GE Aerospace $GE Position Lifted by Sumitomo Mitsui DS Asset Management Company Ltd

Sumitomo Mitsui DS Asset Management Company Ltd boosted its position in GE Aerospace (NYSE:GE) by 2.9% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 158,777 shares of the company’s stock after acquiring an additional 4,433 shares during the quarter. Sumitomo Mitsui DS Asset Management Company Ltd’s holdings in GE Aerospace were worth $49,584,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently added to or reduced their stakes in GE. Amundi increased its stake in GE Aerospace by 135.2% during the first quarter. Amundi now owns 6,119,975 shares of the company’s stock worth $1,736,665,000 after acquiring an additional 3,518,278 shares during the last quarter. Jupiter Topco LLC purchased a new position in shares of GE Aerospace in the 2nd quarter worth about $1,283,858,000. Wellington Management Group LLP lifted its stake in shares of GE Aerospace by 97.3% in the 2nd quarter. Wellington Management Group LLP now owns 6,797,935 shares of the company’s stock valued at $2,540,592,000 after purchasing an additional 3,352,432 shares in the last quarter. Jennison Associates LLC lifted its stake in shares of GE Aerospace by 37.7% in the 1st quarter. Jennison Associates LLC now owns 11,026,006 shares of the company’s stock valued at $3,128,850,000 after purchasing an additional 3,017,937 shares in the last quarter. Finally, State Street Corp lifted its stake in shares of GE Aerospace by 2.6% in the 2nd quarter. State Street Corp now owns 46,497,628 shares of the company’s stock valued at $17,377,559,000 after purchasing an additional 1,160,584 shares in the last quarter. Hedge funds and other institutional investors own 74.77% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on GE shares. Melius Research set a $350.00 target price on GE Aerospace and gave the stock a “hold” rating in a report on Monday, September 14th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $450.00 target price on shares of GE Aerospace in a research report on Monday, July 27th. UBS Group raised their price target on shares of GE Aerospace from $426.00 to $435.00 and gave the company a “buy” rating in a report on Friday, July 17th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $410.00 price target on shares of GE Aerospace in a research report on Monday, July 20th. Finally, Wells Fargo & Company reduced their price target on shares of GE Aerospace from $390.00 to $380.00 and set an “overweight” rating on the stock in a research report on Wednesday, September 30th. Sixteen investment analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, GE Aerospace has an average rating of “Moderate Buy” and a consensus target price of $386.67.

GE Aerospace News Summary

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

• Positive Sentiment: Results exceeded expectations and guidance increased. GE Aerospace reported third-quarter revenue of $14.1 billion, up 16% year over year, while GAAP profit rose 12% to $2.8 billion and diluted EPS increased 14% to $2.32. The company raised its 2026 outlook to approximately 19%–20% adjusted revenue growth, $8.00–$8.10 in adjusted EPS, $10.9–$11.0 billion in operating profit, and $9.1–$9.4 billion in free cash flow. A separate earnings report cited adjusted EPS of $2.25 versus the $2.01 analyst consensus and revenue of $13.29 billion versus $12.88 billion expected. GE Aerospace Q3 Revenue Rises 16% to $14.1 Billion GE Aerospace raises 2026 profit forecast as services strength drives growth
• Positive Sentiment: Demand remains strong. Total orders jumped 49% to $19.0 billion, Commercial Engines & Services revenue increased 21% to $10.3 billion, and Defense & Propulsion Technologies revenue grew 7% to $3.5 billion. These figures reinforce the importance of GE’s large backlog and resilient aerospace demand.
• Positive Sentiment: Institutional support is substantial. In the latest quarter, 1,693 institutional investors added GE shares, including JPMorgan Chase, Fisher Asset Management, and Wellington Management, although 1,343 investors reduced positions.
• Neutral Sentiment: Investors want more evidence that aftermarket growth can continue. Services are GE’s primary profit engine, but the stock has reportedly declined after each of its last three earnings reports as the market seeks reassurance on aftermarket demand and execution. GE Aerospace’s Earnings Keep Growing, but Its Biggest Profit Engine Faces Doubts
• Negative Sentiment: Cash generation and valuation are concerns. Operating cash flow fell 14% year over year to $2.2 billion. GE trades at roughly 36.7 times earnings and remains below its 50-day and 200-day moving averages, leaving investors sensitive to any sign of slower growth.
• Negative Sentiment: Analyst and supply-chain risks add pressure. Melius cut its price target to $350 from $432, while a planned 2027 Pentagon ban on Chinese rare-earth magnets could require costly supplier changes. Recent insider activity also showed eight sales and no purchases over six months.

Insider Buying and Selling

In other GE Aerospace news, SVP Mohamed Ali sold 8,096 shares of the company’s stock in a transaction that occurred on Friday, July 24th. The stock was sold at an average price of $353.71, for a total value of $2,863,636.16. Following the completion of the transaction, the senior vice president owned 20,666 shares in the company, valued at $7,309,770.86. This represents a 28.15% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Company insiders own 0.19% of the company’s stock.

GE Aerospace Stock Down 0.6%

Shares of NYSE GE opened at $311.84 on Tuesday. GE Aerospace has a 12-month low of $268.91 and a 12-month high of $388.84. The company has a market cap of $323.56 billion, a P/E ratio of 36.73, a P/E/G ratio of 2.29 and a beta of 1.38. The company has a current ratio of 0.98, a quick ratio of 0.67 and a debt-to-equity ratio of 0.96. The stock has a fifty day moving average price of $328.69 and a 200 day moving average price of $328.81.

GE Aerospace (NYSE:GE) last released its quarterly earnings data on Tuesday, October 20th. The company reported $2.25 EPS for the quarter, beating the consensus estimate of $2.01 by $0.24. The company had revenue of $13.29 billion for the quarter, compared to analyst estimates of $12.88 billion. GE Aerospace had a return on equity of 40.56% and a net margin of 17.72%. Research analysts anticipate that GE Aerospace will post 7.91 EPS for the current fiscal year.

GE Aerospace Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, October 26th. Investors of record on Monday, October 5th will be given a dividend of $0.47 per share. The ex-dividend date of this dividend is Monday, October 5th. This represents a $1.88 annualized dividend and a yield of 0.6%. GE Aerospace’s payout ratio is 22.14%.

About GE Aerospace

GE Aerospace (NYSE: GE) is a global aerospace company that designs, develops, manufactures and services aircraft engines and related systems. Its products support commercial air transport, business and general aviation, military aircraft, and other defense applications. The company also provides engine components, avionics, mechanical systems, digital solutions and maintenance, repair and overhaul services.

GE Aerospace serves airlines, aircraft operators, leasing companies, airframers and government customers worldwide.