US Bancorp DE Has $90.35 Million Stock Holdings in GE Aerospace $GE

US Bancorp DE cut its position in shares of GE Aerospace (NYSE:GE) by 1.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 293,315 shares of the company’s stock after selling 4,673 shares during the quarter. US Bancorp DE’s holdings in GE Aerospace were worth $90,351,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in GE. REAP Financial Group LLC bought a new position in GE Aerospace during the third quarter worth about $25,000. Marquette Asset Management LLC bought a new position in GE Aerospace during the third quarter worth about $26,000. Barnes Dennig Private Wealth Management LLC lifted its stake in GE Aerospace by 147.2% during the third quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company’s stock worth $27,000 after purchasing an additional 53 shares during the period. Roble Belko & Company Inc lifted its stake in GE Aerospace by 98.1% during the third quarter. Roble Belko & Company Inc now owns 103 shares of the company’s stock worth $31,000 after purchasing an additional 51 shares during the period. Finally, Abich Financial Wealth Management LLC bought a new position in GE Aerospace during the third quarter worth about $32,000. 74.77% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other news, SVP Amy L. Gowder sold 4,000 shares of GE Aerospace stock in a transaction that occurred on Monday, February 2nd. The shares were 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 owned 16,535 shares in the company, valued at approximately $5,055,245.55. The trade was a 19.48% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Company insiders own 0.19% of the company’s stock.

GE Aerospace News Summary

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

• Positive Sentiment: U.S. rare‑earth procurement rules will bar Chinese‑origin rare‑earth alloys in defense applications from January 2027, accelerating a domestic supply‑chain reset. That shift should benefit large U.S. engine makers that need secure, certified suppliers — positioning GE Aerospace as a key buyer/beneficiary during the transition. GE Aerospace Faces Rare Earth Reset As U.S. Rules Tighten
• Positive Sentiment: Unusually large call activity — roughly 55,877 calls traded (about +156% vs. normal) — signals short‑term bullish positioning by options traders, which can amplify upward stock moves. (Options flow item reported 4/30/2026)
• Positive Sentiment: Rising global military spending (up ~2.9% to $2.89T) is highlighting defense ETFs and demand for suppliers of military engines and systems, a structural tailwind for GE Aerospace’s defense backlog and long‑cycle contracts. Defense ETFs to Buy as Global Military Spending Rises 2.9%
• Neutral Sentiment: GE Vernova briefly surpassed GE Aerospace in market cap as AI‑driven demand boosted Vernova’s gas‑turbine order flow; this is more about relative investor rotation across GE’s spun businesses than a change to Aerospace fundamentals. Something Amazing That No One Predicted Just Happened in the Markets (Yes, AI Is at the Center of It)
• Neutral Sentiment: Airbus’s softer Q1 operating profit provides context for commercial aerospace demand but does not directly change GE Aerospace’s backlog or defense exposure; it’s industry color to watch. Airbus Missed Earnings and the Stock Is Up. What That Could Mean for Boeing.
• Neutral Sentiment: Coverage and chatter (Zacks trending piece) are increasing attention on GE, which can boost volatility but is not a directional fundamental change. GE Aerospace (GE) Is a Trending Stock: Facts to Know Before Betting on It
• Negative Sentiment: Investor reaction to the Q1 print was mixed: GE Aerospace beat EPS and reported an 87% surge in orders and a record backlog, but the company trimmed parts of its 2026 outlook citing geopolitical and oil‑price risks — the guidance cut triggered a sharp near‑term selloff and heightened volatility. GE Aerospace Stock (GE) Opinions on Q1 Earnings Release
• Negative Sentiment: Notable insider selling reported over recent months (multiple senior‑level sales) may concern some investors about timing of exits, increasing the perception of near‑term downside risk. GE Aerospace Stock (GE) Opinions on Q1 Earnings Release

GE Aerospace Stock Performance

NYSE:GE opened at $290.06 on Friday. GE Aerospace has a 1 year low of $200.86 and a 1 year high of $348.48. The firm has a 50 day moving average of $305.62 and a 200-day moving average of $306.27. The company has a current ratio of 1.01, a quick ratio of 0.70 and a debt-to-equity ratio of 0.99. The stock has a market capitalization of $302.64 billion, a P/E ratio of 35.72, a price-to-earnings-growth ratio of 2.64 and a beta of 1.43.

GE Aerospace (NYSE:GE) last posted its earnings results on Tuesday, April 21st. The company reported $1.86 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.60 by $0.26. GE Aerospace had a net margin of 17.86% and a return on equity of 37.99%. The company had revenue of $11.61 billion during the quarter, compared to analysts’ expectations of $11.61 billion. During the same quarter in the previous year, the company posted $1.49 earnings per share. GE Aerospace’s quarterly revenue was up 24.6% compared to the same quarter last year. 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 7.45 EPS for the current fiscal year.

GE Aerospace Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, April 27th. Stockholders of record on Monday, March 9th were paid a $0.47 dividend. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.6%. This is an increase from GE Aerospace’s previous quarterly dividend of $0.36. The ex-dividend date was Monday, March 9th. GE Aerospace’s dividend payout ratio is presently 23.15%.

Analyst Upgrades and Downgrades

A number of brokerages have commented on GE. Jefferies Financial Group set a $365.00 price target on shares of GE Aerospace in a research note on Sunday. Wall Street Zen cut shares of GE Aerospace from a “buy” rating to a “hold” rating in a research note on Monday. Weiss Ratings restated a “buy (b)” rating on shares of GE Aerospace in a research note on Thursday, January 22nd. Deutsche Bank Aktiengesellschaft raised 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. Finally, Wells Fargo & Company began coverage on shares of GE Aerospace in a research note on Wednesday, April 1st. They set an “overweight” rating and a $325.00 price target for the company. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $349.89.

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.