Knights of Columbus Asset Advisors LLC grew its position in shares of GE Aerospace (NYSE:GE – Free Report) by 20.5% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 17,024 shares of the company’s stock after buying an additional 2,901 shares during the quarter. Knights of Columbus Asset Advisors LLC’s holdings in GE Aerospace were worth $5,121,000 at the end of the most recent reporting period.
Several other hedge funds also recently modified their holdings of GE. Jacobsen Capital Management increased its holdings in GE Aerospace by 1.4% during the 3rd quarter. Jacobsen Capital Management now owns 2,295 shares of the company’s stock valued at $690,000 after purchasing an additional 32 shares in the last quarter. Harfst & Associates Inc. grew its holdings in shares of GE Aerospace by 0.4% during the third quarter. Harfst & Associates Inc. now owns 7,444 shares of the company’s stock worth $2,239,000 after purchasing an additional 33 shares during the last quarter. RMG Wealth Management LLC increased its stake in shares of GE Aerospace by 8.3% in the third quarter. RMG Wealth Management LLC now owns 442 shares of the company’s stock valued at $132,000 after buying an additional 34 shares in the last quarter. Grove Bank & Trust raised its holdings in shares of GE Aerospace by 1.0% in the third quarter. Grove Bank & Trust now owns 3,537 shares of the company’s stock valued at $1,064,000 after buying an additional 35 shares during the last quarter. Finally, JDM Financial Group LLC lifted its position in GE Aerospace by 12.9% during the 3rd quarter. JDM Financial Group LLC now owns 306 shares of the company’s stock worth $92,000 after buying an additional 35 shares in the last quarter. Institutional investors and hedge funds own 74.77% of the company’s stock.
Insiders Place Their Bets
In other news, SVP Russell Stokes sold 8,000 shares of GE Aerospace stock in a transaction on Wednesday, November 19th. The shares were sold at an average price of $297.71, for a total transaction of $2,381,680.00. Following the transaction, the senior vice president directly owned 150,434 shares of the company’s stock, valued at $44,785,706.14. This trade represents a 5.05% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Company insiders own 0.21% of the company’s stock.
GE Aerospace Trading Up 2.1%
GE Aerospace (NYSE:GE – Get Free Report) last issued its earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.43 by $0.14. The firm had revenue of $11.90 billion for the quarter, compared to analysts’ expectations of $11.27 billion. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.The company’s revenue was up 17.6% compared to the same quarter last year. During the same quarter last year, the business earned $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Research analysts forecast that GE Aerospace will post 5.4 EPS for the current year.
GE Aerospace Announces Dividend
The company also recently announced a quarterly dividend, which was paid on Monday, January 26th. Shareholders of record on Monday, December 29th were paid a $0.36 dividend. This represents a $1.44 annualized dividend and a yield of 0.5%. The ex-dividend date of this dividend was Monday, December 29th. GE Aerospace’s dividend payout ratio is presently 17.69%.
Wall Street Analyst Weigh In
GE has been the subject of a number of research analyst reports. Royal Bank Of Canada boosted their target price on shares of GE Aerospace from $300.00 to $340.00 and gave the stock an “outperform” rating in a research note on Friday, October 17th. BNP Paribas Exane dropped their price objective on shares of GE Aerospace from $305.00 to $290.00 and set an “underperform” rating for the company in a research report on Friday, January 23rd. UBS Group set a $374.00 price objective on GE Aerospace and gave the stock a “buy” rating in a report on Friday, January 23rd. Zacks Research raised GE Aerospace from a “hold” rating to a “strong-buy” rating in a research note on Tuesday. Finally, Deutsche Bank Aktiengesellschaft boosted their target price on GE Aerospace from $375.00 to $387.00 and gave the stock a “buy” rating in a research report on Friday, January 23rd. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $319.00.
View Our Latest Report on GE Aerospace
GE Aerospace News Summary
Here are the key news stories impacting GE Aerospace this week:
- Positive Sentiment: Zacks upgraded GE to a “strong‑buy,” adding buy‑side momentum and signaling increased analyst conviction. Zacks Upgrade
- Positive Sentiment: Jim Cramer publicly pushed back against the market’s skepticism on GE, a high‑visibility endorsement that often drives short‑term retail demand. Jim Cramer Insists Market is Wrong About GE Aerospace
- Positive Sentiment: Citigroup added GE to its high‑conviction focus list and outlined a path to a much larger market value, which supports a multi‑quarter re‑rating if execution continues. Citi Adds GE to High‑Conviction Focus List
- Positive Sentiment: JPMorgan raised its price target to $335, providing an institutional price anchor that can support further upside from current levels. JPMorgan Raises Price Target
- Positive Sentiment: Technology/program win: NASA and GE validated a hybrid aircraft engine under the HyTEC program — a longer‑term positive for R&D credibility and potential future contracts. NASA, GE Validate Hybrid Engine
- Neutral Sentiment: Delta settled on continued use of GE’s GEnx engines amid broader testing developments, which supports ongoing airline customer relationships but is operational/contractual rather than a large new order. Delta Settles on GEnx Engines
- Neutral Sentiment: Independent media and analysts (The Motley Fool, Seeking Alpha) argue the market overreacted to near‑term margin pressure and that GE’s longer‑term fundamentals still support upside — these narratives help sentiment but don’t change near‑term cash flow. Fool: Market Is Wrong to Sell Off GE
- Negative Sentiment: Near‑term margin pressure highlighted in recent updates has been cited as the reason for prior weakness — a genuine risk that could blunt upside if execution or margins deteriorate further. Margin Pressure Note
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.
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