Ninepoint Partners LP Buys New Shares in GE Aerospace $GE

Ninepoint Partners LP purchased a new stake in shares of GE Aerospace (NYSE:GE) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 1,780 shares of the company’s stock, valued at approximately $535,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of GE. Dunhill Financial LLC grew its stake in shares of GE Aerospace by 39.5% during the 3rd quarter. Dunhill Financial LLC now owns 1,329 shares of the company’s stock valued at $400,000 after acquiring an additional 376 shares during the period. Ibex Wealth Advisors lifted its holdings in GE Aerospace by 5.0% during the third quarter. Ibex Wealth Advisors now owns 25,928 shares of the company’s stock valued at $7,800,000 after purchasing an additional 1,236 shares in the last quarter. Allianz SE lifted its holdings in GE Aerospace by 4.5% during the third quarter. Allianz SE now owns 49,640 shares of the company’s stock valued at $14,933,000 after purchasing an additional 2,148 shares in the last quarter. Sumitomo Mitsui Financial Group Inc. boosted its position in shares of GE Aerospace by 8.8% in the third quarter. Sumitomo Mitsui Financial Group Inc. now owns 96,773 shares of the company’s stock worth $29,111,000 after purchasing an additional 7,808 shares during the period. Finally, Harbor Advisors LLC increased its stake in shares of GE Aerospace by 16.7% in the third quarter. Harbor Advisors LLC now owns 7,000 shares of the company’s stock worth $2,106,000 after purchasing an additional 1,000 shares in the last quarter. Hedge funds and other institutional investors own 74.77% of the company’s stock.

GE Aerospace Price Performance

NYSE:GE opened at $341.55 on Friday. The business’s 50-day moving average is $317.81 and its 200 day moving average is $301.43. GE Aerospace has a 12 month low of $159.36 and a 12 month high of $348.48. The company has a market capitalization of $358.22 billion, a P/E ratio of 41.96, a P/E/G ratio of 3.15 and a beta of 1.40. The company has a current ratio of 1.04, a quick ratio of 0.74 and a debt-to-equity ratio of 1.00.

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

GE Aerospace Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, April 27th. Shareholders of record on Monday, March 9th will be given a dividend of $0.47 per share. This represents a $1.88 annualized dividend and a yield of 0.6%. This is an increase from GE Aerospace’s previous quarterly dividend of $0.36. The ex-dividend date is Monday, March 9th. GE Aerospace’s dividend payout ratio (DPR) is 17.69%.

Key Headlines Impacting 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

Analysts Set New Price Targets

GE has been the topic of a number of analyst reports. The Goldman Sachs Group lifted their target price on shares of GE Aerospace from $338.00 to $350.00 and gave the company a “buy” rating in a research note on Friday, January 23rd. UBS Group set a $374.00 price target on GE Aerospace and gave the company a “buy” rating in a report on Friday, January 23rd. Deutsche Bank Aktiengesellschaft upped their price objective on GE Aerospace from $375.00 to $387.00 and gave the stock a “buy” rating in a research note on Friday, January 23rd. Citigroup reissued a “buy” rating and set a $380.00 target price (up from $378.00) on shares of GE Aerospace in a research note on Friday, January 23rd. Finally, Wolfe Research boosted their price target on GE Aerospace from $340.00 to $360.00 and gave the stock an “outperform” rating in a report on Monday, January 12th. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $329.29.

Insiders Place Their Bets

In related news, VP Robert M. Giglietti sold 3,035 shares of GE Aerospace stock in a transaction dated Friday, January 30th. The stock was sold at an average price of $305.51, for a total value of $927,222.85. Following the completion of the transaction, the vice president owned 10,583 shares in the company, valued at approximately $3,233,212.33. This trade represents a 22.29% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, SVP Russell Stokes sold 30,363 shares of the company’s stock in a transaction that occurred 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 sale, the senior vice president owned 150,434 shares in the company, valued at approximately $46,103,507.98. This trade represents a 16.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 37,398 shares of company stock valued at $11,455,491 in the last three months. Corporate insiders own 0.21% of the company’s 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.