Van ECK Associates Corp Raises Stock Holdings in GE Aerospace $GE

Van ECK Associates Corp raised its holdings in GE Aerospace (NYSE:GE) by 2.5% during the 3rd quarter, Holdings Channel reports. The firm owned 227,896 shares of the company’s stock after buying an additional 5,621 shares during the quarter. Van ECK Associates Corp’s holdings in GE Aerospace were worth $68,556,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in GE. REAP Financial Group LLC purchased a new position in shares of GE Aerospace during the 3rd quarter valued at approximately $25,000. Marquette Asset Management LLC acquired a new stake in GE Aerospace in the 3rd quarter valued at $26,000. Barnes Dennig Private Wealth Management LLC increased its holdings in GE Aerospace by 147.2% in the 3rd quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company’s stock worth $27,000 after acquiring an additional 53 shares in the last quarter. Bare Financial Services Inc increased its holdings in GE Aerospace by 81.1% in the 2nd quarter. Bare Financial Services Inc now owns 96 shares of the company’s stock worth $25,000 after acquiring an additional 43 shares in the last quarter. Finally, Roble Belko & Company Inc raised its position in GE Aerospace by 98.1% during the third quarter. Roble Belko & Company Inc now owns 103 shares of the company’s stock worth $31,000 after acquiring an additional 51 shares during the period. 74.77% of the stock is currently owned by hedge funds and other institutional investors.

GE Aerospace Trading Up 1.5%

Shares of GE opened at $326.75 on Wednesday. GE Aerospace has a 52-week low of $159.36 and a 52-week high of $348.48. The stock has a market cap of $342.70 billion, a PE ratio of 40.14, a price-to-earnings-growth ratio of 2.97 and a beta of 1.36. The firm’s fifty day moving average is $320.15 and its two-hundred day moving average is $304.95. 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 issued its earnings results on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, beating analysts’ consensus estimates of $1.43 by $0.14. The business had revenue of $11.90 billion during the quarter, compared to analysts’ expectations of $11.27 billion. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The company’s quarterly revenue was up 17.6% compared to the same quarter last year. During the same period in the prior year, the business earned $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Research analysts forecast that GE Aerospace will post 5.4 earnings per share for the current fiscal year.

GE Aerospace Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, April 27th. Stockholders of record on Monday, March 9th will be issued a dividend of $0.47 per share. The ex-dividend date is Monday, March 9th. This represents a $1.88 annualized dividend and a dividend yield of 0.6%. This is an increase from GE Aerospace’s previous quarterly dividend of $0.36. GE Aerospace’s payout ratio is presently 23.10%.

Insider Activity

In related news, SVP Russell Stokes sold 30,363 shares of GE Aerospace stock in a transaction that occurred on Friday, January 30th. The stock was sold at an average price of $306.47, for a total transaction of $9,305,348.61. Following the transaction, the senior vice president owned 150,434 shares in the company, valued at approximately $46,103,507.98. This trade represents a 16.79% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, VP Robert M. Giglietti sold 3,035 shares of the business’s stock in a transaction 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 transaction, the vice president directly owned 10,583 shares in the company, valued at $3,233,212.33. This trade represents a 22.29% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 37,398 shares of company stock worth $11,455,491 over the last ninety days. Corporate insiders own 0.21% of the company’s stock.

More GE Aerospace News

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

• Positive Sentiment: GE Aerospace will invest an additional $1 billion in U.S. manufacturing in 2026 to expand capacity, modernize sites (avionics, advanced materials), support suppliers and boost engine output for commercial and defense customers — management says this addresses “tremendous demand” and ties directly to backlog execution. GE Aerospace to invest additional $1 billion in US
• Positive Sentiment: Numerous site-level investments announced (e.g., $55M in Huntsville/Limestone County, $60M in West Michigan, $42M in Lynn, $15M in Terre Haute, $45M in Dayton and others) — these are job-creating, capacity-focused upgrades that reduce supply-chain risk and increase near-term production capability. GE Aerospace invests $1B package in 30 communities across 17 states
• Positive Sentiment: Short interest fell sharply in February (down ~27% vs. mid-February), leaving only ~1.1% of float sold short and a short-interest ratio near 2.1 days — less short pressure can amplify upside on positive news and reduce downside tail risk from short-covering spikes. (internal short-interest report)
• Positive Sentiment: Analyst and market commentary highlight strong commercial engine orders and defense contracts as drivers of the stock’s rally and higher revenue visibility — reinforcing investor confidence in sustained growth and backlog conversion. What’s Behind GE Stock’s Massive Rally?
• Neutral Sentiment: GE Vernova (GEV), the separated energy business, is moving independently in the market; activity in GEV can affect broader GE group sentiment but is operationally distinct from GE Aerospace. GE Vernova (GEV) Advances While Market Declines
• Negative Sentiment: Higher capex: the aggressive $1B+ U.S. spending program boosts long-term capacity but increases near-term cash requirements and could pressure free cash flow and margins if ramp/execution lags. (company announcements)
• Negative Sentiment: Valuation and multiples are elevated (current P/E ~40) versus historical norms — investors should weigh growth/backlog visibility against a premium multiple that leaves less margin for execution misses. (reference: market metrics)

Wall Street Analyst Weigh In

GE has been the topic of several recent analyst reports. JPMorgan Chase & Co. increased their price objective on shares of GE Aerospace from $325.00 to $335.00 and gave the company an “overweight” rating in a report on Monday, January 26th. Wall Street Zen cut shares of GE Aerospace from a “buy” rating to a “hold” rating in a research note on Saturday, February 21st. The Goldman Sachs Group raised their price target on shares of GE Aerospace from $338.00 to $350.00 and gave the company a “buy” rating in a research note on Friday, January 23rd. UBS Group set a $374.00 price objective on GE Aerospace and gave the stock a “buy” rating in a report on Friday, January 23rd. Finally, Wolfe Research boosted their price objective on GE Aerospace from $340.00 to $360.00 and gave the stock an “outperform” rating in a research note on Monday, January 12th. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, one has given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, GE Aerospace has an average rating of “Moderate Buy” and an average target price of $331.12.

GE Aerospace 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.