GE Aerospace $GE Position Trimmed by Sumitomo Mitsui Trust Group Inc.

Key Points

• Sumitomo Mitsui Trust trimmed its stake in GE Aerospace by 5% in Q4 to 2,390,312 shares (≈0.23% of the company) valued at about $736.3M, while other large institutions (State Street, Capital World Investors, Northern Trust, Jennison, Legal & General) increased holdings and institutional investors now own 74.77% of the stock.
• Company insiders have sold a total of 37,398 shares worth roughly $11.46M in the last 90 days (notable sales: SVP Russell Stokes ~$9.31M and VP Robert Giglietti ~$0.93M), leaving insiders with about 0.19% ownership.
• Analyst sentiment is broadly constructive — MarketBeat reports a consensus rating of "Moderate Buy" with an average price target of $350.88 and several recent upgrades — and GE Aerospace raised its quarterly dividend to $0.47 and set FY2026 guidance at $7.10–$7.40 EPS.

Sumitomo Mitsui Trust Group Inc. lessened its position in GE Aerospace (NYSE:GE - Free Report) by 5.0% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 2,390,312 shares of the company's stock after selling 126,302 shares during the quarter. Sumitomo Mitsui Trust Group Inc. owned approximately 0.23% of GE Aerospace worth $736,288,000 as of its most recent filing with the SEC.

Several other hedge funds have also made changes to their positions in the company. State Street Corp lifted its position in shares of GE Aerospace by 0.7% in the 3rd quarter. State Street Corp now owns 44,577,642 shares of the company's stock valued at $13,425,562,000 after acquiring an additional 308,730 shares in the last quarter. Capital World Investors lifted its position in shares of GE Aerospace by 16.2% in the 3rd quarter. Capital World Investors now owns 21,442,810 shares of the company's stock valued at $6,449,731,000 after acquiring an additional 2,995,054 shares in the last quarter. Northern Trust Corp lifted its position in shares of GE Aerospace by 1.8% in the 3rd quarter. Northern Trust Corp now owns 10,296,945 shares of the company's stock valued at $3,097,527,000 after acquiring an additional 181,316 shares in the last quarter. Jennison Associates LLC lifted its position in shares of GE Aerospace by 21.5% in the 3rd quarter. Jennison Associates LLC now owns 8,430,878 shares of the company's stock valued at $2,536,177,000 after acquiring an additional 1,494,541 shares in the last quarter. Finally, Legal & General Group Plc lifted its position in shares of GE Aerospace by 8.1% in the 3rd quarter. Legal & General Group Plc now owns 6,465,804 shares of the company's stock valued at $1,945,043,000 after acquiring an additional 484,467 shares in the last quarter. Hedge funds and other institutional investors own 74.77% of the company's stock.

Key GE Aerospace News

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

• Positive Sentiment: Defense & Propulsion momentum — GE Aerospace's Defense & Propulsion unit is winning contracts, building backlog and showing margin improvement, supporting near-term earnings visibility and cash flow expectations. GE Gains From Strength in Defense & Propulsion Unit
• Positive Sentiment: AI partnership and manufacturing productivity — Coverage highlights GE Aerospace teaming with Ford on AI initiatives to boost efficiency and margins, a signal that industrials can leverage AI to defend margins versus software peers. This supports longer-term margin expansion. AI Makes Strange Bedfellows of Ford and GE Aerospace
• Positive Sentiment: Bullish media and analyst voices — Prominent commentators (e.g., Jim Cramer) and bullish analyst write-ups highlight durable demand for engines as aircraft production continues, adding retail investor interest. Jim Cramer on GE Aerospace
• Positive Sentiment: Long-term cash-flow thesis — Deep-dive bullish pieces argue the market is underestimating GE Aerospace’s multi-decade free cash flow potential, which underpins higher valuation upside if execution continues. The Market Is Missing The Multi-Decade Cash Flow Engine
• Neutral Sentiment: Nassau toxic-site study — GE Aerospace will contribute a study toward a cleanup plan for a toxic site in Nassau. It’s a local environmental/regulatory headline; likely manageable but worth monitoring for scope/cost implications. GE Aerospace study to contribute to cleanup plan for toxic Nassau site
• Neutral Sentiment: Relative valuations across GE spinoffs — Analysis comparing GE’s spun-off businesses underscores differing growth/valuation profiles; useful context but not an immediate catalyst for GE Aerospace. The GE Family Divided
• Negative Sentiment: Analyst/broker optimism questioned — Coverage noting that the average brokerage recommendation rates GE as a Buy but warns that sell‑side optimism may be overstated; that can prompt short-term volatility if analysts trim ratings or investors reassess expectations. GE Is Considered a Good Investment by Brokers

Insider Transactions at GE Aerospace

In other news, SVP Russell Stokes sold 30,363 shares of the stock in a transaction 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 transaction, 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 position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, VP Robert M. Giglietti sold 3,035 shares of the stock in a transaction on Friday, January 30th. The stock was 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 in the company, valued at approximately $3,233,212.33. This trade represents a 22.29% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 37,398 shares of company stock worth $11,455,491 in the last 90 days. 0.19% of the stock is owned by insiders.

Analysts Set New Price Targets

Several equities research analysts recently commented on GE shares. Sanford C. Bernstein upped their price target 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. Wells Fargo & Company started coverage on shares of GE Aerospace in a research report on Wednesday, April 1st. They issued an "overweight" rating and a $325.00 price target for the company. Zacks Research downgraded shares of GE Aerospace from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, March 24th. BNP Paribas Exane reduced their price target on shares of GE Aerospace from $305.00 to $290.00 and set an "underperform" rating for the company in a research report on Friday, January 23rd. Finally, Wolfe Research upped their price target on shares of GE Aerospace from $340.00 to $360.00 and gave the company an "outperform" rating in a research report on Monday, January 12th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, three have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, GE Aerospace presently has an average rating of "Moderate Buy" and a consensus price target of $350.88.

GE Aerospace Stock Down 1.5%

GE stock opened at $308.43 on Friday. The company has a 50 day moving average of $311.76 and a two-hundred day moving average of $306.68. GE Aerospace has a 12-month low of $175.05 and a 12-month high of $348.48. The company has a market cap of $323.48 billion, a price-to-earnings ratio of 37.89, a PEG ratio of 2.85 and a beta of 1.43. The company has a quick ratio of 0.74, a current ratio of 1.04 and a debt-to-equity ratio of 1.00.

GE Aerospace (NYSE:GE - Get Free Report) last announced its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, topping 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 company had revenue of $11.90 billion for the quarter, compared to analyst estimates of $11.27 billion. During the same quarter in the prior year, the business posted $1.32 EPS. GE Aerospace's quarterly revenue was up 17.6% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, equities analysts anticipate that GE Aerospace will post 5.4 earnings per share for the current fiscal year.

GE Aerospace Increases Dividend

The firm 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 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 dividend yield of 0.6%. GE Aerospace's dividend payout ratio (DPR) is currently 23.10%.

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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