chain Network
• Positive Sentiment: Shows up in GARP lists — GE appears in recent GARP (growth at a reasonable price) stock coverage, reinforcing investor interest from growth/value managers who favor companies with solid earnings momentum and reasonable valuations. This can support longer‑term demand for the shares. 4 GARP Stocks That Investors Can Scoop Up
• Positive Sentiment: Proxy/activist context — ADL and JLens urged shareholders to vote AGAINST a proxy proposal they say could harm GE’s defense business, signaling support from influential investor groups for GE’s existing defense strategy; a favorable vote outcome would remove near‑term policy uncertainty. ADL and JLens Urge GE Aerospace Shareholders to Vote AGAINST Proposal 7
• Neutral Sentiment: New coverage from Daiwa — Daiwa initiated coverage with a Neutral rating and a $301 price target, calling out strong fundamentals but warning that expectations already priced in the stock leave limited margin for error. The $301 target is modestly above current levels, so the report may temper some upside enthusiasm. Wall Street Split on GE Aerospace as Daiwa Sets $301 Target and Flags High Expectations
• Neutral Sentiment: Sector note: investors holding steady — BNP Paribas and other commentators say investors are generally holding their nerve in aerospace despite heightened conflict risks, implying demand for aerospace names like GE remains intact unless risks escalate. Investors hold their nerve on aerospace amid conflict risks: BNP Paribas
• Negative Sentiment: Short‑term geopolitical sell‑off — Earlier market moves knocked down several aerospace and industrial names after a geopolitical escalation headline; that produced intra‑day pressure on GE shares and highlights how sensitive the stock can be to conflict news even when fundamentals remain strong. Graham Corporation, Keysight, Flowserve, MasTec, and GE Aerospace Shares Plummet, What You Need To Know
• Negative Sentiment: Technical/strategy critique — Some chart analysts have flagged GE’s setup as less attractive than peers, which could trigger tactical selling by short‑term technical traders if momentum stalls. Dell, GE Aerospace: Only one has ‘one of the worst setups’ possible

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.