Jennison Associates LLC Raises Holdings in GE Aerospace $GE

Jennison Associates LLC boosted its position in GE Aerospace (NYSE:GE) by 37.7% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 11,026,006 shares of the company’s stock after purchasing an additional 3,017,937 shares during the quarter. GE Aerospace comprises approximately 2.2% of Jennison Associates LLC’s investment portfolio, making the stock its 12th largest position. Jennison Associates LLC’s holdings in GE Aerospace were worth $3,128,850,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in GE. Blueline Advisors LLC purchased a new stake in shares of GE Aerospace during the fourth quarter worth $25,000. Ankerstar Wealth LLC purchased a new position in shares of GE Aerospace in the fourth quarter worth about $31,000. Tucker Asset Management LLC acquired a new position in GE Aerospace during the fourth quarter worth about $32,000. Lifetime Wealth Management P.C. acquired a new position in GE Aerospace during the fourth quarter worth about $40,000. Finally, Beaird Harris Wealth Management LLC boosted its holdings in shares of GE Aerospace by 72.0% during the 3rd quarter. Beaird Harris Wealth Management LLC now owns 141 shares of the company’s stock worth $42,000 after purchasing an additional 59 shares during the last quarter. Hedge funds and other institutional investors own 74.77% of the company’s stock.

GE Aerospace Price Performance

GE stock opened at $348.58 on Friday. The business has a fifty day moving average of $336.31 and a two-hundred day moving average of $318.52. The company has a quick ratio of 0.70, a current ratio of 0.98 and a debt-to-equity ratio of 0.96. The stock has a market cap of $363.69 billion, a price-to-earnings ratio of 41.06, a price-to-earnings-growth ratio of 2.98 and a beta of 1.35. GE Aerospace has a 52-week low of $254.66 and a 52-week high of $382.97.

GE Aerospace (NYSE:GE) last posted its earnings results on Thursday, July 16th. The company reported $2.02 EPS for the quarter, beating analysts’ consensus estimates of $1.86 by $0.16. GE Aerospace had a return on equity of 40.56% and a net margin of 17.72%.The company had revenue of $12.63 billion for the quarter, compared to the consensus estimate of $11.87 billion. During the same quarter in the previous year, the business earned $1.66 earnings per share. The company’s revenue for the quarter was up 21.1% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. As a group, research analysts anticipate that GE Aerospace will post 7.93 earnings per share for the current year.

GE Aerospace Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, July 27th. Investors of record on Monday, July 6th will be issued a $0.47 dividend. This represents a $1.88 annualized dividend and a yield of 0.5%. The ex-dividend date is Monday, July 6th. GE Aerospace’s payout ratio is 22.14%.

Analysts Set New Price Targets

GE has been the subject of a number of recent research reports. Jefferies Financial Group raised their target price on GE Aerospace from $365.00 to $455.00 and gave the stock a “buy” rating in a research note on Thursday, July 2nd. Weiss Ratings raised shares of GE Aerospace from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday. Citigroup restated a “buy” rating and set a $431.00 price objective (up from $353.00) on shares of GE Aerospace in a research report on Wednesday, July 1st. Daiwa Securities Group initiated coverage on shares of GE Aerospace in a research note on Tuesday, March 31st. They set a “neutral” rating and a $301.00 target price on the stock. Finally, Sanford C. Bernstein reiterated an “outperform” rating on shares of GE Aerospace in a report on Tuesday. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, GE Aerospace has an average rating of “Moderate Buy” and an average price target of $370.33.

Key Headlines Impacting GE Aerospace

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

• Positive Sentiment: GE Aerospace beat Q2 estimates, posting $2.02 EPS on $12.63 billion in revenue, and raised its FY 2026 outlook to $7.65-$7.85 EPS, signaling stronger profit, cash flow, and demand momentum. Article: GE Aerospace lifts 2026 forecast as airlines keep up maintenance spending
• Positive Sentiment: Several reports highlighted resilient commercial services and maintenance demand, which supports the company’s longer-term earnings power and helped analysts say the stock may still have room to run. Article: GE Q2 Earnings Call Points to a Higher 2026 Ceiling
• Positive Sentiment: UBS raised its price target on GE Aerospace to $435 and reiterated a buy rating, reinforcing the view that fundamentals remain strong after earnings.
• Positive Sentiment: The CFM LEAP 1B durability kit was approved, a product and aftermarket development that may help support future engine service revenue. Article: GE Aerospace Says CFM Leap 1B Durability Kit Approved
• Neutral Sentiment: CEO Larry Culp said there are “no victory laps,” suggesting management sees execution and supply chain issues as the main challenge even after a record quarter. Article: GE Aerospace Has a Record Quarter. Larry Culp Says ‘No Victory Laps’
• Neutral Sentiment: Some coverage noted that backlog remains huge, but slowing order growth and ongoing delivery constraints are tempering enthusiasm and keeping valuation concerns in focus. Article: GE boosts profit outlook but stock falls as booming order growth cools
• Negative Sentiment: The stock is under pressure because investors appear to be taking profits after a strong run and are worried the valuation is already rich, even with the improved guidance. Article: GE Aerospace Q2 earnings top estimates as commercial services drive growth

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.