Lbp Am Sa Sells 17,306 Shares of GE Aerospace $GE

Lbp Am Sa lowered its holdings in GE Aerospace (NYSE:GE) by 19.8% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 70,301 shares of the company’s stock after selling 17,306 shares during the period. Lbp Am Sa’s holdings in GE Aerospace were worth $21,148,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Marquette Asset Management LLC bought a new stake in shares of GE Aerospace in the third quarter valued at approximately $26,000. Barnes Dennig Private Wealth Management LLC raised its holdings in GE Aerospace by 147.2% in the 3rd quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company’s stock valued at $27,000 after acquiring an additional 53 shares in the last quarter. Bare Financial Services Inc raised its holdings in GE Aerospace by 81.1% in the 2nd quarter. Bare Financial Services Inc now owns 96 shares of the company’s stock valued at $25,000 after acquiring an additional 43 shares in the last quarter. Roble Belko & Company Inc lifted its position in shares of GE Aerospace by 98.1% during the 3rd quarter. Roble Belko & Company Inc now owns 103 shares of the company’s stock valued at $31,000 after acquiring an additional 51 shares during the period. Finally, Lavaca Capital LLC grew its holdings in shares of GE Aerospace by 1,666.7% during the 2nd quarter. Lavaca Capital LLC now owns 106 shares of the company’s stock worth $27,000 after purchasing an additional 100 shares in the last quarter. Institutional investors and hedge funds own 74.77% of the company’s stock.

Analyst Upgrades and Downgrades

GE has been the topic of a number of recent analyst reports. Bank of America raised their price target on GE Aerospace from $310.00 to $365.00 and gave the stock a “buy” rating in a research report on Monday, October 27th. Sanford C. Bernstein reiterated an “outperform” rating on shares of GE Aerospace in a research note on Monday, October 27th. JPMorgan Chase & Co. boosted their target price on shares of GE Aerospace from $275.00 to $325.00 and gave the company an “overweight” rating in a research report on Monday, October 27th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of GE Aerospace in a report on Thursday. Finally, BNP Paribas Exane decreased their price objective on shares of GE Aerospace from $305.00 to $290.00 and set an “underperform” rating on the stock in a research note on Friday. Sixteen equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $318.41.

GE Aerospace Stock Down 0.4%

Shares of NYSE:GE opened at $293.89 on Monday. GE Aerospace has a 52-week low of $159.36 and a 52-week high of $332.79. The company has a market capitalization of $310.00 billion, a PE ratio of 36.10, a price-to-earnings-growth ratio of 1.94 and a beta of 1.40. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.74 and a current ratio of 1.04. The company has a fifty day moving average of $305.09 and a 200-day moving average of $292.76.

GE Aerospace (NYSE:GE) last announced its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, beating analysts’ consensus estimates of $1.43 by $0.14. The firm had revenue of $12.72 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%.The business’s revenue for the quarter was up 17.6% on a year-over-year basis. During the same period last year, the firm posted $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, equities analysts predict that GE Aerospace will post 5.4 EPS for the current fiscal year.

GE Aerospace Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, January 26th. Investors of record on Monday, December 29th will be issued a $0.36 dividend. This represents a $1.44 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date is Monday, December 29th. GE Aerospace’s dividend payout ratio is presently 17.69%.

Insider Transactions at GE Aerospace

In related news, SVP Russell Stokes sold 8,000 shares of the firm’s stock in a transaction on Wednesday, November 19th. The stock was sold at an average price of $297.71, for a total transaction of $2,381,680.00. Following the completion of the transaction, the senior vice president directly owned 150,434 shares of the company’s stock, valued at $44,785,706.14. This trade represents a 5.05% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. 0.21% of the stock is currently owned by corporate insiders.

GE Aerospace News Summary

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

• Positive Sentiment: Q4 results beat and big order/backlog momentum — GE reported better‑than‑expected Q4 EPS and revenue, with record LEAP deliveries, a large order surge and aftermarket strength that support profit and cash‑flow upside. Is GE Stock Fully Valued Around $300?
• Positive Sentiment: Company guidance and profit outlook point higher — Management raised FY‑2026 profit guidance above some estimates citing high‑margin aftermarket demand, which supports medium‑term earnings upgrades. GE forecasts 2026 profit above estimates
• Positive Sentiment: Analyst upgrades/price target increases from major bulge‑bracket firms — Goldman Sachs and Deutsche Bank raised price targets and remain Buy, signalling meaningful upside from current levels. Goldman Sachs raises PT to $350 Deutsche Bank raises PT to $387
• Neutral Sentiment: MarketBeat view: pullback is a buying setup — Technical/long‑term analysts call the post‑earnings pullback a buy‑the‑dip opportunity given buybacks, dividends and intact uptrend, but they expect possible short‑term sideways action. MarketBeat tailwinds article
• Negative Sentiment: Mixed/negative investor reaction — Despite the beats, the stock slipped as some investors focused on signs of slowing sequential revenue growth and viewed FY guidance as cautious; that contributed to today’s decline. Stock brushes off upbeat Q4
• Negative Sentiment: Analyst downgrade/price target cut adds short‑term pressure — BNP Paribas Exane cut its price target and kept an Underperform rating, creating a headline that can amplify selling even as other banks lift targets. BNP Paribas Exane cuts PT to $290
• Negative Sentiment: Risk of near‑term range‑bound action or deeper pullback if support breaks — Market commentary highlights a likely range near ~$280–$300; a break below support could trigger more downside. MarketBeat technical notes

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.