Groupama Asset Managment Has $5.24 Million Stake in GE Aerospace $GE

Groupama Asset Managment raised its stake in shares of GE Aerospace (NYSE:GE) by 56.0% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 17,411 shares of the company’s stock after acquiring an additional 6,250 shares during the quarter. Groupama Asset Managment’s holdings in GE Aerospace were worth $5,238,000 as of its most recent filing with the SEC.

A number of other large investors have also made changes to their positions in GE. Investment Research Partners LLC bought a new stake in shares of GE Aerospace in the third quarter valued at about $332,000. Strategic Advocates LLC raised its holdings in GE Aerospace by 4.8% in the 3rd quarter. Strategic Advocates LLC now owns 13,590 shares of the company’s stock valued at $4,088,000 after acquiring an additional 617 shares in the last quarter. KERR FINANCIAL PLANNING Corp acquired a new stake in shares of GE Aerospace during the 3rd quarter worth approximately $182,000. Alexander Labrunerie & CO. Inc. bought a new stake in shares of GE Aerospace during the third quarter valued at approximately $205,000. Finally, WJ Wealth Management LLC acquired a new position in shares of GE Aerospace in the third quarter valued at $392,000. Institutional investors and hedge funds own 74.77% of the company’s stock.

Key GE Aerospace News

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

• Positive Sentiment: Large Europe investment to expand capacity and hiring — GE announced more than €110M (reported as ~$127M in some outlets) to upgrade European manufacturing, add additive‑manufacturing capability and hire ~1,000 workers in 2026, which supports future engine production and MRO growth. Article Title
• Positive Sentiment: Defense tech partnership expansion — GE is broadening its tie-up with Palantir to use agentic AI for U.S. Air Force mission readiness, which can deepen defense backlog and differentiate its services/solutions. Article Title
• Positive Sentiment: Recent earnings and guidance remain supportive — GE Aerospace recently beat quarterly EPS and revenue estimates and set FY26 guidance (7.10–7.40 EPS), which underpins longer‑term earnings visibility even as spending ramps.
• Neutral Sentiment: Domestic facility investments — The company is also allocating capital to U.S. sites (including a Newark investment and ~$65M across three facilities), which is constructive for local capacity but increases near‑term capex. Article Title
• Neutral Sentiment: Executive pay adjustments — Coverage notes CEO Larry Culp’s compensation will be more modest in 2025 after an $88M payout prior year; governance and optics matter to some investors but this readjustment is mixed in impact. Article Title
• Negative Sentiment: Market reaction and near-term cash concern — The stock has pulled back as investors digest the scale and timing of the capital programs and hiring; some selling looks like valuation profit‑taking after recent gains. Article Title
• Negative Sentiment: Supply-chain & margin pressure risk — Coverage highlights a shift in rare‑earth sourcing and U.S. policy moves that could raise input costs or complicate defense sourcing/compliance from 2027 onward, a potential margin headwind for military engines and systems. Article Title

Analysts Set New Price Targets

A number of research firms have weighed in on GE. BNP Paribas Exane decreased their price target on shares of GE Aerospace from $305.00 to $290.00 and set an “underperform” rating on the stock in a research note on Friday, January 23rd. Weiss Ratings restated a “buy (b)” rating on shares of GE Aerospace in a research note on Thursday, January 22nd. Sanford C. Bernstein lifted their target price on shares of GE Aerospace from $374.00 to $405.00 and gave the company an “outperform” rating in a research report on Tuesday, March 3rd. Zacks Research raised shares of GE Aerospace from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, January 27th. Finally, TD Cowen increased their price target on shares of GE Aerospace from $330.00 to $350.00 and gave the stock a “buy” rating in a research report on Wednesday, January 14th. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $331.12.

GE Aerospace Trading Down 3.2%

Shares of GE Aerospace stock opened at $291.29 on Friday. GE Aerospace has a 12-month low of $159.36 and a 12-month high of $348.48. The stock has a market capitalization of $305.51 billion, a P/E ratio of 35.79, a price-to-earnings-growth ratio of 2.78 and a beta of 1.36. The company has a 50-day simple moving average of $318.19 and a 200 day simple moving average of $306.01. 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 released its quarterly 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 $11.90 billion for the quarter, compared to analyst estimates of $11.27 billion. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The company’s revenue for the quarter was up 17.6% compared to the same quarter last year. During the same period in the previous year, the business earned $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Research analysts expect that GE Aerospace will post 5.4 earnings per share 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 issued a $0.47 dividend. This represents a $1.88 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend is Monday, March 9th. This is an increase from GE Aerospace’s previous quarterly dividend of $0.36. GE Aerospace’s dividend payout ratio (DPR) is presently 23.10%.

Insider Buying and Selling

In other GE Aerospace news, SVP Russell Stokes sold 30,363 shares of GE Aerospace stock in a transaction on Friday, January 30th. The stock was sold at an average price of $306.47, for a total value of $9,305,348.61. Following the completion of the transaction, the senior vice president owned 150,434 shares in the company, valued at approximately $46,103,507.98. The trade was a 16.79% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, SVP Amy L. Gowder sold 4,000 shares of the business’s stock in a transaction on Monday, February 2nd. The stock was 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 in the company, valued at approximately $5,055,245.55. This represents a 19.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 37,398 shares of company stock worth $11,455,491 in the last three months. Insiders own 0.21% of the company’s stock.

GE Aerospace Company 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.