DSM Capital Partners LLC Lowers Position in GE Aerospace $GE

DSM Capital Partners LLC decreased its stake in GE Aerospace (NYSE:GE) by 1.7% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 561,052 shares of the company’s stock after selling 9,467 shares during the period. GE Aerospace comprises approximately 2.4% of DSM Capital Partners LLC’s holdings, making the stock its 14th biggest position. DSM Capital Partners LLC’s holdings in GE Aerospace were worth $168,776,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in GE. Grove Bank & Trust increased its holdings in GE Aerospace by 1.0% in the 3rd quarter. Grove Bank & Trust now owns 3,537 shares of the company’s stock worth $1,064,000 after acquiring an additional 35 shares in the last quarter. JDM Financial Group LLC lifted its holdings in GE Aerospace by 12.9% during the third quarter. JDM Financial Group LLC now owns 306 shares of the company’s stock valued at $92,000 after purchasing an additional 35 shares in the last quarter. Perkins Coie Trust Co boosted its position in shares of GE Aerospace by 7.9% in the third quarter. Perkins Coie Trust Co now owns 492 shares of the company’s stock worth $148,000 after purchasing an additional 36 shares during the period. Brown Miller Wealth Management LLC increased its stake in shares of GE Aerospace by 4.1% in the third quarter. Brown Miller Wealth Management LLC now owns 911 shares of the company’s stock worth $274,000 after purchasing an additional 36 shares in the last quarter. Finally, Terril Brothers Inc. increased its stake in shares of GE Aerospace by 2.7% in the second quarter. Terril Brothers Inc. now owns 1,406 shares of the company’s stock worth $362,000 after purchasing an additional 37 shares in the last quarter. Institutional investors own 74.77% of the company’s stock.

Analyst Ratings Changes

A number of research analysts recently weighed in on the stock. Royal Bank Of Canada lifted their target price on shares of GE Aerospace from $300.00 to $340.00 and gave the company an “outperform” rating in a research note on Friday, October 17th. BNP Paribas Exane assumed coverage on GE Aerospace in a report on Tuesday, November 18th. They set an “underperform” rating on the stock. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $350.00 price objective on shares of GE Aerospace in a research report on Wednesday, October 8th. Sanford C. Bernstein reiterated an “outperform” rating on shares of GE Aerospace in a research report on Monday, October 27th. Finally, TD Cowen lifted their target price on GE Aerospace from $300.00 to $330.00 and gave the company a “buy” rating in a research note on Tuesday, October 7th. Sixteen investment analysts have rated the stock with a Buy rating, two have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, GE Aerospace has an average rating of “Moderate Buy” and an average target price of $309.94.

GE Aerospace Trading Up 1.0%

GE stock opened at $327.54 on Wednesday. The firm has a fifty day moving average price of $302.75 and a 200 day moving average price of $286.59. GE Aerospace has a fifty-two week low of $159.36 and a fifty-two week high of $332.79. The firm has a market cap of $345.49 billion, a PE ratio of 43.73, a price-to-earnings-growth ratio of 2.22 and a beta of 1.40. The company has a debt-to-equity ratio of 0.99, a quick ratio of 0.76 and a current ratio of 1.08.

GE Aerospace (NYSE:GE) last released its quarterly earnings data on Tuesday, October 21st. The company reported $1.66 EPS for the quarter, beating the consensus estimate of $1.46 by $0.20. GE Aerospace had a net margin of 18.34% and a return on equity of 34.01%. The business had revenue of $11.31 billion during the quarter, compared to analyst estimates of $10.29 billion. During the same quarter last year, the business earned $1.15 earnings per share. GE Aerospace’s quarterly revenue was up 26.4% compared to the same quarter last year. GE Aerospace has set its FY 2025 guidance at 6.000-6.200 EPS. Sell-side analysts anticipate that GE Aerospace will post 5.4 earnings per share for the current fiscal year.

GE Aerospace Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, January 26th. Investors of record on Monday, December 29th will be given a $0.36 dividend. The ex-dividend date is Monday, December 29th. This represents a $1.44 annualized dividend and a yield of 0.4%. GE Aerospace’s dividend payout ratio (DPR) is currently 19.23%.

Trending Headlines about GE Aerospace

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

• Positive Sentiment: Analysts expect another beat in the upcoming quarterly report (Q4), with projections for single‑digit earnings growth and continued solid margins — this supports bullish sentiment heading into the release. GE Aerospace’s Quarterly Earnings Preview: What You Need to Know
• Positive Sentiment: Multiple bullish research/commentary pieces argue reasons to stay constructive on GE: durable aftermarket and engine-leasing revenues, services growth, and FY2025 guidance that implies continued earnings power. These narratives can drive momentum and investor confidence. GE Aerospace: Reasons To Remain Bullish For 2026
• Positive Sentiment: Options-market activity shows large, bullish positioning (“smart money” bets), which can amplify intraday upside as traders adjust delta exposure and market makers hedge. High options flow often precedes short-term price moves. Smart Money Is Betting Big In GE Aerospace Options
• Positive Sentiment: Operational wins: GE’s aerospace test program supported Starfighters Space’s commercial supersonic flight demonstration — a technology/PR positive that highlights GE’s role in advanced propulsion programs and potential new markets. Starfighters Space Demonstrates Commercial Supersonic Flight Capabilities Through GE’s Aerospace Test Program
• Positive Sentiment: Talent/innovation: GE named Shilpa Gupta CTO for India, signaling investment in R&D and local market execution — positive for long‑term aftermarket and services expansion in a high‑growth region. GE Aerospace names Shilpa Gupta as Chief Technology Officer for India
• Neutral Sentiment: Macro/context: broader sector strength (top S&P sectors from 2025) helps GE’s multiple and sentiment — tailwind but not company‑specific. The S&P 500’s Top-Performing Sectors: 3 Lead the Pack in 2025
• Neutral Sentiment: Coverage pieces ask whether the post‑rally valuation is justified after a ~2x run; these analyses keep some investors cautious despite positive fundamentals. Is GE Stock Still A Buy After A Nearly 2x Run?
• Negative Sentiment: Relative performance: a MarketWatch note flagged that GE has underperformed peers on certain days despite gains — a reminder that sector/peer dynamics and cyclicality can limit upside if competitors outperform. GE Aerospace stock underperforms Monday when compared to competitors despite daily gains

Insiders Place Their Bets

In other GE Aerospace news, SVP Russell Stokes sold 8,000 shares of the company’s stock in a transaction that occurred on Wednesday, November 19th. The stock was sold at an average price of $297.71, for a total transaction of $2,381,680.00. Following the sale, the senior vice president directly owned 150,434 shares in the company, valued at $44,785,706.14. This represents a 5.05% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this link. 0.21% of the stock is owned by insiders.

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.