Ninety One SA Pty Ltd Takes Position in GE Aerospace $GE

Ninety One SA Pty Ltd purchased a new position in shares of GE Aerospace (NYSE:GE) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 6,798 shares of the company’s stock, valued at approximately $2,094,000.

A number of other hedge funds have also modified their holdings of GE. REAP Financial Group LLC purchased a new stake in GE Aerospace in the 3rd quarter valued at about $25,000. Marquette Asset Management LLC purchased a new position in GE Aerospace during the third quarter worth about $26,000. Barnes Dennig Private Wealth Management LLC increased its position in shares of GE Aerospace by 147.2% during the third quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company’s stock valued at $27,000 after acquiring an additional 53 shares during the last quarter. Roble Belko & Company Inc increased its position in shares of GE Aerospace by 98.1% during the third quarter. Roble Belko & Company Inc now owns 103 shares of the company’s stock valued at $31,000 after acquiring an additional 51 shares during the last quarter. Finally, Abich Financial Wealth Management LLC purchased a new stake in shares of GE Aerospace in the 3rd quarter valued at approximately $32,000. 74.77% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on the stock. Wall Street Zen lowered shares of GE Aerospace from a “buy” rating to a “hold” rating in a report on Saturday, April 11th. The Goldman Sachs Group lifted their target price 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. BNP Paribas Exane cut 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. UBS Group set a $374.00 price target on GE Aerospace and gave the stock a “buy” rating in a research note on Friday, January 23rd. Finally, JPMorgan Chase & Co. raised their price target on GE Aerospace from $325.00 to $335.00 and gave the stock an “overweight” rating in a research report on Monday, January 26th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $350.88.

GE Aerospace Price Performance

Shares of GE opened at $304.66 on Friday. GE Aerospace has a twelve month low of $176.02 and a twelve month high of $348.48. The firm’s fifty day simple moving average is $311.62 and its 200-day simple moving average is $307.05. The firm has a market capitalization of $319.53 billion, a price-to-earnings ratio of 37.43, a PEG ratio of 2.78 and a beta of 1.43. The company has a current ratio of 1.04, a quick ratio of 0.74 and a debt-to-equity ratio of 1.00.

GE Aerospace (NYSE:GE) last issued its 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. The firm 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%. The company’s revenue was up 17.6% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Equities analysts forecast that GE Aerospace will post 5.4 EPS for the current fiscal year.

GE Aerospace Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, April 27th. Stockholders of record on Monday, March 9th will be given a dividend of $0.47 per share. The ex-dividend date of this dividend is Monday, March 9th. This represents a $1.88 annualized dividend and a dividend yield of 0.6%. This is an increase from GE Aerospace’s previous quarterly dividend of $0.36. GE Aerospace’s payout ratio is currently 23.10%.

Insider Transactions at GE Aerospace

In other news, VP Robert M. Giglietti sold 3,035 shares of the stock in a transaction dated Friday, January 30th. The stock was sold at an average price of $305.51, for a total value of $927,222.85. Following the transaction, the vice president owned 10,583 shares in the company, valued at approximately $3,233,212.33. This represents a 22.29% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, SVP Russell Stokes sold 30,363 shares of the firm’s stock in a transaction dated 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 sale, the senior vice president directly owned 150,434 shares in the company, valued at $46,103,507.98. This trade represents a 16.79% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 37,398 shares of company stock valued at $11,455,491. 0.19% of the stock is currently owned by corporate insiders.

Trending Headlines about GE Aerospace

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

• Positive Sentiment: Pentagon and Trump‑era officials have asked GE Aerospace to increase military production at its Evendale facility, signaling potential near‑term defense orders and higher government work that could boost revenues and backlog. Report: Trump officials ask Evendale-based GE Aerospace to up military production
• Positive Sentiment: Wall Street commentary is broadly bullish ahead of Q1, citing GE’s large installed base, robust aftermarket demand and a healthy backlog that could produce stronger-than-expected results. That supportive analyst tone is propping sentiment. Wall Street Is Bullish on GE Aerospace Before Q1 Results — Buy GE Stock Now?
• Positive Sentiment: GE is accelerating development of the T901 engine amid budget uncertainty, which could preserve program momentum and position the company for future defense awards and long‑term revenue from military engines. GE Speeding Up T901 Development Amid Budget Uncertainty
• Neutral Sentiment: Geopolitical developments in the Middle East have lifted U.S. futures and risk appetite, providing a broader market tailwind for aerospace and defense names including GE, though effects are macro and not GE‑specific. U.S. Stock Futures Jump on Middle East Developments
• Neutral Sentiment: Q1 previews and estimate tables are circulating — consensus expectation is for solid top‑line growth driven by aftermarket and backlog, but investors will be watching key metrics (delivery timing, margins, cash flow) on the April 21 report. GE Q1 Earnings Preview: Buy the Stock Now or Wait for the Results?
• Negative Sentiment: Shares came under near‑term pressure from profit‑taking and positioning ahead of the earnings date; recent short‑term slides and de‑risking reflect sensitivity to any miss versus elevated expectations. GE Aerospace (GE) Shares Slide 5% Ahead of Q1 Earnings Report on April 21
• Negative Sentiment: Analysts and investors note valuation and cost‑pressure risks (high P/E relative to normalized growth); a few target trims and visible insider sales add caution ahead of earnings. GE Q1 Earnings Preview: Buy the Stock Now or Wait for the Results?

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.