NBT Bank N.A. Makes New $3.80 Million Investment in GE Aerospace $GE

NBT Bank N.A. acquired a new position in GE Aerospace (NYSE:GE) in the third quarter, HoldingsChannel.com reports. The fund acquired 12,170 shares of the company’s stock, valued at approximately $3,801,000.

Other large investors have also modified their holdings of the company. Amundi grew its position in shares of GE Aerospace by 135.2% during the 1st quarter. Amundi now owns 6,119,975 shares of the company’s stock valued at $1,736,665,000 after acquiring an additional 3,518,278 shares during the period. Jupiter Topco LLC purchased a new position in shares of GE Aerospace in the 2nd quarter valued at about $1,283,858,000. Wellington Management Group LLP increased its stake in shares of GE Aerospace by 97.3% in the 2nd quarter. Wellington Management Group LLP now owns 6,797,935 shares of the company’s stock valued at $2,540,592,000 after purchasing an additional 3,352,432 shares in the last quarter. Jennison Associates LLC raised its holdings 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 during the period. Finally, State Street Corp raised its holdings in GE Aerospace by 2.6% in the 2nd quarter. State Street Corp now owns 46,497,628 shares of the company’s stock worth $17,377,559,000 after purchasing an additional 1,160,584 shares during the period. Institutional investors and hedge funds own 74.77% of the company’s stock.

Key GE Aerospace News

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

• Positive Sentiment: GE Aerospace reported third-quarter earnings of $2.25 per share, above the $2.01 analyst consensus, while revenue increased approximately 25% year over year to $13.29 billion. The company also raised its fiscal 2026 adjusted EPS outlook to $8.00-$8.10, above the $7.92 consensus. GE Aerospace earnings beat article
• Positive Sentiment: Management expects low-double-digit services growth in 2027, supported by a $170 billion services backlog, strong engine-maintenance demand and constrained spare-parts availability. GE also says it expects to deliver more than 3,200 engines over the next decade, reinforcing its long-term commercial aerospace outlook. GE Aerospace Q3 earnings call highlights
• Positive Sentiment: Several analysts remain constructive: UBS raised its price target to $380 and maintained a Buy rating, while JPMorgan, RBC and Susquehanna continue to see substantial upside despite trimming their targets.
• Neutral Sentiment: Options activity was unusually heavy in both directions, with put volume roughly 157% above normal and separate reports of elevated call buying. The activity signals increased trading interest but does not establish a clear consensus.
• Negative Sentiment: Investors are concerned that the GE9X engine production ramp will generate transition costs in 2027, while supply-chain delays, fuel-price pressure and Boeing-related costs could weigh on near-term margins. Concern behind GE earnings beat
• Negative Sentiment: Valuation remains a headwind after GE Aerospace’s strong run: analysts note that the stock trades at a premium despite underperforming the broader market, making investors less willing to reward earnings beats. BNP Paribas Exane lowered its target to $280 and assigned an Underperform rating, adding to the caution.

GE Aerospace Stock Performance

GE opened at $293.49 on Friday. The firm’s fifty day simple moving average is $324.60 and its two-hundred day simple moving average is $329.04. GE Aerospace has a 52-week low of $268.91 and a 52-week high of $388.84. The company has a market cap of $303.28 billion, a price-to-earnings ratio of 33.85, a PEG ratio of 2.11 and a beta of 1.38. The company has a quick ratio of 0.67, a current ratio of 0.98 and a debt-to-equity ratio of 0.96.

GE Aerospace (NYSE:GE) last released its earnings results on Tuesday, October 20th. The company reported $2.25 EPS for the quarter, topping analysts’ consensus estimates of $2.01 by $0.24. GE Aerospace had a net margin of 17.31% and a return on equity of 44.43%. The business had revenue of $13.29 billion during the quarter, compared to analysts’ expectations of $12.88 billion. During the same quarter in the previous year, the company earned $1.66 earnings per share. The company’s quarterly revenue was up 24.7% on a year-over-year basis. Equities analysts anticipate that GE Aerospace will post 8.10 earnings per share for the current fiscal year.

GE Aerospace Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, October 26th. Investors of record on Monday, October 5th will be issued a $0.47 dividend. This represents a $1.88 annualized dividend and a yield of 0.6%. The ex-dividend date is Monday, October 5th. GE Aerospace’s payout ratio is presently 22.14%.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on the company. Jefferies Financial Group set a $435.00 price target on GE Aerospace and gave the stock a “buy” rating in a research report on Wednesday, September 23rd. Susquehanna dropped their price objective on GE Aerospace from $430.00 to $400.00 and set a “positive” rating on the stock in a report on Wednesday. Melius Research set a $350.00 price objective on GE Aerospace and gave the company a “hold” rating in a research report on Monday, September 14th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $410.00 target price on shares of GE Aerospace in a research note on Monday, July 20th. Finally, Morgan Stanley reaffirmed an “overweight” rating and set a $375.00 target price (down from $400.00) on shares of GE Aerospace in a research note on Wednesday. Seventeen equities research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, GE Aerospace has a consensus rating of “Moderate Buy” and a consensus target price of $375.62.

About GE Aerospace

GE Aerospace (NYSE: GE) is a global aerospace company that designs, develops, manufactures and services aircraft engines and related systems. Its products support commercial air transport, business and general aviation, military aircraft, and other defense applications. The company also provides engine components, avionics, mechanical systems, digital solutions and maintenance, repair and overhaul services.

GE Aerospace serves airlines, aircraft operators, leasing companies, airframers and government customers worldwide.