First National Bank of Omaha Makes New $1.20 Million Investment in GE Aerospace $GE

First National Bank of Omaha purchased a new position in shares of GE Aerospace (NYSE:GE) during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 3,975 shares of the company’s stock, valued at approximately $1,196,000.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Brighton Jones LLC increased its stake in GE Aerospace by 25.3% during the 4th quarter. Brighton Jones LLC now owns 12,008 shares of the company’s stock valued at $2,003,000 after purchasing an additional 2,421 shares in the last quarter. Revolve Wealth Partners LLC lifted its stake in shares of GE Aerospace by 7.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 2,251 shares of the company’s stock worth $375,000 after buying an additional 150 shares during the period. Sivia Capital Partners LLC grew its holdings in shares of GE Aerospace by 4.6% during the second quarter. Sivia Capital Partners LLC now owns 4,337 shares of the company’s stock valued at $1,116,000 after buying an additional 191 shares during the last quarter. Avidian Wealth Enterprises LLC increased its position in shares of GE Aerospace by 1.7% in the 2nd quarter. Avidian Wealth Enterprises LLC now owns 2,882 shares of the company’s stock valued at $742,000 after acquiring an additional 49 shares during the period. Finally, Cullen Frost Bankers Inc. raised its stake in GE Aerospace by 3.1% in the 2nd quarter. Cullen Frost Bankers Inc. now owns 96,516 shares of the company’s stock worth $24,842,000 after acquiring an additional 2,865 shares during the last quarter. 74.77% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other GE Aerospace news, 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 value of $927,222.85. Following the completion of the transaction, the vice president owned 10,583 shares in the company, valued at approximately $3,233,212.33. This represents a 22.29% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, SVP Russell Stokes sold 30,363 shares of the firm’s stock in a transaction dated 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 sale, the senior vice president owned 150,434 shares in the company, valued at $46,103,507.98. This trade represents a 16.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 37,398 shares of company stock worth $11,455,491. Company insiders own 0.21% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have weighed in on GE. BNP Paribas Exane dropped their price target on GE Aerospace from $305.00 to $290.00 and set an “underperform” rating on the stock in a research note on Friday, January 23rd. Deutsche Bank Aktiengesellschaft lifted their target price on GE Aerospace from $375.00 to $387.00 and gave the stock a “buy” rating in a report on Friday, January 23rd. Wolfe Research increased their price target on shares of GE Aerospace from $340.00 to $360.00 and gave the stock an “outperform” rating in a report on Monday, January 12th. Wall Street Zen raised shares of GE Aerospace from a “hold” rating to a “buy” rating in a research report on Saturday, January 24th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating on shares of GE Aerospace in a report on Monday, October 27th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $323.31.

GE Aerospace Stock Up 0.7%

Shares of GE stock opened at $329.52 on Thursday. GE Aerospace has a twelve month low of $159.36 and a twelve month high of $332.79. The stock has a market cap of $345.60 billion, a P/E ratio of 40.48, a P/E/G ratio of 3.02 and a beta of 1.40. The stock has a 50 day moving average of $311.87 and a 200 day moving average of $298.32. 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 issued its quarterly earnings data on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, topping analysts’ consensus estimates of $1.43 by $0.14. The business had revenue of $11.90 billion for the quarter, compared to analysts’ expectations of $11.27 billion. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The business’s revenue was up 17.6% on a year-over-year basis. During the same quarter last year, the company earned $1.32 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, sell-side analysts expect that GE Aerospace will post 5.4 EPS for the current year.

GE Aerospace Increases Dividend

The company 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 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 yield of 0.6%. GE Aerospace’s dividend payout ratio is presently 17.69%.

GE Aerospace News Summary

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

• Positive Sentiment: United placed a major order for GEnx engines for its 787 fleet (300 engines reported), which makes United the largest GEnx operator and expands GE Aerospace’s production and services backlog — a direct revenue and long‑cycle aftermarket opportunity. United Orders 300 GEnx Engines for 787s United Airlines to become largest GEnx engine operator in the world United Airlines picks GE Aerospace engines for historic Boeing Dreamliner order GE Aerospace and United ink big engine order
• Positive Sentiment: Activist investor Trian (Nelson Peltz) held its position in GE Aerospace in Q4 while trimming other holdings — a sign of continued institutional confidence and lower activist pressure on GE Aerospace specifically. That support can help limit downside from shareholder activism and supports a stability narrative. Activist Investor Nelson Peltz’ Trian Fund Cut Back On This Stock In Q4, But Held Steady On GE Aerospace
• Neutral Sentiment: Korter.ge launched new real‑estate analytics tools in Georgia — unrelated to GE Aerospace’s business and unlikely to affect the stock. Korter.ge Launches New Analytics Features

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.