Korea Investment CORP Purchases 109,200 Shares of GE Aerospace $GE

Korea Investment CORP raised its position in shares of GE Aerospace (NYSE:GE) by 12.2% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 1,003,996 shares of the company’s stock after buying an additional 109,200 shares during the quarter. GE Aerospace comprises about 0.6% of Korea Investment CORP’s investment portfolio, making the stock its 23rd largest holding. Korea Investment CORP owned approximately 0.10% of GE Aerospace worth $302,022,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of GE. Diversified Trust Co grew its holdings in 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 purchasing an additional 5,625 shares during the last quarter. Cadinha & Co. LLC boosted its position in shares of 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 purchasing an additional 59,106 shares in the last quarter. Police & Firemen s Retirement System of New Jersey grew its stake in GE Aerospace by 1.8% during the 2nd quarter. Police & Firemen s Retirement System of New Jersey now owns 159,682 shares of the company’s stock worth $41,101,000 after buying an additional 2,779 shares during the last quarter. Czech National Bank increased its position in GE Aerospace by 3.3% during the 3rd quarter. Czech National Bank now owns 269,330 shares of the company’s stock valued at $81,020,000 after buying an additional 8,668 shares in the last quarter. Finally, Phoenix Financial Ltd. raised its stake in GE Aerospace by 34.3% in the third quarter. Phoenix Financial Ltd. now owns 22,632 shares of the company’s stock valued at $6,808,000 after buying an additional 5,775 shares during the last quarter. 74.77% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

A number of brokerages have recently weighed in on GE. Sanford C. Bernstein boosted their price target on GE Aerospace from $374.00 to $405.00 and gave the stock an “outperform” rating in a research note on Tuesday, March 3rd. Weiss Ratings reiterated a “buy (b)” rating on shares of GE Aerospace in a research note on Thursday, January 22nd. JPMorgan Chase & Co. boosted their target price on shares of GE Aerospace from $325.00 to $335.00 and gave the stock an “overweight” rating in a research report on Monday, January 26th. The Goldman Sachs Group upped their price target on shares of GE Aerospace from $338.00 to $350.00 and gave the company a “buy” rating in a research note on Friday, January 23rd. Finally, Zacks Research raised shares of GE Aerospace from a “hold” rating to a “strong-buy” rating in a report on Tuesday, January 27th. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, one has assigned a Hold rating and one has issued 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 a consensus target price of $331.12.

Insiders Place Their Bets

In other GE Aerospace news, SVP Russell Stokes sold 30,363 shares of the 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 sale, the senior vice president directly owned 150,434 shares of the company’s stock, valued at approximately $46,103,507.98. This trade represents a 16.79% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, VP Robert M. Giglietti sold 3,035 shares of GE Aerospace 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 transaction, the vice president 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. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 37,398 shares of company stock valued at $11,455,491. Company insiders own 0.21% of the company’s stock.

Key GE Aerospace News

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

• Positive Sentiment: Quarterly beat and raised guidance — GE topped Q4 estimates and set FY‑2026 EPS guidance at $7.10–$7.40, underpinning the long‑term bull case for engine and systems demand. GE Aerospace (GE) Stock Declines 4% Amid Profit-Taking Despite Strong Earnings
• Positive Sentiment: Analyst upgrades and bullish research continue — at least one upgrade/positive note has supported investor conviction that GE’s commercial and defense engines will drive earnings growth. GE Aerospace (NYSE:GE) Stock Price Up 1.8% on Analyst Upgrade
• Positive Sentiment: Sector tailwinds — strong commercial aerospace demand and rising engine product sales across the supply base add structural support to GE’s outlook. Howmet Gains From Strength in Commercial Aerospace: Will the Momentum Last?
• Neutral Sentiment: Macro / market context — broader market moves and economic data (e.g., jobs, oil) are creating intermittent volatility that can amplify stock swings. Dow Jones Futures Rise, Oil Prices Fall After Latest Spike; Broadcom, Nvidia In Focus
• Negative Sentiment: Profit‑taking after a large rally — traders are locking gains after roughly a 70%+ run, triggering a pullback even though earnings were strong. GE Aerospace (GE) Stock Declines 4% Amid Profit-Taking Despite Strong Earnings
• Negative Sentiment: Valuation concerns — several commentaries note GE is trading near 52‑week highs after a steep rally, prompting value‑focused investors to call the stock pricey and urging caution. Is GE Stock Flying Too High? Is General Electric (GE) Pricing In Too Much Optimism After Its 1 Year 67% Rally

GE Aerospace Price Performance

Shares of NYSE:GE opened at $322.69 on Friday. GE Aerospace has a twelve month low of $159.36 and a twelve month high of $348.48. The company has a current ratio of 1.04, a quick ratio of 0.74 and a debt-to-equity ratio of 1.00. The company has a market cap of $338.44 billion, a PE ratio of 39.64, a price-to-earnings-growth ratio of 2.98 and a beta of 1.36. The company’s 50 day moving average is $319.65 and its 200 day moving average is $303.89.

GE Aerospace (NYSE:GE) last announced its quarterly earnings data on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, beating the consensus estimate of $1.43 by $0.14. The business had revenue of $11.90 billion during 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 quarterly revenue was up 17.6% compared to the same quarter last year. During the same period in the previous year, the business posted $1.32 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, sell-side 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 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 annualized dividend and a yield of 0.6%. GE Aerospace’s dividend payout ratio 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.