ABN Amro Investment Solutions Boosts Holdings in GE Aerospace $GE

ABN Amro Investment Solutions grew its stake in shares of GE Aerospace (NYSE:GE) by 15.5% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 44,298 shares of the company’s stock after buying an additional 5,931 shares during the period. ABN Amro Investment Solutions’ holdings in GE Aerospace were worth $12,570,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also recently modified their holdings of the stock. Auto Owners Insurance Co grew its stake in GE Aerospace by 52,247.5% during the fourth quarter. Auto Owners Insurance Co now owns 65,721,281 shares of the company’s stock valued at $2,024,413,000 after acquiring an additional 65,595,733 shares in the last quarter. Norges Bank purchased a new stake in GE Aerospace in the 4th quarter worth $4,444,736,000. Jennison Associates LLC lifted its stake in GE Aerospace by 37.7% in the 1st quarter. Jennison Associates LLC now owns 11,026,006 shares of the company’s stock worth $3,128,850,000 after purchasing an additional 3,017,937 shares in the last quarter. Corient Private Wealth LLC boosted its holdings in shares of GE Aerospace by 382.1% during the 4th quarter. Corient Private Wealth LLC now owns 2,757,281 shares of the company’s stock valued at $849,325,000 after purchasing an additional 2,185,321 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. grew its position in shares of 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 in the last quarter. Hedge funds and other institutional investors own 74.77% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts have recently commented on the stock. Daiwa Securities Group started coverage on shares of GE Aerospace in a report on Tuesday, March 31st. They issued a “neutral” rating and a $301.00 price target on the stock. President Capital dropped their target price on shares of GE Aerospace from $355.00 to $342.00 and set a “buy” rating on the stock in a research note on Wednesday, April 22nd. TD Cowen reaffirmed a “buy” rating and set a $380.00 target price (up from $330.00) on shares of GE Aerospace in a research report on Monday, July 13th. JPMorgan Chase & Co. boosted their price target on GE Aerospace from $335.00 to $400.00 and gave the company an “overweight” rating in a report on Monday. Finally, UBS Group boosted their price target on GE Aerospace from $426.00 to $435.00 and gave the company a “buy” rating in a report on Friday, July 17th. Sixteen analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $385.94.

Key GE Aerospace News

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

• Positive Sentiment: GE Aerospace announced new engine and services wins, including AerCap selecting GEnx engines for 15 additional Boeing 787 Dreamliners and National Airlines placing a new engine order, both of which point to continued commercial aviation demand and future long-term service revenue. GE Aerospace Stock Rises As Hybrid-Electric Flight Reaches New Heights
• Positive Sentiment: The company highlighted LEAP engine orders and aftermarket deals at Farnborough, underscoring strong global demand for its commercial engine installed base and recurring maintenance revenue. GE Aerospace highlights LEAP engine orders, aftermarket deals at Farnborough
• Positive Sentiment: GE Aerospace and Magellan Aerospace signed an MOU to establish Canadian MRO capabilities for the F414 engine, which could expand GE’s defense sustainment footprint if Canada moves forward with the Saab Gripen E fighter purchase. GE Aerospace and Magellan Aerospace Sign Memorandum of Understanding for F414 Sustainment
• Positive Sentiment: JPMorgan raised its price target on GE Aerospace to $400, signaling continued Wall Street confidence in the company’s earnings power and backlog. JPMorgan Chase & Co. Raises GE Aerospace (NYSE:GE) Price Target to $400.00
• Neutral Sentiment: Commentary on GE Aerospace’s strong year-to-date performance noted that the stock’s valuation is already rich, so some investors may be waiting for a better entry point despite the company’s solid operating momentum. GE Aerospace Rises 29.5% in a Year: Should You Buy the Stock Now or Wait?

GE Aerospace Price Performance

NYSE GE opened at $341.25 on Thursday. The firm’s fifty day simple moving average is $338.91 and its two-hundred day simple moving average is $319.23. GE Aerospace has a 12-month low of $259.95 and a 12-month high of $382.97. The firm has a market capitalization of $354.07 billion, a P/E ratio of 40.19, a P/E/G ratio of 2.61 and a beta of 1.35. The company has a current ratio of 0.98, a quick ratio of 0.67 and a debt-to-equity ratio of 0.96.

GE Aerospace (NYSE:GE) last announced its quarterly earnings data on Thursday, July 16th. The company reported $2.02 earnings per share for the quarter, beating analysts’ consensus estimates of $1.86 by $0.16. GE Aerospace had a net margin of 17.72% and a return on equity of 40.56%. The firm had revenue of $12.63 billion for the quarter, compared to analyst estimates of $11.87 billion. During the same period in the previous year, the company earned $1.66 earnings per share. The business’s quarterly revenue was up 21.1% compared to the same quarter last year. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. Analysts forecast that GE Aerospace will post 7.9 EPS for the current fiscal year.

GE Aerospace Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, July 27th. Stockholders of record on Monday, July 6th will be paid a dividend of $0.47 per share. This represents a $1.88 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend is Monday, July 6th. GE Aerospace’s dividend payout ratio is presently 22.14%.

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.