Ruffer LLP Acquires 8,190 Shares of GE Aerospace $GE

Ruffer LLP boosted its stake in GE Aerospace (NYSE:GE) by 8.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 100,365 shares of the company’s stock after acquiring an additional 8,190 shares during the period. GE Aerospace accounts for approximately 1.7% of Ruffer LLP’s holdings, making the stock its 23rd biggest holding. Ruffer LLP’s holdings in GE Aerospace were worth $30,191,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Marquette Asset Management LLC bought a new position in GE Aerospace in the third quarter worth about $26,000. Barnes Dennig Private Wealth Management LLC boosted its position in shares of GE Aerospace by 147.2% during the third quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company’s stock valued at $27,000 after purchasing an additional 53 shares in the last quarter. Bare Financial Services Inc grew its stake in GE Aerospace by 81.1% in 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 period. Roble Belko & Company Inc raised its holdings in GE Aerospace by 98.1% in the third quarter. Roble Belko & Company Inc now owns 103 shares of the company’s stock worth $31,000 after purchasing an additional 51 shares in the last quarter. Finally, Lavaca Capital LLC boosted its holdings in shares of GE Aerospace by 1,666.7% during the 2nd quarter. Lavaca Capital LLC now owns 106 shares of the company’s stock valued at $27,000 after buying an additional 100 shares in the last quarter. 74.77% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on GE shares. Weiss Ratings reissued a “buy (b)” rating on shares of GE Aerospace in a research report on Thursday, January 22nd. Royal Bank Of Canada upped their price target on GE Aerospace from $300.00 to $340.00 and gave the stock an “outperform” rating in a research note on Friday, October 17th. Wolfe Research boosted their target price on GE Aerospace from $340.00 to $360.00 and gave the stock an “outperform” rating in a report on Monday, January 12th. Citigroup reissued a “buy” rating and issued a $380.00 target price (up from $378.00) on shares of GE Aerospace in a research note on Friday, January 23rd. Finally, Sanford C. Bernstein reiterated an “outperform” rating on shares of GE Aerospace in a research note on Monday, October 27th. One equities 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 given a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $319.00.

Insider Buying and Selling

In other GE Aerospace news, SVP Russell Stokes sold 8,000 shares of the company’s stock in a transaction dated Wednesday, November 19th. The stock was sold at an average price of $297.71, for a total value of $2,381,680.00. Following the completion of the sale, the senior vice president owned 150,434 shares in the company, valued at $44,785,706.14. This represents a 5.05% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. 0.21% of the stock is currently owned by insiders.

Key GE Aerospace News

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

• Positive Sentiment: Zacks upgraded GE from “hold” to “strong-buy,” lifting short-term sentiment and buy-side interest. Zacks.com
• Positive Sentiment: Citi added GE to its high‑conviction focus list and laid out an aggressive long-term thesis (including a path to a $1T market value), which supports higher multiple expectations for the stock. Citi adds GE to high-conviction focus list
• Positive Sentiment: JPMorgan boosted its price target to $335, signaling stronger analyst conviction versus current levels and giving investors a nearer-term valuation upside reference. JPMorgan Chase & Co. Boosts GE Aerospace Price Target
• Positive Sentiment: GE completed successful ground tests of a narrowbody hybrid‑electric engine system with NASA under the HyTEC program — a technology milestone that enhances GE’s positioning in future engine markets and sustainability programs. NASA, GE Aerospace Validate Hybrid Aircraft Engine Under HyTEC Program
• Neutral Sentiment: Market commentary (The Motley Fool) says recent selling may have overreacted to near‑term margin pressure; this is a mixed signal — acknowledges short-term headwinds but argues fundamentals remain strong. The Market Is Wrong to Sell Off GE Aerospace Stock
• Neutral Sentiment: Zacks and other outlets are publishing analyst‑coverage roundups asking whether GE is a buy as Wall Street turns more optimistic — useful context but not a direct catalyst. Is GE (GE) a Buy as Wall Street Analysts Look Optimistic?
• Neutral Sentiment: Other items (Delta settlement on GEnx engines, GE Appliances manufacturing announcement) either resolve commercial uncertainty or relate to GE Appliances (Haier) rather than GE Aerospace — minimal direct impact on GE Aerospace fundamentals. Delta Airlines Settles on GE Aerospace GEnx Engines

GE Aerospace Trading Down 1.8%

GE Aerospace stock opened at $292.16 on Thursday. GE Aerospace has a one year low of $159.36 and a one year high of $332.79. The business’s fifty day moving average is $304.83 and its 200 day moving average is $293.35. The stock has a market capitalization of $308.17 billion, a PE ratio of 35.89, a price-to-earnings-growth ratio of 2.77 and a beta of 1.40. The company has a debt-to-equity ratio of 1.00, a current ratio of 1.04 and a quick ratio of 0.74.

GE Aerospace (NYSE:GE) last issued its earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.43 by $0.14. The company had revenue of $11.90 billion for 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 firm’s quarterly revenue was up 17.6% on a year-over-year basis. During the same quarter last year, the company posted $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, sell-side analysts predict that GE Aerospace will post 5.4 EPS for the current year.

GE Aerospace Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, January 26th. Investors of record on Monday, December 29th were given a dividend of $0.36 per share. The ex-dividend date was Monday, December 29th. This represents a $1.44 annualized dividend and a yield of 0.5%. GE Aerospace’s payout ratio is 17.69%.

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.