6,729 Shares in GE Aerospace $GE Acquired by Kepler Cheuvreux Suisse SA

Kepler Cheuvreux Suisse SA bought a new stake in GE Aerospace (NYSE:GE) in the 3rd quarter, Holdings Channel.com reports. The fund bought 6,729 shares of the company’s stock, valued at approximately $2,024,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Brighton Jones LLC boosted its position in shares of GE Aerospace by 25.3% during the fourth quarter. Brighton Jones LLC now owns 12,008 shares of the company’s stock worth $2,003,000 after buying an additional 2,421 shares during the period. Revolve Wealth Partners LLC raised its holdings in shares of GE Aerospace by 7.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 2,251 shares of the company’s stock valued at $375,000 after buying an additional 150 shares during the period. Sivia Capital Partners LLC raised its holdings in shares of GE Aerospace by 4.6% in the 2nd 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 period. Penserra Capital Management LLC lifted its stake in GE Aerospace by 126.7% during the 2nd quarter. Penserra Capital Management LLC now owns 204 shares of the company’s stock worth $52,000 after acquiring an additional 114 shares in the last quarter. Finally, Connor Clark & Lunn Investment Management Ltd. acquired a new position in GE Aerospace during the 2nd quarter worth about $341,000. 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: GE Aerospace announced a US$1 billion 2026 investment program to expand and modernize multiple U.S. manufacturing sites, target higher jet‑engine output for commercial and defense customers, and support suppliers — a move that underpins future revenue and backlog execution. GE Aerospace’s US$1b Bet On U.S. Capacity And Backlog Execution
• Positive Sentiment: Coverage pieces are bullishly framing the $1B push as a clear reason to buy — analysts and commentators point to capacity expansion and defense exposure as drivers for longer‑term upside. A $1 Billion Reason to Buy GE Aerospace Stock Now
• Positive Sentiment: Company is deploying the $1B across dozens of sites (announcements cite investments in ~30 communities across 17 states) — concentrated capital spending that should improve throughput and create jobs, supporting both commercial and defense delivery cadence. GE Aerospace invests $1B package in 30 communities across 17 states
• Positive Sentiment: Local capex items: specific site investments include Terre Haute (~$15M), Lynn (~$42M), Limestone County/Huntsville (~$55M) and West Michigan (~$60M, incl. $10M for Grand Rapids avionics) — concrete, near‑term deployments of the broader program. GE Aerospace to invest about $15 million in Terre Haute plant
• Positive Sentiment: Short interest fell sharply in late February (down ~27% from mid‑February), reducing one potential source of downside pressure and suggesting fewer forced sellers as the company executes on backlog. Short interest decline reported
• Neutral Sentiment: Analysis pieces (Forbes, market commentary) highlight that GE’s stock has outperformed recently on strong commercial orders and defense wins — these explain the prior rally but also raise expectations that the market may be pricing in aggressive execution. What’s Behind GE Stock’s Massive Rally?
• Neutral Sentiment: Macro/defense context: defense spending and geopolitical tensions are cited as tailwinds for defense suppliers (including GE’s defense engine business), which may support multiple expansion but also adds sensitivity to news flow and volatility. Why This Defense ETF Could Keep Rallying as the Iran Conflict Escalates (GE)

Insider Transactions at GE Aerospace

In related news, VP Robert M. Giglietti sold 3,035 shares of the business’s stock in a transaction that occurred on Friday, January 30th. The stock was sold at an average price of $305.51, for a total transaction of $927,222.85. Following the completion of the sale, the vice president owned 10,583 shares in the company, valued at $3,233,212.33. The trade was a 22.29% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Amy L. Gowder sold 4,000 shares of the company’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 value of $1,222,920.00. Following the completion of the transaction, the senior vice president directly owned 16,535 shares of the company’s stock, valued at $5,055,245.55. This trade represents a 19.48% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 37,398 shares of company stock valued at $11,455,491. Corporate insiders own 0.21% of the company’s stock.

GE Aerospace Price Performance

GE Aerospace stock opened at $325.08 on Thursday. 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 fifty day simple moving average of $320.48 and a 200-day simple moving average of $305.09. The stock has a market cap of $340.94 billion, a P/E ratio of 39.94, a price-to-earnings-growth ratio of 3.02 and a beta of 1.36. GE Aerospace has a 12-month low of $159.36 and a 12-month high of $348.48.

GE Aerospace (NYSE:GE) last posted its earnings results on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, beating the consensus estimate of $1.43 by $0.14. The firm 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%.GE Aerospace’s revenue for the quarter was up 17.6% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Equities analysts expect 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 dividend of $0.47 per share. This is a boost from GE Aerospace’s previous quarterly dividend of $0.36. The ex-dividend date of this dividend is Monday, March 9th. This represents a $1.88 annualized dividend and a dividend yield of 0.6%. GE Aerospace’s dividend payout ratio is 23.10%.

Analyst Ratings Changes

Several equities analysts have weighed in on GE shares. TD Cowen lifted their target price on GE Aerospace from $330.00 to $350.00 and gave the company a “buy” rating in a research report on Wednesday, January 14th. Citigroup reissued a “buy” rating and set a $380.00 price target (up from $378.00) on shares of GE Aerospace in a research report on Friday, January 23rd. Wolfe Research raised their price objective on shares of GE Aerospace from $340.00 to $360.00 and gave the company an “outperform” rating in a research note on Monday, January 12th. JPMorgan Chase & Co. lifted their price objective on shares of GE Aerospace from $325.00 to $335.00 and gave the company an “overweight” rating in a report on Monday, January 26th. Finally, Deutsche Bank Aktiengesellschaft upped their target price on shares of GE Aerospace from $375.00 to $387.00 and gave the stock a “buy” rating in a research note on Friday, January 23rd. One equities research 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 stock. Based on data from MarketBeat.com, GE Aerospace presently has a consensus rating of “Moderate Buy” and a consensus target price of $331.12.

GE Aerospace Company 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.