Sava Infond d.o.o. Decreases Stock Position in GE Aerospace $GE

Sava Infond d.o.o. cut its position in GE Aerospace (NYSE:GE) by 7.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 21,410 shares of the company’s stock after selling 1,700 shares during the quarter. GE Aerospace comprises about 0.9% of Sava Infond d.o.o.’s holdings, making the stock its 21st largest position. Sava Infond d.o.o.’s holdings in GE Aerospace were worth $6,441,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the company. Diversified Trust Co increased its stake in shares of GE Aerospace by 21.3% in the third quarter. Diversified Trust Co now owns 32,021 shares of the company’s stock worth $9,633,000 after buying an additional 5,625 shares during the period. Cadinha & Co. LLC grew its holdings in GE Aerospace by 154.8% in the 3rd quarter. Cadinha & Co. LLC now owns 97,280 shares of the company’s stock worth $29,264,000 after acquiring an additional 59,106 shares during the last quarter. Police & Firemen s Retirement System of New Jersey increased its position in shares of GE Aerospace by 1.8% in the second quarter. Police & Firemen s Retirement System of New Jersey now owns 159,682 shares of the company’s stock valued at $41,101,000 after acquiring an additional 2,779 shares during the period. Czech National Bank increased its position in shares of GE Aerospace by 3.3% in the third quarter. Czech National Bank now owns 269,330 shares of the company’s stock valued at $81,020,000 after acquiring an additional 8,668 shares during the period. Finally, Phoenix Financial Ltd. raised its stake in shares of GE Aerospace by 34.3% during the third quarter. Phoenix Financial Ltd. now owns 22,632 shares of the company’s stock valued at $6,808,000 after acquiring an additional 5,775 shares during the last quarter. Hedge funds and other institutional investors own 74.77% of the company’s stock.

Key Headlines 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

Insider Buying and Selling

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 sale, 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 document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Amy L. Gowder sold 4,000 shares of the firm’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $305.73, for a total transaction of $1,222,920.00. Following the transaction, the senior vice president directly owned 16,535 shares of the company’s stock, valued at $5,055,245.55. This represents a 19.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 37,398 shares of company stock worth $11,455,491 in the last three months. 0.21% of the stock is owned by corporate insiders.

GE Aerospace Stock Up 2.3%

Shares of NYSE:GE opened at $342.54 on Friday. GE Aerospace has a 52-week low of $159.36 and a 52-week high of $344.30. The firm has a market capitalization of $359.26 billion, a P/E ratio of 42.08, a P/E/G ratio of 3.09 and a beta of 1.40. The stock has a 50 day moving average price of $313.63 and a 200-day moving average price of $299.04. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.74 and a current ratio of 1.04.

GE Aerospace (NYSE:GE) last released its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share for the quarter, beating the consensus estimate of $1.43 by $0.14. The company had revenue of $11.90 billion for the quarter, compared to analyst estimates of $11.27 billion. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.The firm’s revenue was up 17.6% on a year-over-year basis. During the same period in the previous year, the company posted $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, equities research analysts anticipate that GE Aerospace will post 5.4 EPS for the current fiscal year.

GE Aerospace Increases Dividend

The firm also recently announced 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. The ex-dividend date of this dividend is Monday, March 9th. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.5%. This is a boost from GE Aerospace’s previous quarterly dividend of $0.36. GE Aerospace’s payout ratio is currently 17.69%.

Analysts Set New Price Targets

Several research firms recently issued reports on GE. Susquehanna reissued a “positive” rating and issued a $380.00 target price on shares of GE Aerospace in a research note on Thursday, January 15th. TD Cowen increased their price objective on GE Aerospace from $330.00 to $350.00 and gave the stock a “buy” rating in a report on Wednesday, January 14th. Sanford C. Bernstein reiterated an “outperform” rating on shares of GE Aerospace in a research report on Monday, October 27th. Zacks Research upgraded GE Aerospace from a “hold” rating to a “strong-buy” rating in a report on Tuesday, January 27th. Finally, JPMorgan Chase & Co. raised their price target on GE Aerospace from $325.00 to $335.00 and gave the stock an “overweight” rating in a research note on Monday, January 26th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $329.29.

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.