Sumitomo Mitsui Financial Group Inc. Buys 7,808 Shares of GE Aerospace $GE

Sumitomo Mitsui Financial Group Inc. grew its stake in GE Aerospace (NYSE:GE) by 8.8% in the third quarter, Holdings Channel.com reports. The institutional investor owned 96,773 shares of the company’s stock after buying an additional 7,808 shares during the quarter. GE Aerospace makes up approximately 0.5% of Sumitomo Mitsui Financial Group Inc.’s portfolio, making the stock its 27th biggest position. Sumitomo Mitsui Financial Group Inc.’s holdings in GE Aerospace were worth $29,111,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in GE. Norges Bank bought a new stake in shares of GE Aerospace during the 2nd quarter worth $3,408,828,000. Jennison Associates LLC raised its position in GE Aerospace by 21.5% during the third quarter. Jennison Associates LLC now owns 8,430,878 shares of the company’s stock valued at $2,536,177,000 after purchasing an additional 1,494,541 shares in the last quarter. Vanguard Group Inc. raised its position in GE Aerospace by 1.6% during the second quarter. Vanguard Group Inc. now owns 91,989,511 shares of the company’s stock valued at $23,677,180,000 after purchasing an additional 1,482,069 shares in the last quarter. Lazard Asset Management LLC lifted its stake in GE Aerospace by 4,253.7% during the second quarter. Lazard Asset Management LLC now owns 796,422 shares of the company’s stock worth $204,991,000 after purchasing an additional 778,129 shares during the last quarter. Finally, Geode Capital Management LLC boosted its holdings in shares of GE Aerospace by 3.1% in the 2nd 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. Institutional investors own 74.77% of the company’s stock.

Trending Headlines about GE Aerospace

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

• Positive Sentiment: GE announced a partnership with Palantir to apply AI/data analytics to a U.S. Air Force jet-engine contract, a win that supports maintenance-readiness and could strengthen GE’s defense aftermarket positioning. GE Aerospace Partners With Palantir on AI Jet Engine Contract
• Positive Sentiment: Analyst and press coverage highlights the Palantir tie-up as a catalyst for investor interest, reinforcing growth narratives and buy-side attention. GE Aerospace Is Linking Up with Palantir. Should You Buy GE Stock Here?
• Positive Sentiment: GE secured its first digital TrueChoice Defense deal for the J85 engine, expanding its digital services footprint in military aftermarket offerings — incremental recurring revenue and data-driven service upsides. GE wins first digital TrueChoice Defense deal for J85 engine
• Positive Sentiment: GE is investing >$1B to expand MRO capacity as LEAP engine deliveries and shop visits rise — a direct push to grow higher-margin aftermarket revenue over the coming years. Can GE’s Growth Investments Create Long-Term Value for Investors?
• Positive Sentiment: GE expanded use of Aireon’s space-based ADS‑B data, improving flight tracking and operational analytics that feed aftermarket service efficiency and product differentiation. Press Release: GE expands use of Aireon’s space-based ADS-B data
• Neutral Sentiment: Coverage asking whether the rally leaves buying opportunities (Forbes) may boost retail interest but also encourages profit-taking by traders. GE Stock Is Soaring—Is It Too Late To Jump In?
• Neutral Sentiment: Relative-performance pieces note GE has outpaced A&D peers over the past year, supporting the momentum narrative but also highlighting higher expectations. How Is GE Aerospace’s Stock Performance Compared to Other Aerospace & Defense Stocks?
• Neutral Sentiment: Kratos’ mention of a joint contract with GE on a new engine underscores GE’s role in next‑gen defense programs — supportive strategically but not an immediate earnings driver. Kratos Contract Wins Deepen Role In Hypersonics Propulsion And Space Systems
• Negative Sentiment: Macro caution from prominent investors comparing AI euphoria to past manias could pressure richly valued industrials with AI narratives, creating short-term volatility risk for GE. ‘Big Short’ Investor Michael Burry Draws Parallel Between Nvidia and This 1920s Era Hot Stock

Insider Buying and Selling at GE Aerospace

In other news, SVP Amy L. Gowder sold 4,000 shares of the business’s stock in a transaction that occurred 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 transaction, the senior vice president directly owned 16,535 shares of the company’s stock, valued at approximately $5,055,245.55. The trade was a 19.48% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, VP Robert M. Giglietti sold 3,035 shares of the firm’s stock in a transaction on Friday, January 30th. The stock was sold at an average price of $305.51, for a total value of $927,222.85. Following the completion of the sale, the vice president directly owned 10,583 shares of the company’s stock, valued at $3,233,212.33. The trade was a 22.29% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 37,398 shares of company stock valued at $11,455,491 in the last 90 days. Insiders own 0.21% of the company’s stock.

GE Aerospace Stock Down 0.6%

Shares of GE Aerospace stock opened at $340.97 on Friday. 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 has a 52-week low of $159.36 and a 52-week high of $348.48. The company’s 50 day moving average price is $317.13 and its 200-day moving average price is $300.97. The stock has a market capitalization of $357.61 billion, a price-to-earnings ratio of 41.89, a P/E/G ratio of 3.17 and a beta of 1.40.

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

GE Aerospace Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, April 27th. Shareholders of record on Monday, March 9th will be given a dividend of $0.47 per share. This represents a $1.88 dividend on an annualized basis and a yield of 0.6%. 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. GE Aerospace’s dividend payout ratio is currently 17.69%.

Wall Street Analyst Weigh In

A number of equities analysts recently weighed in on the company. The Goldman Sachs Group raised their price objective on GE Aerospace from $338.00 to $350.00 and gave the company a “buy” rating in a report on Friday, January 23rd. TD Cowen lifted their price target on shares of GE Aerospace from $330.00 to $350.00 and gave the stock a “buy” rating in a research note on Wednesday, January 14th. Wolfe Research boosted their price objective 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 cut shares of GE Aerospace from a “buy” rating to a “hold” rating in a research note on Saturday, February 21st. Finally, Deutsche Bank Aktiengesellschaft lifted their target price on shares of GE Aerospace from $375.00 to $387.00 and gave the stock a “buy” rating in a research report on Friday, January 23rd. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, GE Aerospace presently has an average rating of “Moderate Buy” and a consensus target price of $329.29.

GE Aerospace 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.