Sumitomo Mitsui Financial Group Inc. Raises Stake in GE Aerospace $GE

Sumitomo Mitsui Financial Group Inc. increased its stake in shares of GE Aerospace (NYSE:GE) by 8.8% in the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 96,773 shares of the company’s stock after buying an additional 7,808 shares during the period. GE Aerospace comprises about 0.5% of Sumitomo Mitsui Financial Group Inc.’s holdings, making the stock its 27th biggest position. Sumitomo Mitsui Financial Group Inc.’s holdings in GE Aerospace were worth $29,111,000 as of its most recent filing with the SEC.

Other hedge funds have also added to or reduced their stakes in the company. REAP Financial Group LLC bought a new position in shares of GE Aerospace during the 3rd quarter valued at approximately $25,000. Marquette Asset Management LLC bought a new stake in shares of GE Aerospace in the 3rd quarter worth approximately $26,000. Barnes Dennig Private Wealth Management LLC lifted its stake in GE Aerospace by 147.2% in the third quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company’s stock valued at $27,000 after purchasing an additional 53 shares during the last quarter. Bare Financial Services Inc grew its holdings in GE Aerospace by 81.1% during the second quarter. Bare Financial Services Inc now owns 96 shares of the company’s stock valued at $25,000 after purchasing an additional 43 shares during the period. Finally, Roble Belko & Company Inc grew its holdings in GE Aerospace by 98.1% during the third quarter. Roble Belko & Company Inc now owns 103 shares of the company’s stock valued at $31,000 after purchasing an additional 51 shares during the period. Institutional investors own 74.77% of the company’s stock.

Insiders Place Their Bets

In other GE Aerospace news, SVP Amy L. Gowder sold 4,000 shares of the firm’s stock in a transaction 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 completion of the transaction, the senior vice president directly owned 16,535 shares of the company’s stock, valued at $5,055,245.55. This trade represents a 19.48% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, VP Robert M. Giglietti sold 3,035 shares of the business’s stock in a transaction on Friday, January 30th. The shares were sold at an average price of $305.51, for a total transaction of $927,222.85. Following the transaction, the vice president owned 10,583 shares of the company’s stock, valued at $3,233,212.33. This trade represents a 22.29% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 37,398 shares of company stock worth $11,455,491 in the last three months. 0.21% of the stock is currently owned by corporate insiders.

GE Aerospace Stock Performance

Shares of GE opened at $340.97 on Friday. GE Aerospace has a 52-week low of $159.36 and a 52-week high of $348.48. The stock’s 50-day simple moving average is $317.13 and its 200 day simple moving average is $300.97. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.74 and a current ratio of 1.04. The stock has a market capitalization of $357.61 billion, a price-to-earnings ratio of 41.89, a price-to-earnings-growth ratio of 3.17 and a beta of 1.40.

GE Aerospace (NYSE:GE) last announced its quarterly earnings results 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. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.The firm had revenue of $11.90 billion for the quarter, compared to analysts’ expectations of $11.27 billion. During the same period in the prior year, the business posted $1.32 earnings per share. The company’s revenue was up 17.6% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Research analysts forecast that GE Aerospace will post 5.4 EPS for the current fiscal year.

GE Aerospace Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, April 27th. Shareholders 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 yield of 0.6%. This is a boost from GE Aerospace’s previous quarterly dividend of $0.36. GE Aerospace’s dividend payout ratio is currently 17.69%.

Analysts Set New Price Targets

Several analysts have issued reports on the company. Weiss Ratings restated a “buy (b)” rating on shares of GE Aerospace in a research note on Thursday, January 22nd. Citigroup reissued a “buy” rating and issued a $380.00 price objective (up from $378.00) on shares of GE Aerospace in a report on Friday, January 23rd. TD Cowen boosted their price objective on GE Aerospace from $330.00 to $350.00 and gave the company a “buy” rating in a research note on Wednesday, January 14th. BNP Paribas Exane cut their target price on shares of GE Aerospace from $305.00 to $290.00 and set an “underperform” rating for the company in a research report on Friday, January 23rd. Finally, Wall Street Zen lowered shares of GE Aerospace from a “buy” rating to a “hold” rating in a research report on Saturday, February 21st. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $329.29.

Key Headlines Impacting GE Aerospace

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

• Positive Sentiment: GE announced a partnership with Palantir to apply AI/data analytics to a U.S. Air Force jet-engine contract, a win that supports maintenance-readiness and could strengthen GE’s defense aftermarket positioning. GE Aerospace Partners With Palantir on AI Jet Engine Contract
• Positive Sentiment: Analyst and press coverage highlights the Palantir tie-up as a catalyst for investor interest, reinforcing growth narratives and buy-side attention. GE Aerospace Is Linking Up with Palantir. Should You Buy GE Stock Here?
• Positive Sentiment: GE secured its first digital TrueChoice Defense deal for the J85 engine, expanding its digital services footprint in military aftermarket offerings — incremental recurring revenue and data-driven service upsides. GE wins first digital TrueChoice Defense deal for J85 engine
• Positive Sentiment: GE is investing >$1B to expand MRO capacity as LEAP engine deliveries and shop visits rise — a direct push to grow higher-margin aftermarket revenue over the coming years. Can GE’s Growth Investments Create Long-Term Value for Investors?
• Positive Sentiment: GE expanded use of Aireon’s space-based ADS‑B data, improving flight tracking and operational analytics that feed aftermarket service efficiency and product differentiation. Press Release: GE expands use of Aireon’s space-based ADS-B data
• Neutral Sentiment: Coverage asking whether the rally leaves buying opportunities (Forbes) may boost retail interest but also encourages profit-taking by traders. GE Stock Is Soaring—Is It Too Late To Jump In?
• Neutral Sentiment: Relative-performance pieces note GE has outpaced A&D peers over the past year, supporting the momentum narrative but also highlighting higher expectations. How Is GE Aerospace’s Stock Performance Compared to Other Aerospace & Defense Stocks?
• Neutral Sentiment: Kratos’ mention of a joint contract with GE on a new engine underscores GE’s role in next‑gen defense programs — supportive strategically but not an immediate earnings driver. Kratos Contract Wins Deepen Role In Hypersonics Propulsion And Space Systems
• Negative Sentiment: Macro caution from prominent investors comparing AI euphoria to past manias could pressure richly valued industrials with AI narratives, creating short-term volatility risk for GE. ‘Big Short’ Investor Michael Burry Draws Parallel Between Nvidia and This 1920s Era Hot Stock

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.