LGT Group Foundation Decreases Stock Holdings in GE Aerospace $GE

LGT Group Foundation lowered its stake in shares of GE Aerospace (NYSE:GE) by 7.1% during the 3rd quarter, Holdings Channel.com reports. The fund owned 31,725 shares of the company’s stock after selling 2,414 shares during the quarter. LGT Group Foundation’s holdings in GE Aerospace were worth $9,545,000 as of its most recent filing with the SEC.

Other institutional investors have also recently made changes to their positions in the company. Bare Financial Services Inc raised its holdings 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 valued at $25,000 after purchasing an additional 43 shares during the last quarter. REAP Financial Group LLC bought a new position in GE Aerospace during the third quarter valued at approximately $25,000. Marquette Asset Management LLC purchased a new stake in GE Aerospace in the third quarter worth approximately $26,000. Lavaca Capital LLC boosted its holdings in GE Aerospace by 1,666.7% in the second quarter. Lavaca Capital LLC now owns 106 shares of the company’s stock worth $27,000 after purchasing an additional 100 shares during the last quarter. Finally, Barnes Dennig Private Wealth Management LLC grew its position in GE Aerospace by 147.2% in the 3rd quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company’s stock worth $27,000 after purchasing an additional 53 shares during the period. Hedge funds and other institutional investors own 74.77% of the company’s stock.

GE Aerospace Stock Down 1.3%

GE opened at $322.69 on Monday. The firm’s 50 day simple moving average is $319.65 and its two-hundred day simple moving average is $304.15. The company has a market capitalization of $338.44 billion, a PE ratio of 39.64, a PEG ratio of 2.98 and a beta of 1.36. GE Aerospace has a 1-year low of $159.36 and a 1-year high of $348.48. The company has a current ratio of 1.04, a quick ratio of 0.74 and a debt-to-equity ratio of 1.00.

GE Aerospace (NYSE:GE) last issued its quarterly earnings data on Thursday, January 22nd. The company reported $1.57 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.43 by $0.14. The firm had revenue of $11.90 billion during the quarter, compared to the consensus estimate of $11.27 billion. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The company’s revenue for the quarter was up 17.6% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.32 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, equities analysts forecast that GE Aerospace will post 5.4 EPS 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 issued a dividend of $0.47 per share. This is a boost from GE Aerospace’s previous quarterly dividend of $0.36. This represents a $1.88 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend is Monday, March 9th. GE Aerospace’s dividend payout ratio is presently 23.10%.

Insider Buying and Selling at GE Aerospace

In other news, SVP Amy L. Gowder sold 4,000 shares of GE Aerospace stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $305.73, for a total transaction of $1,222,920.00. Following the transaction, the senior vice president directly owned 16,535 shares of the company’s stock, valued at $5,055,245.55. The trade was a 19.48% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, SVP Russell Stokes sold 30,363 shares of GE Aerospace stock in a transaction dated Friday, January 30th. The shares were sold at an average price of $306.47, for a total value of $9,305,348.61. Following the transaction, the senior vice president directly owned 150,434 shares in the company, valued at approximately $46,103,507.98. The trade was a 16.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 37,398 shares of company stock valued at $11,455,491. Company insiders own 0.21% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts have weighed in on the stock. Morgan Stanley started coverage on shares of GE Aerospace in a research note on Friday, February 20th. They set an “overweight” rating and a $425.00 target price for the company. BNP Paribas Exane cut their price objective on GE Aerospace from $305.00 to $290.00 and set an “underperform” rating for the company in a report on Friday, January 23rd. Zacks Research upgraded GE Aerospace from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, January 27th. Citigroup reissued a “buy” rating and issued a $380.00 target price (up from $378.00) on shares of GE Aerospace in a report on Friday, January 23rd. Finally, Sanford C. Bernstein raised their target price on GE Aerospace from $374.00 to $405.00 and gave the stock an “outperform” rating in a research report on Tuesday, March 3rd. One investment 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. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $331.12.

More GE Aerospace News

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

• Positive Sentiment: Quarterly beat and raised guidance — GE topped Q4 estimates and set FY‑2026 EPS guidance at $7.10–$7.40, underpinning the long‑term bull case for engine and systems demand. GE Aerospace (GE) Stock Declines 4% Amid Profit-Taking Despite Strong Earnings
• Positive Sentiment: Analyst upgrades and bullish research continue — at least one upgrade/positive note has supported investor conviction that GE’s commercial and defense engines will drive earnings growth. GE Aerospace (NYSE:GE) Stock Price Up 1.8% on Analyst Upgrade
• Positive Sentiment: Sector tailwinds — strong commercial aerospace demand and rising engine product sales across the supply base add structural support to GE’s outlook. Howmet Gains From Strength in Commercial Aerospace: Will the Momentum Last?
• Neutral Sentiment: Macro / market context — broader market moves and economic data (e.g., jobs, oil) are creating intermittent volatility that can amplify stock swings. Dow Jones Futures Rise, Oil Prices Fall After Latest Spike; Broadcom, Nvidia In Focus
• Negative Sentiment: Profit‑taking after a large rally — traders are locking gains after roughly a 70%+ run, triggering a pullback even though earnings were strong. GE Aerospace (GE) Stock Declines 4% Amid Profit-Taking Despite Strong Earnings
• Negative Sentiment: Valuation concerns — several commentaries note GE is trading near 52‑week highs after a steep rally, prompting value‑focused investors to call the stock pricey and urging caution. Is GE Stock Flying Too High? Is General Electric (GE) Pricing In Too Much Optimism After Its 1 Year 67% Rally

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.