GE Aerospace $GE Stock Holdings Increased by UMB Bank n.a.

UMB Bank n.a. boosted its stake in shares of GE Aerospace (NYSE:GE) by 4.3% during the third quarter, HoldingsChannel.com reports. The firm owned 61,651 shares of the company’s stock after acquiring an additional 2,523 shares during the period. UMB Bank n.a.’s holdings in GE Aerospace were worth $18,546,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the stock. Bare Financial Services Inc increased its stake in shares of GE Aerospace by 81.1% in the second quarter. Bare Financial Services Inc now owns 96 shares of the company’s stock worth $25,000 after acquiring an additional 43 shares during the last quarter. Marquette Asset Management LLC purchased a new position in GE Aerospace in the third quarter valued at about $26,000. Lavaca Capital LLC increased its position in GE Aerospace by 1,666.7% in the 2nd quarter. Lavaca Capital LLC now owns 106 shares of the company’s stock worth $27,000 after purchasing an additional 100 shares during the last quarter. Barnes Dennig Private Wealth Management LLC increased its position in GE Aerospace by 147.2% in the 3rd quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company’s stock worth $27,000 after purchasing an additional 53 shares during the last quarter. Finally, IMG Wealth Management Inc. raised its stake in shares of GE Aerospace by 113.5% during the 2nd quarter. IMG Wealth Management Inc. now owns 111 shares of the company’s stock worth $29,000 after purchasing an additional 59 shares in the last quarter. Institutional investors and hedge funds own 74.77% of the company’s stock.

Key Stories Impacting 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

Analyst Ratings Changes

Several brokerages recently commented on GE. UBS Group set a $374.00 price target on GE Aerospace and gave the company a “buy” rating in a research note on Friday, January 23rd. Sanford C. Bernstein reiterated an “outperform” rating on shares of GE Aerospace in a research note on Monday, October 27th. TD Cowen boosted 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. Deutsche Bank Aktiengesellschaft raised their price target on shares of GE Aerospace from $375.00 to $387.00 and gave the company a “buy” rating in a report on Friday, January 23rd. Finally, Royal Bank Of Canada lifted their price objective 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. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $319.00.

GE Aerospace Stock Up 2.7%

GE Aerospace stock opened at $306.89 on Friday. The company has a debt-to-equity ratio of 1.00, a current ratio of 1.04 and a quick ratio of 0.74. GE Aerospace has a fifty-two week low of $159.36 and a fifty-two week high of $332.79. The firm has a fifty day moving average price of $305.38 and a two-hundred day moving average price of $293.89. The firm has a market cap of $323.71 billion, a price-to-earnings ratio of 37.70, a P/E/G ratio of 2.76 and a beta of 1.40.

GE Aerospace (NYSE:GE) last posted its quarterly earnings data on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, topping analysts’ consensus estimates of $1.43 by $0.14. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.The business had revenue of $11.90 billion for the quarter, compared to analyst estimates of $11.27 billion. During the same period in the previous year, the company posted $1.32 earnings per share. The firm’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, analysts forecast that GE Aerospace will post 5.4 earnings per share for the current year.

GE Aerospace Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Monday, January 26th. Stockholders of record on Monday, December 29th were given a $0.36 dividend. This represents a $1.44 annualized dividend and a dividend yield of 0.5%. The ex-dividend date of this dividend was Monday, December 29th. GE Aerospace’s dividend payout ratio is currently 17.69%.

Insider Activity

In related news, SVP Russell Stokes sold 8,000 shares of the business’s stock in a transaction on Wednesday, November 19th. The shares were sold at an average price of $297.71, for a total transaction of $2,381,680.00. Following the transaction, the senior vice president owned 150,434 shares of the company’s stock, valued at approximately $44,785,706.14. The trade was a 5.05% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Insiders own 0.21% of the company’s stock.

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.