GE Aerospace $GE Stake Raised by Robeco Institutional Asset Management B.V.

Posted by Geri Gentry on Oct 21st, 2026

Robeco Institutional Asset Management B.V. increased its holdings in shares of GE Aerospace (NYSE:GE – Free Report) by 28.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 614,034 shares of the company’s stock after buying an additional 135,279 shares during the period. Robeco Institutional Asset Management B.V. owned 0.06% of GE Aerospace worth $191,757,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of GE. Diversify Advisory Services LLC boosted its position in shares of GE Aerospace by 10.0% in the 3rd quarter. Diversify Advisory Services LLC now owns 13,670 shares of the company’s stock worth $4,265,000 after purchasing an additional 1,240 shares during the last quarter. Revisor Wealth Management LLC lifted its stake in GE Aerospace by 1.6% in the third quarter. Revisor Wealth Management LLC now owns 3,997 shares of the company’s stock valued at $1,256,000 after buying an additional 62 shares during the period. DUTCH ASSET Corp lifted its stake in GE Aerospace by 28.7% in the third quarter. DUTCH ASSET Corp now owns 4,104 shares of the company’s stock valued at $1,282,000 after buying an additional 916 shares during the period. West Branch Capital LLC boosted its holdings in GE Aerospace by 3.0% during the third quarter. West Branch Capital LLC now owns 11,273 shares of the company’s stock worth $3,521,000 after buying an additional 325 shares during the last quarter. Finally, South Shore Capital Advisors bought a new position in GE Aerospace during the third quarter worth about $1,605,000. 74.77% of the stock is currently owned by institutional investors and hedge funds.

More GE Aerospace News

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

Positive Sentiment: Strong Q3 performance: Adjusted EPS of $2.25 exceeded the roughly $2.01 consensus estimate, while revenue reached about $14.1 billion, up approximately 16% year over year. Commercial Engines & Services was the main growth driver. GE Aerospace Q3 Earnings and Revenues Top Estimates
Positive Sentiment: Higher full-year outlook: GE raised its 2026 adjusted EPS forecast to $8.00-$8.10 from $7.65-$7.85, increased its revenue-growth forecast to approximately 19%-20%, and lifted operating-profit guidance to $10.9 billion-$11.0 billion. The upgrades reflect sustained demand for engine maintenance, repairs and spare parts. GE Aerospace raises 2026 profit forecast
Positive Sentiment: Backlog and orders remain robust: Third-quarter orders surged 49% to about $19 billion, pushing the backlog above $170 billion. GE also said artificial intelligence reduced technical-record processing time by roughly 25%, potentially improving engine turnaround and availability across its services network. GE Aerospace Turns To AI To Ease Engine Maintenance Bottlenecks
Neutral Sentiment: Analyst support remains favorable: Bank of America reiterated its Buy rating and $405 price target following the earnings outperformance and upgraded outlook. However, the stock’s elevated valuation means investors appear to require stronger forward execution.
Negative Sentiment: Cash-flow concerns drove the selloff: Operating cash flow fell about 14% year over year to $2.2 billion, while investors also reacted to higher engine-related costs. Full-year free-cash-flow guidance of $9.1 billion-$9.4 billion was viewed as less compelling than the profit upgrade. GE Aerospace Stock Sinks as Cash Flow Concerns Arise
Negative Sentiment: Aftermarket-growth expectations are high: Investors remain concerned that expensive fuel could pressure airline capacity and eventually reduce demand for commercial services. The stock has also repeatedly weakened after recent earnings beats, suggesting expectations were already elevated before this report.

Insider Buying and Selling

In related news, SVP Mohamed Ali sold 8,096 shares of the company’s stock in a transaction on Friday, July 24th. The shares were sold at an average price of $353.71, for a total value of $2,863,636.16. Following the completion of the transaction, the senior vice president directly owned 20,666 shares of the company’s stock, valued at approximately $7,309,770.86. This represents a 28.15% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 0.19% of the company’s stock.

Analyst Upgrades and Downgrades

GE has been the subject of several analyst reports. Vertical Research restated a “buy” rating and set a $400.00 target price on shares of GE Aerospace in a research report on Tuesday. Weiss Ratings reiterated a “buy (b)” rating on shares of GE Aerospace in a research report on Thursday, October 15th. UBS Group lifted their price objective on shares of GE Aerospace from $426.00 to $435.00 and gave the stock a “buy” rating in a research note on Friday, July 17th. Wells Fargo & Company reduced their price objective on shares of GE Aerospace from $390.00 to $380.00 and set an “overweight” rating on the stock in a research note on Wednesday, September 30th. Finally, Susquehanna restated a “positive” rating and set a $430.00 price objective (up from $380.00) on shares of GE Aerospace in a report on Thursday, July 9th. Seventeen investment analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $387.37.

Read Our Latest Analysis on GE Aerospace

GE Aerospace Price Performance

NYSE GE opened at $299.48 on Wednesday. The business has a 50 day simple moving average of $327.33 and a 200 day simple moving average of $328.85. GE Aerospace has a 52-week low of $268.91 and a 52-week high of $388.84. The company has a debt-to-equity ratio of 0.96, a quick ratio of 0.67 and a current ratio of 0.98. The stock has a market cap of $310.73 billion, a price-to-earnings ratio of 35.27, a PEG ratio of 2.27 and a beta of 1.38.

GE Aerospace (NYSE:GE – Get Free Report) last released its quarterly earnings results on Tuesday, October 20th. The company reported $2.25 earnings per share for the quarter, beating the consensus estimate of $2.01 by $0.24. GE Aerospace had a net margin of 17.72% and a return on equity of 40.56%. The company had revenue of $13.29 billion during the quarter, compared to analysts’ expectations of $12.88 billion. During the same quarter in the prior year, the company earned $1.66 earnings per share. The business’s quarterly revenue was up 24.7% compared to the same quarter last year. Analysts anticipate that GE Aerospace will post 7.91 earnings per share for the current fiscal year.

GE Aerospace Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, October 26th. Investors of record on Monday, October 5th will be given a $0.47 dividend. This represents a $1.88 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend is Monday, October 5th. GE Aerospace’s payout ratio is currently 22.14%.

GE Aerospace Profile

(Free Report)

GE Aerospace (NYSE: GE) is a global aerospace company that designs, develops, manufactures and services aircraft engines and related systems. Its products support commercial air transport, business and general aviation, military aircraft, and other defense applications. The company also provides engine components, avionics, mechanical systems, digital solutions and maintenance, repair and overhaul services.

GE Aerospace serves airlines, aircraft operators, leasing companies, airframers and government customers worldwide.