NatWest Group plc Acquires New Stake in GE Aerospace $GE

NatWest Group plc bought a new position in GE Aerospace (NYSE:GE) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 36,392 shares of the company’s stock, valued at approximately $11,210,000. GE Aerospace comprises 2.6% of NatWest Group plc’s holdings, making the stock its 15th biggest position.

Other hedge funds have also recently made changes to their positions in the company. Jacobsen Capital Management lifted its holdings in GE Aerospace by 1.4% during the third quarter. Jacobsen Capital Management now owns 2,295 shares of the company’s stock valued at $690,000 after purchasing an additional 32 shares during the last quarter. Harfst & Associates Inc. increased its stake in shares of 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 increased its stake in shares of 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 raised its position in shares of 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 purchasing an additional 33 shares during the period. Finally, RMG Wealth Management LLC raised its position 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 purchasing an additional 34 shares during the period. 74.77% of the stock is currently owned by institutional investors.

GE Aerospace Price Performance

GE stock opened at $285.50 on Friday. The firm has a 50 day moving average of $314.96 and a 200-day moving average of $306.44. The firm has a market capitalization of $299.44 billion, a P/E ratio of 35.07, a price-to-earnings-growth ratio of 2.74 and a beta of 1.36. GE Aerospace has a 12 month low of $159.36 and a 12 month 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 posted its 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. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The business had revenue of $11.90 billion for the quarter, compared to analyst estimates of $11.27 billion. During the same quarter in the prior year, the firm posted $1.32 EPS. GE Aerospace’s revenue was up 17.6% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, sell-side analysts predict that GE Aerospace will post 5.4 earnings per share for the current fiscal year.

GE Aerospace Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, April 27th. Stockholders of record on Monday, March 9th will be issued a $0.47 dividend. The ex-dividend date of this dividend is Monday, March 9th. This is an increase from GE Aerospace’s previous quarterly dividend of $0.36. This represents a $1.88 annualized dividend and a dividend yield of 0.7%. GE Aerospace’s payout ratio is currently 23.10%.

Trending Headlines about GE Aerospace

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

• Positive Sentiment: Jim Cramer labeled GE a “huge winner,” boosting investor interest in GE’s defense/aviation franchise and helping lift momentum for the stock. GE Aerospace (GE) Stock Up After Jim Cramer Called It a “Huge Winner”
• Positive Sentiment: Sector tailwinds: reports highlight aviation strength driving S&P 500 futures focus, which supports demand expectations for GE’s engines and avionics businesses. GE Aerospace (NYSE:GE) Aviation Strength Drives S&P 500 Futures Focus
• Positive Sentiment: Capacity expansion: GE plans to invest over €110M and hire more than 1,000 workers in Europe to boost production and speed advanced manufacturing — a near-term cost but a medium-term revenue/capacity positive. GE Aerospace (GE) To Invest Over €110M, Boost Workforce In Europe
• Positive Sentiment: Analyst sentiment remains constructive overall, with multiple Wall Street notes highlighting GE as a buy — supporting investor confidence despite short-term volatility. Wall Street Analysts See GE (GE) as a Buy: Should You Invest?
• Neutral Sentiment: Valuation and portfolio dynamics: analyses note renewed focus on GE Vernova turbine orders, GE Aerospace’s AI partnership with Palantir, and capacity investments — while also flagging a recent one‑month share-price decline that tempers immediate enthusiasm. A Look At General Electric (GE) Valuation As New Energy Orders And Aerospace Investments Build Momentum
• Neutral Sentiment: Emerging-market growth: coverage highlights profitable growth opportunities for GE Aerospace in emerging markets — a positive structural factor but one that plays out over quarters. GE Aerospace: Profitable Growth Coming From Emerging Markets
• Neutral Sentiment: Defense-sector context: broader defense names (e.g., Lockheed) and related market moves are under scrutiny — positive for industry demand but the duration and size of any “war premium” remain debated. Lockheed Martin Stock: Is The Iran War Already Priced In?
• Neutral Sentiment: Unrelated small-cap moves (e.g., Spire) are being reported in the market but don’t materially affect GE’s fundamentals. Strength Seen in Spire (SPIR): Can Its 7.1% Jump Turn into More Strength?
• Negative Sentiment: Zacks Research downgraded GE from “strong-buy” to “hold,” which likely weighed on sentiment and contributed to the intraday sell-off. Zacks Downgrade Coverage
• Negative Sentiment: Technical weakness and short-term momentum: the stock’s 1‑month decline and trading below both its 50- and 200-day moving averages increase downside risk as momentum investors step back.

Wall Street Analyst Weigh In

Several research firms recently commented on GE. Susquehanna reaffirmed a “positive” rating and issued a $380.00 price objective on shares of GE Aerospace in a report on Thursday, January 15th. Wolfe Research boosted their target price on shares of GE Aerospace from $340.00 to $360.00 and gave the company an “outperform” rating in a report on Monday, January 12th. Zacks Research downgraded GE Aerospace from a “strong-buy” rating to a “hold” rating in a research report on Tuesday. JPMorgan Chase & Co. raised their price target on GE Aerospace from $325.00 to $335.00 and gave the stock an “overweight” rating in a report on Monday, January 26th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of GE Aerospace in a research report on Thursday, January 22nd. Sixteen equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $331.12.

Insider Buying and Selling

In related news, SVP Amy L. Gowder sold 4,000 shares of the business’s 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 completion of the transaction, the senior vice president directly owned 16,535 shares in the company, valued at $5,055,245.55. The trade was a 19.48% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, VP Robert M. Giglietti sold 3,035 shares of the company’s stock in a transaction dated Friday, January 30th. The stock was sold at an average price of $305.51, for a total value of $927,222.85. Following the completion of the transaction, the vice president owned 10,583 shares in the company, valued at $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 quarter, insiders have sold 37,398 shares of company stock worth $11,455,491. Corporate insiders own 0.19% of the company’s stock.

About GE Aerospace

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.