Van ECK Associates Corp Boosts Holdings in GE Aerospace $GE

Van ECK Associates Corp grew its position in GE Aerospace (NYSE:GE) by 2.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 227,896 shares of the company’s stock after purchasing an additional 5,621 shares during the quarter. Van ECK Associates Corp’s holdings in GE Aerospace were worth $68,556,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in the business. Jacobsen Capital Management grew its stake in GE Aerospace by 1.4% during the 3rd quarter. Jacobsen Capital Management now owns 2,295 shares of the company’s stock worth $690,000 after buying an additional 32 shares during the last quarter. Harfst & Associates Inc. boosted its holdings in GE Aerospace by 0.4% in the third quarter. Harfst & Associates Inc. now owns 7,444 shares of the company’s stock worth $2,239,000 after acquiring an additional 33 shares in the last quarter. Ledyard National Bank boosted its holdings in GE Aerospace by 1.2% in the third quarter. Ledyard National Bank now owns 2,754 shares of the company’s stock worth $828,000 after acquiring an additional 33 shares in the last quarter. Hardy Reed LLC grew its stake in shares of GE Aerospace by 0.7% during the third quarter. Hardy Reed LLC now owns 4,999 shares of the company’s stock worth $1,504,000 after acquiring an additional 33 shares during the last quarter. Finally, RMG Wealth Management LLC increased its holdings in shares of GE Aerospace by 8.3% during the third quarter. RMG Wealth Management LLC now owns 442 shares of the company’s stock valued at $132,000 after acquiring an additional 34 shares in the last quarter. 74.77% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting GE Aerospace

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

• Positive Sentiment: GE Aerospace will invest an additional $1 billion in U.S. manufacturing in 2026 to expand capacity, modernize sites (avionics, advanced materials), support suppliers and boost engine output for commercial and defense customers — management says this addresses “tremendous demand” and ties directly to backlog execution. GE Aerospace to invest additional $1 billion in US
• Positive Sentiment: Numerous site-level investments announced (e.g., $55M in Huntsville/Limestone County, $60M in West Michigan, $42M in Lynn, $15M in Terre Haute, $45M in Dayton and others) — these are job-creating, capacity-focused upgrades that reduce supply-chain risk and increase near-term production capability. GE Aerospace invests $1B package in 30 communities across 17 states
• Positive Sentiment: Short interest fell sharply in February (down ~27% vs. mid-February), leaving only ~1.1% of float sold short and a short-interest ratio near 2.1 days — less short pressure can amplify upside on positive news and reduce downside tail risk from short-covering spikes. (internal short-interest report)
• Positive Sentiment: Analyst and market commentary highlight strong commercial engine orders and defense contracts as drivers of the stock’s rally and higher revenue visibility — reinforcing investor confidence in sustained growth and backlog conversion. What’s Behind GE Stock’s Massive Rally?
• Neutral Sentiment: GE Vernova (GEV), the separated energy business, is moving independently in the market; activity in GEV can affect broader GE group sentiment but is operationally distinct from GE Aerospace. GE Vernova (GEV) Advances While Market Declines
• Negative Sentiment: Higher capex: the aggressive $1B+ U.S. spending program boosts long-term capacity but increases near-term cash requirements and could pressure free cash flow and margins if ramp/execution lags. (company announcements)
• Negative Sentiment: Valuation and multiples are elevated (current P/E ~40) versus historical norms — investors should weigh growth/backlog visibility against a premium multiple that leaves less margin for execution misses. (reference: market metrics)

GE Aerospace Stock Performance

Shares of GE stock opened at $326.75 on Wednesday. GE Aerospace has a 52-week low of $159.36 and a 52-week high of $348.48. The company has a quick ratio of 0.74, a current ratio of 1.04 and a debt-to-equity ratio of 1.00. The stock has a market cap of $342.70 billion, a PE ratio of 40.14, a price-to-earnings-growth ratio of 2.97 and a beta of 1.36. The business has a 50-day simple moving average of $320.15 and a 200-day simple moving average of $304.95.

GE Aerospace (NYSE:GE) last posted its earnings results on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, topping the consensus estimate of $1.43 by $0.14. The firm had revenue of $11.90 billion for 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%.GE Aerospace’s revenue for the quarter was up 17.6% compared to the same quarter last year. During the same period last year, the company earned $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, equities analysts expect that GE Aerospace will post 5.4 EPS for the current year.

GE Aerospace Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, April 27th. Stockholders of record on Monday, March 9th will be paid a dividend of $0.47 per share. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.6%. 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. GE Aerospace’s dividend payout ratio is 23.10%.

Insider Activity

In related news, VP Robert M. Giglietti sold 3,035 shares of the stock in a transaction on Friday, January 30th. The shares were sold at an average price of $305.51, for a total transaction of $927,222.85. Following the sale, the vice president directly owned 10,583 shares of the company’s stock, valued at approximately $3,233,212.33. This represents a 22.29% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, SVP Amy L. Gowder sold 4,000 shares of the firm’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $305.73, for a total transaction of $1,222,920.00. Following the sale, the senior vice president owned 16,535 shares in the company, valued at approximately $5,055,245.55. This represents a 19.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 37,398 shares of company stock valued at $11,455,491 in the last three months. 0.21% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

A number of research firms recently commented on GE. JPMorgan Chase & Co. lifted their target price on shares of GE Aerospace from $325.00 to $335.00 and gave the stock an “overweight” rating in a research note on Monday, January 26th. Sanford C. Bernstein boosted their price objective on shares of GE Aerospace from $374.00 to $405.00 and gave the company an “outperform” rating in a report on Tuesday, March 3rd. Weiss Ratings reissued a “buy (b)” rating on shares of GE Aerospace in a research report on Thursday, January 22nd. BNP Paribas Exane lowered their price target on GE Aerospace from $305.00 to $290.00 and set an “underperform” rating for the company in a research report on Friday, January 23rd. Finally, Wolfe Research boosted their price target on GE Aerospace from $340.00 to $360.00 and gave the company an “outperform” rating in a research note on Monday, January 12th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, GE Aerospace presently has a consensus rating of “Moderate Buy” and an average price target of $331.12.

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.