GE Aerospace $GE Stake Increased by Huntington National Bank

Huntington National Bank boosted its stake in GE Aerospace (NYSE:GE) by 2.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 583,409 shares of the company’s stock after acquiring an additional 16,591 shares during the period. GE Aerospace accounts for 1.1% of Huntington National Bank’s portfolio, making the stock its 22nd largest position. Huntington National Bank owned approximately 0.06% of GE Aerospace worth $175,501,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently added to or reduced their stakes in the stock. Bare Financial Services Inc lifted its position in shares of GE Aerospace by 81.1% during the second quarter. Bare Financial Services Inc now owns 96 shares of the company’s stock worth $25,000 after purchasing an additional 43 shares during the last quarter. REAP Financial Group LLC bought a new position in GE Aerospace during the 3rd quarter worth approximately $25,000. Marquette Asset Management LLC acquired a new position in shares of GE Aerospace in the 3rd quarter worth approximately $26,000. Lavaca Capital LLC grew its position in shares of GE Aerospace by 1,666.7% in the 2nd quarter. Lavaca Capital LLC now owns 106 shares of the company’s stock worth $27,000 after acquiring an additional 100 shares in the last quarter. Finally, Barnes Dennig Private Wealth Management LLC increased its holdings in shares of GE Aerospace by 147.2% in the 3rd quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company’s stock valued at $27,000 after acquiring an additional 53 shares during the last quarter. 74.77% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In related news, SVP Amy L. Gowder sold 4,000 shares of GE Aerospace stock in a transaction dated 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 sale, the senior vice president directly owned 16,535 shares in the company, valued at $5,055,245.55. The trade was a 19.48% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Russell Stokes sold 30,363 shares of the company’s stock in a transaction dated Friday, January 30th. The stock was sold at an average price of $306.47, for a total transaction of $9,305,348.61. Following the completion of the sale, the senior vice president directly owned 150,434 shares of the company’s stock, valued at $46,103,507.98. The trade was a 16.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 37,398 shares of company stock valued at $11,455,491. Company insiders own 0.21% of the company’s stock.

Analyst Upgrades and Downgrades

GE has been the subject of a number of research reports. Wolfe Research lifted 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. Morgan Stanley initiated coverage on shares of GE Aerospace in a report on Friday, February 20th. They issued an “overweight” rating and a $425.00 price target for the company. JPMorgan Chase & Co. increased their price objective on shares of GE Aerospace from $325.00 to $335.00 and gave the stock an “overweight” rating in a research note on Monday, January 26th. Zacks Research upgraded GE Aerospace from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, January 27th. Finally, TD Cowen increased their price target on GE Aerospace from $330.00 to $350.00 and gave the stock a “buy” rating in a research report on Wednesday, January 14th. One investment 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 issued a Sell rating to the company. According to MarketBeat, GE Aerospace presently has an average rating of “Moderate Buy” and an average target price of $329.29.

Key GE Aerospace News

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

• Positive Sentiment: Q4 beat and forward guidance: GE Aerospace reported EPS and revenue above expectations and set FY2026 guidance of $7.10–$7.40, reinforcing growth and margin outlook for the next year.
• Positive Sentiment: AI/data partnership with Palantir to support USAF training-fleet readiness — strengthens digital analytics for engine health and could improve aftermarket services and contract wins. GE Aerospace Partners With Palantir on AI Jet Engine Contract
• Positive Sentiment: Won first digital TrueChoice Defense deal for the J85 engine — a foothold for digital aftermarket solutions in military engines that can scale to other platforms. GE wins first digital TrueChoice Defense deal for J85 engine
• Positive Sentiment: Aftermarket/MRO expansion: Coverage highlights GE’s >$1B investments to scale MRO capacity as LEAP deliveries and shop visits rise — supports higher recurring aftermarket revenue and margins. Can GE’s Growth Investments Create Long-Term Value for Investors?
• Positive Sentiment: Market momentum/coverage: Recent pieces note GE stock reaching new highs and being in buy zones after recovery from a sell-off — positive technical and sentiment signal for momentum investors. GE Stock Jets To A New High. A Natural Gas Name Joins It.
• Positive Sentiment: Industry tailwinds: A new additive manufacturing industry report cites expanding use of metal/polymer 3D printing across aerospace and names GE Aerospace among key adopters — potential cost and supply-chain advantages. AM Applications (Metal and Polymer Parts) Industry Research Report 2025-2034
• Neutral Sentiment: GE expands use of Aireon space-based ADS‑B data — operational improvement for traffic/flight monitoring; helpful but incremental to near-term financials. Press Release: GE expands use of Aireon’s space-based ADS-B data
• Neutral Sentiment: Recruiting/PR: Military Officer Leadership Program and facility “behind the scenes” coverage improve talent pipeline and brand but have limited immediate financial impact. Military Officer Leadership Program though GE Aerospace Behind the scenes of GE Aerospace facility
• Negative Sentiment: Valuation/questions: Commentary in Forbes asks whether the rally makes GE too expensive for new buyers — raises short-term risk if growth or margin execution slips. GE Stock Is Soaring—Is It Too Late To Jump In?
• Negative Sentiment: Macro/market skepticism: Broader warnings about AI-driven market froth (Michael Burry commentary) can pressure high‑multiple industrials if risk appetite falls. ‘Big Short’ Investor Michael Burry Draws Parallel Between Nvidia and This 1920s Era Hot Stock

GE Aerospace Trading Up 0.2%

GE Aerospace stock opened at $341.55 on Friday. GE Aerospace has a 52-week low of $159.36 and a 52-week high of $348.48. The company has a quick ratio of 0.74, a current ratio of 1.04 and a debt-to-equity ratio of 1.00. The firm has a market capitalization of $358.22 billion, a price-to-earnings ratio of 41.96, a PEG ratio of 3.15 and a beta of 1.40. The firm has a 50-day moving average price of $317.81 and a two-hundred day moving average price of $301.43.

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 analysts’ consensus estimates of $1.43 by $0.14. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.The company had revenue of $11.90 billion for the quarter, compared to analysts’ expectations of $11.27 billion. During the same quarter in the previous year, the company posted $1.32 earnings per share. The business’s revenue for the quarter was up 17.6% compared to the same quarter last year. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Sell-side analysts expect that GE Aerospace will post 5.4 earnings per share for the current year.

GE Aerospace Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, April 27th. Stockholders of record on Monday, March 9th will be paid 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 annualized dividend and a dividend yield of 0.6%. GE Aerospace’s dividend payout ratio (DPR) is currently 17.69%.

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.