Union Bancaire Privee UBP SA Sells 22,089 Shares of GE Aerospace $GE

Union Bancaire Privee UBP SA lessened its holdings in GE Aerospace (NYSE:GE) by 38.6% during the fourth quarter, Holdings Channel.com reports. The firm owned 35,208 shares of the company’s stock after selling 22,089 shares during the quarter. Union Bancaire Privee UBP SA’s holdings in GE Aerospace were worth $10,845,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in GE. Norges Bank bought a new stake in shares of GE Aerospace in the 2nd quarter worth approximately $3,408,828,000. Capital World Investors increased its position in GE Aerospace by 16.2% during the 3rd quarter. Capital World Investors now owns 21,442,810 shares of the company’s stock valued at $6,449,731,000 after buying an additional 2,995,054 shares in the last quarter. Jennison Associates LLC raised its stake in GE Aerospace by 21.5% during the third quarter. Jennison Associates LLC now owns 8,430,878 shares of the company’s stock valued at $2,536,177,000 after buying an additional 1,494,541 shares during the last quarter. CIBC Bancorp USA Inc. purchased a new position in GE Aerospace during the third quarter valued at $285,263,000. Finally, Lazard Asset Management LLC boosted its holdings in GE Aerospace by 4,253.7% in the second quarter. Lazard Asset Management LLC now owns 796,422 shares of the company’s stock worth $204,991,000 after acquiring an additional 778,129 shares in the last quarter. Institutional investors own 74.77% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts have recently commented on the company. TD Cowen increased 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. Deutsche Bank Aktiengesellschaft upped their price target on shares of GE Aerospace from $375.00 to $387.00 and gave the stock a “buy” rating in a research note on Friday, January 23rd. Zacks Research raised shares of GE Aerospace from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, January 27th. Wall Street Zen lowered shares of GE Aerospace from a “buy” rating to a “hold” rating in a research note on Saturday, February 21st. Finally, The Goldman Sachs Group lifted their target price on shares of GE Aerospace from $338.00 to $350.00 and gave the stock a “buy” rating in a report on Friday, January 23rd. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $331.12.

GE Aerospace Stock Performance

Shares of GE opened at $291.29 on Friday. The firm has a market capitalization of $305.51 billion, a P/E ratio of 35.79, a PEG ratio of 2.78 and a beta of 1.36. The company has a debt-to-equity ratio of 1.00, a current ratio of 1.04 and a quick ratio of 0.74. GE Aerospace has a one year low of $159.36 and a one year high of $348.48. The business has a fifty day moving average of $318.19 and a 200 day moving average of $306.01.

GE Aerospace (NYSE:GE) last posted its earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share for the quarter, beating analysts’ consensus estimates of $1.43 by $0.14. The company 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%.GE Aerospace’s revenue was up 17.6% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, sell-side analysts anticipate that GE Aerospace will post 5.4 EPS for the current year.

GE Aerospace Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, April 27th. Investors of record on Monday, March 9th will be issued a $0.47 dividend. The ex-dividend date of this dividend is Monday, March 9th. This is a positive change from GE Aerospace’s previous quarterly dividend of $0.36. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.6%. GE Aerospace’s payout ratio is 23.10%.

More GE Aerospace News

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

• Positive Sentiment: Announced a >€110M investment across multiple European sites to expand manufacturing and additive capabilities and to hire ~1,000+ workers, which should boost long-term engine and MRO capacity. GE Aerospace Announces €110m Investment Across Europe
• Positive Sentiment: Local facility investments (e.g., Newark and three U.S. sites totaling ~$65M) signal incremental capacity expansion in key markets. GE Aerospace investing more in Newark site
• Positive Sentiment: Expanded partnership with Palantir to deploy agentic AI for U.S. Air Force mission readiness — a strategic defense tech tie-up that can improve service differentiators and aftermarket performance. GE Aerospace (GE) Expands Partnership With Palantir
• Neutral Sentiment: Media and retail attention is elevated (Zacks, Benzinga trending mentions), increasing short-term volatility but not changing fundamentals. GE Aerospace (GE) is Attracting Investor Attention
• Positive Sentiment: Executive pay disclosure shows Larry Culp taking a more modest 2025 compensation after a large prior-year payout — a governance signal that some investors view favorably. GE Aerospace CEO Larry Culp sees more modest compensation in 2025 after $88M payday prior year
• Negative Sentiment: Market reaction: outlets note an immediate stock pullback following the European investment announcement — investors may be pricing near‑term capex concerns, execution risk and the time lag to revenue. GE Aerospace to Invest €110M in Europe to Boost Manufacturing Capacity; Stock Drops 3%
• Negative Sentiment: Short-term technical/flow pressure: commentary highlights a month‑to‑date share decline and profit-taking, which can amplify downside until investors see clear execution or margin offset. GE Aerospace (GE) Pours €110M Into European Facilities Despite Stock Dip

Insider Buying and Selling

In other GE Aerospace news, VP Robert M. Giglietti sold 3,035 shares of the stock in a transaction that occurred on Friday, January 30th. The shares were sold at an average price of $305.51, for a total value of $927,222.85. Following the transaction, the vice president directly 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 Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Amy L. Gowder sold 4,000 shares of GE Aerospace stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $305.73, for a total transaction 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. This represents a 19.48% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 37,398 shares of company stock valued at $11,455,491. 0.21% of the stock is owned by insiders.

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.