Lbp Am Sa Sells 17,306 Shares of GE Aerospace $GE

Lbp Am Sa lowered its stake in GE Aerospace (NYSE:GE) by 19.8% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 70,301 shares of the company’s stock after selling 17,306 shares during the quarter. Lbp Am Sa’s holdings in GE Aerospace were worth $21,148,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Ameriflex Group Inc. grew its stake in shares of GE Aerospace by 23.5% during the 2nd quarter. Ameriflex Group Inc. now owns 1,742 shares of the company’s stock worth $437,000 after acquiring an additional 331 shares during the period. Diversified Trust Co lifted its stake in GE Aerospace by 21.3% in the 3rd quarter. Diversified Trust Co now owns 32,021 shares of the company’s stock worth $9,633,000 after purchasing an additional 5,625 shares in the last quarter. Cadinha & Co. LLC boosted its holdings in GE Aerospace by 154.8% in the 3rd quarter. Cadinha & Co. LLC now owns 97,280 shares of the company’s stock valued at $29,264,000 after purchasing an additional 59,106 shares during the period. Police & Firemen s Retirement System of New Jersey grew its position in shares of GE Aerospace by 1.8% during the 2nd quarter. Police & Firemen s Retirement System of New Jersey now owns 159,682 shares of the company’s stock valued at $41,101,000 after purchasing an additional 2,779 shares in the last quarter. Finally, Czech National Bank raised its position in shares of GE Aerospace by 3.3% in the third quarter. Czech National Bank now owns 269,330 shares of the company’s stock worth $81,020,000 after buying an additional 8,668 shares in the last quarter. 74.77% of the stock is owned by institutional investors.

Insider Activity at GE Aerospace

In other news, SVP Russell Stokes sold 8,000 shares of the business’s stock in a transaction on Wednesday, November 19th. The stock was sold at an average price of $297.71, for a total value of $2,381,680.00. Following the completion of the transaction, the senior vice president owned 150,434 shares in the company, valued at $44,785,706.14. The trade was a 5.05% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Insiders own 0.21% of the company’s stock.

Key GE Aerospace News

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

• Positive Sentiment: Q4 results beat and big order/backlog momentum — GE reported better?than?expected Q4 EPS and revenue, with record LEAP deliveries, a large order surge and aftermarket strength that support profit and cash?flow upside. Is GE Stock Fully Valued Around $300?
• Positive Sentiment: Company guidance and profit outlook point higher — Management raised FY?2026 profit guidance above some estimates citing high?margin aftermarket demand, which supports medium?term earnings upgrades. GE forecasts 2026 profit above estimates
• Positive Sentiment: Analyst upgrades/price target increases from major bulge?bracket firms — Goldman Sachs and Deutsche Bank raised price targets and remain Buy, signalling meaningful upside from current levels. Goldman Sachs raises PT to $350 Deutsche Bank raises PT to $387
• Neutral Sentiment: MarketBeat view: pullback is a buying setup — Technical/long?term analysts call the post?earnings pullback a buy?the?dip opportunity given buybacks, dividends and intact uptrend, but they expect possible short?term sideways action. MarketBeat tailwinds article
• Negative Sentiment: Mixed/negative investor reaction — Despite the beats, the stock slipped as some investors focused on signs of slowing sequential revenue growth and viewed FY guidance as cautious; that contributed to today’s decline. Stock brushes off upbeat Q4
• Negative Sentiment: Analyst downgrade/price target cut adds short?term pressure — BNP Paribas Exane cut its price target and kept an Underperform rating, creating a headline that can amplify selling even as other banks lift targets. BNP Paribas Exane cuts PT to $290
• Negative Sentiment: Risk of near?term range?bound action or deeper pullback if support breaks — Market commentary highlights a likely range near ~$280–$300; a break below support could trigger more downside. MarketBeat technical notes

GE Aerospace Trading Down 0.4%

GE opened at $293.89 on Monday. The stock has a market cap of $310.00 billion, a PE ratio of 36.10, a PEG ratio of 1.94 and a beta of 1.40. The business has a 50 day moving average of $305.09 and a 200-day moving average of $292.76. GE Aerospace has a 52 week low of $159.36 and a 52 week high of $332.79. The company has a quick ratio of 0.74, a current ratio of 1.04 and a debt-to-equity ratio of 1.00.

GE Aerospace (NYSE:GE) last announced its earnings results on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, beating analysts’ consensus estimates of $1.43 by $0.14. The firm had revenue of $12.72 billion for the quarter, compared to analysts’ expectations of $11.27 billion. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The company’s quarterly revenue was up 17.6% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.32 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Equities research analysts predict that GE Aerospace will post 5.4 earnings per share for the current fiscal year.

GE Aerospace Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, January 26th. Shareholders of record on Monday, December 29th will be paid a dividend of $0.36 per share. This represents a $1.44 annualized dividend and a yield of 0.5%. The ex-dividend date is Monday, December 29th. GE Aerospace’s dividend payout ratio (DPR) is currently 17.69%.

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on the company. Wolfe Research lifted their price target on GE Aerospace from $340.00 to $360.00 and gave the company an “outperform” rating in a research report on Monday, January 12th. BNP Paribas Exane reduced their target price on GE Aerospace from $305.00 to $290.00 and set an “underperform” rating on the stock in a research note on Friday. TD Cowen upped their target price on GE Aerospace from $330.00 to $350.00 and gave the stock a “buy” rating in a research note on Wednesday, January 14th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of GE Aerospace in a research note on Monday, October 27th. Finally, UBS Group set a $374.00 target price on GE Aerospace and gave the company a “buy” rating in a research note on Friday. Sixteen research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $318.41.

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.