Rakuten Investment Management Inc. Acquires 15,496 Shares of GE Aerospace $GE

Rakuten Investment Management Inc. lifted its holdings in shares of GE Aerospace (NYSE:GE) by 9.1% during the 3rd quarter, Holdings Channel reports. The firm owned 186,231 shares of the company’s stock after purchasing an additional 15,496 shares during the period. Rakuten Investment Management Inc.’s holdings in GE Aerospace were worth $59,201,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. State Street Corp grew its position in GE Aerospace by 2.6% during the second quarter. State Street Corp now owns 46,497,628 shares of the company’s stock worth $17,377,559,000 after buying an additional 1,160,584 shares in the last quarter. Jennison Associates LLC raised its holdings in 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 acquiring an additional 3,017,937 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its position in shares of GE Aerospace by 6.3% during the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 7,251,603 shares of the company’s stock valued at $2,710,142,000 after acquiring an additional 427,820 shares during the period. Wellington Management Group LLP lifted its position in shares of GE Aerospace by 97.3% during the 2nd quarter. Wellington Management Group LLP now owns 6,797,935 shares of the company’s stock valued at $2,540,592,000 after acquiring an additional 3,352,432 shares during the period. Finally, Bank of America Corp DE lifted its position in shares of GE Aerospace by 10.0% during the 1st quarter. Bank of America Corp DE now owns 7,664,679 shares of the company’s stock valued at $2,175,006,000 after acquiring an additional 695,731 shares during the period. 74.77% of the stock is currently owned by institutional investors and hedge funds.

GE Aerospace Stock Up 1.4%

NYSE GE opened at $320.27 on Wednesday. The business has a fifty day moving average price of $316.27 and a two-hundred day moving average price of $323.07. The company has a debt-to-equity ratio of 0.96, a current ratio of 0.98 and a quick ratio of 0.68. GE Aerospace has a fifty-two week low of $268.91 and a fifty-two week high of $388.84. The stock has a market capitalization of $330.95 billion, a PE ratio of 36.94, a PEG ratio of 2.15 and a beta of 1.43.

GE Aerospace (NYSE:GE) last issued its earnings results on Tuesday, October 20th. The company reported $2.25 earnings per share for the quarter, beating analysts’ consensus estimates of $2.01 by $0.24. GE Aerospace had a return on equity of 44.43% and a net margin of 17.31%. The firm had revenue of $13.29 billion for the quarter, compared to the consensus estimate of $12.88 billion. During the same quarter last year, the business posted $1.66 EPS. The company’s revenue was up 24.7% compared to the same quarter last year. Equities analysts expect that GE Aerospace will post 8.16 earnings per share for the current fiscal year.

GE Aerospace Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Monday, October 26th. Investors of record on Monday, October 5th were given a dividend of $0.47 per share. This represents a $1.88 annualized dividend and a dividend yield of 0.6%. The ex-dividend date was Monday, October 5th. GE Aerospace’s dividend payout ratio is currently 21.68%.

GE Aerospace News Roundup

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

• Positive Sentiment: GE secured LM2500 marine gas turbine orders for the U.S. Navy’s next-generation Arleigh Burke Flight III destroyers, adding military business and prompting coverage of the stock’s move. Article: GE Aerospace secures LM2500 orders
• Positive Sentiment: Commercial Engines & Services demand remains robust, with CFM International winning orders for more than 1,000 LEAP-1A engines for IndiGo and more than 300 LEAP-1B engines for Turkish Airlines. Growth in air travel and fleet renewal could support engine and service revenue. Article: GE’s commercial engines segment gains momentum
• Positive Sentiment: A recent analysis said GE beat earnings expectations and raised its 2026 guidance. Jefferies reportedly sees 41% potential upside, signaling a bullish analyst view despite the stock’s October pullback. Article: Jefferies sees upside in GE Aerospace
• Neutral Sentiment: Boeing delivery delays could extend demand for maintenance on older engines, benefiting GE’s services business, but may also threaten new-engine programs. Article: Boeing delays and GE Aerospace

Analyst Ratings Changes

Several analysts have recently issued reports on the company. TD Cowen reissued a “buy” rating and set a $380.00 target price (up from $330.00) on shares of GE Aerospace in a report on Monday, July 13th. UBS Group reaffirmed a “buy” rating and set a $380.00 price objective (up from $377.00) on shares of GE Aerospace in a research report on Wednesday, October 21st. Susquehanna cut their price objective on shares of GE Aerospace from $430.00 to $400.00 and set a “positive” rating for the company in a research report on Wednesday, October 21st. JPMorgan Chase & Co. reduced their price objective on shares of GE Aerospace from $400.00 to $375.00 and set an “overweight” rating on the stock in a research note on Wednesday, October 21st. Finally, Guggenheim set a $380.00 target price on shares of GE Aerospace in a report on Wednesday, October 21st. Sixteen research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $373.45.

GE Aerospace Company Profile

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.