Okabena Investment Services Inc. Has $2.76 Million Holdings in GE Aerospace $GE

Okabena Investment Services Inc. lessened its position in GE Aerospace (NYSE:GE) by 35.4% in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 9,172 shares of the company’s stock after selling 5,023 shares during the quarter. Okabena Investment Services Inc.’s holdings in GE Aerospace were worth $2,759,000 as of its most recent filing with the SEC.

Several other large investors also recently added to or reduced their stakes in GE. Norges Bank purchased a new position in shares of GE Aerospace during the second quarter valued at $3,408,828,000. Jennison Associates LLC boosted its position in GE Aerospace by 21.5% during the 3rd quarter. Jennison Associates LLC now owns 8,430,878 shares of the company’s stock worth $2,536,177,000 after acquiring an additional 1,494,541 shares during the period. Vanguard Group Inc. grew its stake in GE Aerospace by 1.6% during the 2nd quarter. Vanguard Group Inc. now owns 91,989,511 shares of the company’s stock valued at $23,677,180,000 after acquiring an additional 1,482,069 shares in the last quarter. Lazard Asset Management LLC increased its holdings in shares of GE Aerospace by 4,253.7% in the 2nd quarter. Lazard Asset Management LLC now owns 796,422 shares of the company’s stock valued at $204,991,000 after purchasing an additional 778,129 shares during the period. Finally, Geode Capital Management LLC lifted its position in shares of GE Aerospace by 3.1% in the second quarter. Geode Capital Management LLC now owns 24,113,967 shares of the company’s stock worth $6,181,956,000 after purchasing an additional 724,559 shares in the last quarter. 74.77% of the stock is owned by institutional investors and hedge funds.

GE Aerospace News Roundup

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

• Positive Sentiment: Q4 beat and forward guidance: GE Aerospace reported EPS and revenue above expectations and set FY2026 guidance of $7.10–$7.40, reinforcing growth and margin outlook for the next year.
• Positive Sentiment: AI/data partnership with Palantir to support USAF training-fleet readiness — strengthens digital analytics for engine health and could improve aftermarket services and contract wins. GE Aerospace Partners With Palantir on AI Jet Engine Contract
• Positive Sentiment: Won first digital TrueChoice Defense deal for the J85 engine — a foothold for digital aftermarket solutions in military engines that can scale to other platforms. GE wins first digital TrueChoice Defense deal for J85 engine
• Positive Sentiment: Aftermarket/MRO expansion: Coverage highlights GE’s >$1B investments to scale MRO capacity as LEAP deliveries and shop visits rise — supports higher recurring aftermarket revenue and margins. Can GE’s Growth Investments Create Long-Term Value for Investors?
• Positive Sentiment: Market momentum/coverage: Recent pieces note GE stock reaching new highs and being in buy zones after recovery from a sell-off — positive technical and sentiment signal for momentum investors. GE Stock Jets To A New High. A Natural Gas Name Joins It.
• Positive Sentiment: Industry tailwinds: A new additive manufacturing industry report cites expanding use of metal/polymer 3D printing across aerospace and names GE Aerospace among key adopters — potential cost and supply-chain advantages. AM Applications (Metal and Polymer Parts) Industry Research Report 2025-2034
• Neutral Sentiment: GE expands use of Aireon space-based ADS‑B data — operational improvement for traffic/flight monitoring; helpful but incremental to near-term financials. Press Release: GE expands use of Aireon’s space-based ADS-B data
• Neutral Sentiment: Recruiting/PR: Military Officer Leadership Program and facility “behind the scenes” coverage improve talent pipeline and brand but have limited immediate financial impact. Military Officer Leadership Program though GE Aerospace Behind the scenes of GE Aerospace facility
• Negative Sentiment: Valuation/questions: Commentary in Forbes asks whether the rally makes GE too expensive for new buyers — raises short-term risk if growth or margin execution slips. GE Stock Is Soaring—Is It Too Late To Jump In?
• Negative Sentiment: Macro/market skepticism: Broader warnings about AI-driven market froth (Michael Burry commentary) can pressure high‑multiple industrials if risk appetite falls. ‘Big Short’ Investor Michael Burry Draws Parallel Between Nvidia and This 1920s Era Hot Stock

GE Aerospace Trading Up 0.2%

GE Aerospace stock opened at $341.55 on Friday. GE Aerospace has a one year low of $159.36 and a one year high of $348.48. The company’s fifty day moving average price is $317.81 and its two-hundred day moving average price is $301.58. The company has a debt-to-equity ratio of 1.00, a current ratio of 1.04 and a quick ratio of 0.74. The company has a market capitalization of $358.22 billion, a price-to-earnings ratio of 41.96, a PEG ratio of 3.16 and a beta of 1.40.

GE Aerospace (NYSE:GE) last released its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share (EPS) for the quarter, topping 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 company had revenue of $11.90 billion during the quarter, compared to the consensus estimate of $11.27 billion. During the same quarter in the prior year, the company posted $1.32 EPS. The firm’s 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, analysts forecast that GE Aerospace will post 5.4 earnings per share for the current fiscal year.

GE Aerospace Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, April 27th. Stockholders of record on Monday, March 9th will be given a $0.47 dividend. This is a positive change from GE Aerospace’s previous quarterly dividend of $0.36. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend is Monday, March 9th. GE Aerospace’s payout ratio is 17.69%.

Wall Street Analyst Weigh In

A number of research analysts recently commented on the stock. Susquehanna reaffirmed a “positive” rating and set a $380.00 price objective on shares of GE Aerospace in a research report on Thursday, January 15th. Deutsche Bank Aktiengesellschaft upped their price target on shares of GE Aerospace from $375.00 to $387.00 and gave the stock a “buy” rating in a research note on Friday, January 23rd. Morgan Stanley initiated coverage on GE Aerospace in a research report on Friday, February 20th. They set an “overweight” rating and a $425.00 price objective for the company. Zacks Research raised GE Aerospace from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, January 27th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of GE Aerospace in a research note on Thursday, January 22nd. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $329.29.

Insider Activity

In other news, SVP Russell Stokes sold 30,363 shares of the business’s stock in a transaction 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 in the company, valued at approximately $46,103,507.98. The trade was a 16.79% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, SVP Amy L. Gowder sold 4,000 shares of GE Aerospace stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $305.73, for a total transaction of $1,222,920.00. Following the completion of the transaction, the senior vice president owned 16,535 shares in the company, valued at $5,055,245.55. This trade represents a 19.48% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 37,398 shares of company stock valued at $11,455,491 over the last 90 days. 0.21% of the stock is currently owned by company insiders.

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.