National Pension Service Purchases 63,097 Shares of GE Aerospace $GE

National Pension Service lifted its holdings in GE Aerospace (NYSE:GE) by 2.7% in the third quarter, HoldingsChannel reports. The fund owned 2,391,681 shares of the company’s stock after buying an additional 63,097 shares during the period. GE Aerospace makes up 0.6% of National Pension Service’s investment portfolio, making the stock its 28th biggest position. National Pension Service’s holdings in GE Aerospace were worth $719,465,000 at the end of the most recent reporting period.

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

GE Aerospace Trading Up 2.7%

Shares of NYSE GE opened at $306.89 on Friday. GE Aerospace has a 1 year low of $159.36 and a 1 year high of $332.79. The company has a debt-to-equity ratio of 1.00, a current ratio of 1.04 and a quick ratio of 0.74. The firm has a 50-day moving average of $305.38 and a 200 day moving average of $293.69. The stock has a market cap of $323.72 billion, a P/E ratio of 37.70, a price-to-earnings-growth ratio of 2.76 and a beta of 1.40.

GE Aerospace (NYSE:GE) last announced its earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share for the quarter, beating analysts’ consensus estimates of $1.43 by $0.14. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The business had revenue of $11.90 billion during the quarter, compared to the consensus estimate of $11.27 billion. During the same quarter last year, the firm earned $1.32 earnings per share. The business’s revenue for the quarter was up 17.6% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, sell-side analysts expect that GE Aerospace will post 5.4 EPS for the current fiscal year.

GE Aerospace Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, January 26th. Shareholders of record on Monday, December 29th were paid a dividend of $0.36 per share. The ex-dividend date was Monday, December 29th. This represents a $1.44 dividend on an annualized basis and a yield of 0.5%. GE Aerospace’s payout ratio is presently 17.69%.

Analysts Set New Price Targets

A number of research firms have commented on GE. The Goldman Sachs Group upped their price target on GE Aerospace from $338.00 to $350.00 and gave the company a “buy” rating 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. Bank of America boosted their price objective on shares of GE Aerospace from $310.00 to $365.00 and gave the company a “buy” rating in a research report on Monday, October 27th. TD Cowen raised their target price 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. Finally, Zacks Research raised shares of GE Aerospace from a “hold” rating to a “strong-buy” rating in a research note on Tuesday. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $319.00.

Insider Buying and Selling

In other 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 transaction of $2,381,680.00. Following the completion of the transaction, the senior vice president directly owned 150,434 shares in the company, valued at $44,785,706.14. This trade represents a 5.05% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Company insiders own 0.21% of the company’s stock.

Trending Headlines about GE Aerospace

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

• Positive Sentiment: Q4 results and FY‑2026 guidance: GE Aerospace reported a Q4 beat on revenue and EPS and set FY‑2026 EPS guidance of $7.10–$7.40, giving investors better near‑term visibility and supporting the stock’s strength.
• Positive Sentiment: Analyst upgrade — Zacks: Zacks moved GE Aerospace from “hold” to “strong‑buy,” which can attract buying interest and validate recent operational momentum. Zacks Research Upgrade
• Positive Sentiment: Bullish media/analyst commentary: High‑profile bulls including Jim Cramer and several bullish writeups (e.g., The Motley Fool) argue the market is underpricing GE’s longer‑term margin and growth potential, which can support short‑term rallies. Jim Cramer Insists Market is Wrong About GE Aerospace (GE) The Market Is Wrong to Sell Off GE Aerospace Stock After the Latest Update: Here’s Why
• Positive Sentiment: R&D and propulsion technology progress: Multiple reports detail GE Aerospace’s advances in hybrid‑electric systems and engine‑efficiency modeling (University of Melbourne partnership, ground tests of narrowbody hybrid systems, hybrid‑electric engine tests). These developments support long‑term addressable market expansion and sustainability-driven demand. University of Melbourne and GE Aerospace Partner to Revolutionize Jet Engine Efficiency with Frontier Supercomputer Simulations GE Tests Hybrid Electric Engine Tech GE Aerospace Demonstrates Narrowbody Hybrid Electric Engine System in Ground Test
• Neutral Sentiment: Annual reports released: GE Aerospace and GE Vernova published annual reports that include investor messages — useful for due diligence but not an immediate catalyst. GE Aerospace and GE Vernova Issue Their Annual Reports. They Contain Messages for Investors.
• Neutral Sentiment: Analyst Q&A / call coverage: Post‑earnings analyst Q&A pieces and call‑summary articles (e.g., Yahoo Finance’s top questions) provide color and can influence intraday flows but are informational rather than structural catalysts. GE Aerospace’s Q4 Earnings Call: Our Top 5 Analyst Questions
• Neutral Sentiment: Related GE unit news — GE Vernova and GE Appliances: Strong results at GE Vernova underline positive group dynamics but are distinct businesses; GE Appliances’ J.D. Power recognition is brand‑positive but owned by Haier, so limited direct impact on GE Aerospace. GE Vernova’s Q4 Was Strong—But the Backlog Number Matters More GE Appliances Recognized as the #1 Most Reliable Appliance Brand in the J.D. Power 2025 U.S. Appliance Reliability & Service Study
• Negative Sentiment: Global minimum tax impact: A global minimum‑tax deal will increase GE Aerospace’s tax payments to Singapore, reducing after‑tax margins and cash flow from that jurisdiction — this is the primary near‑term negative headline investors are pricing in. Global Minimum Tax Deal Makes GE Aerospace Pay More to Singapore

GE Aerospace 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.