GE Aerospace $GE Shares Acquired by Bokf Na

Bokf Na increased its stake in GE Aerospace (NYSE:GE) by 16.6% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 15,243 shares of the company’s stock after buying an additional 2,175 shares during the period. Bokf Na’s holdings in GE Aerospace were worth $4,585,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in the stock. Jacobsen Capital Management raised its stake in shares of GE Aerospace by 1.4% in 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 stake in GE Aerospace by 0.4% in 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 in the last quarter. Ledyard National Bank grew its stake in GE Aerospace by 1.2% in the third quarter. Ledyard National Bank now owns 2,754 shares of the company’s stock worth $828,000 after purchasing an additional 33 shares in the last quarter. Hardy Reed LLC increased its holdings in GE Aerospace by 0.7% in the third quarter. Hardy Reed LLC now owns 4,999 shares of the company’s stock valued at $1,504,000 after buying an additional 33 shares during the last quarter. Finally, RMG Wealth Management LLC raised its stake in GE Aerospace by 8.3% during 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. 74.77% of the stock is owned by institutional investors and hedge funds.

More GE Aerospace News

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

• Positive Sentiment: Expanded AI deal with Palantir to improve U.S. Air Force fleet readiness and engine supply-chain/predictive-maintenance capabilities — supports longer-term service revenue and higher-margin digital offerings. GE Aerospace And Palantir Extend AI Deal For U.S. Air Force Readiness
• Positive Sentiment: $1 billion U.S. manufacturing investment plan in 2026 (site upgrades, advanced materials, 5,000 hires) should expand production capacity and help convert backlog into revenue. This reinforces medium-term growth/execution prospects. GE Aerospace to invest $1 billion in U.S. manufacturing, hire 5,000 workers
• Neutral Sentiment: Coverage and sector write-ups cite GE among industrials tied to advanced manufacturing/3D printing tailwinds — positive narrative but largely already reflected in consensus forecasts. Top 3D Printing Stocks to Buy Now for Solid Long-Term Returns
• Neutral Sentiment: Palantir’s conference announcements (Nvidia collaboration and partner wins) spotlight ecosystem momentum that can help GE’s software/service deployments, but timing and revenue contribution remain uncertain. Palantir Unveils Nvidia Software Pact, Defense Partnerships At AI Conference
• Negative Sentiment: FAA airworthiness directive on certain GEnx HPC stage-5 blisks (a manufacturing quality escape tied to a single forged ingot) raises the prospect of incremental inspections, shop visits and replacement costs — the primary near-term driver of the stock’s downward move. GE Aerospace slides as FAA directive on GEnx components adds new maintenance overhang

Insider Buying and Selling at GE Aerospace

In related news, SVP Amy L. Gowder sold 4,000 shares of the stock in a transaction dated 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 sale, the senior vice president owned 16,535 shares of the company’s stock, valued at $5,055,245.55. This trade represents a 19.48% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, VP Robert M. Giglietti sold 3,035 shares of GE Aerospace stock in a transaction dated Friday, January 30th. The shares were sold at an average price of $305.51, for a total transaction of $927,222.85. Following the completion of the sale, the vice president owned 10,583 shares in the company, valued at approximately $3,233,212.33. This represents a 22.29% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 37,398 shares of company stock worth $11,455,491. 0.21% of the stock is owned by insiders.

Wall Street Analyst Weigh In

A number of research analysts have commented on the company. Zacks Research raised GE Aerospace from a “hold” rating to a “strong-buy” rating in a report on Tuesday, January 27th. UBS Group set a $374.00 price target on GE Aerospace and gave the company a “buy” rating in a report on Friday, January 23rd. The Goldman Sachs Group upped their price target on GE Aerospace from $338.00 to $350.00 and gave the company a “buy” rating in a research report on Friday, January 23rd. BNP Paribas Exane decreased their price objective on shares of GE Aerospace from $305.00 to $290.00 and set an “underperform” rating for the company in a report on Friday, January 23rd. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of GE Aerospace in a research note on Thursday, January 22nd. One 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 assigned a Sell rating to the stock. Based on data from MarketBeat.com, GE Aerospace has a consensus rating of “Moderate Buy” and an average price target of $331.12.

GE Aerospace Stock Performance

Shares of GE stock opened at $306.52 on Friday. The company has a market cap of $321.48 billion, a P/E ratio of 37.66, a PEG ratio of 3.00 and a beta of 1.36. The business has a 50 day moving average of $320.45 and a two-hundred day moving average of $305.10. GE Aerospace has a 52 week low of $159.36 and a 52 week high of $348.48. The company has a quick ratio of 0.74, a current ratio of 1.04 and a debt-to-equity ratio of 1.00.

GE Aerospace (NYSE:GE) last announced its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share for the quarter, topping analysts’ consensus estimates of $1.43 by $0.14. The business 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 business’s quarterly revenue was up 17.6% on a year-over-year basis. During the same period in the prior year, the firm earned $1.32 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, analysts anticipate that GE Aerospace will post 5.4 EPS for the current year.

GE Aerospace Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, April 27th. Shareholders of record on Monday, March 9th will be given a $0.47 dividend. 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 23.10%.

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.