Ninepoint Partners LP Purchases New Holdings in GE Aerospace $GE

Ninepoint Partners LP acquired a new position in GE Aerospace (NYSE:GE) in the 3rd quarter, HoldingsChannel reports. The fund acquired 1,780 shares of the company’s stock, valued at approximately $535,000.

Other large investors have also modified their holdings of the company. Norges Bank bought a new position in GE Aerospace in the 2nd quarter valued at $3,408,828,000. Jennison Associates LLC increased its stake in GE Aerospace by 21.5% in the 3rd quarter. Jennison Associates LLC now owns 8,430,878 shares of the company’s stock worth $2,536,177,000 after buying an additional 1,494,541 shares during the period. Vanguard Group Inc. lifted its holdings in GE Aerospace by 1.6% during the 2nd quarter. Vanguard Group Inc. now owns 91,989,511 shares of the company’s stock valued at $23,677,180,000 after buying an additional 1,482,069 shares in the last quarter. Lazard Asset Management LLC boosted its position in GE Aerospace by 4,253.7% in the 2nd quarter. Lazard Asset Management LLC now owns 796,422 shares of the company’s stock valued at $204,991,000 after buying an additional 778,129 shares during the period. Finally, Geode Capital Management LLC boosted its position in GE Aerospace by 3.1% in the 2nd quarter. Geode Capital Management LLC now owns 24,113,967 shares of the company’s stock valued at $6,181,956,000 after buying an additional 724,559 shares during the period. Hedge funds and other institutional investors own 74.77% of the company’s stock.

GE Aerospace Trading Up 0.2%

GE stock opened at $341.55 on Friday. GE Aerospace has a 52-week low of $159.36 and a 52-week high of $348.48. The company has a quick ratio of 0.74, a current ratio of 1.04 and a debt-to-equity ratio of 1.00. The firm has a market cap of $358.22 billion, a P/E ratio of 41.96, a PEG ratio of 3.15 and a beta of 1.40. The company’s 50-day simple moving average is $317.81 and its 200-day simple moving average is $301.43.

GE Aerospace (NYSE:GE) last released its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share for the quarter, topping analysts’ consensus estimates of $1.43 by $0.14. The company had revenue of $11.90 billion during the quarter, compared to analysts’ expectations of $11.27 billion. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.GE Aerospace’s quarterly revenue was up 17.6% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.32 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, equities analysts forecast that GE Aerospace will post 5.4 EPS for the current fiscal year.

GE Aerospace Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, April 27th. Stockholders of record on Monday, March 9th will be given a dividend of $0.47 per share. This is a positive change from GE Aerospace’s previous quarterly dividend of $0.36. 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%. GE Aerospace’s payout ratio is 17.69%.

Insider Activity at GE Aerospace

In related news, SVP Russell Stokes sold 30,363 shares of the business’s stock in a transaction on Friday, January 30th. The shares were sold at an average price of $306.47, for a total value of $9,305,348.61. Following the completion of the sale, the senior vice president owned 150,434 shares of the company’s stock, valued at approximately $46,103,507.98. The trade was a 16.79% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 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 transaction, 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 quarter, insiders have sold 37,398 shares of company stock valued at $11,455,491. 0.21% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

A number of brokerages have recently commented on GE. Citigroup reaffirmed a “buy” rating and set a $380.00 target price (up from $378.00) on shares of GE Aerospace in a research report on Friday, January 23rd. Deutsche Bank Aktiengesellschaft raised their target price on shares of GE Aerospace from $375.00 to $387.00 and gave the company a “buy” rating in a research note on Friday, January 23rd. Wolfe Research increased their price objective on GE Aerospace from $340.00 to $360.00 and gave the company an “outperform” rating in a report on Monday, January 12th. JPMorgan Chase & Co. raised their price objective on GE Aerospace from $325.00 to $335.00 and gave the stock an “overweight” rating in a research report on Monday, January 26th. Finally, Zacks Research upgraded shares of GE Aerospace from a “hold” rating to a “strong-buy” rating in a report on Tuesday, January 27th. One analyst has rated the stock with a Strong Buy rating, sixteen have issued 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 company has an average rating of “Moderate Buy” and an average target price of $329.29.

Trending Headlines about GE Aerospace

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

• Positive Sentiment: Q4 beat and forward guidance: GE Aerospace reported EPS and revenue above expectations and set FY2026 guidance of $7.10–$7.40, reinforcing growth and margin outlook for the next year.
• Positive Sentiment: AI/data partnership with Palantir to support USAF training-fleet readiness — strengthens digital analytics for engine health and could improve aftermarket services and contract wins. GE Aerospace Partners With Palantir on AI Jet Engine Contract
• Positive Sentiment: Won first digital TrueChoice Defense deal for the J85 engine — a foothold for digital aftermarket solutions in military engines that can scale to other platforms. GE wins first digital TrueChoice Defense deal for J85 engine
• Positive Sentiment: Aftermarket/MRO expansion: Coverage highlights GE’s >$1B investments to scale MRO capacity as LEAP deliveries and shop visits rise — supports higher recurring aftermarket revenue and margins. Can GE’s Growth Investments Create Long-Term Value for Investors?
• Positive Sentiment: Market momentum/coverage: Recent pieces note GE stock reaching new highs and being in buy zones after recovery from a sell-off — positive technical and sentiment signal for momentum investors. GE Stock Jets To A New High. A Natural Gas Name Joins It.
• Positive Sentiment: Industry tailwinds: A new additive manufacturing industry report cites expanding use of metal/polymer 3D printing across aerospace and names GE Aerospace among key adopters — potential cost and supply-chain advantages. AM Applications (Metal and Polymer Parts) Industry Research Report 2025-2034
• Neutral Sentiment: GE expands use of Aireon space-based ADS‑B data — operational improvement for traffic/flight monitoring; helpful but incremental to near-term financials. Press Release: GE expands use of Aireon’s space-based ADS-B data
• Neutral Sentiment: Recruiting/PR: Military Officer Leadership Program and facility “behind the scenes” coverage improve talent pipeline and brand but have limited immediate financial impact. Military Officer Leadership Program though GE Aerospace Behind the scenes of GE Aerospace facility
• Negative Sentiment: Valuation/questions: Commentary in Forbes asks whether the rally makes GE too expensive for new buyers — raises short-term risk if growth or margin execution slips. GE Stock Is Soaring—Is It Too Late To Jump In?
• Negative Sentiment: Macro/market skepticism: Broader warnings about AI-driven market froth (Michael Burry commentary) can pressure high‑multiple industrials if risk appetite falls. ‘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.