GE Aerospace $GE Shares Acquired by Harel Insurance Investments & Financial Services Ltd.

Key Points

• Harel Insurance Investments & Financial Services Ltd. boosted its stake in GE Aerospace by 8,297.9%, buying 453,066 shares to hold 458,526 shares worth about $141.3 million, roughly 1.2% of Harel’s portfolio.
• GE Aerospace beat quarterly EPS ($1.86 vs. $1.60), posted revenue up 24.6% year‑over‑year, and set FY2026 guidance of 7.10–7.40 EPS, underpinning positive analyst sentiment.
• The company raised its quarterly dividend to $0.47 (annualized $1.88), up from $0.36, implying a yield of about 0.7%.

Harel Insurance Investments & Financial Services Ltd. grew its position in GE Aerospace (NYSE:GE - Free Report) by 8,297.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 458,526 shares of the company's stock after purchasing an additional 453,066 shares during the period. GE Aerospace makes up approximately 1.2% of Harel Insurance Investments & Financial Services Ltd.'s holdings, making the stock its 25th largest holding. Harel Insurance Investments & Financial Services Ltd.'s holdings in GE Aerospace were worth $141,309,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. REAP Financial Group LLC acquired a new position in shares of GE Aerospace in the 3rd quarter valued at about $25,000. Marquette Asset Management LLC acquired a new position in shares of GE Aerospace in the 3rd quarter valued at about $26,000. Barnes Dennig Private Wealth Management LLC raised 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 valued at $27,000 after buying an additional 53 shares during the period. Roble Belko & Company Inc raised its holdings in shares of GE Aerospace by 98.1% during the 3rd quarter. Roble Belko & Company Inc now owns 103 shares of the company's stock valued at $31,000 after buying an additional 51 shares during the period. Finally, Abich Financial Wealth Management LLC purchased a new stake in shares of GE Aerospace during the 3rd quarter valued at about $32,000. 74.77% of the stock is owned by institutional investors and hedge funds.

GE Aerospace Stock Performance

Shares of NYSE:GE opened at $286.81 on Wednesday. The company has a market cap of $299.24 billion, a P/E ratio of 35.32, a PEG ratio of 2.61 and a beta of 1.36. The company has a debt-to-equity ratio of 0.99, a quick ratio of 0.70 and a current ratio of 1.01. GE Aerospace has a one year low of $205.92 and a one year high of $348.48. The business's 50-day simple moving average is $304.50 and its 200 day simple moving average is $306.28.

GE Aerospace (NYSE:GE - Get Free Report) last posted its quarterly earnings data on Tuesday, April 21st. The company reported $1.86 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.60 by $0.26. GE Aerospace had a return on equity of 37.99% and a net margin of 17.86%.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 previous year, the business earned $1.49 EPS. GE Aerospace's revenue for the quarter 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. On average, sell-side analysts forecast that GE Aerospace will post 7.46 earnings per share for the current fiscal year.

GE Aerospace Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, April 27th. Shareholders of record on Monday, March 9th were issued a dividend of $0.47 per share. The ex-dividend date was Monday, March 9th. This represents a $1.88 annualized dividend and a yield of 0.7%. This is a boost from GE Aerospace's previous quarterly dividend of $0.36. GE Aerospace's dividend payout ratio (DPR) is presently 23.15%.

GE Aerospace News Roundup

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

• Positive Sentiment: GE signed an F404 engine deal with Türkiye’s TAI to power the country’s advanced jet trainer — a direct commercial win that supports aftermarket revenue, production cadence and geopolitical diversification for GE Aerospace. TAI, GE Aerospace ink F404 engine deal for Türkiye's advanced jet trainer
• Positive Sentiment: Recent quarterly results and outlook remain a tailwind: GE Aerospace beat EPS estimates, reported strong year‑over‑year revenue growth, and set FY‑2026 EPS guidance (7.10–7.40), supporting higher valuation expectations and investor confidence. (Company reports)
• Positive Sentiment: Heightened investor interest in defense names — including reported congressional buying and signs of stabilization in aerospace & defense ETFs — is lifting the group and benefiting prime defense suppliers like GE Aerospace. Congressman Buys Defense Stocks As Middle East Tensions Continues: Here Are The Companies Defense Stocks Are Stabilizing. When to Buy.
• Neutral Sentiment: Market commentary is mixed on valuation — some analysts ask whether GE’s strong multi‑year rally leaves upside limited in the near term, making the stock more sensitive to execution and guidance beats. Is It Too Late To Consider General Electric (GE) After Its Strong Multi Year Rally?
• Neutral Sentiment: Leadership change: Gayatri Rath has exited GE Aerospace after five years; this appears to be a routine personnel move rather than a strategic shift, but investors will watch any follow‑up on succession and continuity. Gayatri Rath exits GE Aerospace after five-year stint
• Negative Sentiment: Technicals and valuation risks: the stock still trades below its 50‑ and 200‑day moving averages and carries a relatively rich P/E and PEG versus some industrial peers, leaving room for short‑term pullbacks if broader market sentiment cools.

Wall Street Analyst Weigh In

Several equities research analysts recently commented on GE shares. Deutsche Bank Aktiengesellschaft raised their target price on GE Aerospace from $375.00 to $387.00 and gave the company a "buy" rating in a report on Friday, January 23rd. Daiwa Securities Group started coverage on GE Aerospace in a report on Tuesday, March 31st. They set a "neutral" rating and a $301.00 target price on the stock. Susquehanna reiterated a "positive" rating and set a $380.00 target price on shares of GE Aerospace in a report on Thursday, January 15th. Jefferies Financial Group set a $365.00 target price on GE Aerospace in a report on Sunday, April 26th. Finally, TD Cowen dropped their target price on GE Aerospace from $350.00 to $330.00 and set a "buy" rating on the stock in a report on Wednesday, April 8th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average target price of $349.89.

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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