Perpetual Ltd Has $29.89 Million Stock Holdings in GE Aerospace $GE

Perpetual Ltd reduced its position in shares of GE Aerospace (NYSE:GE) by 29.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 97,032 shares of the company’s stock after selling 40,725 shares during the period. Perpetual Ltd’s holdings in GE Aerospace were worth $29,889,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Brighton Jones LLC raised its stake in shares of GE Aerospace by 25.3% during the fourth quarter. Brighton Jones LLC now owns 12,008 shares of the company’s stock valued at $2,003,000 after acquiring an additional 2,421 shares during the last quarter. Revolve Wealth Partners LLC grew its stake in shares of GE Aerospace by 7.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 2,251 shares of the company’s stock worth $375,000 after purchasing an additional 150 shares during the last quarter. Sivia Capital Partners LLC grew its stake in shares of GE Aerospace by 4.6% in the second quarter. Sivia Capital Partners LLC now owns 4,337 shares of the company’s stock worth $1,116,000 after purchasing an additional 191 shares during the last quarter. Edgestream Partners L.P. increased its holdings in GE Aerospace by 218.1% in the second quarter. Edgestream Partners L.P. now owns 9,915 shares of the company’s stock valued at $2,552,000 after purchasing an additional 6,798 shares during the period. Finally, Fisher Asset Management LLC increased its holdings in GE Aerospace by 21.5% in the second quarter. Fisher Asset Management LLC now owns 17,394 shares of the company’s stock valued at $4,477,000 after purchasing an additional 3,078 shares during the period. Institutional investors and hedge funds own 74.77% of the company’s stock.

Insider Buying and Selling at GE Aerospace

In other GE Aerospace news, SVP Russell Stokes sold 30,363 shares of the business’s stock in a transaction that occurred 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 transaction, the senior vice president directly owned 150,434 shares of the company’s stock, valued at approximately $46,103,507.98. The trade was a 16.79% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, SVP Amy L. Gowder sold 4,000 shares of the stock in a transaction that occurred 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 transaction, the senior vice president owned 16,535 shares in the company, valued at $5,055,245.55. The trade was a 19.48% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 37,398 shares of company stock valued at $11,455,491. 0.19% of the stock is currently owned by company insiders.

GE Aerospace Stock Performance

Shares of GE opened at $280.92 on Friday. The company has a current ratio of 1.04, a quick ratio of 0.74 and a debt-to-equity ratio of 1.00. The firm’s fifty day simple moving average is $311.44 and its two-hundred day simple moving average is $306.50. 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 $294.63 billion, a P/E ratio of 34.51, a price-to-earnings-growth ratio of 2.60 and a beta of 1.43.

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

GE Aerospace Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, April 27th. Shareholders of record on Monday, March 9th will be issued a $0.47 dividend. The ex-dividend date is Monday, March 9th. This is an increase from GE Aerospace’s previous quarterly dividend of $0.36. This represents a $1.88 dividend on an annualized basis and a yield of 0.7%. GE Aerospace’s dividend payout ratio is presently 23.10%.

Analyst Ratings Changes

GE has been the topic of several recent research reports. BNP Paribas Exane cut their target price on GE Aerospace from $305.00 to $290.00 and set an “underperform” rating on the stock in a report on Friday, January 23rd. Deutsche Bank Aktiengesellschaft increased their price target on GE Aerospace from $375.00 to $387.00 and gave the company a “buy” rating in a research note on Friday, January 23rd. JPMorgan Chase & Co. raised their price objective on GE Aerospace from $325.00 to $335.00 and gave the stock an “overweight” rating in a research report on Monday, January 26th. Susquehanna reaffirmed a “positive” rating and issued a $380.00 price objective on shares of GE Aerospace in a research note on Thursday, January 15th. Finally, The Goldman Sachs Group upped their target price on GE Aerospace from $338.00 to $350.00 and gave the company a “buy” rating in a report on Friday, January 23rd. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, GE Aerospace has an average rating of “Moderate Buy” and a consensus price target of $343.89.

More GE Aerospace News

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

• Positive Sentiment: Wells Fargo upgraded GE Aerospace to a “strong-buy”, which can support near-term demand from growth-oriented investors and partially offset execution concerns. Wells Fargo upgrade reported via Zacks
• Positive Sentiment: GE delivered a sixth F404‑IN20 engine for India’s Tejas Mk‑1A program, showing continued production progress despite broader supply timing issues. Delivery cadence can support future revenue recognition and backlog visibility. GE Aerospace delivers sixth F404-IN20 engine (The Hindu)
• Neutral Sentiment: Aviation Week explores whether GE is the “mystery” engine supplier for the new F‑47 program — a potential new defense opportunity but still unconfirmed. If true, it could be a multi‑year revenue driver; uncertainty makes it speculative for now. Debrief: Is GE Mystery Engine Provider For F-47 (Aviation Week)
• Neutral Sentiment: GE’s reorganization and MRO strategy are under focus — changes could improve long‑term service profitability but may create near‑term execution risks as teams and processes shift. What GE Aerospace’s Reorganization Means For MRO (Aviation Week)
• Neutral Sentiment: Daiwa has begun coverage of GE Aerospace — added investor attention can increase trading interest but the impact depends on the research stance and model changes. Daiwa Securities Begins Coverage on GE Aerospace
• Neutral Sentiment: Shareholder groups are pressing for independent due‑diligence reporting on GE’s defense sales to Israel, raising governance/ESG scrutiny that could attract votes and public attention but has uncertain near‑term financial impact. Shareholder Activism Puts GE Israel Defense Contracts In Focus (Yahoo)
• Negative Sentiment: HAL (Hindustan Aeronautics) has imposed penalties on GE for repeated delays in delivering engines for the Tejas Mk‑1A fighter, highlighting contract execution and schedule risk in a strategically important program — this is the primary near‑term negative catalyst. HAL penalises GE Aerospace over Tejas engine delays (Business Standard)
• Negative Sentiment: Citigroup has lowered its expectations for GE Aerospace’s stock price, adding downward analyst pressure and validating some investor concerns about near‑term valuation and execution. Citigroup Lowers Expectations for GE Aerospace (American Banking News)
• Negative Sentiment: Recent headlines and data show the stock underperformed and experienced a notable one‑day decline, reflecting market sensitivity to the combination of execution headlines, analyst moves and macro rate pressures. GE Aerospace stock declines while market improves (Yahoo)

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.