Federated Hermes Inc. Reduces Stake in GE Aerospace $GE

Federated Hermes Inc. cut its holdings in shares of GE Aerospace (NYSE:GE) by 0.7% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 767,107 shares of the company’s stock after selling 5,101 shares during the quarter. Federated Hermes Inc. owned 0.07% of GE Aerospace worth $230,761,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in GE. Brighton Jones LLC grew its position in GE Aerospace by 25.3% during the 4th quarter. Brighton Jones LLC now owns 12,008 shares of the company’s stock worth $2,003,000 after purchasing an additional 2,421 shares during the period. Revolve Wealth Partners LLC boosted its stake in shares of GE Aerospace by 7.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 2,251 shares of the company’s stock worth $375,000 after buying an additional 150 shares during the last quarter. Sivia Capital Partners LLC grew its holdings in GE Aerospace by 4.6% during the second quarter. Sivia Capital Partners LLC now owns 4,337 shares of the company’s stock worth $1,116,000 after acquiring an additional 191 shares during the period. GC Wealth Management RIA LLC raised its position in GE Aerospace by 344.4% during the second quarter. GC Wealth Management RIA LLC now owns 7,483 shares of the company’s stock valued at $1,926,000 after acquiring an additional 5,799 shares in the last quarter. Finally, Archford Capital Strategies LLC acquired a new position in GE Aerospace in the second quarter valued at approximately $465,000. 74.77% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on GE shares. TD Cowen raised their price objective on shares of GE Aerospace from $330.00 to $350.00 and gave the stock a “buy” rating in a research note on Wednesday, January 14th. Royal Bank Of Canada raised their price target on shares of GE Aerospace from $300.00 to $340.00 and gave the company an “outperform” rating in a research report on Friday, October 17th. UBS Group set a $374.00 price objective on shares of GE Aerospace and gave the stock a “buy” rating in a research report on Friday. Wolfe Research increased their target price on shares of GE Aerospace from $340.00 to $360.00 and gave the stock an “outperform” rating in a research note on Monday, January 12th. Finally, Citigroup restated a “buy” rating and issued a $380.00 price target (up previously from $378.00) on shares of GE Aerospace in a research note on Friday. Sixteen equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $319.00.

GE Aerospace Stock Up 0.8%

GE stock opened at $297.31 on Wednesday. GE Aerospace has a 52 week low of $159.36 and a 52 week high of $332.79. The company has a quick ratio of 0.74, a current ratio of 1.04 and a debt-to-equity ratio of 1.00. The firm has a 50-day simple moving average of $305.01 and a 200-day simple moving average of $293.35. The stock has a market capitalization of $313.61 billion, a P/E ratio of 36.52, a P/E/G ratio of 2.26 and a beta of 1.40.

GE Aerospace (NYSE:GE) last posted its quarterly earnings data on Thursday, January 22nd. The company reported $1.57 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.43 by $0.14. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.The company had revenue of $12.72 billion for the quarter, compared to analysts’ expectations of $11.27 billion. During the same period in the previous year, the firm posted $1.32 EPS. GE Aerospace’s revenue was up 17.6% compared to the same quarter last year. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Equities analysts forecast that GE Aerospace will post 5.4 earnings per share for the current fiscal year.

GE Aerospace Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, January 26th. Investors of record on Monday, December 29th were paid a $0.36 dividend. This represents a $1.44 annualized dividend and a yield of 0.5%. The ex-dividend date of this dividend was Monday, December 29th. GE Aerospace’s dividend payout ratio is currently 17.69%.

Insiders Place Their Bets

In other GE Aerospace news, SVP Russell Stokes sold 8,000 shares of GE Aerospace stock in a transaction on Wednesday, November 19th. The shares were sold at an average price of $297.71, for a total transaction of $2,381,680.00. Following the sale, the senior vice president owned 150,434 shares of the company’s stock, valued at $44,785,706.14. The trade was a 5.05% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Insiders own 0.21% of the company’s stock.

Key Headlines Impacting GE Aerospace

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

• Positive Sentiment: GE completed the first ground tests of a narrowbody hybrid‑electric engine system with NASA support, demonstrating core functions and hitting or exceeding test targets—this advances a potential low‑emissions product pathway and supports longer‑term TAM expansion for engines and propulsion systems. NASA, GE Test Hybrid Engine for Next Decade of Flight
• Positive Sentiment: JPMorgan raised its price target on GE Aerospace to $335 and maintained an “overweight” rating, implying meaningful upside and lending momentum to buy‑side conviction. Analyst support can lift short‑term flows and sentiment. JPMorgan adjusts price target on GE Aerospace to $335
• Neutral Sentiment: Industry coverage (Aviation Week/FlightGlobal) provides technical confirmation that GE’s ground tests demonstrated the hybrid‑electric prototype’s core functions and exceeded expected targets—important validation but still early-stage from a commercialization and revenue perspective. GE Exceeds Targets In Hybrid‑Electric Passport Ground Tests
• Neutral Sentiment: Additional technical reporting (FlightGlobal) underscores test progress but highlights remaining development milestones—useful for long‑term investors but not an immediate revenue driver. GE says ground tests demonstrated hybrid‑electric prototype’s core functions
• Neutral Sentiment: Broader industry and market reports (e.g., aircraft sensors market) and trending coverage (Zacks) are increasing attention on GE but don’t change fundamentals immediately—these items can influence investor interest and thematic positioning. Aircraft Sensors Market Report 2026-2030 & 2035
• Negative Sentiment: Counterbalancing headlines and analyst commentary flag valuation and external risks (including tariff/geo‑political uncertainty); Seeking Alpha highlights pros and cons for investors and cautions on fair value and macro/regulatory risk that could cap near‑term upside. GE Aerospace: The Pros And Cons Of Investing In The Stock Right Now

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.