Tredje AP fonden Takes $9.04 Million Position in GE Aerospace $GE

Tredje AP fonden acquired a new position in GE Aerospace (NYSE:GE) during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 30,045 shares of the company’s stock, valued at approximately $9,038,000.

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

GE Aerospace News Roundup

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

• Positive Sentiment: Morgan Stanley initiated coverage of GE Aerospace with an Overweight rating and a $425 price target, arguing the market underestimates GE’s long‑term free cash flow and pricing power — a clear analyst-driven bullish catalyst. Morgan Stanley initiates GE Aerospace stock with overweight rating
• Positive Sentiment: Media coverage is spotlighting GE’s new “AI Wingmate” program — AI tools for inspections and predictive maintenance that could lower airline downtime and support services revenue growth, boosting investor sentiment around recurring aftermarket cash flows. GE Aerospace readies for liftoff with wild new AI wingmate
• Positive Sentiment: Reports note GE signed a significant engine order with United Airlines (and dealer/airline comments praising GE engines surfaced), reinforcing near‑term aftermarket and OEM revenue visibility. Contract wins like this support higher revenue and service attach rates. GE Aerospace, United Airlines ink big engine order
• Positive Sentiment: GE is partnering with Starfighters Space to support the STARLAUNCH I rocket program’s critical design review — a small but strategic aerospace collaboration that highlights GE’s broader aerospace engineering role and potential new revenue avenues. Starfighters and GE Progress STARLAUNCH Platform
• Neutral Sentiment: Technically, several market commentators flagged GE Aerospace entering a “buy range” and hitting all‑time highs — this momentum can attract trend‑following flows but also raises volatility risk on any pullback. Dow Jones Futures Fall Before Big Economic Data, Possible Trump Tariff Ruling; AI Leader Climbs, Cancer-Test Firm Crashes

GE Aerospace Stock Up 2.3%

Shares of GE opened at $342.54 on Friday. The company has a market capitalization of $359.26 billion, a price-to-earnings ratio of 42.08, a PEG ratio of 3.17 and a beta of 1.40. GE Aerospace has a 52 week low of $159.36 and a 52 week high of $344.30. The stock’s 50-day moving average price is $313.63 and its 200-day moving average price is $299.23. The company has a quick ratio of 0.74, a current ratio of 1.04 and a debt-to-equity ratio of 1.00.

GE Aerospace (NYSE:GE) last released its quarterly earnings data on Thursday, January 22nd. The company reported $1.57 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 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. The business’s quarterly 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. On average, sell-side analysts predict that GE Aerospace will post 5.4 EPS for the current year.

GE Aerospace Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, April 27th. Investors of record on Monday, March 9th will be paid a $0.47 dividend. The ex-dividend date is Monday, March 9th. This represents a $1.88 annualized dividend and a dividend yield of 0.5%. This is a boost from GE Aerospace’s previous quarterly dividend of $0.36. GE Aerospace’s dividend payout ratio (DPR) is presently 17.69%.

Analyst Ratings Changes

A number of equities analysts have recently commented on GE shares. Zacks Research raised shares of GE Aerospace from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, January 27th. Morgan Stanley began coverage on shares of GE Aerospace in a research note on Friday. They set an “overweight” rating and a $425.00 price objective on the stock. Susquehanna reiterated a “positive” rating and issued a $380.00 price target on shares of GE Aerospace in a report on Thursday, January 15th. JPMorgan Chase & Co. increased their price target on shares of GE Aerospace from $325.00 to $335.00 and gave the company an “overweight” rating in a research report on Monday, January 26th. Finally, UBS Group set a $374.00 price target on shares of GE Aerospace and gave the stock a “buy” rating in a report on Friday, January 23rd. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $329.29.

Insiders Place Their Bets

In other news, VP Robert M. Giglietti sold 3,035 shares of the business’s stock in a transaction that occurred on 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 sale, the vice president directly owned 10,583 shares in the company, valued at $3,233,212.33. The trade was a 22.29% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, SVP Amy L. Gowder sold 4,000 shares of the stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $305.73, for a total value of $1,222,920.00. Following the transaction, the senior vice president owned 16,535 shares in the company, valued at $5,055,245.55. This trade represents a 19.48% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 37,398 shares of company stock worth $11,455,491. 0.21% of the stock is owned by corporate insiders.

GE Aerospace Company Profile

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.