Auto Owners Insurance Co Sells 377,112 Shares of GE Aerospace $GE

Key Points

• Auto Owners Insurance Co reduced its stake in GE Aerospace by 75.0%, selling 377,112 shares in Q3 and now owns 125,548 shares worth $37.77 million (about 1.0% of its portfolio and its 23rd largest holding).
• GE Aerospace beat quarterly expectations (EPS $1.57 vs. $1.43; revenue $11.90B, +17.6%), set FY2026 guidance of 7.10–7.40 EPS, raised the quarterly dividend to $0.47 ($1.88 annual), and holds a MarketBeat consensus rating of Moderate Buy with an average target of $331.12.

Auto Owners Insurance Co lessened its stake in GE Aerospace (NYSE:GE - Free Report) by 75.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 125,548 shares of the company's stock after selling 377,112 shares during the period. GE Aerospace comprises 1.0% of Auto Owners Insurance Co's portfolio, making the stock its 23rd biggest holding. Auto Owners Insurance Co's holdings in GE Aerospace were worth $37,767,000 as of its most recent filing with the SEC.

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

Trending Headlines about GE Aerospace

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

• Positive Sentiment: Expanded Palantir partnership — GE is deepening use of Palantir’s AI to predict equipment failures, untangle supply chains and improve military aircraft readiness, which can raise margins, reduce downtime and lengthen customer stickiness. Palantir and GE Aerospace Are Working Together on Military Aircraft. Is PLTR or GE Stock a Better Buy Here?
• Positive Sentiment: Defense & Propulsion momentum — Analyst coverage highlights rising orders and major defense contracts for GE’s propulsion business, supporting steady revenue growth and higher spare‑parts demand. That underpins the company’s defense tailwind. GE's Defense & Propulsion Unit Gains Momentum: Can It Sustain?
• Positive Sentiment: U.S. manufacturing reinvestment — GE announced multi‑site investments (Indiana, Batesville, Hooksett) as part of a ~$1B U.S. manufacturing push and plans to hire ~5,000 workers, which should boost capacity and supply resilience for engines and components. GE Aerospace Invests $65M in Indiana GE Aerospace to invest $12 million in Hooksett plant
• Positive Sentiment: Operational contract — GE won work to boost J85 engine readiness, a concrete aftermarket/maintenance win that supports recurring revenue and spare‑parts sales. GE Aerospace Awarded Contract to Boost J85 Engine Readiness
• Neutral Sentiment: Investor comparisons to Palantir/NVDA — Several pieces contrast GE’s steadier, cash‑rich aerospace profile with higher‑growth AI/defense software plays; this frames GE as lower‑volatility income/industrial exposure versus pure software upside. Palantir and GE Aerospace Are Working Together on Military Aircraft. Is PLTR or GE Stock a Better Buy Here?
• Negative Sentiment: Rare‑earth / metallization risks — Broader coverage warns that heavy reliance on critical magnet and rare‑earth supply chains (largely China‑dominated) could raise costs or bottlenecks for advanced defense and civilian systems, a potential headwind for margins and delivery timelines. The Invisible Metals Powering a Trillion-Dollar Economy
• Negative Sentiment: Valuation and balance‑sheet considerations — GE Aerospace trades at a premium (PE ~37, PEG ~2.8) with modest liquidity metrics (quick ratio ~0.74) and leverage (debt/equity ~1.0); strong operational news may already be priced in, leaving the stock sensitive to guidance misses or macro shocks.

Wall Street Analyst Weigh In

A number of research analysts recently commented on GE shares. BNP Paribas Exane cut their target price on GE Aerospace from $305.00 to $290.00 and set an "underperform" rating for the company in a research note on Friday, January 23rd. Weiss Ratings reiterated a "buy (b)" rating on shares of GE Aerospace in a research note on Thursday, January 22nd. Morgan Stanley started coverage on shares of GE Aerospace in a report on Friday, February 20th. They issued an "overweight" rating and a $425.00 price target on the stock. Susquehanna restated a "positive" rating and issued a $380.00 price objective on shares of GE Aerospace in a research note on Thursday, January 15th. Finally, Wolfe Research raised their price objective on shares of GE Aerospace from $340.00 to $360.00 and gave the stock an "outperform" rating in a report on Monday, January 12th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, one has given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $331.12.

GE Aerospace Stock Performance

NYSE GE opened at $302.11 on Wednesday. The company has a current ratio of 1.04, a quick ratio of 0.74 and a debt-to-equity ratio of 1.00. GE Aerospace has a 12-month low of $159.36 and a 12-month high of $348.48. The company has a market cap of $316.86 billion, a P/E ratio of 37.11, a PEG ratio of 2.81 and a beta of 1.36. The company has a fifty day simple moving average of $319.12 and a 200 day simple moving average of $306.15.

GE Aerospace (NYSE:GE - Get Free Report) last announced its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share for the quarter, beating the consensus estimate of $1.43 by $0.14. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The business had revenue of $11.90 billion for the quarter, compared to analysts' expectations of $11.27 billion. During the same quarter last year, the firm earned $1.32 EPS. The firm's revenue for the quarter 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. Sell-side analysts predict that GE Aerospace will post 5.4 earnings per share for the current fiscal year.

GE Aerospace Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, April 27th. Shareholders of record on Monday, March 9th will be paid a $0.47 dividend. This is a positive change from GE Aerospace's previous quarterly dividend of $0.36. The ex-dividend date is Monday, March 9th. This represents a $1.88 annualized dividend and a yield of 0.6%. GE Aerospace's dividend payout ratio (DPR) is 23.10%.

Insider Buying and Selling at GE Aerospace

In other news, VP Robert M. Giglietti sold 3,035 shares of the firm'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 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 position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, SVP Amy L. Gowder sold 4,000 shares of the company's stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $305.73, for a total value of $1,222,920.00. Following the transaction, the senior vice president directly owned 16,535 shares in the company, valued at $5,055,245.55. This represents a 19.48% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 37,398 shares of company stock worth $11,455,491 in the last quarter. 0.21% of the stock is currently owned by company insiders.

GE Aerospace 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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