Principal Financial Group Inc. Cuts Stock Position in GE Aerospace $GE

Principal Financial Group Inc. decreased its holdings in GE Aerospace (NYSE:GE) by 2.4% in the 3rd quarter, HoldingsChannel reports. The firm owned 1,258,443 shares of the company’s stock after selling 30,319 shares during the quarter. Principal Financial Group Inc.’s holdings in GE Aerospace were worth $378,565,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Brighton Jones LLC lifted its holdings in GE Aerospace by 25.3% during the 4th quarter. Brighton Jones LLC now owns 12,008 shares of the company’s stock worth $2,003,000 after buying an additional 2,421 shares in the last quarter. Revolve Wealth Partners LLC grew its stake in shares of GE Aerospace by 7.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 2,251 shares of the company’s stock worth $375,000 after acquiring an additional 150 shares in the last quarter. Sivia Capital Partners LLC increased its position in shares of GE Aerospace by 4.6% during the second quarter. Sivia Capital Partners LLC now owns 4,337 shares of the company’s stock worth $1,116,000 after acquiring an additional 191 shares during the period. Naples Global Advisors LLC raised its stake in shares of GE Aerospace by 13.0% in the second quarter. Naples Global Advisors LLC now owns 1,691 shares of the company’s stock valued at $435,000 after acquiring an additional 195 shares in the last quarter. Finally, J. Safra Sarasin Holding AG raised its stake in shares of GE Aerospace by 60.0% in the second quarter. J. Safra Sarasin Holding AG now owns 5,800 shares of the company’s stock valued at $1,493,000 after acquiring an additional 2,174 shares in the last quarter. Institutional investors and hedge funds own 74.77% of the company’s stock.

GE Aerospace Stock Up 2.7%

GE stock opened at $306.89 on Friday. The stock has a market cap of $323.71 billion, a P/E ratio of 37.70, a PEG ratio of 2.76 and a beta of 1.40. The company has a current ratio of 1.04, a quick ratio of 0.74 and a debt-to-equity ratio of 1.00. GE Aerospace has a twelve month low of $159.36 and a twelve month high of $332.79. The company’s 50 day moving average is $305.38 and its two-hundred day moving average is $293.89.

GE Aerospace (NYSE:GE) last posted 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. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The firm had revenue of $11.90 billion for the quarter, compared to the consensus estimate of $11.27 billion. During the same period last year, the firm posted $1.32 EPS. The company’s revenue was up 17.6% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Research analysts expect that GE Aerospace will post 5.4 earnings per share for the current fiscal year.

GE Aerospace Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, January 26th. Stockholders of record on Monday, December 29th were given 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 dividend yield of 0.5%. GE Aerospace’s payout ratio is 17.69%.

Insider Buying and Selling at GE Aerospace

In other news, SVP Russell Stokes sold 8,000 shares of the business’s stock in a transaction dated 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 completion of the sale, the senior vice president directly 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 position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.21% of the company’s stock.

GE Aerospace News Summary

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

Wall Street Analyst Weigh In

Several research firms recently commented on GE. Wall Street Zen raised GE Aerospace from a “hold” rating to a “buy” rating in a research note on Saturday, January 24th. Sanford C. Bernstein reiterated an “outperform” rating on shares of GE Aerospace in a research note on Monday, October 27th. Deutsche Bank Aktiengesellschaft upped their target price on shares of GE Aerospace from $375.00 to $387.00 and gave the stock a “buy” rating in a research note on Friday, January 23rd. Weiss Ratings reaffirmed a “buy (b)” rating on shares of GE Aerospace in a report on Thursday, January 22nd. Finally, Wolfe Research boosted their price target on shares of GE Aerospace from $340.00 to $360.00 and gave the stock an “outperform” rating in a report on Monday, January 12th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $319.00.

About GE Aerospace

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.