GE Aerospace $GE Stock Holdings Lifted by DNB Asset Management AS

DNB Asset Management AS increased its stake in GE Aerospace (NYSE:GE) by 0.9% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 351,669 shares of the company’s stock after acquiring an additional 3,221 shares during the quarter. DNB Asset Management AS’s holdings in GE Aerospace were worth $105,789,000 at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. Jacobsen Capital Management raised its holdings in GE Aerospace by 1.4% during the 3rd quarter. Jacobsen Capital Management now owns 2,295 shares of the company’s stock worth $690,000 after buying an additional 32 shares during the period. Harfst & Associates Inc. boosted its holdings in shares of GE Aerospace by 0.4% in the third quarter. Harfst & Associates Inc. now owns 7,444 shares of the company’s stock worth $2,239,000 after buying an additional 33 shares during the period. Ledyard National Bank increased its position in shares of GE Aerospace by 1.2% in the third quarter. Ledyard National Bank now owns 2,754 shares of the company’s stock worth $828,000 after acquiring an additional 33 shares in the last quarter. Hardy Reed LLC raised its holdings in shares of GE Aerospace by 0.7% during the third quarter. Hardy Reed LLC now owns 4,999 shares of the company’s stock valued at $1,504,000 after acquiring an additional 33 shares during the period. Finally, RMG Wealth Management LLC lifted its position in shares of GE Aerospace by 8.3% in the 3rd quarter. RMG Wealth Management LLC now owns 442 shares of the company’s stock valued at $132,000 after acquiring an additional 34 shares in the last quarter. 74.77% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting GE Aerospace

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

• Positive Sentiment: GE announced a partnership with Palantir to apply AI/data analytics to a U.S. Air Force jet-engine contract, a win that supports maintenance-readiness and could strengthen GE’s defense aftermarket positioning. GE Aerospace Partners With Palantir on AI Jet Engine Contract
• Positive Sentiment: Analyst and press coverage highlights the Palantir tie-up as a catalyst for investor interest, reinforcing growth narratives and buy-side attention. GE Aerospace Is Linking Up with Palantir. Should You Buy GE Stock Here?
• Positive Sentiment: GE secured its first digital TrueChoice Defense deal for the J85 engine, expanding its digital services footprint in military aftermarket offerings — incremental recurring revenue and data-driven service upsides. GE wins first digital TrueChoice Defense deal for J85 engine
• Positive Sentiment: GE is investing >$1B to expand MRO capacity as LEAP engine deliveries and shop visits rise — a direct push to grow higher-margin aftermarket revenue over the coming years. Can GE’s Growth Investments Create Long-Term Value for Investors?
• Positive Sentiment: GE expanded use of Aireon’s space-based ADS‑B data, improving flight tracking and operational analytics that feed aftermarket service efficiency and product differentiation. Press Release: GE expands use of Aireon’s space-based ADS-B data
• Neutral Sentiment: Coverage asking whether the rally leaves buying opportunities (Forbes) may boost retail interest but also encourages profit-taking by traders. GE Stock Is Soaring—Is It Too Late To Jump In?
• Neutral Sentiment: Relative-performance pieces note GE has outpaced A&D peers over the past year, supporting the momentum narrative but also highlighting higher expectations. How Is GE Aerospace’s Stock Performance Compared to Other Aerospace & Defense Stocks?
• Neutral Sentiment: Kratos’ mention of a joint contract with GE on a new engine underscores GE’s role in next‑gen defense programs — supportive strategically but not an immediate earnings driver. Kratos Contract Wins Deepen Role In Hypersonics Propulsion And Space Systems
• Negative Sentiment: Macro caution from prominent investors comparing AI euphoria to past manias could pressure richly valued industrials with AI narratives, creating short-term volatility risk for GE. ‘Big Short’ Investor Michael Burry Draws Parallel Between Nvidia and This 1920s Era Hot Stock

Wall Street Analyst Weigh In

Several brokerages have recently commented on GE. Zacks Research raised GE Aerospace from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, January 27th. TD Cowen upped their price target on shares of GE Aerospace from $330.00 to $350.00 and gave the stock a “buy” rating in a research note on Wednesday, January 14th. Citigroup reissued a “buy” rating and set a $380.00 price objective (up from $378.00) on shares of GE Aerospace in a research report on Friday, January 23rd. Wolfe Research upped their target price on GE Aerospace from $340.00 to $360.00 and gave the stock an “outperform” rating in a research report on Monday, January 12th. Finally, The Goldman Sachs Group boosted their price target on GE Aerospace from $338.00 to $350.00 and gave the company a “buy” rating in a research note on Friday, January 23rd. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, GE Aerospace has an average rating of “Moderate Buy” and a consensus price target of $329.29.

GE Aerospace Stock Down 0.6%

Shares of GE Aerospace stock opened at $340.97 on Friday. GE Aerospace has a 12-month low of $159.36 and a 12-month high of $348.48. The stock has a market capitalization of $357.61 billion, a P/E ratio of 41.89, a PEG ratio of 3.17 and a beta of 1.40. The company has a quick ratio of 0.74, a current ratio of 1.04 and a debt-to-equity ratio of 1.00. The stock has a 50 day moving average price of $317.13 and a two-hundred day moving average price of $300.97.

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

GE Aerospace Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, April 27th. Investors of record on Monday, March 9th will be paid a dividend of $0.47 per share. This represents a $1.88 annualized dividend and a yield of 0.6%. The ex-dividend date is Monday, March 9th. This is a positive change from GE Aerospace’s previous quarterly dividend of $0.36. GE Aerospace’s dividend payout ratio is currently 17.69%.

Insider Buying and Selling at GE Aerospace

In other GE Aerospace news, SVP Russell Stokes sold 30,363 shares of GE Aerospace stock in a transaction that occurred on Friday, January 30th. The stock was sold at an average price of $306.47, for a total value of $9,305,348.61. Following the transaction, the senior vice president directly owned 150,434 shares of the company’s stock, valued at $46,103,507.98. The trade was a 16.79% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, VP Robert M. Giglietti sold 3,035 shares of the company’s stock in a transaction that occurred on Friday, January 30th. The stock was sold at an average price of $305.51, for a total value of $927,222.85. Following the transaction, the vice president owned 10,583 shares of the company’s stock, valued at approximately $3,233,212.33. This trade represents a 22.29% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 37,398 shares of company stock valued at $11,455,491 in the last 90 days. 0.21% of the stock is currently owned by insiders.

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.