GE Aerospace $GE Shares Sold by M&G PLC

M&G PLC lowered its position in GE Aerospace (NYSE:GE) by 6.9% in the third quarter, HoldingsChannel.com reports. The fund owned 49,643 shares of the company’s stock after selling 3,675 shares during the quarter. M&G PLC’s holdings in GE Aerospace were worth $15,489,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also recently added to or reduced their stakes in the company. GK Wealth Management LLC acquired a new position in shares of GE Aerospace during the 3rd quarter worth about $25,000. Paladin Partners LLC bought a new stake in shares of GE Aerospace in the 2nd quarter valued at about $38,000. Parvin Asset Management LLC bought a new stake in shares of GE Aerospace in the 2nd quarter valued at about $41,000. Clark Wealth Partners raised its holdings in shares of GE Aerospace by 70.1% in the 3rd quarter. Clark Wealth Partners now owns 114 shares of the company’s stock valued at $36,000 after purchasing an additional 47 shares during the period. Finally, Markowski Investments acquired a new stake in GE Aerospace in the 2nd quarter valued at about $46,000. Institutional investors and hedge funds own 74.77% of the company’s stock.

GE Aerospace News Roundup

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

• Positive Sentiment: Defense and propulsion growth: Robust demand, rising orders and key defense contracts are supporting the segment’s low-double-digit growth outlook for 2026, providing a potential business-growth catalyst. Zacks article
• Positive Sentiment: Analyst outlook remains bullish: Despite GE Aerospace lagging the broader market over the past year, Wall Street analysts cited in the report remain optimistic about its prospects. Barchart article
• Neutral Sentiment: Charitable donations: GE Aerospace donated more than $1 million to veteran and military charities in the U.S. and U.K.—a reputational positive, but not a direct earnings catalyst. Military.com article
• Neutral Sentiment: Industrial fund selling: GE was the largest stock sale reported by the Industrial Select SPDR, which sold holdings across all 83 positions. Because the fund exited everything, the sale may reflect broad portfolio changes rather than a GE-specific view. Yahoo Finance article
• Negative Sentiment: Correction may weigh on sentiment: A Motley Fool article describes GE Aerospace shares as being in a correction, a near-term headwind, though it argues patient investors could be rewarded over the longer term. Motley Fool article

GE Aerospace Trading Up 0.9%

GE stock opened at $338.41 on Wednesday. The company has a debt-to-equity ratio of 0.96, a current ratio of 0.98 and a quick ratio of 0.68. The company has a fifty day moving average price of $314.60 and a two-hundred day moving average price of $323.43. GE Aerospace has a one year low of $268.91 and a one year high of $388.84. The stock has a market cap of $349.70 billion, a price-to-earnings ratio of 39.03, a price-to-earnings-growth ratio of 2.28 and a beta of 1.43.

GE Aerospace (NYSE:GE) last released its quarterly earnings data on Tuesday, October 20th. The company reported $2.25 EPS for the quarter, beating the consensus estimate of $2.01 by $0.24. The firm had revenue of $13.29 billion for the quarter, compared to the consensus estimate of $12.88 billion. GE Aerospace had a net margin of 17.31% and a return on equity of 44.43%. The company’s quarterly revenue was up 24.7% on a year-over-year basis. During the same period in the previous year, the company earned $1.66 earnings per share. Equities analysts anticipate that GE Aerospace will post 8.16 EPS for the current year.

GE Aerospace Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, October 26th. Stockholders of record on Monday, October 5th were paid a dividend of $0.47 per share. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date was Monday, October 5th. GE Aerospace’s dividend payout ratio (DPR) is currently 21.68%.

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on GE shares. Sanford C. Bernstein set a $376.00 target price on shares of GE Aerospace in a research note on Friday, October 23rd. Weiss Ratings reissued a “buy (b)” rating on shares of GE Aerospace in a research report on Thursday, October 15th. Melius Research set a $350.00 price target on GE Aerospace and gave the stock a “hold” rating in a research report on Monday, September 14th. Susquehanna dropped their price objective on GE Aerospace from $430.00 to $400.00 and set a “positive” rating on the stock in a research note on Wednesday, October 21st. Finally, JPMorgan Chase & Co. cut their price objective on GE Aerospace from $400.00 to $375.00 and set an “overweight” rating for the company in a research report on Wednesday, October 21st. Sixteen research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $373.45.

Insider Activity at GE Aerospace

In related news, VP Robert Giglietti sold 14,796 shares of GE Aerospace stock in a transaction dated Wednesday, November 4th. The shares were sold at an average price of $332.54, for a total transaction of $4,920,261.84. Following the completion of the sale, the vice president owned 20,201 shares of the company’s stock, valued at approximately $6,717,640.54. The trade was a 42.28% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Insiders own 0.19% of the company’s stock.

About GE Aerospace

GE Aerospace (NYSE: GE) designs, manufactures and services engines and related systems for commercial and military aircraft. Its offerings include aircraft engines, components, avionics and other integrated systems, along with maintenance, repair and overhaul services and digital solutions that support aircraft operations. The company serves airlines, aircraft manufacturers, governments and defense organizations around the world. Its business combines original equipment production with long-term aftermarket support, including parts and technical services for engines already in operation.