Sumitomo Life Insurance Co. Raises Holdings in GE Aerospace $GE

Sumitomo Life Insurance Co. increased its stake in GE Aerospace (NYSE:GE) by 34.0% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 12,515 shares of the company’s stock after purchasing an additional 3,176 shares during the period. Sumitomo Life Insurance Co.’s holdings in GE Aerospace were worth $3,765,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also bought and sold shares of the company. Bare Financial Services Inc lifted its stake in shares of GE Aerospace by 81.1% during the second quarter. Bare Financial Services Inc now owns 96 shares of the company’s stock worth $25,000 after buying an additional 43 shares during the period. REAP Financial Group LLC purchased a new position in GE Aerospace in the 3rd quarter worth $25,000. Marquette Asset Management LLC acquired a new stake in GE Aerospace during the 3rd quarter worth about $26,000. Lavaca Capital LLC lifted its position in GE Aerospace by 1,666.7% during the 2nd quarter. Lavaca Capital LLC now owns 106 shares of the company’s stock worth $27,000 after acquiring an additional 100 shares during the period. Finally, Barnes Dennig Private Wealth Management LLC grew its stake in GE Aerospace by 147.2% during the 3rd 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 during the last quarter. Institutional investors and hedge funds own 74.77% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on the company. Weiss Ratings restated a “buy (b)” rating on shares of GE Aerospace in a research note on Thursday, January 22nd. Wall Street Zen downgraded shares of GE Aerospace from a “buy” rating to a “hold” rating in a report on Saturday, February 21st. UBS Group set a $374.00 price objective on shares of GE Aerospace and gave the company a “buy” rating in a research note on Friday, January 23rd. Susquehanna reiterated a “positive” rating and issued a $380.00 price objective on shares of GE Aerospace in a research note on Thursday, January 15th. Finally, BNP Paribas Exane decreased their target price 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. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, GE Aerospace currently has an average rating of “Moderate Buy” and an average price target of $329.29.

Insider Activity

In other news, SVP Amy L. Gowder sold 4,000 shares of the business’s stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $305.73, for a total transaction of $1,222,920.00. Following the transaction, the senior vice president owned 16,535 shares of the company’s stock, valued at approximately $5,055,245.55. The trade was a 19.48% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, SVP Russell Stokes sold 30,363 shares of the stock in a transaction that occurred 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 completion of 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 37,398 shares of company stock worth $11,455,491 in the last quarter. Corporate insiders own 0.21% of the company’s stock.

GE Aerospace Price Performance

NYSE:GE opened at $343.37 on Thursday. The company has a 50 day moving average price of $316.35 and a 200-day moving average price of $300.69. GE Aerospace has a 1-year low of $159.36 and a 1-year high of $348.48. The firm has a market cap of $360.13 billion, a price-to-earnings ratio of 42.18, a price-to-earnings-growth ratio of 3.19 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 released its quarterly earnings data on Thursday, January 22nd. The company reported $1.57 earnings per share for the quarter, beating analysts’ consensus estimates of $1.43 by $0.14. The company 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 firm’s revenue for the quarter was up 17.6% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Equities research 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 given 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 0.5%. The ex-dividend date is Monday, March 9th. GE Aerospace’s dividend payout ratio (DPR) is currently 17.69%.

Key Stories Impacting GE Aerospace

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

• Positive Sentiment: GE announced a partnership with Palantir to bring AI capabilities to a U.S. defense jet‑engine contract — this could improve maintenance, performance analytics and sticky long‑term defense revenue. GE Aerospace Is Linking Up with Palantir. Should You Buy GE Stock Here?
• Positive Sentiment: United Airlines selected 300 GEnx engines (plus spares) for new Boeing 787s — a material commercial order that supports revenue visibility for GE’s civil engines business. United Airlines selects GE Aerospace (GE)’s GEnx Engines for Boeing 787
• Positive Sentiment: GE expanded its Collaborative Combat Aircraft (CCA) engine work with Kratos and the USAF — strengthening defense backlog and R&D partnerships in next‑gen propulsion. GE-Kratos-USAF Deal Expands CCA Engine Agreement
• Positive Sentiment: Analyst upgrades and comparisons show bullish momentum — Zacks upgraded GE to Strong Buy and several notes contrast GE’s stronger growth vs. peers like RTX, supporting investor optimism. GE (GE) Upgraded to Strong Buy: Here’s What You Should Know
• Neutral Sentiment: Kratos’ own recent contract wins (including work with GE on the GEK1500) highlight partner ecosystem strength but don’t directly change GE’s top‑line yet. Kratos Contract Wins Deepen Role In Hypersonics Propulsion And Space Systems
• Neutral Sentiment: Macro/sector themes — analysts note AI could lower aerospace costs and lift margins over time, a structural tailwind but not an immediate earnings catalyst. GE and 5 More Stocks That Can Win as AI Shakes Up the Economy
• Negative Sentiment: Valuation is stretched (high P/E vs. peers) and the stock is near its 1‑year high — that invites profit‑taking and sensitivity to any execution or guidance misses. How Is GE Aerospace’s Stock Performance Compared to Other Aerospace & Defense Stocks?
• Negative Sentiment: Competitive pressure: rivals (Pratt & Whitney/RTX) have engine programs and backlogs that could win future platforms, so GE must convert current wins into long‑term share. RTX post sparks buzz as Pratt & Whitney vies to power stealthy Mach 2 jet

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.