GE Aerospace $GE Stock Holdings Lifted by Martingale Asset Management L P

Martingale Asset Management L P grew its stake in shares of GE Aerospace (NYSE:GE) by 44.3% in the third quarter, Holdings Channel.com reports. The fund owned 91,654 shares of the company’s stock after buying an additional 28,150 shares during the quarter. Martingale Asset Management L P’s holdings in GE Aerospace were worth $27,571,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of the stock. Diversified Trust Co lifted its stake in GE Aerospace by 21.3% during the third quarter. Diversified Trust Co now owns 32,021 shares of the company’s stock valued at $9,633,000 after buying an additional 5,625 shares in the last quarter. Cadinha & Co. LLC boosted its holdings in shares of GE Aerospace by 154.8% in the third quarter. Cadinha & Co. LLC now owns 97,280 shares of the company’s stock worth $29,264,000 after buying an additional 59,106 shares during the period. Police & Firemen s Retirement System of New Jersey increased its position in shares of GE Aerospace by 1.8% in the second quarter. Police & Firemen s Retirement System of New Jersey now owns 159,682 shares of the company’s stock worth $41,101,000 after acquiring an additional 2,779 shares in the last quarter. Czech National Bank increased its position in shares of GE Aerospace by 3.3% in the third quarter. Czech National Bank now owns 269,330 shares of the company’s stock worth $81,020,000 after acquiring an additional 8,668 shares in the last quarter. Finally, Phoenix Financial Ltd. raised its holdings in shares of GE Aerospace by 34.3% during the third quarter. Phoenix Financial Ltd. now owns 22,632 shares of the company’s stock valued at $6,808,000 after acquiring an additional 5,775 shares during the period. 74.77% of the stock is owned by institutional investors.

GE Aerospace Trading Down 5.7%

Shares of NYSE GE opened at $306.52 on Friday. The business has a 50 day simple moving average of $320.45 and a 200 day simple moving average of $305.10. 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 $321.48 billion, a price-to-earnings ratio of 37.66, a PEG ratio of 3.00 and a beta of 1.36. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.74 and a current ratio of 1.04.

GE Aerospace (NYSE:GE) last issued its quarterly earnings data on Thursday, January 22nd. The company reported $1.57 earnings per share for the quarter, beating the consensus estimate of $1.43 by $0.14. The firm had revenue of $11.90 billion for the quarter, compared to analyst estimates of $11.27 billion. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The company’s revenue for the quarter was up 17.6% on a year-over-year basis. During the same quarter last year, the firm earned $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, research analysts predict that GE Aerospace will post 5.4 earnings per share for the current fiscal year.

GE Aerospace Increases Dividend

The firm also recently declared 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 dividend on an annualized basis 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 23.10%.

Analyst Upgrades and Downgrades

GE has been the subject of several research analyst reports. Susquehanna restated a “positive” rating and issued a $380.00 price target on shares of GE Aerospace in a research report on Thursday, January 15th. 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, January 23rd. JPMorgan Chase & Co. boosted their target price on shares of GE Aerospace from $325.00 to $335.00 and gave the company an “overweight” rating in a research note on Monday, January 26th. Weiss Ratings restated a “buy (b)” rating on shares of GE Aerospace in a report on Thursday, January 22nd. Finally, Morgan Stanley initiated coverage on GE Aerospace in a research report on Friday, February 20th. They issued an “overweight” rating and a $425.00 target price for the company. One investment 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 issued a Sell rating to the company. Based on data from MarketBeat, GE Aerospace has a consensus rating of “Moderate Buy” and an average price target of $331.12.

Key Stories Impacting GE Aerospace

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

• Positive Sentiment: Expanded AI deal with Palantir to improve U.S. Air Force fleet readiness and engine supply-chain/predictive-maintenance capabilities — supports longer-term service revenue and higher-margin digital offerings. GE Aerospace And Palantir Extend AI Deal For U.S. Air Force Readiness
• Positive Sentiment: $1 billion U.S. manufacturing investment plan in 2026 (site upgrades, advanced materials, 5,000 hires) should expand production capacity and help convert backlog into revenue. This reinforces medium-term growth/execution prospects. GE Aerospace to invest $1 billion in U.S. manufacturing, hire 5,000 workers
• Neutral Sentiment: Coverage and sector write-ups cite GE among industrials tied to advanced manufacturing/3D printing tailwinds — positive narrative but largely already reflected in consensus forecasts. Top 3D Printing Stocks to Buy Now for Solid Long-Term Returns
• Neutral Sentiment: Palantir’s conference announcements (Nvidia collaboration and partner wins) spotlight ecosystem momentum that can help GE’s software/service deployments, but timing and revenue contribution remain uncertain. Palantir Unveils Nvidia Software Pact, Defense Partnerships At AI Conference
• Negative Sentiment: FAA airworthiness directive on certain GEnx HPC stage-5 blisks (a manufacturing quality escape tied to a single forged ingot) raises the prospect of incremental inspections, shop visits and replacement costs — the primary near-term driver of the stock’s downward move. GE Aerospace slides as FAA directive on GEnx components adds new maintenance overhang

Insider Activity

In related news, VP Robert M. Giglietti sold 3,035 shares of GE Aerospace stock in a transaction on Friday, January 30th. The shares were 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 owned 10,583 shares of the company’s stock, valued at approximately $3,233,212.33. The trade was a 22.29% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Amy L. Gowder sold 4,000 shares of the company’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $305.73, for a total transaction of $1,222,920.00. Following the completion of the sale, the senior vice president owned 16,535 shares of the company’s stock, valued at $5,055,245.55. This represents a 19.48% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In 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 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.