GE Aerospace $GE Shares Acquired by OVERSEA CHINESE BANKING Corp Ltd

OVERSEA CHINESE BANKING Corp Ltd boosted its stake in GE Aerospace (NYSE:GE) by 11.4% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 79,087 shares of the company’s stock after purchasing an additional 8,080 shares during the quarter. OVERSEA CHINESE BANKING Corp Ltd’s holdings in GE Aerospace were worth $29,513,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Auto Owners Insurance Co grew its position in GE Aerospace by 52,247.5% during the fourth quarter. Auto Owners Insurance Co now owns 65,721,281 shares of the company’s stock valued at $2,024,413,000 after acquiring an additional 65,595,733 shares during the period. Norges Bank purchased a new position in shares of GE Aerospace in the 4th quarter worth about $4,444,736,000. Amundi raised its holdings in shares of GE Aerospace by 135.2% in the 1st quarter. Amundi now owns 6,119,975 shares of the company’s stock worth $1,736,665,000 after purchasing an additional 3,518,278 shares during the period. Jennison Associates LLC lifted its stake in shares of GE Aerospace by 37.7% in the 1st quarter. Jennison Associates LLC now owns 11,026,006 shares of the company’s stock valued at $3,128,850,000 after purchasing an additional 3,017,937 shares in the last quarter. Finally, Corient Private Wealth LLC lifted its stake in shares of GE Aerospace by 382.1% in the 4th quarter. Corient Private Wealth LLC now owns 2,757,281 shares of the company’s stock valued at $849,325,000 after purchasing an additional 2,185,321 shares in the last quarter. Institutional investors and hedge funds own 74.77% of the company’s stock.

GE Aerospace News Roundup

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

• Positive Sentiment: The U.S. Air Force selected the GE Aerospace–Kratos F143 as a second engine source for the JASSM cruise missile. The award expands GE’s defense exposure and could create an additional source of future engine production and aftermarket revenue. US Air Force adds GE-Kratos F143 as second engine source for JASSM
• Positive Sentiment: A visit by Sen. Jon Husted and a senior Pentagon official highlighted GE Aerospace’s role in U.S. aerospace and defense programs. While not a new contract, the engagement underscores the company’s strategic importance as Washington emphasizes domestic defense-industrial capacity. Sen. Husted, senior Pentagon official visit GE Aerospace
• Neutral Sentiment: GE Aerospace continues investing in aviation’s longer-term evolution, including hybrid-electric flight and engineering capabilities developed by its Bengaluru team. These initiatives may support future product opportunities but are unlikely to materially affect near-term earnings. GE Aerospace Bengaluru innovation
• Neutral Sentiment: Recent commentary focuses on GE Aerospace’s aviation strategy and possible catalysts for its next growth phase, including engine demand, aftermarket services, innovation and defense opportunities. These are supportive themes, but the reports do not identify a specific near-term financial catalyst. Why GE Aerospace Remains Focused on Aviation Evolution What Could Unlock GE Aerospace’s Next Phase
• Negative Sentiment: One analysis argues GE Aerospace is priced for a margin recovery that has not yet occurred. The company is shipping engines that should generate future service revenue, but production costs are pressuring margins today; with shares trading at a high valuation, a delay in margin improvement could leave limited downside protection. GE Aerospace Stock Is Priced for a Margin Repair That Has Not Happened Yet
• Neutral Sentiment: A securities-fraud investigation notice concerns GE HealthCare Technologies (NASDAQ: GEHC), a separate company, and does not directly involve GE Aerospace or its stock. GE HealthCare securities fraud investigation

Insider Activity at GE Aerospace

In related news, SVP Mohamed Ali sold 8,096 shares of the business’s stock in a transaction dated Friday, July 24th. The stock was sold at an average price of $353.71, for a total value of $2,863,636.16. Following the transaction, the senior vice president owned 20,666 shares in the company, valued at approximately $7,309,770.86. The trade was a 28.15% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Company insiders own 0.19% of the company’s stock.

Analyst Ratings Changes

GE has been the subject of a number of research analyst reports. Royal Bank Of Canada reissued an “outperform” rating and set a $400.00 target price (up from $355.00) on shares of GE Aerospace in a research report on Wednesday, July 15th. Sanford C. Bernstein set a $421.00 price target on shares of GE Aerospace and gave the company an “outperform” rating in a research report on Thursday, July 23rd. UBS Group boosted their price objective on shares of GE Aerospace from $426.00 to $435.00 and gave the stock a “buy” rating in a research note on Friday, July 17th. JPMorgan Chase & Co. increased their price objective on shares of GE Aerospace from $335.00 to $400.00 and gave the stock an “overweight” rating in a research report on Monday, July 20th. Finally, Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $450.00 target price on shares of GE Aerospace in a research note on Monday, July 27th. Sixteen analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $390.59.

GE Aerospace Price Performance

GE opened at $345.21 on Friday. GE Aerospace has a twelve month low of $266.14 and a twelve month high of $388.84. The firm has a market cap of $358.18 billion, a price-to-earnings ratio of 40.66, a PEG ratio of 2.60 and a beta of 1.36. The company has a current ratio of 0.98, a quick ratio of 0.67 and a debt-to-equity ratio of 0.96. The company has a fifty day simple moving average of $360.82 and a 200 day simple moving average of $326.69.

GE Aerospace (NYSE:GE) last issued its quarterly earnings data on Thursday, July 16th. The company reported $2.02 EPS for the quarter, topping analysts’ consensus estimates of $1.86 by $0.16. The firm had revenue of $12.63 billion for the quarter, compared to analyst estimates of $11.87 billion. GE Aerospace had a net margin of 17.72% and a return on equity of 40.56%. The firm’s revenue was up 21.1% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.66 EPS. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. Equities research analysts expect that GE Aerospace will post 7.91 EPS for the current fiscal year.

GE Aerospace Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Monday, July 27th. Stockholders of record on Monday, July 6th were given a dividend of $0.47 per share. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend was Monday, July 6th. GE Aerospace’s payout ratio is presently 22.14%.

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.