Allianz SE Increases Stock Holdings in GE Aerospace $GE

Allianz SE increased its holdings in shares of GE Aerospace (NYSE:GE) by 4.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 49,640 shares of the company’s stock after buying an additional 2,148 shares during the quarter. Allianz SE’s holdings in GE Aerospace were worth $14,933,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Sumitomo Mitsui Financial Group Inc. increased its stake in shares of GE Aerospace by 8.8% during the 3rd quarter. Sumitomo Mitsui Financial Group Inc. now owns 96,773 shares of the company’s stock valued at $29,111,000 after acquiring an additional 7,808 shares during the last quarter. Harbor Advisors LLC grew its holdings in GE Aerospace by 16.7% in the third quarter. Harbor Advisors LLC now owns 7,000 shares of the company’s stock valued at $2,106,000 after purchasing an additional 1,000 shares during the period. Whalerock Point Partners LLC increased its position in GE Aerospace by 11.8% during the third quarter. Whalerock Point Partners LLC now owns 4,998 shares of the company’s stock worth $1,504,000 after purchasing an additional 529 shares during the last quarter. IAG Wealth Partners LLC raised its stake in GE Aerospace by 371.8% during the third quarter. IAG Wealth Partners LLC now owns 486 shares of the company’s stock worth $146,000 after purchasing an additional 383 shares during the period. Finally, Banco Santander S.A. boosted its holdings in shares of GE Aerospace by 20.4% in the 3rd quarter. Banco Santander S.A. now owns 125,262 shares of the company’s stock valued at $37,681,000 after purchasing an additional 21,245 shares during the last quarter. Hedge funds and other institutional investors own 74.77% of the company’s stock.

GE Aerospace News Roundup

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

• Positive Sentiment: Q4 beat and forward guidance: GE Aerospace reported EPS and revenue above expectations and set FY2026 guidance of $7.10–$7.40, reinforcing growth and margin outlook for the next year.
• Positive Sentiment: AI/data partnership with Palantir to support USAF training-fleet readiness — strengthens digital analytics for engine health and could improve aftermarket services and contract wins. GE Aerospace Partners With Palantir on AI Jet Engine Contract
• Positive Sentiment: Won first digital TrueChoice Defense deal for the J85 engine — a foothold for digital aftermarket solutions in military engines that can scale to other platforms. GE wins first digital TrueChoice Defense deal for J85 engine
• Positive Sentiment: Aftermarket/MRO expansion: Coverage highlights GE’s >$1B investments to scale MRO capacity as LEAP deliveries and shop visits rise — supports higher recurring aftermarket revenue and margins. Can GE’s Growth Investments Create Long-Term Value for Investors?
• Positive Sentiment: Market momentum/coverage: Recent pieces note GE stock reaching new highs and being in buy zones after recovery from a sell-off — positive technical and sentiment signal for momentum investors. GE Stock Jets To A New High. A Natural Gas Name Joins It.
• Positive Sentiment: Industry tailwinds: A new additive manufacturing industry report cites expanding use of metal/polymer 3D printing across aerospace and names GE Aerospace among key adopters — potential cost and supply-chain advantages. AM Applications (Metal and Polymer Parts) Industry Research Report 2025-2034
• Neutral Sentiment: GE expands use of Aireon space-based ADS‑B data — operational improvement for traffic/flight monitoring; helpful but incremental to near-term financials. Press Release: GE expands use of Aireon’s space-based ADS-B data
• Neutral Sentiment: Recruiting/PR: Military Officer Leadership Program and facility “behind the scenes” coverage improve talent pipeline and brand but have limited immediate financial impact. Military Officer Leadership Program though GE Aerospace Behind the scenes of GE Aerospace facility
• Negative Sentiment: Valuation/questions: Commentary in Forbes asks whether the rally makes GE too expensive for new buyers — raises short-term risk if growth or margin execution slips. GE Stock Is Soaring—Is It Too Late To Jump In?
• Negative Sentiment: Macro/market skepticism: Broader warnings about AI-driven market froth (Michael Burry commentary) can pressure high‑multiple industrials if risk appetite falls. ‘Big Short’ Investor Michael Burry Draws Parallel Between Nvidia and This 1920s Era Hot Stock

Insider Transactions at GE Aerospace

In other GE Aerospace news, VP Robert M. Giglietti sold 3,035 shares of the stock in a transaction on Friday, January 30th. The shares were sold at an average price of $305.51, for a total transaction of $927,222.85. Following the transaction, the vice president directly owned 10,583 shares in the company, valued at $3,233,212.33. This represents a 22.29% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, SVP Amy L. Gowder sold 4,000 shares of the firm’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $305.73, for a total transaction of $1,222,920.00. Following the transaction, the senior vice president directly owned 16,535 shares of the company’s stock, valued at approximately $5,055,245.55. This represents a 19.48% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 37,398 shares of company stock valued at $11,455,491. 0.21% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

GE has been the subject of a number of research analyst reports. Wall Street Zen downgraded GE Aerospace from a “buy” rating to a “hold” rating in a report on Saturday, February 21st. Wolfe Research upped their price target on GE Aerospace from $340.00 to $360.00 and gave the stock an “outperform” rating in a research note on Monday, January 12th. Zacks Research raised GE Aerospace from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, January 27th. TD Cowen boosted their target price on GE Aerospace from $330.00 to $350.00 and gave the stock a “buy” rating in a report on Wednesday, January 14th. Finally, Citigroup restated a “buy” rating and issued a $380.00 price target (up from $378.00) on shares of GE Aerospace in a report on Friday, January 23rd. One 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 currently has an average rating of “Moderate Buy” and an average target price of $329.29.

GE Aerospace Stock Performance

GE Aerospace stock opened at $341.55 on Friday. GE Aerospace has a 12-month low of $159.36 and a 12-month high of $348.48. 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 company has a market capitalization of $358.22 billion, a price-to-earnings ratio of 41.96, a price-to-earnings-growth ratio of 3.15 and a beta of 1.40. The firm’s fifty day moving average price is $317.81 and its 200 day moving average price is $301.43.

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 the consensus estimate of $1.43 by $0.14. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.The company had revenue of $11.90 billion during the quarter, compared to the consensus estimate of $11.27 billion. During the same period last year, the firm earned $1.32 earnings per share. 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. On average, research analysts forecast that GE Aerospace will post 5.4 EPS for the current fiscal year.

GE Aerospace Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, April 27th. Shareholders of record on Monday, March 9th will be issued a dividend of $0.47 per share. The ex-dividend date is Monday, March 9th. This represents a $1.88 annualized dividend and a yield of 0.6%. This is a boost from GE Aerospace’s previous quarterly dividend of $0.36. GE Aerospace’s dividend payout ratio (DPR) is presently 17.69%.

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.