Towarzystwo Funduszy Inwestycyjnych PZU SA Boosts Stake in GE Aerospace $GE

Towarzystwo Funduszy Inwestycyjnych PZU SA raised its stake in shares of GE Aerospace (NYSE:GE) by 138.1% during the third quarter, Holdings Channel.com reports. The institutional investor owned 2,905 shares of the company’s stock after buying an additional 1,685 shares during the period. Towarzystwo Funduszy Inwestycyjnych PZU SA’s holdings in GE Aerospace were worth $874,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. Brighton Jones LLC boosted its stake 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 valued at $2,003,000 after acquiring an additional 2,421 shares during the last quarter. Revolve Wealth Partners LLC raised its stake in 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 purchasing an additional 150 shares during the last quarter. Sivia Capital Partners LLC lifted its holdings in 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 purchasing an additional 191 shares in the last quarter. Penserra Capital Management LLC lifted its holdings in GE Aerospace by 126.7% in the 2nd quarter. Penserra Capital Management LLC now owns 204 shares of the company’s stock valued at $52,000 after purchasing an additional 114 shares in the last quarter. Finally, Connor Clark & Lunn Investment Management Ltd. acquired a new stake in shares of GE Aerospace during the 2nd quarter worth about $341,000. Hedge funds and other institutional investors own 74.77% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have recently commented on GE. Morgan Stanley began coverage on shares of GE Aerospace in a report on Friday, February 20th. They set an “overweight” rating and a $425.00 price target for the company. Deutsche Bank Aktiengesellschaft raised 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. Wall Street Zen cut shares of GE Aerospace from a “buy” rating to a “hold” rating in a research note on Saturday, February 21st. Zacks Research upgraded GE Aerospace from a “hold” rating to a “strong-buy” rating in a report on Tuesday, January 27th. Finally, Citigroup reissued a “buy” rating and set a $380.00 price target (up from $378.00) on shares of GE Aerospace in a research note on Friday, January 23rd. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $331.12.

GE Aerospace Stock Down 2.4%

GE opened at $299.25 on Friday. GE Aerospace has a 12 month low of $159.36 and a 12 month high of $348.48. The business has a 50-day moving average of $320.02 and a two-hundred day moving average of $305.32. The company has a debt-to-equity ratio of 1.00, a current ratio of 1.04 and a quick ratio of 0.74. The stock has a market capitalization of $313.85 billion, a price-to-earnings ratio of 36.76, a price-to-earnings-growth ratio of 2.83 and a beta of 1.36.

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

GE Aerospace Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, April 27th. Shareholders of record on Monday, March 9th will be paid a dividend of $0.47 per share. This is an increase from GE Aerospace’s previous quarterly dividend of $0.36. 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. GE Aerospace’s payout ratio is 23.10%.

Key Stories Impacting GE Aerospace

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

• Positive Sentiment: GE continues capacity buildout with another investment at its Batesville site, signaling continued manufacturing expansion and localized production for engines/components. GE Aerospace investing another $18 million in Batesville site
• Positive Sentiment: GE boosts CFM56 turbine-blade manufacturing — an operational move to raise throughput on a high-volume engine family, supporting aftermarket revenue and parts availability. GE Aerospace Boosts CFM56 Turbine Blade Manufacturing
• Positive Sentiment: Planned investments in Illinois and Greater Cincinnati (including a reported $9M and $115M respectively) and a broader $1B U.S. manufacturing push (and hiring 5,000) reinforce long-term capacity, supply-chain resilience and secular aftermarket growth. GE Aerospace to invest $9 million in 2 Illinois facilities
• Positive Sentiment: GE and Palantir extend their AI partnership to improve U.S. Air Force readiness and predictive maintenance — a revenue and margin lever in defense services and digital aftermarket offerings. GE Aerospace And Palantir Extend AI Deal For U.S. Air Force Readiness
• Positive Sentiment: Joint engine research with Airbus Helicopters advances technology partnerships that can lead to future programs and content wins. GE Aerospace, Airbus Helicopters Advance Joint Engine Research
• Neutral Sentiment: Coverage pieces (e.g., 3D-printing stock lists, “buy the dip” analyses) highlight positive structural narratives for GE but are opinion pieces rather than new company-specific catalysts. Top 3D Printing Stocks to Buy Now
• Neutral Sentiment: Small reported congressional insider sale (Rep. Austin Scott) is noted by media but is immaterial to company fundamentals. Rep. Austin Scott Has Sold Up to $30K Worth Of GE Aerospace Stock
• Negative Sentiment: FAA airworthiness directive on certain GEnx HPC stage-5 blisks introduces near-term inspection/replacement costs and scheduling disruption for airline customers — a clear short-term earnings and cash-flow overhang if shop visits rise. GE Aerospace slides as FAA directive on GEnx components adds new maintenance overhang
• Negative Sentiment: Broader market pressure — rising oil/prices and profit-taking after a strong run — is weighing on cyclicals and premium-valuation aerospace names, amplifying pullbacks. Should You Buy the Dip in GE Aerospace Stock Today?

Insiders Place Their Bets

In other GE Aerospace news, SVP Amy L. Gowder sold 4,000 shares of GE Aerospace stock in a transaction 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 transaction, the senior vice president owned 16,535 shares in the company, valued at $5,055,245.55. This trade represents a 19.48% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, SVP Russell Stokes sold 30,363 shares of the business’s stock in a transaction on Friday, January 30th. The shares were 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 $46,103,507.98. This represents a 16.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 37,398 shares of company stock valued at $11,455,491 over the last quarter. Company insiders own 0.21% of the company’s stock.

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.