Bahl & Gaynor LLC Purchases 71,432 Shares of GE Aerospace $GE

Bahl & Gaynor LLC raised its position in GE Aerospace (NYSE:GE) by 37.4% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 262,215 shares of the company’s stock after purchasing an additional 71,432 shares during the period. Bahl & Gaynor LLC’s holdings in GE Aerospace were worth $81,887,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of GE. Amundi increased its position in shares of GE Aerospace by 135.2% in the 1st quarter. Amundi now owns 6,119,975 shares of the company’s stock worth $1,736,665,000 after purchasing an additional 3,518,278 shares during the last quarter. Jupiter Topco LLC bought a new position in shares of GE Aerospace during the second quarter worth about $1,283,858,000. Wellington Management Group LLP lifted its position in shares of GE Aerospace by 97.3% during the second quarter. Wellington Management Group LLP now owns 6,797,935 shares of the company’s stock worth $2,540,592,000 after purchasing an additional 3,352,432 shares during the last quarter. Jennison Associates LLC grew its stake in GE Aerospace by 37.7% in the first quarter. Jennison Associates LLC now owns 11,026,006 shares of the company’s stock worth $3,128,850,000 after purchasing an additional 3,017,937 shares in the last quarter. Finally, State Street Corp grew its stake in GE Aerospace by 2.6% in the second quarter. State Street Corp now owns 46,497,628 shares of the company’s stock worth $17,377,559,000 after purchasing an additional 1,160,584 shares in the last quarter. 74.77% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at GE Aerospace

In related news, VP Robert Giglietti sold 14,796 shares of the firm’s stock in a transaction that occurred on Wednesday, November 4th. The stock was sold at an average price of $332.54, for a total value of $4,920,261.84. Following the sale, the vice president owned 20,201 shares of the company’s stock, valued at approximately $6,717,640.54. This trade represents a 42.28% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 0.19% of the company’s stock.

GE Aerospace Price Performance

Shares of NYSE:GE opened at $338.41 on Wednesday. The company has a market cap of $349.70 billion, a PE ratio of 39.03, a P/E/G ratio of 2.28 and a beta of 1.43. GE Aerospace has a fifty-two week low of $268.91 and a fifty-two week high of $388.84. The firm has a 50-day simple moving average of $314.60 and a 200 day simple moving average of $323.43. The company has a quick ratio of 0.68, a current ratio of 0.98 and a debt-to-equity ratio of 0.96.

GE Aerospace (NYSE:GE) last issued its earnings results on Tuesday, October 20th. The company reported $2.25 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.01 by $0.24. GE Aerospace had a net margin of 17.31% and a return on equity of 44.43%. The firm had revenue of $13.29 billion for the quarter, compared to analysts’ expectations of $12.88 billion. During the same quarter last year, the company posted $1.66 earnings per share. GE Aerospace’s revenue was up 24.7% on a year-over-year basis. On average, sell-side analysts anticipate that GE Aerospace will post 8.16 EPS for the current year.

GE Aerospace Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, October 26th. Stockholders of record on Monday, October 5th were given a dividend of $0.47 per share. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date was Monday, October 5th. GE Aerospace’s dividend payout ratio is presently 21.68%.

Key Headlines Impacting GE Aerospace

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

• Positive Sentiment: Defense and propulsion growth: Robust demand, rising orders and key defense contracts are supporting the segment’s low-double-digit growth outlook for 2026, providing a potential business-growth catalyst. Zacks article
• Positive Sentiment: Analyst outlook remains bullish: Despite GE Aerospace lagging the broader market over the past year, Wall Street analysts cited in the report remain optimistic about its prospects. Barchart article
• Neutral Sentiment: Charitable donations: GE Aerospace donated more than $1 million to veteran and military charities in the U.S. and U.K.—a reputational positive, but not a direct earnings catalyst. Military.com article
• Neutral Sentiment: Industrial fund selling: GE was the largest stock sale reported by the Industrial Select SPDR, which sold holdings across all 83 positions. Because the fund exited everything, the sale may reflect broad portfolio changes rather than a GE-specific view. Yahoo Finance article
• Negative Sentiment: Correction may weigh on sentiment: A Motley Fool article describes GE Aerospace shares as being in a correction, a near-term headwind, though it argues patient investors could be rewarded over the longer term. Motley Fool article

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on GE. Jefferies Financial Group reissued a “buy” rating and issued a $425.00 price objective on shares of GE Aerospace in a report on Sunday, October 25th. Wells Fargo & Company decreased their target price on GE Aerospace from $390.00 to $380.00 and set an “overweight” rating for the company in a research report on Wednesday, September 30th. JPMorgan Chase & Co. lowered their price target on GE Aerospace from $400.00 to $375.00 and set an “overweight” rating for the company in a report on Wednesday, October 21st. Susquehanna lowered their price target on GE Aerospace from $430.00 to $400.00 and set a “positive” rating for the company in a report on Wednesday, October 21st. Finally, UBS Group reissued a “buy” rating and set a $380.00 price target (up from $377.00) on shares of GE Aerospace in a research report on Wednesday, October 21st. Sixteen research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, GE Aerospace currently has a consensus rating of “Moderate Buy” and an average target price of $373.45.

About GE Aerospace

GE Aerospace (NYSE: GE) designs, manufactures and services engines and related systems for commercial and military aircraft. Its offerings include aircraft engines, components, avionics and other integrated systems, along with maintenance, repair and overhaul services and digital solutions that support aircraft operations. The company serves airlines, aircraft manufacturers, governments and defense organizations around the world. Its business combines original equipment production with long-term aftermarket support, including parts and technical services for engines already in operation.