Tableaux LLC Buys Shares of 12,044 GE Aerospace $GE

Tableaux LLC bought a new stake in GE Aerospace (NYSE:GE) during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 12,044 shares of the company’s stock, valued at approximately $3,623,000. GE Aerospace accounts for approximately 1.5% of Tableaux LLC’s investment portfolio, making the stock its 20th largest holding.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Vanguard Group Inc. boosted its holdings in shares of GE Aerospace by 1.6% in the second quarter. Vanguard Group Inc. now owns 91,989,511 shares of the company’s stock valued at $23,677,180,000 after acquiring an additional 1,482,069 shares in the last quarter. State Street Corp raised its holdings in GE Aerospace by 1.4% during the second quarter. State Street Corp now owns 44,268,912 shares of the company’s stock worth $11,394,375,000 after purchasing an additional 613,866 shares in the last quarter. Geode Capital Management LLC lifted its position in GE Aerospace by 3.1% in the second quarter. Geode Capital Management LLC now owns 24,113,967 shares of the company’s stock valued at $6,181,956,000 after purchasing an additional 724,559 shares during the period. Norges Bank acquired a new stake in GE Aerospace in the second quarter valued at about $3,408,828,000. Finally, Jennison Associates LLC boosted its holdings in GE Aerospace by 21.5% in the 3rd quarter. Jennison Associates LLC now owns 8,430,878 shares of the company’s stock valued at $2,536,177,000 after purchasing an additional 1,494,541 shares in the last quarter. 74.77% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of equities analysts have recently issued reports on the company. Zacks Research raised GE Aerospace from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, January 27th. Citigroup reaffirmed a “buy” rating and set a $380.00 price objective (up from $378.00) on shares of GE Aerospace in a report on Friday, January 23rd. The Goldman Sachs Group raised their target price on GE Aerospace from $338.00 to $350.00 and gave the company a “buy” rating in a report on Friday, January 23rd. Wolfe Research boosted their target price on shares of GE Aerospace from $340.00 to $360.00 and gave the stock an “outperform” rating in a research report on Monday, January 12th. Finally, Morgan Stanley initiated coverage on shares of GE Aerospace in a report on Friday. They issued an “overweight” rating and a $425.00 price target for the company. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $329.29.

Insider Activity at GE Aerospace

In related news, SVP Amy L. Gowder sold 4,000 shares of the company’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $305.73, for a total transaction of $1,222,920.00. Following the transaction, the senior vice president owned 16,535 shares of the company’s stock, valued at approximately $5,055,245.55. This represents a 19.48% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, VP Robert M. Giglietti sold 3,035 shares of GE Aerospace stock in a transaction that occurred on Friday, January 30th. The stock was 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 directly owned 10,583 shares of the company’s stock, valued at $3,233,212.33. The trade was 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 90 days, insiders have sold 37,398 shares of company stock valued at $11,455,491. Company insiders own 0.21% of the company’s stock.

GE Aerospace Price Performance

GE stock opened at $346.27 on Wednesday. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.74 and a current ratio of 1.04. The firm has a market cap of $363.18 billion, a P/E ratio of 42.54, a PEG ratio of 3.13 and a beta of 1.40. GE Aerospace has a 1 year low of $159.36 and a 1 year high of $346.80. The stock’s 50 day moving average price is $315.32 and its 200 day moving average price is $300.39.

GE Aerospace (NYSE:GE) last posted its quarterly earnings data on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, topping analysts’ consensus estimates of $1.43 by $0.14. The firm had revenue of $11.90 billion during 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 firm’s quarterly revenue was up 17.6% compared to the same quarter last year. During the same quarter last year, the business posted $1.32 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, sell-side analysts expect that GE Aerospace will post 5.4 earnings per share for the current fiscal year.

GE Aerospace Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, April 27th. Stockholders 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 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend is Monday, March 9th. GE Aerospace’s dividend payout ratio (DPR) is presently 17.69%.

GE Aerospace News Roundup

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

• Positive Sentiment: United Airlines selected 300 GEnx engines (plus spares) for new Boeing 787s — a large commercial engine order that boosts GE’s backlog, long‑term service revenue and lifecycle aftermarket exposure. United Airlines selects GE Aerospace (GE)’s GEnx Engines for Boeing 787
• Positive Sentiment: GE teamed with Palantir on an AI-driven jet‑engine contract — partnership underscores efforts to deploy data/AI to improve engine performance, predictive maintenance and service margins (supports higher aftermarket economics). GE Aerospace teams with Palantir on AI-driven jet-engine contract
• Positive Sentiment: GE and Kratos won a U.S. Air Force award to design an engine for expendable Collaborative Combat Aircraft (initial $12.4M) — a defense program win that expands GE’s military engine pipeline and design momentum in smaller, high-rate-production engines. Kratos and GE Aerospace Win U.S. Air Force Award to Design Engine for Expendable Combat Collaborative Aircraft
• Positive Sentiment: Analyst upgrades and bullish coverage (Zacks upgrade to Strong Buy; Morgan Stanley initiation) are lifting sentiment and estimates, supporting near‑term share momentum. GE (GE) Upgraded to Strong Buy: Here’s What You Should Know
• Neutral Sentiment: Competitive positioning pieces note GE’s stronger growth profile vs. peers (e.g., RTX) — useful context for relative valuation and investor allocation decisions but not immediate cashflow impact. GE Aerospace vs. RTX: Which Aerospace & Defense Stock Should You Bet On?
• Neutral Sentiment: Airline OEM commitments (e.g., American’s long‑term CFM/GE engine commitments) underscore steady commercial demand trends that support production cadence and services over time. American Makes Long-Term Commitment to GE Engines
• Negative Sentiment: Competition and program risk: rival engine makers (Pratt & Whitney/RTX) continue vying for new platforms (e.g., fighter/stealth programs), which could limit share gains on some future aircraft programs. RTX post sparks buzz as Pratt & Whitney vies to power stealthy Mach 2 jet
• Negative Sentiment: Valuation and expectations are elevated after strong share gains and bullish coverage — investors should watch execution, margin delivery and whether future wins justify higher multiples. A Look At General Electric’s (GE) Valuation After Morgan Stanley’s Bullish Aerospace Initiation

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.