GE Aerospace $GE Stake Raised by M&T Bank Corp

Key Points

• M&T Bank Corp increased its stake in GE Aerospace by 5.1% in Q4 to 204,309 shares, valued at about $62.93 million.
• GE Aerospace beat Q1 estimates with $1.86 EPS vs. $1.60 and $11.61B revenue (up 24.6% YoY), and set FY2026 guidance of 7.10–7.40 EPS (analysts average ~7.46).
• The company raised its quarterly dividend to $0.47 (annualized $1.88, 0.7% yield), and the stock has a consensus rating of “Moderate Buy” with a consensus price target of $349.89.

M&T Bank Corp grew its holdings in shares of GE Aerospace (NYSE:GE - Free Report) by 5.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 204,309 shares of the company's stock after buying an additional 9,859 shares during the period. M&T Bank Corp's holdings in GE Aerospace were worth $62,933,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds also recently made changes to their positions in GE. Brighton Jones LLC raised its holdings in shares of GE Aerospace by 25.3% during the fourth quarter. Brighton Jones LLC now owns 12,008 shares of the company's stock valued at $2,003,000 after buying an additional 2,421 shares during the last quarter. Revolve Wealth Partners LLC increased its stake in shares of GE Aerospace by 7.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 2,251 shares of the company's stock valued at $375,000 after acquiring an additional 150 shares during the period. Sivia Capital Partners LLC increased its stake in shares of GE Aerospace by 4.6% during the second quarter. Sivia Capital Partners LLC now owns 4,337 shares of the company's stock valued at $1,116,000 after acquiring an additional 191 shares during the period. Main Street Financial Solutions LLC increased its stake in shares of GE Aerospace by 348.6% during the second quarter. Main Street Financial Solutions LLC now owns 5,899 shares of the company's stock valued at $1,518,000 after acquiring an additional 4,584 shares during the period. Finally, HUB Investment Partners LLC increased its stake in shares of GE Aerospace by 4.2% during the second quarter. HUB Investment Partners LLC now owns 9,035 shares of the company's stock valued at $2,326,000 after acquiring an additional 366 shares during the period. Institutional investors own 74.77% of the company's stock.

GE Aerospace Trading Up 0.1%

GE Aerospace stock opened at $286.91 on Monday. The company has a debt-to-equity ratio of 0.99, a quick ratio of 0.70 and a current ratio of 1.01. The firm has a market cap of $299.34 billion, a price-to-earnings ratio of 35.33, a price-to-earnings-growth ratio of 2.66 and a beta of 1.36. GE Aerospace has a 1 year low of $205.56 and a 1 year high of $348.48. The firm's 50 day moving average price is $305.62 and its two-hundred day moving average price is $306.38.

GE Aerospace (NYSE:GE - Get Free Report) last posted its quarterly earnings results 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. The firm had revenue of $11.61 billion for the quarter, compared to analyst estimates of $11.61 billion. GE Aerospace had a net margin of 17.86% and a return on equity of 37.99%. The firm's quarterly revenue was up 24.6% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.49 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, research analysts predict that GE Aerospace will post 7.46 EPS for the current fiscal year.

GE Aerospace Increases Dividend

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

Analyst Ratings Changes

A number of research analysts recently commented on the stock. Wall Street Zen lowered shares of GE Aerospace from a "buy" rating to a "hold" rating in a research note on Monday, April 27th. Royal Bank Of Canada reiterated an "outperform" rating and set a $355.00 price objective on shares of GE Aerospace in a research note on Wednesday, April 22nd. Susquehanna reiterated a "positive" rating and set a $380.00 price objective on shares of GE Aerospace in a research note on Thursday, January 15th. President Capital lowered their price objective on shares of GE Aerospace from $355.00 to $342.00 and set a "buy" rating on the stock in a research note on Wednesday, April 22nd. Finally, Morgan Stanley lowered their price objective on shares of GE Aerospace from $425.00 to $400.00 and set an "overweight" rating on the stock in a research note on Wednesday, April 22nd. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target 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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