AEGON ASSET MANAGEMENT UK Plc Invests $55.38 Million in GE Aerospace $GE

Key Points

• AEGON Asset Management UK Plc established a new position in GE Aerospace by buying 179,788 shares (~$55.38 million) in Q4, and institutional investors now own about 74.77% of the company.
• GE Aerospace beat Q1 EPS estimates ($1.86 vs. $1.60) with revenue up 24.6%, set FY2026 guidance of 7.10–7.40 EPS, and raised its quarterly dividend to $0.47 (annualized $1.88).
• Analyst views are mixed but tilt positive: the consensus is a Moderate Buy with an average target price of $349.06, while individual ratings range from BNP Paribas’s "underperform" ($300) to several "buy/overweight" calls.

AEGON ASSET MANAGEMENT UK Plc bought a new position in GE Aerospace (NYSE:GE - Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 179,788 shares of the company's stock, valued at approximately $55,382,000.

Several other large investors have also made changes to their positions in GE. REAP Financial Group LLC bought a new stake in shares of GE Aerospace in the 3rd quarter worth about $25,000. Marquette Asset Management LLC bought a new stake in GE Aerospace during the 3rd quarter worth about $26,000. Barnes Dennig Private Wealth Management LLC grew its holdings in GE Aerospace by 147.2% during the 3rd 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 during the last quarter. Roble Belko & Company Inc grew its holdings in GE Aerospace by 98.1% during the 3rd quarter. Roble Belko & Company Inc now owns 103 shares of the company's stock worth $31,000 after acquiring an additional 51 shares during the last quarter. Finally, Abich Financial Wealth Management LLC bought a new stake in GE Aerospace during the 3rd quarter worth about $32,000. Institutional investors own 74.77% of the company's stock.

Analysts Set New Price Targets

A number of equities research analysts have commented on the stock. BNP Paribas Exane increased their price objective on shares of GE Aerospace from $290.00 to $300.00 and gave the stock an "underperform" rating in a report on Wednesday. Weiss Ratings reissued a "buy (b)" rating on shares of GE Aerospace in a report on Thursday, January 22nd. Citigroup decreased their price objective on shares of GE Aerospace from $380.00 to $353.00 and set a "buy" rating on the stock in a report on Wednesday, April 1st. Susquehanna reissued a "positive" rating and set a $380.00 price objective on shares of GE Aerospace in a report on Thursday, January 15th. Finally, Wells Fargo & Company assumed coverage on shares of GE Aerospace in a report on Wednesday, April 1st. They set an "overweight" rating and a $325.00 price objective on the stock. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average target price of $349.06.

Key GE Aerospace News

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

• Positive Sentiment: High-profile endorsement: Jim Cramer said he’d be a buyer based on GE Aerospace’s earnings where “every key line was above expectations,” giving retail momentum to the stock. Jim Cramer on GE Aerospace: “I’d Be a Buyer Down Here”
• Positive Sentiment: Institutional support/buy-the-dip narrative: Citi and other outlets counseled investors to view the pullback after earnings as a buying opportunity, citing continued demand and solid fundamentals. GE Stock Drops After Earnings. Citi Says Buy the Dip.
• Positive Sentiment: New coverage with an upside view: Wells Fargo initiated coverage with an Overweight and $325 target, signaling confidence in longer‑term LEAP engine ramps. Wells Fargo Asserts GE Aerospace Growth Prospects on Leap SV Ramp
• Neutral Sentiment: Price-target tweak but mixed signal: BNP Paribas Exane raised its target to $300 while keeping an “underperform” rating — modestly higher target but continued caution from that shop. BNP Paribas Adjusts Price Target on GE Aerospace
• Neutral Sentiment: Macro/market context: MarketBeat’s week review notes a constructive earnings backdrop but warns oil/commodity volatility could matter if geopolitical tensions resume — a background risk for aerospace names. MarketBeat Week in Review – 04/20 - 04/24
• Negative Sentiment: Analyst downgrades and pessimistic forecasts: Reports show an analyst downgrade that knocked shares lower (trading down ~3.7% in one headline) and UBS issued a pessimistic price forecast, pressuring sentiment. GE Aerospace Trading Down 3.7% Following Analyst Downgrade UBS Group Issues Pessimistic Forecast for GE Aerospace
• Negative Sentiment: Guidance disappointed some investors: coverage notes the company’s cautious outlook after Q1 led to the initial selloff despite strong results — a key driver for short‑term weakness. Why GE Aerospace Stock Is Trading Lower Today
• Negative Sentiment: Operational headwind — jet fuel/geo risk: Analysis highlights that higher jet fuel prices and possible supply disruptions tied to geopolitical tensions (Iran) tighten airline economics, which can slow airline orders/usage and weigh on engine aftermarket demand. How the Iran Conflict Is Squeezing GE Aerospace's Outlook

GE Aerospace Stock Performance

GE Aerospace stock opened at $284.61 on Friday. The company has a current ratio of 1.01, a quick ratio of 0.74 and a debt-to-equity ratio of 0.99. GE Aerospace has a 1 year low of $196.86 and a 1 year high of $348.48. The company has a market cap of $296.94 billion, a PE ratio of 35.05, a PEG ratio of 2.63 and a beta of 1.43. The company's 50-day moving average is $308.80 and its two-hundred day moving average is $306.64.

GE Aerospace (NYSE:GE - Get Free Report) last released its earnings results on Tuesday, April 21st. The company reported $1.86 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.60 by $0.26. GE Aerospace had a net margin of 17.86% and a return on equity of 37.99%. The company had revenue of $11.61 billion for the quarter, compared to the consensus estimate of $11.61 billion. During the same period in the prior year, the company posted $1.49 EPS. The company's revenue was up 24.6% compared to the same quarter last year. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Equities analysts anticipate that GE Aerospace will post 7.45 earnings per share for the current year.

GE Aerospace Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, April 27th. Investors of record on Monday, March 9th will be given a $0.47 dividend. The ex-dividend date is Monday, March 9th. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.7%. This is a positive change from GE Aerospace's previous quarterly dividend of $0.36. GE Aerospace's dividend payout ratio is 23.15%.

Insider Activity at GE Aerospace

In related news, VP Robert M. Giglietti sold 3,035 shares of the stock in a transaction that occurred 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 sale, the vice president directly owned 10,583 shares in the company, valued at $3,233,212.33. This trade represents a 22.29% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, SVP Russell Stokes sold 30,363 shares of the stock in a transaction that occurred on Friday, January 30th. The shares were sold at an average price of $306.47, for a total transaction of $9,305,348.61. Following the completion of the sale, 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 37,398 shares of company stock worth $11,455,491 in the last ninety days. 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.

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