Ameriprise Financial Inc. Increases Position in GE Aerospace $GE

Key Points

• Ameriprise Financial raised its stake in GE Aerospace by 35.1% in Q3 to 1,876,004 shares, worth about $564.7 million (≈0.18% of the company).
• Wall Street sentiment is broadly positive—MarketBeat shows a "Moderate Buy" consensus with a $331.12 target after multiple firms raised price targets (e.g., Bernstein to $405, Deutsche Bank to $387, TD Cowen to $350).
• Insiders sold a total of 37,398 shares (~$11.46 million) last quarter (including sales by SVP Russell Stokes and VP Robert Giglietti), while the company also beat quarterly estimates and raised its quarterly dividend to $0.47.

Ameriprise Financial Inc. raised its stake in GE Aerospace (NYSE:GE - Free Report) by 35.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 1,876,004 shares of the company's stock after purchasing an additional 486,888 shares during the quarter. Ameriprise Financial Inc. owned 0.18% of GE Aerospace worth $564,685,000 at the end of the most recent reporting period.

Several other institutional investors also recently made changes to their positions in the stock. Jacobsen Capital Management lifted its holdings in GE Aerospace by 1.4% in the 3rd quarter. Jacobsen Capital Management now owns 2,295 shares of the company's stock valued at $690,000 after purchasing an additional 32 shares in the last quarter. Harfst & Associates Inc. raised its holdings in shares of GE Aerospace by 0.4% in the 3rd quarter. Harfst & Associates Inc. now owns 7,444 shares of the company's stock worth $2,239,000 after purchasing an additional 33 shares during the period. Ledyard National Bank lifted its holdings in shares of GE Aerospace by 1.2% during the 3rd quarter. Ledyard National Bank now owns 2,754 shares of the company's stock valued at $828,000 after acquiring an additional 33 shares in the last quarter. Hardy Reed LLC boosted its holdings in GE Aerospace by 0.7% in the 3rd quarter. Hardy Reed LLC now owns 4,999 shares of the company's stock worth $1,504,000 after acquiring an additional 33 shares during the period. Finally, RMG Wealth Management LLC grew its position in GE Aerospace by 8.3% in the third quarter. RMG Wealth Management LLC now owns 442 shares of the company's stock valued at $132,000 after acquiring an additional 34 shares in the last quarter. 74.77% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of research firms have weighed in on GE. Sanford C. Bernstein upped their price objective on shares of GE Aerospace from $374.00 to $405.00 and gave the company an "outperform" rating in a research report on Tuesday, March 3rd. TD Cowen upped their target price 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. Deutsche Bank Aktiengesellschaft increased their price target on shares of GE Aerospace from $375.00 to $387.00 and gave the stock a "buy" rating in a research report on Friday, January 23rd. BNP Paribas Exane reduced their price target on shares of GE Aerospace from $305.00 to $290.00 and set an "underperform" rating on the stock in a research report on Friday, January 23rd. Finally, Citigroup reaffirmed a "buy" rating and issued a $380.00 price target (up from $378.00) on shares of GE Aerospace in a report on Friday, January 23rd. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, one has given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $331.12.

Insider Activity at GE Aerospace

In related news, SVP Russell Stokes sold 30,363 shares of GE Aerospace stock in a transaction on 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 completion of the sale, the senior vice president directly owned 150,434 shares of the company's stock, valued at $46,103,507.98. The trade was a 16.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, VP Robert M. Giglietti sold 3,035 shares of the business's stock in a transaction that occurred on Friday, January 30th. The shares were sold at an average price of $305.51, for a total transaction of $927,222.85. Following the transaction, the vice president owned 10,583 shares of the company's stock, valued at approximately $3,233,212.33. This represents a 22.29% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 37,398 shares of company stock valued at $11,455,491 over the last quarter. Corporate insiders own 0.21% of the company's stock.

Key Headlines Impacting GE Aerospace

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

• Positive Sentiment: GE continues capacity buildout with another investment at its Batesville site, signaling continued manufacturing expansion and localized production for engines/components. GE Aerospace investing another $18 million in Batesville site
• Positive Sentiment: GE boosts CFM56 turbine-blade manufacturing — an operational move to raise throughput on a high-volume engine family, supporting aftermarket revenue and parts availability. GE Aerospace Boosts CFM56 Turbine Blade Manufacturing
• Positive Sentiment: Planned investments in Illinois and Greater Cincinnati (including a reported $9M and $115M respectively) and a broader $1B U.S. manufacturing push (and hiring 5,000) reinforce long-term capacity, supply-chain resilience and secular aftermarket growth. GE Aerospace to invest $9 million in 2 Illinois facilities
• Positive Sentiment: GE and Palantir extend their AI partnership to improve U.S. Air Force readiness and predictive maintenance — a revenue and margin lever in defense services and digital aftermarket offerings. GE Aerospace And Palantir Extend AI Deal For U.S. Air Force Readiness
• Positive Sentiment: Joint engine research with Airbus Helicopters advances technology partnerships that can lead to future programs and content wins. GE Aerospace, Airbus Helicopters Advance Joint Engine Research
• Neutral Sentiment: Coverage pieces (e.g., 3D-printing stock lists, “buy the dip” analyses) highlight positive structural narratives for GE but are opinion pieces rather than new company-specific catalysts. Top 3D Printing Stocks to Buy Now
• Neutral Sentiment: Small reported congressional insider sale (Rep. Austin Scott) is noted by media but is immaterial to company fundamentals. Rep. Austin Scott Has Sold Up to $30K Worth Of GE Aerospace Stock
• Negative Sentiment: FAA airworthiness directive on certain GEnx HPC stage-5 blisks introduces near-term inspection/replacement costs and scheduling disruption for airline customers — a clear short-term earnings and cash-flow overhang if shop visits rise. GE Aerospace slides as FAA directive on GEnx components adds new maintenance overhang
• Negative Sentiment: Broader market pressure — rising oil/prices and profit-taking after a strong run — is weighing on cyclicals and premium-valuation aerospace names, amplifying pullbacks. Should You Buy the Dip in GE Aerospace Stock Today?

GE Aerospace Stock Performance

Shares of GE opened at $299.25 on Monday. GE Aerospace has a one year low of $159.36 and a one year high of $348.48. The company has a debt-to-equity ratio of 1.00, a current ratio of 1.04 and a quick ratio of 0.74. The stock has a market cap of $313.85 billion, a price-to-earnings ratio of 36.76, a PEG ratio of 2.77 and a beta of 1.36. The company has a 50-day moving average of $320.02 and a two-hundred day moving average of $305.76.

GE Aerospace (NYSE:GE - Get Free Report) last issued its quarterly earnings data on Thursday, January 22nd. The company reported $1.57 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.43 by $0.14. The firm had revenue of $11.90 billion during the quarter, compared to analysts' expectations of $11.27 billion. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. GE Aerospace's revenue for the quarter was up 17.6% on a year-over-year basis. During the same period in the prior year, the company posted $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, equities research analysts expect that GE Aerospace will post 5.4 earnings per share for the current year.

GE Aerospace Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, April 27th. Stockholders of record on Monday, March 9th will be paid a dividend of $0.47 per share. This represents a $1.88 annualized dividend and a dividend yield of 0.6%. 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 23.10%.

About GE Aerospace

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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