Cullen Frost Bankers Inc. Increases Stock Holdings in GE Aerospace $GE

Cullen Frost Bankers Inc. increased its stake in shares of GE Aerospace (NYSE:GE) by 7.1% during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 103,376 shares of the company’s stock after acquiring an additional 6,860 shares during the period. Cullen Frost Bankers Inc.’s holdings in GE Aerospace were worth $31,097,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of GE. Ameriflex Group Inc. boosted its position in GE Aerospace by 23.5% in the 2nd quarter. Ameriflex Group Inc. now owns 1,742 shares of the company’s stock valued at $437,000 after buying an additional 331 shares during the last quarter. Diversified Trust Co increased its position in shares of GE Aerospace by 21.3% during the third quarter. Diversified Trust Co now owns 32,021 shares of the company’s stock worth $9,633,000 after acquiring an additional 5,625 shares during the last quarter. Cadinha & Co. LLC lifted its stake in shares of GE Aerospace by 154.8% in the third quarter. Cadinha & Co. LLC now owns 97,280 shares of the company’s stock worth $29,264,000 after acquiring an additional 59,106 shares in the last quarter. Police & Firemen s Retirement System of New Jersey boosted its holdings in GE Aerospace by 1.8% in the second quarter. Police & Firemen s Retirement System of New Jersey now owns 159,682 shares of the company’s stock valued at $41,101,000 after purchasing an additional 2,779 shares during the last quarter. Finally, Czech National Bank grew its stake in GE Aerospace by 3.3% during the 3rd quarter. Czech National Bank now owns 269,330 shares of the company’s stock valued at $81,020,000 after purchasing an additional 8,668 shares in the last quarter. Institutional investors and hedge funds own 74.77% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts have issued reports on GE shares. Deutsche Bank Aktiengesellschaft upped their target price on GE Aerospace from $375.00 to $387.00 and gave the company a “buy” rating in a research report on Friday. Weiss Ratings reaffirmed a “buy (b)” rating on shares of GE Aerospace in a report on Thursday. Wall Street Zen raised shares of GE Aerospace from a “hold” rating to a “buy” rating in a report on Saturday. Royal Bank Of Canada boosted their target price on shares of GE Aerospace from $300.00 to $340.00 and gave the stock an “outperform” rating in a research report on Friday, October 17th. Finally, TD Cowen increased their price target on shares of GE Aerospace from $330.00 to $350.00 and gave the stock a “buy” rating in a research report on Wednesday, January 14th. Sixteen equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, GE Aerospace currently has a consensus rating of “Moderate Buy” and a consensus price target of $318.41.

GE Aerospace News Summary

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

• Positive Sentiment: Q4 results beat and big order/backlog momentum — GE reported better‑than‑expected Q4 EPS and revenue, with record LEAP deliveries, a large order surge and aftermarket strength that support profit and cash‑flow upside. Is GE Stock Fully Valued Around $300?
• Positive Sentiment: Company guidance and profit outlook point higher — Management raised FY‑2026 profit guidance above some estimates citing high‑margin aftermarket demand, which supports medium‑term earnings upgrades. GE forecasts 2026 profit above estimates
• Positive Sentiment: Analyst upgrades/price target increases from major bulge‑bracket firms — Goldman Sachs and Deutsche Bank raised price targets and remain Buy, signalling meaningful upside from current levels. Goldman Sachs raises PT to $350 Deutsche Bank raises PT to $387
• Neutral Sentiment: MarketBeat view: pullback is a buying setup — Technical/long‑term analysts call the post‑earnings pullback a buy‑the‑dip opportunity given buybacks, dividends and intact uptrend, but they expect possible short‑term sideways action. MarketBeat tailwinds article
• Negative Sentiment: Mixed/negative investor reaction — Despite the beats, the stock slipped as some investors focused on signs of slowing sequential revenue growth and viewed FY guidance as cautious; that contributed to today’s decline. Stock brushes off upbeat Q4
• Negative Sentiment: Analyst downgrade/price target cut adds short‑term pressure — BNP Paribas Exane cut its price target and kept an Underperform rating, creating a headline that can amplify selling even as other banks lift targets. BNP Paribas Exane cuts PT to $290
• Negative Sentiment: Risk of near‑term range‑bound action or deeper pullback if support breaks — Market commentary highlights a likely range near ~$280–$300; a break below support could trigger more downside. MarketBeat technical notes

Insider Transactions at GE Aerospace

In other GE Aerospace news, SVP Russell Stokes sold 8,000 shares of the firm’s stock in a transaction on Wednesday, November 19th. The stock was sold at an average price of $297.71, for a total value of $2,381,680.00. Following the sale, the senior vice president directly owned 150,434 shares in the company, valued at approximately $44,785,706.14. This trade represents a 5.05% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Insiders own 0.21% of the company’s stock.

GE Aerospace Price Performance

Shares of NYSE:GE opened at $293.89 on Friday. The company has a market cap of $310.00 billion, a PE ratio of 36.10, a P/E/G ratio of 1.97 and a beta of 1.40. GE Aerospace has a fifty-two week low of $159.36 and a fifty-two week high of $332.79. The firm has a 50-day simple moving average of $305.09 and a 200 day simple moving average of $292.46. The company has a quick ratio of 0.76, a current ratio of 1.04 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, beating analysts’ consensus estimates of $1.43 by $0.14. The company had revenue of $12.72 billion during the quarter, compared to the consensus estimate of $11.27 billion. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.GE Aerospace’s quarterly revenue was up 17.6% compared to the same quarter last year. During the same period 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. On average, sell-side analysts anticipate that GE Aerospace will post 5.4 EPS for the current year.

GE Aerospace Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, January 26th. Shareholders of record on Monday, December 29th will be given a $0.36 dividend. The ex-dividend date of this dividend is Monday, December 29th. This represents a $1.44 annualized dividend and a yield of 0.5%. GE Aerospace’s dividend payout ratio (DPR) is currently 17.69%.

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.