Savvy Advisors Inc. raised its holdings in shares of GE Aerospace (NYSE:GE – Free Report) by 13.8% in the 4th quarter, Holdings Channel reports. The institutional investor owned 14,810 shares of the company’s stock after purchasing an additional 1,797 shares during the quarter. Savvy Advisors Inc.’s holdings in GE Aerospace were worth $4,562,000 at the end of the most recent quarter.
A number of other hedge funds have also recently modified their holdings of GE. State Street Corp lifted its stake in shares of GE Aerospace by 0.7% during the 3rd quarter. State Street Corp now owns 44,577,642 shares of the company’s stock worth $13,425,562,000 after acquiring an additional 308,730 shares during the last quarter. Capital World Investors grew its position in GE Aerospace by 16.2% in the 3rd quarter. Capital World Investors now owns 21,442,810 shares of the company’s stock valued at $6,449,731,000 after acquiring an additional 2,995,054 shares during the last quarter. Northern Trust Corp increased its stake in GE Aerospace by 1.8% in the third quarter. Northern Trust Corp now owns 10,296,945 shares of the company’s stock worth $3,097,527,000 after purchasing an additional 181,316 shares during the period. Jennison Associates LLC increased its stake in GE Aerospace by 21.5% in the third quarter. Jennison Associates LLC now owns 8,430,878 shares of the company’s stock worth $2,536,177,000 after purchasing an additional 1,494,541 shares during the period. Finally, Legal & General Group Plc lifted its position in shares of GE Aerospace by 8.1% during the third quarter. Legal & General Group Plc now owns 6,465,804 shares of the company’s stock worth $1,945,043,000 after purchasing an additional 484,467 shares during the last quarter. Institutional investors own 74.77% of the company’s stock.
More GE Aerospace News
Here are the key news stories impacting GE Aerospace this week:
- Positive Sentiment: Wells Fargo upgraded GE Aerospace to a “strong-buy”, which can support near-term demand from growth-oriented investors and partially offset execution concerns. Wells Fargo upgrade reported via Zacks
- Positive Sentiment: GE delivered a sixth F404‑IN20 engine for India’s Tejas Mk‑1A program, showing continued production progress despite broader supply timing issues. Delivery cadence can support future revenue recognition and backlog visibility. GE Aerospace delivers sixth F404-IN20 engine (The Hindu)
- Neutral Sentiment: Aviation Week explores whether GE is the “mystery” engine supplier for the new F‑47 program — a potential new defense opportunity but still unconfirmed. If true, it could be a multi‑year revenue driver; uncertainty makes it speculative for now. Debrief: Is GE Mystery Engine Provider For F-47 (Aviation Week)
- Neutral Sentiment: GE’s reorganization and MRO strategy are under focus — changes could improve long‑term service profitability but may create near‑term execution risks as teams and processes shift. What GE Aerospace’s Reorganization Means For MRO (Aviation Week)
- Neutral Sentiment: Daiwa has begun coverage of GE Aerospace — added investor attention can increase trading interest but the impact depends on the research stance and model changes. Daiwa Securities Begins Coverage on GE Aerospace
- Neutral Sentiment: Shareholder groups are pressing for independent due‑diligence reporting on GE’s defense sales to Israel, raising governance/ESG scrutiny that could attract votes and public attention but has uncertain near‑term financial impact. Shareholder Activism Puts GE Israel Defense Contracts In Focus (Yahoo)
- Negative Sentiment: HAL (Hindustan Aeronautics) has imposed penalties on GE for repeated delays in delivering engines for the Tejas Mk‑1A fighter, highlighting contract execution and schedule risk in a strategically important program — this is the primary near‑term negative catalyst. HAL penalises GE Aerospace over Tejas engine delays (Business Standard)
- Negative Sentiment: Citigroup has lowered its expectations for GE Aerospace’s stock price, adding downward analyst pressure and validating some investor concerns about near‑term valuation and execution. Citigroup Lowers Expectations for GE Aerospace (American Banking News)
- Negative Sentiment: Recent headlines and data show the stock underperformed and experienced a notable one‑day decline, reflecting market sensitivity to the combination of execution headlines, analyst moves and macro rate pressures. GE Aerospace stock declines while market improves (Yahoo)
GE Aerospace Price Performance
GE Aerospace (NYSE:GE – Get Free Report) last released its quarterly earnings data 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 firm had revenue of $11.90 billion during the quarter, compared to the consensus estimate of $11.27 billion. During the same period in the previous year, the company posted $1.32 earnings per share. The firm’s quarterly 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, equities research analysts anticipate that GE Aerospace will post 5.4 earnings per share for the current fiscal year.
GE Aerospace Increases Dividend
The firm also recently declared a quarterly dividend, which will be paid on Monday, April 27th. Stockholders of record on Monday, March 9th will be issued a $0.47 dividend. The ex-dividend date is Monday, March 9th. This represents a $1.88 annualized dividend and a dividend yield of 0.7%. This is an increase from GE Aerospace’s previous quarterly dividend of $0.36. GE Aerospace’s dividend payout ratio (DPR) is presently 23.10%.
Insider Transactions at GE Aerospace
In other news, SVP Russell Stokes sold 30,363 shares of the company’s stock in a transaction that occurred on Friday, January 30th. The shares were sold at an average price of $306.47, for a total value of $9,305,348.61. Following the completion of the sale, the senior vice president owned 150,434 shares of the company’s stock, valued at approximately $46,103,507.98. This represents a 16.79% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Amy L. Gowder sold 4,000 shares of the stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $305.73, for a total transaction of $1,222,920.00. Following the transaction, the senior vice president owned 16,535 shares in the company, 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. In the last quarter, insiders sold 37,398 shares of company stock valued at $11,455,491. Company insiders own 0.19% of the company’s stock.
Wall Street Analysts Forecast Growth
A number of analysts have recently issued reports on the stock. Wells Fargo & Company began coverage on shares of GE Aerospace in a research note on Wednesday. They set an “overweight” rating and a $325.00 target price for the company. Wolfe Research lifted their price objective on shares of GE Aerospace from $340.00 to $360.00 and gave the company an “outperform” rating in a report on Monday, January 12th. The Goldman Sachs Group boosted their price objective on shares of 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 target price on shares of GE Aerospace and gave the stock a “buy” rating in a research note on Friday, January 23rd. Finally, Morgan Stanley began coverage on shares of GE Aerospace in a research report on Friday, February 20th. They set an “overweight” rating and a $425.00 target price on the stock. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, GE Aerospace has a consensus rating of “Moderate Buy” and a consensus price target of $343.89.
Check Out Our Latest Research Report on GE
GE Aerospace Company 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.
See Also
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