GE Aerospace $GE Shares Newly Acquired by NBT Bank N.A.

NBT Bank N.A. purchased a new stake in shares of GE Aerospace (NYSE:GE) during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund purchased 12,170 shares of the company’s stock, valued at approximately $3,801,000.

A number of other hedge funds have also modified their holdings of GE. Burkett Financial Services LLC lifted its holdings in shares of GE Aerospace by 28.9% during the second quarter. Burkett Financial Services LLC now owns 125 shares of the company’s stock worth $47,000 after purchasing an additional 28 shares during the period. BOK Financial Private Wealth Inc. boosted its position in GE Aerospace by 3.2% in the second quarter. BOK Financial Private Wealth Inc. now owns 960 shares of the company’s stock valued at $359,000 after buying an additional 30 shares during the last quarter. Gradient Investments LLC boosted its position in GE Aerospace by 4.4% in the second quarter. Gradient Investments LLC now owns 765 shares of the company’s stock valued at $286,000 after buying an additional 32 shares during the last quarter. Kinloch Capital LLC boosted its position in GE Aerospace by 3.1% in the second quarter. Kinloch Capital LLC now owns 1,079 shares of the company’s stock valued at $403,000 after buying an additional 32 shares during the last quarter. Finally, United Community Bank increased its holdings in GE Aerospace by 10.1% in the 2nd quarter. United Community Bank now owns 361 shares of the company’s stock worth $135,000 after buying an additional 33 shares during the period. 74.77% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on GE shares. Guggenheim set a $380.00 price target on shares of GE Aerospace in a research report on Wednesday. UBS Group restated a “buy” rating and set a $380.00 price objective (up from $377.00) on shares of GE Aerospace in a research note on Wednesday. Wells Fargo & Company dropped their price objective on shares of GE Aerospace from $390.00 to $380.00 and set an “overweight” rating on the stock in a report on Wednesday, September 30th. Weiss Ratings reiterated a “buy (b)” rating on shares of GE Aerospace in a research note on Thursday, October 15th. Finally, The Goldman Sachs Group reissued a “buy” rating and set a $410.00 target price on shares of GE Aerospace in a report on Monday, July 20th. Seventeen investment analysts have rated the stock with a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, GE Aerospace has an average rating of “Moderate Buy” and a consensus target price of $375.62.

Key Headlines Impacting GE Aerospace

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

• Positive Sentiment: GE Aerospace reported third-quarter earnings of $2.25 per share, above the $2.01 analyst consensus, while revenue increased approximately 25% year over year to $13.29 billion. The company also raised its fiscal 2026 adjusted EPS outlook to $8.00-$8.10, above the $7.92 consensus. GE Aerospace earnings beat article
• Positive Sentiment: Management expects low-double-digit services growth in 2027, supported by a $170 billion services backlog, strong engine-maintenance demand and constrained spare-parts availability. GE also says it expects to deliver more than 3,200 engines over the next decade, reinforcing its long-term commercial aerospace outlook. GE Aerospace Q3 earnings call highlights
• Positive Sentiment: Several analysts remain constructive: UBS raised its price target to $380 and maintained a Buy rating, while JPMorgan, RBC and Susquehanna continue to see substantial upside despite trimming their targets.
• Neutral Sentiment: Options activity was unusually heavy in both directions, with put volume roughly 157% above normal and separate reports of elevated call buying. The activity signals increased trading interest but does not establish a clear consensus.
• Negative Sentiment: Investors are concerned that the GE9X engine production ramp will generate transition costs in 2027, while supply-chain delays, fuel-price pressure and Boeing-related costs could weigh on near-term margins. Concern behind GE earnings beat
• Negative Sentiment: Valuation remains a headwind after GE Aerospace’s strong run: analysts note that the stock trades at a premium despite underperforming the broader market, making investors less willing to reward earnings beats. BNP Paribas Exane lowered its target to $280 and assigned an Underperform rating, adding to the caution.

GE Aerospace Stock Performance

Shares of GE stock opened at $293.49 on Friday. The stock has a market cap of $303.28 billion, a PE ratio of 33.85, a price-to-earnings-growth ratio of 2.11 and a beta of 1.38. The business has a 50-day simple moving average of $324.60 and a 200-day simple moving average of $329.04. The company has a quick ratio of 0.67, a current ratio of 0.98 and a debt-to-equity ratio of 0.96. GE Aerospace has a 52-week low of $268.91 and a 52-week high of $388.84.

GE Aerospace (NYSE:GE) last issued its earnings results on Tuesday, October 20th. The company reported $2.25 EPS for the quarter, topping analysts’ consensus estimates of $2.01 by $0.24. The firm had revenue of $13.29 billion for the quarter, compared to the consensus estimate of $12.88 billion. GE Aerospace had a return on equity of 44.43% and a net margin of 17.31%. The company’s revenue was up 24.7% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.66 earnings per share. On average, equities analysts expect that GE Aerospace will post 8.10 EPS for the current year.

GE Aerospace Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, October 26th. Shareholders of record on Monday, October 5th will be given a $0.47 dividend. This represents a $1.88 annualized dividend and a yield of 0.6%. The ex-dividend date is Monday, October 5th. GE Aerospace’s dividend payout ratio is currently 22.14%.

About GE Aerospace

GE Aerospace (NYSE: GE) is a global aerospace company that designs, develops, manufactures and services aircraft engines and related systems. Its products support commercial air transport, business and general aviation, military aircraft, and other defense applications. The company also provides engine components, avionics, mechanical systems, digital solutions and maintenance, repair and overhaul services.

GE Aerospace serves airlines, aircraft operators, leasing companies, airframers and government customers worldwide.