TD Asset Management Inc Buys 69,786 Shares of GE Aerospace $GE

TD Asset Management Inc grew its stake in GE Aerospace (NYSE:GE) by 8.3% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 911,033 shares of the company’s stock after acquiring an additional 69,786 shares during the quarter. TD Asset Management Inc owned 0.09% of GE Aerospace worth $274,057,000 at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. Bare Financial Services Inc raised its holdings in GE Aerospace by 81.1% in the second quarter. Bare Financial Services Inc now owns 96 shares of the company’s stock worth $25,000 after purchasing an additional 43 shares during the period. REAP Financial Group LLC bought a new stake in shares of GE Aerospace in the 3rd quarter valued at $25,000. Marquette Asset Management LLC acquired a new stake in GE Aerospace during the 3rd quarter worth $26,000. Lavaca Capital LLC raised its stake in 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 buying an additional 100 shares during the period. Finally, Barnes Dennig Private Wealth Management LLC lifted its holdings 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 acquiring an additional 53 shares in the last quarter. 74.77% of the stock is currently owned by institutional investors and hedge funds.

GE Aerospace Price Performance

NYSE:GE opened at $346.27 on Wednesday. GE Aerospace has a 52-week low of $159.36 and a 52-week high of $346.80. The company has a market cap of $363.18 billion, a P/E ratio of 42.54, a P/E/G ratio of 3.13 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 stock’s 50-day simple moving average is $315.32 and its 200 day simple moving average is $300.39.

GE Aerospace (NYSE:GE) last posted its quarterly 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. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.The firm had revenue of $11.90 billion during the quarter, compared to the consensus estimate of $11.27 billion. During the same period last year, the company earned $1.32 earnings per share. The business’s revenue was up 17.6% 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 forecast that GE Aerospace will post 5.4 EPS for the current fiscal year.

GE Aerospace Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, April 27th. Shareholders of record on Monday, March 9th will be given a dividend of $0.47 per share. This represents a $1.88 annualized dividend and a yield of 0.5%. This is an increase from GE Aerospace’s previous quarterly dividend of $0.36. The ex-dividend date of this dividend is Monday, March 9th. GE Aerospace’s payout ratio is currently 17.69%.

Insider Buying and Selling at GE Aerospace

In other GE Aerospace 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 value of $927,222.85. Following the completion of the sale, the vice president owned 10,583 shares in the company, valued at $3,233,212.33. This trade represents a 22.29% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, SVP Russell Stokes sold 30,363 shares of the business’s stock in a transaction dated Friday, January 30th. The stock was sold at an average price of $306.47, for a total transaction of $9,305,348.61. Following the transaction, the senior vice president owned 150,434 shares in the company, valued at $46,103,507.98. This represents a 16.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 37,398 shares of company stock worth $11,455,491 over the last quarter. 0.21% of the stock is currently owned by insiders.

GE Aerospace News Roundup

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

• Positive Sentiment: Huge commercial win — United Airlines picked GE’s GEnx engines for new Boeing 787s (300 engines plus spares), a long‑term OEM and aftermarket revenue driver that expands GE’s installed base and service backlog. United Airlines selects GE Aerospace (GE)’s GEnx Engines for Boeing 787
• Positive Sentiment: AI/data advantage — GE teamed with Palantir on an AI-driven jet‑engine contract, signaling investment in predictive maintenance and digital services that can raise aftermarket margins and stickiness with airline customers. GE Aerospace teams with Palantir on AI-driven jet-engine contract
• Positive Sentiment: Defense program traction — GE and Kratos won a U.S. Air Force award to design an engine for expendable Collaborative Combat Aircraft (GEK1500 preliminary design), adding defense pipeline and low‑unit‑cost engine expertise. Kratos and GE Aerospace Win U.S. Air Force Award
• Positive Sentiment: Analyst momentum — Zacks upgraded GE to a Strong Buy and recent bullish initiations and coverage (Morgan Stanley, other buy-side notes) are lifting sentiment and estimate revisions, supporting multiple expansion. GE (GE) Upgraded to Strong Buy
• Neutral Sentiment: Commercial commitments and partner mentions (American’s long‑term commitment to CFM engines; coverage of GE in AI/infrastructure themes) underscore broader demand but are more medium‑term catalysts than immediate earnings drivers. American Makes Long-Term Commitment to GE Engines
• Negative Sentiment: Competitive pressure — RTX/Pratt & Whitney developments (new fighter engine efforts) remind investors of defense market competition that could affect future military engine awards and margin dynamics. RTX post sparks buzz as Pratt & Whitney vies to power stealthy Mach 2 jet

Analyst Ratings Changes

Several equities research analysts have issued reports on GE shares. 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 report on Friday, January 23rd. Susquehanna reissued a “positive” rating and set a $380.00 target price on shares of GE Aerospace in a research note on Thursday, January 15th. TD Cowen lifted their price target on shares of GE Aerospace from $330.00 to $350.00 and gave the company a “buy” rating in a research note on Wednesday, January 14th. UBS Group set a $374.00 price objective on shares of GE Aerospace and gave the stock a “buy” rating in a research report on Friday, January 23rd. Finally, Morgan Stanley began coverage on shares of GE Aerospace in a research note on Friday. They issued an “overweight” rating and a $425.00 target price for the company. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $329.29.

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.