Tredje AP fonden Makes New Investment in GE Aerospace $GE

Tredje AP fonden purchased a new stake in GE Aerospace (NYSE:GE) in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 30,045 shares of the company’s stock, valued at approximately $9,038,000.

A number of other institutional investors have also recently added to or reduced their stakes in GE. Jacobsen Capital Management increased its stake in shares of GE Aerospace by 1.4% in the 3rd quarter. Jacobsen Capital Management now owns 2,295 shares of the company’s stock worth $690,000 after acquiring an additional 32 shares during the last quarter. Harfst & Associates Inc. boosted its position in shares of GE Aerospace by 0.4% during the 3rd quarter. Harfst & Associates Inc. now owns 7,444 shares of the company’s stock valued at $2,239,000 after acquiring an additional 33 shares during the last quarter. Ledyard National Bank grew its holdings in shares of GE Aerospace by 1.2% in the third quarter. Ledyard National Bank now owns 2,754 shares of the company’s stock valued at $828,000 after purchasing an additional 33 shares during the period. Hardy Reed LLC increased its position in GE Aerospace by 0.7% during the third quarter. Hardy Reed LLC now owns 4,999 shares of the company’s stock worth $1,504,000 after purchasing an additional 33 shares during the last quarter. Finally, RMG Wealth Management LLC raised its stake in GE Aerospace by 8.3% during the third quarter. RMG Wealth Management LLC now owns 442 shares of the company’s stock worth $132,000 after purchasing an additional 34 shares during the period. Hedge funds and other institutional investors own 74.77% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on GE shares. UBS Group set a $374.00 price target on shares of GE Aerospace and gave the company a “buy” rating in a research note on Friday, January 23rd. The Goldman Sachs Group increased their price objective on GE Aerospace from $338.00 to $350.00 and gave the stock a “buy” rating in a research report on Friday, January 23rd. Bank of America lifted their target price on GE Aerospace from $310.00 to $365.00 and gave the company a “buy” rating in a research report on Monday, October 27th. Susquehanna restated a “positive” rating and issued a $380.00 price objective on shares of GE Aerospace in a report on Thursday, January 15th. Finally, Wolfe Research upped their target price on shares of GE Aerospace from $340.00 to $360.00 and gave the company an “outperform” rating in a research report on Monday, January 12th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, GE Aerospace presently has a consensus rating of “Moderate Buy” and a consensus price target of $329.29.

Insider Buying and Selling

In other GE Aerospace news, SVP Russell Stokes sold 30,363 shares of GE Aerospace 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 directly owned 150,434 shares of the company’s stock, valued at approximately $46,103,507.98. The trade was a 16.79% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, VP Robert M. Giglietti sold 3,035 shares of the company’s stock in a transaction dated 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 of the company’s stock, valued at approximately $3,233,212.33. This represents a 22.29% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 37,398 shares of company stock valued at $11,455,491 over the last quarter. Company insiders own 0.21% of the company’s stock.

GE Aerospace Price Performance

GE stock opened at $342.54 on Friday. The business’s fifty day moving average price is $313.63 and its 200 day moving average price is $299.23. GE Aerospace has a 12-month low of $159.36 and a 12-month high of $344.30. The company has a market capitalization of $359.26 billion, a PE ratio of 42.08, a P/E/G ratio of 3.17 and a beta of 1.40. The company has a current ratio of 1.04, a quick ratio of 0.74 and a debt-to-equity ratio of 1.00.

GE Aerospace (NYSE:GE) last released its earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share for the quarter, topping analysts’ consensus estimates of $1.43 by $0.14. The firm had revenue of $11.90 billion for the quarter, compared to analyst estimates of $11.27 billion. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The business’s quarterly revenue was up 17.6% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, sell-side analysts anticipate that GE Aerospace will post 5.4 EPS for the current 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 $0.47 dividend. The ex-dividend date of this dividend is Monday, March 9th. This represents a $1.88 dividend on an annualized basis and a yield of 0.5%. This is a boost from GE Aerospace’s previous quarterly dividend of $0.36. GE Aerospace’s dividend payout ratio is presently 17.69%.

Key Stories Impacting GE Aerospace

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

• Positive Sentiment: Morgan Stanley initiated coverage of GE Aerospace with an Overweight rating and a $425 price target, arguing the market underestimates GE’s long‑term free cash flow and pricing power — a clear analyst-driven bullish catalyst. Morgan Stanley initiates GE Aerospace stock with overweight rating
• Positive Sentiment: Media coverage is spotlighting GE’s new “AI Wingmate” program — AI tools for inspections and predictive maintenance that could lower airline downtime and support services revenue growth, boosting investor sentiment around recurring aftermarket cash flows. GE Aerospace readies for liftoff with wild new AI wingmate
• Positive Sentiment: Reports note GE signed a significant engine order with United Airlines (and dealer/airline comments praising GE engines surfaced), reinforcing near‑term aftermarket and OEM revenue visibility. Contract wins like this support higher revenue and service attach rates. GE Aerospace, United Airlines ink big engine order
• Positive Sentiment: GE is partnering with Starfighters Space to support the STARLAUNCH I rocket program’s critical design review — a small but strategic aerospace collaboration that highlights GE’s broader aerospace engineering role and potential new revenue avenues. Starfighters and GE Progress STARLAUNCH Platform
• Neutral Sentiment: Technically, several market commentators flagged GE Aerospace entering a “buy range” and hitting all‑time highs — this momentum can attract trend‑following flows but also raises volatility risk on any pullback. Dow Jones Futures Fall Before Big Economic Data, Possible Trump Tariff Ruling; AI Leader Climbs, Cancer-Test Firm Crashes

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.