Janus Henderson Group PLC Has $926.11 Million Stake in GE Aerospace $GE

Janus Henderson Group PLC lessened its stake in shares of GE Aerospace (NYSE:GE) by 8.3% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 3,263,621 shares of the company’s stock after selling 294,734 shares during the period. Janus Henderson Group PLC’s holdings in GE Aerospace were worth $926,114,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. High Falls Advisors Inc increased its stake in GE Aerospace by 3.0% in the fourth quarter. High Falls Advisors Inc now owns 1,069 shares of the company’s stock valued at $329,000 after purchasing an additional 31 shares in the last quarter. Montz Harcus Wealth Management LLC grew its stake in shares of GE Aerospace by 3.6% in the 4th quarter. Montz Harcus Wealth Management LLC now owns 947 shares of the company’s stock valued at $292,000 after buying an additional 33 shares during the period. Darwin Wealth Management LLC grew its stake in shares of GE Aerospace by 2.0% in the 4th quarter. Darwin Wealth Management LLC now owns 1,699 shares of the company’s stock valued at $523,000 after buying an additional 33 shares during the period. LRI Investments LLC increased its position in GE Aerospace by 1.4% in the 4th quarter. LRI Investments LLC now owns 2,390 shares of the company’s stock valued at $736,000 after buying an additional 33 shares in the last quarter. Finally, Saxon Interests Inc. grew its stake in GE Aerospace by 2.5% in the fourth quarter. Saxon Interests Inc. now owns 1,351 shares of the company’s stock valued at $416,000 after acquiring an additional 33 shares during the period. 74.77% of the stock is owned by institutional investors.

GE Aerospace News Roundup

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

• Positive Sentiment: Commercial engine demand remains a key support. Analysts expect a strong engine market to benefit GE Aerospace’s equipment, services and aftermarket businesses. The company’s latest quarterly results also showed substantial year-over-year revenue growth and an earnings beat, reinforcing its operating momentum. Woodward, Howmet Likely to Benefit From Strong Engine Market
• Positive Sentiment: Middle East updates highlight product durability and airline relationships. GE Aerospace showcased flight-performance milestones and technology improvements supporting Middle Eastern carriers. While the announcements did not include a major new contract, they provide a favorable signal for the company’s commercial aerospace franchise. GE Aerospace Showcases the Future of Flight
• Neutral Sentiment: GE’s performance is being compared with other aerospace stocks. A Zacks analysis examines whether GE Aerospace has outperformed or lagged peers such as HEICO this year. The comparison may influence investor positioning, but the report does not identify a new fundamental change at GE. Are Aerospace Stocks Lagging GE Aerospace This Year?
• Negative Sentiment: A senior executive sold a sizable position. SVP Mohamed Ali sold 8,096 shares for approximately $2.86 million, reducing his direct holdings by 28.15%. The sale may create modest sentiment pressure, although he continues to own a significant stake and the transaction does not necessarily indicate a change in company fundamentals. GE Aerospace SVP Sells Stock
• Negative Sentiment: Valuation leaves limited room for disappointment. Commentary describes GE Aerospace as a high-quality business with recurring aftermarket revenue, but its premium valuation means execution, demand and guidance must remain strong for further gains. This valuation concern is likely contributing to the weaker trading session. GE Aerospace Slumps: Buy the Dip or Avoid?

GE Aerospace Trading Down 3.5%

Shares of GE stock opened at $350.94 on Thursday. GE Aerospace has a 52-week low of $261.71 and a 52-week high of $382.97. The company has a debt-to-equity ratio of 0.96, a quick ratio of 0.67 and a current ratio of 0.98. The company has a 50-day simple moving average of $345.62 and a two-hundred day simple moving average of $320.42. The company has a market capitalization of $364.12 billion, a price-to-earnings ratio of 41.34, a PEG ratio of 2.78 and a beta of 1.35.

GE Aerospace (NYSE:GE) last posted its earnings results on Thursday, July 16th. The company reported $2.02 EPS for the quarter, topping the consensus estimate of $1.86 by $0.16. GE Aerospace had a net margin of 17.72% and a return on equity of 40.56%. The firm had revenue of $12.63 billion for the quarter, compared to analysts’ expectations of $11.87 billion. During the same quarter last year, the firm earned $1.66 EPS. The company’s quarterly revenue was up 21.1% compared to the same quarter last year. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. Research analysts anticipate that GE Aerospace will post 7.91 EPS for the current fiscal year.

GE Aerospace Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, July 27th. Investors of record on Monday, July 6th were given a dividend of $0.47 per share. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend was Monday, July 6th. GE Aerospace’s dividend payout ratio (DPR) is presently 22.14%.

Analyst Ratings Changes

A number of equities analysts recently issued reports on GE shares. Seaport Research Partners started coverage on GE Aerospace in a report on Tuesday, May 26th. They issued a “buy” rating and a $375.00 target price on the stock. The Goldman Sachs Group restated a “buy” rating and issued a $410.00 target price on shares of GE Aerospace in a report on Monday, July 20th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $450.00 target price on shares of GE Aerospace in a research report on Monday. JPMorgan Chase & Co. upped their price target on GE Aerospace from $335.00 to $400.00 and gave the stock an “overweight” rating in a report on Monday, July 20th. Finally, Sanford C. Bernstein set a $421.00 price target on GE Aerospace and gave the company an “outperform” rating in a research report on Thursday, July 23rd. Sixteen equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $390.59.

Insider Buying and Selling

In related news, SVP Mohamed Ali sold 8,096 shares of GE Aerospace stock in a transaction on Friday, July 24th. The stock was sold at an average price of $353.71, for a total transaction of $2,863,636.16. Following the sale, the senior vice president directly owned 20,666 shares in the company, valued at approximately $7,309,770.86. This trade represents a 28.15% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Company insiders own 0.19% of the company’s stock.

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.