GE Aerospace $GE Shares Purchased by Barings LLC

Barings LLC increased its stake in shares of GE Aerospace (NYSE:GE) by 286.7% during the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 2,641 shares of the company’s stock after buying an additional 1,958 shares during the quarter. Barings LLC’s holdings in GE Aerospace were worth $749,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in GE. Auto Owners Insurance Co increased its stake in shares of GE Aerospace by 52,247.5% in the 4th quarter. Auto Owners Insurance Co now owns 65,721,281 shares of the company’s stock worth $2,024,413,000 after acquiring an additional 65,595,733 shares during the last quarter. Norges Bank acquired a new position in shares of GE Aerospace during the 4th quarter valued at about $4,444,736,000. Corient Private Wealth LLC boosted its position 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 acquiring an additional 2,185,321 shares during the last quarter. Northwestern Mutual Wealth Management Co. grew its holdings in shares of GE Aerospace by 1,200.7% in 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 period. Finally, Diamant Asset Management Inc. grew its holdings in shares of GE Aerospace by 28,277.0% in 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 period. Institutional investors and hedge funds own 74.77% of the company’s stock.

Analyst Upgrades and Downgrades

GE has been the subject of several recent analyst reports. Royal Bank Of Canada restated an “outperform” rating and set a $400.00 price objective (up from $355.00) on shares of GE Aerospace in a research report on Wednesday. Jefferies Financial Group boosted their target price on shares of GE Aerospace from $365.00 to $455.00 and gave the company a “buy” rating in a report on Thursday, July 2nd. Wells Fargo & Company assumed coverage on shares of GE Aerospace in a research note on Wednesday, April 1st. They issued an “overweight” rating and a $325.00 price target for the company. UBS Group cut their price target on shares of GE Aerospace from $357.00 to $350.00 and set a “buy” rating for the company in a report on Wednesday, April 22nd. Finally, Morgan Stanley reduced their price target on shares of GE Aerospace from $425.00 to $400.00 and set an “overweight” rating on the stock in a research report on Wednesday, April 22nd. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $365.61.

GE Aerospace Stock Down 3.9%

Shares of NYSE:GE opened at $346.16 on Friday. The company has a market capitalization of $361.16 billion, a price-to-earnings ratio of 42.63, a PEG ratio of 3.19 and a beta of 1.35. GE Aerospace has a 12-month low of $254.66 and a 12-month high of $382.97. The business has a 50-day moving average price of $335.28 and a 200 day moving average price of $318.30. The company has a current ratio of 1.01, a quick ratio of 0.70 and a debt-to-equity ratio of 0.99.

GE Aerospace (NYSE:GE) last posted its earnings results on Thursday, July 16th. The company reported $2.02 EPS for the quarter, beating analysts’ consensus estimates of $1.86 by $0.16. The company had revenue of $12.63 billion for the quarter, compared to analysts’ expectations of $12.24 billion. GE Aerospace had a net margin of 17.86% and a return on equity of 37.99%. GE Aerospace’s revenue for the quarter was up 21.1% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.66 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. Sell-side analysts expect that GE Aerospace will post 7.49 EPS for the current year.

GE Aerospace Dividend Announcement

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

More GE Aerospace News

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

• Positive Sentiment: GE Aerospace beat Q2 expectations with adjusted EPS of $2.02 and revenue of $12.63 billion, while also lifting full-year 2026 guidance to $7.65-$7.85 EPS. GE Aerospace lifts 2026 forecast as airlines keep up maintenance spending
• Positive Sentiment: Management said repair and aftermarket demand is holding up, with airlines continuing to spend on maintenance despite higher fuel costs and fewer flight departures. GE Aerospace sees repair demand holding up despite aviation fuel shock
• Positive Sentiment: GE pushed back on Boeing-related GEnx delay concerns, saying engine shipments have increased and supply is available for months. GE Aerospace pushes back on GEnx delay concerns
• Neutral Sentiment: Analysts and earnings-call coverage highlighted strong commercial services growth and cash flow, but also noted that supply, not demand, is now the biggest growth constraint. GE Aerospace Q2 Earnings Beat on Robust Commercial Services Growth
• Negative Sentiment: The shares are under pressure because investors see the quarter as “too good to reward,” with high expectations, slower order growth, and valuation concerns limiting upside. GE boosts profit outlook but stock falls as booming order growth cools
• Negative Sentiment: GE Aerospace said supply-chain constraints and inflation will continue to weigh on results, reinforcing concerns about near-term margin pressure. GE Stock In Spotlight After Improved 2026 Outlook

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.