Massachusetts Financial Services Co. MA Buys 159,485 Shares of GE Aerospace $GE

Massachusetts Financial Services Co. MA raised its stake in shares of GE Aerospace (NYSE:GE) by 4.7% in the third quarter, Holdings Channel reports. The institutional investor owned 3,580,892 shares of the company’s stock after buying an additional 159,485 shares during the quarter. Massachusetts Financial Services Co. MA’s holdings in GE Aerospace were worth $1,077,204,000 as of its most recent SEC filing.

A number of other institutional investors have also recently modified their holdings of GE. Stenger Family Office LLC purchased a new position in shares of GE Aerospace in the 3rd quarter worth about $2,707,000. Resonant Capital Advisors LLC increased its stake in GE Aerospace by 3.1% during the 3rd quarter. Resonant Capital Advisors LLC now owns 4,647 shares of the company’s stock valued at $1,400,000 after purchasing an additional 141 shares in the last quarter. Harel Insurance Investments & Financial Services Ltd. raised its holdings in GE Aerospace by 124.1% in the third quarter. Harel Insurance Investments & Financial Services Ltd. now owns 5,460 shares of the company’s stock worth $1,641,000 after buying an additional 3,024 shares during the last quarter. Aviance Capital Partners LLC raised its holdings in GE Aerospace by 7.3% in the third quarter. Aviance Capital Partners LLC now owns 1,578 shares of the company’s stock worth $475,000 after buying an additional 107 shares during the last quarter. Finally, Walkner Condon Financial Advisors LLC lifted its stake in shares of GE Aerospace by 11.9% in the third quarter. Walkner Condon Financial Advisors LLC now owns 968 shares of the company’s stock worth $291,000 after buying an additional 103 shares in the last quarter. 74.77% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other GE Aerospace news, SVP Russell Stokes sold 8,000 shares of the stock in a transaction that occurred on Wednesday, November 19th. The shares were sold at an average price of $297.71, for a total value of $2,381,680.00. Following the transaction, the senior vice president directly owned 150,434 shares in the company, valued at approximately $44,785,706.14. This trade represents a 5.05% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate 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: GE and Lockheed Martin showcased rotating-detonation/ramjet technology for hypersonic missiles, evidencing GE Aerospace’s advanced propulsion work and potential long-term defense contract upside. Article Title
• Positive Sentiment: GE promoted Mohamed Ali and created an expanded C-suite role to lead its enlarged commercial engines unit — a signal management is reorganizing to support commercial aftermarket and engine growth. Article Title
• Positive Sentiment: Analysts at Wolfe Research and TD Cowen raised price targets and maintained positive ratings (outperform/buy), reinforcing upward expectations for revenue and earnings momentum. Article Title
• Neutral Sentiment: Zacks highlights GE’s history of earnings surprises and frames GE as having the setup to potentially beat again — supportive context but not definitive for the next quarter. Article Title
• Neutral Sentiment: Citigroup adjusted its price target (reported change to $378), a reminder that street views vary; such PT moves can nudge intraday volatility but aren’t a direct operational change. Article Title
• Negative Sentiment: Some outlets report an analyst downgrade that briefly pressured the stock, and a Zacks piece offers a contrasting view saying GE may not have the ideal setup to beat the coming quarter — indicating uncertainty around short-term EPS results. Article Title

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on GE. BNP Paribas upgraded shares of GE Aerospace to a “strong sell” rating in a report on Tuesday, November 18th. JPMorgan Chase & Co. lifted their target price on GE Aerospace from $275.00 to $325.00 and gave the stock an “overweight” rating in a report on Monday, October 27th. Bank of America upped their price target on GE Aerospace from $310.00 to $365.00 and gave the company a “buy” rating in a report on Monday, October 27th. Jefferies Financial Group lifted their price objective on GE Aerospace from $320.00 to $350.00 and gave the stock a “buy” rating in a report on Monday, September 22nd. Finally, BNP Paribas Exane boosted their target price on GE Aerospace from $275.00 to $305.00 and gave the stock an “underperform” rating in a research report on Thursday, January 8th. Sixteen investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $314.00.

GE Aerospace Stock Performance

Shares of GE opened at $325.45 on Friday. The firm has a market capitalization of $343.29 billion, a P/E ratio of 43.45, a PEG ratio of 2.22 and a beta of 1.40. The company has a debt-to-equity ratio of 0.99, a current ratio of 1.08 and a quick ratio of 0.76. GE Aerospace has a one year low of $159.36 and a one year high of $332.79. The business has a fifty day moving average of $304.98 and a 200 day moving average of $290.29.

GE Aerospace (NYSE:GE) last announced its earnings results on Tuesday, October 21st. The company reported $1.66 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.46 by $0.20. The business had revenue of $11.31 billion for the quarter, compared to analysts’ expectations of $10.29 billion. GE Aerospace had a return on equity of 34.01% and a net margin of 18.34%.The business’s revenue for the quarter was up 26.4% on a year-over-year basis. During the same period last year, the firm posted $1.15 earnings per share. GE Aerospace has set its FY 2025 guidance at 6.000-6.200 EPS. As a group, sell-side analysts anticipate that GE Aerospace will post 5.4 EPS for the current year.

GE Aerospace Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, January 26th. Investors of record on Monday, December 29th will be given a dividend of $0.36 per share. This represents a $1.44 annualized dividend and a yield of 0.4%. The ex-dividend date is Monday, December 29th. GE Aerospace’s payout ratio is 19.23%.

About GE Aerospace

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.