Arbejdsmarkedets Tillaegspension Acquires 5,656 Shares of GE Aerospace $GE

Arbejdsmarkedets Tillaegspension increased its holdings in GE Aerospace (NYSE:GE) by 6.9% in the first quarter, HoldingsChannel reports. The firm owned 87,178 shares of the company’s stock after purchasing an additional 5,656 shares during the period. Arbejdsmarkedets Tillaegspension’s holdings in GE Aerospace were worth $24,739,000 as of its most recent SEC filing.

Several other hedge funds have also recently bought and sold shares of GE. Auto Owners Insurance Co lifted its position in shares of GE Aerospace by 52,247.5% in the fourth quarter. Auto Owners Insurance Co now owns 65,721,281 shares of the company’s stock worth $2,024,413,000 after buying an additional 65,595,733 shares during the last quarter. Norges Bank bought a new stake in GE Aerospace during the fourth quarter worth approximately $4,444,736,000. Corient Private Wealth LLC boosted its position in GE Aerospace by 382.1% during the fourth quarter. Corient Private Wealth LLC now owns 2,757,281 shares of the company’s stock worth $849,325,000 after purchasing an additional 2,185,321 shares during the period. Northwestern Mutual Wealth Management Co. grew its holdings in GE Aerospace by 1,200.7% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 1,847,011 shares of the company’s stock valued at $568,935,000 after purchasing an additional 1,705,005 shares during the last quarter. Finally, Diamant Asset Management Inc. grew its holdings in GE Aerospace by 28,277.0% during the first quarter. Diamant Asset Management Inc. now owns 1,083,434 shares of the company’s stock valued at $307,446,000 after purchasing an additional 1,079,616 shares during the last quarter. 74.77% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on GE shares. Susquehanna restated a “positive” rating and issued a $430.00 price objective (up from $380.00) on shares of GE Aerospace in a research note on Thursday. Wall Street Zen downgraded GE Aerospace from a “buy” rating to a “hold” rating in a research report on Monday, April 27th. Daiwa Securities Group initiated coverage on GE Aerospace in a research note on Tuesday, March 31st. They issued a “neutral” rating and a $301.00 price objective on the stock. Zacks Research cut GE Aerospace from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, March 24th. Finally, UBS Group decreased their target price on GE Aerospace from $357.00 to $350.00 and set a “buy” rating for the company in a research note on Wednesday, April 22nd. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, two have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, GE Aerospace currently has a consensus rating of “Moderate Buy” and a consensus target price of $363.11.

GE Aerospace Stock Performance

NYSE GE opened at $353.48 on Tuesday. The company’s fifty day moving average is $332.00 and its two-hundred day moving average is $317.52. GE Aerospace has a 52-week low of $254.66 and a 52-week high of $382.97. The company has a debt-to-equity ratio of 0.99, a current ratio of 1.01 and a quick ratio of 0.70. The firm has a market capitalization of $368.80 billion, a price-to-earnings ratio of 43.53, a P/E/G ratio of 3.18 and a beta of 1.35.

GE Aerospace (NYSE:GE) last announced its quarterly earnings data on Tuesday, April 21st. The company reported $1.86 EPS for the quarter, beating analysts’ consensus estimates of $1.60 by $0.26. GE Aerospace had a net margin of 17.86% and a return on equity of 37.99%. The business had revenue of $11.61 billion during the quarter, compared to analyst estimates of $11.61 billion. During the same quarter in the prior year, the business earned $1.49 earnings per share. The firm’s revenue for the quarter was up 24.6% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Equities research analysts forecast that GE Aerospace will post 7.48 EPS for the current year.

GE Aerospace Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, July 27th. Shareholders of record on Monday, July 6th will be issued a $0.47 dividend. The ex-dividend date of this dividend is Monday, July 6th. This represents a $1.88 annualized dividend and a yield of 0.5%. GE Aerospace’s dividend payout ratio is 23.15%.

Key Headlines Impacting GE Aerospace

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

• Positive Sentiment: GE Aerospace is expected to post another solid second quarter, with analysts pointing to strong commercial aviation demand and a resilient defense business. The company’s consensus Q2 estimate is $1.86 per share on $11.9 billion in revenue, which would reinforce the recent operational strength. Article Title
• Positive Sentiment: News that HAL received a seventh GE engine for Tejas Mk-1A fighter jets supports the investment case for GE Aerospace’s defense and international engine business, highlighting continued production activity and customer demand. Article Title
• Positive Sentiment: Multiple reports note that GE Aerospace remains one of the market’s standout industrial names, with shares up strongly over the past year and orders nearly doubling last quarter. That strength keeps sentiment constructive heading into earnings. Article Title
• Neutral Sentiment: Several previews focus on benchmark comparisons, analyst estimates, and peer performance, but do not introduce a new catalyst. These pieces mainly reinforce that investors are waiting for the earnings release and updated guidance. Article Title
• Neutral Sentiment: Analysts’ price target chatter around GE Aerospace largely reflects existing optimism rather than a fresh fundamental update, so it is unlikely to move the stock on its own. Article Title
• Negative Sentiment: Some market coverage says GE Aerospace’s valuation is already elevated, which could limit further upside even if earnings are strong. Investors appear wary that high expectations may leave little room for disappointment. Article Title

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.