GE Aerospace $GE Stock: Rakuten Investment Management Inc. Raises Holdings

Key Points

• Rakuten Investment Management increased its GE Aerospace stake by 9.1% in the third quarter, adding 15,496 shares to bring its holding to 186,231 shares, valued at about $59.2 million.
• GE Aerospace reported quarterly EPS of $2.25 and revenue of $13.29 billion, beating analyst estimates; revenue rose 24.7% year over year. The company also secured military turbine orders and its engine business has won major commercial airline orders.
• Analyst sentiment is broadly positive: 16 analysts rate the stock Buy, and MarketBeat cites a Moderate Buy consensus with an average price target of $373.45.

Rakuten Investment Management Inc. boosted its position in shares of GE Aerospace (NYSE:GE - Free Report) by 9.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 186,231 shares of the company's stock after acquiring an additional 15,496 shares during the quarter. Rakuten Investment Management Inc.'s holdings in GE Aerospace were worth $59,201,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in the company. Third View Private Wealth LLC bought a new position in GE Aerospace during the third quarter worth about $345,000. Provenance Wealth Advisors LLC increased its position in GE Aerospace by 322.1% during the third quarter. Provenance Wealth Advisors LLC now owns 3,769 shares of the company's stock worth $1,177,000 after buying an additional 2,876 shares during the last quarter. Lyell Wealth Management LP increased its position in GE Aerospace by 1.9% during the third quarter. Lyell Wealth Management LP now owns 1,803 shares of the company's stock worth $563,000 after buying an additional 34 shares during the last quarter. Associated Banc Corp bought a new stake in GE Aerospace in the third quarter valued at approximately $1,190,000. Finally, Putney Financial Group LLC bought a new stake in GE Aerospace in the third quarter valued at approximately $77,000. Institutional investors and hedge funds 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: GE secured LM2500 marine gas turbine orders for the U.S. Navy’s next-generation Arleigh Burke Flight III destroyers, adding military business and prompting coverage of the stock’s move. Article: GE Aerospace secures LM2500 orders
• Positive Sentiment: Commercial Engines & Services demand remains robust, with CFM International winning orders for more than 1,000 LEAP-1A engines for IndiGo and more than 300 LEAP-1B engines for Turkish Airlines. Growth in air travel and fleet renewal could support engine and service revenue. Article: GE’s commercial engines segment gains momentum
• Positive Sentiment: A recent analysis said GE beat earnings expectations and raised its 2026 guidance. Jefferies reportedly sees 41% potential upside, signaling a bullish analyst view despite the stock’s October pullback. Article: Jefferies sees upside in GE Aerospace
• Neutral Sentiment: Boeing delivery delays could extend demand for maintenance on older engines, benefiting GE’s services business, but may also threaten new-engine programs. Article: Boeing delays and GE Aerospace

Analysts Set New Price Targets

GE has been the subject of a number of recent analyst reports. HC Wainwright set a $375.00 price objective on GE Aerospace in a research report on Wednesday, October 21st. UBS Group restated a "buy" rating and issued a $380.00 price target (up from $377.00) on shares of GE Aerospace in a research note on Wednesday, October 21st. Guggenheim set a $380.00 price objective on shares of GE Aerospace in a research report on Wednesday, October 21st. Deutsche Bank Aktiengesellschaft reissued a "buy" rating and issued a $378.00 price objective on shares of GE Aerospace in a research report on Wednesday, October 21st. Finally, Royal Bank Of Canada set a $376.00 target price on shares of GE Aerospace in a research note on Friday, October 23rd. Sixteen research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat, the stock has an average rating of "Moderate Buy" and an average price target of $373.45.

GE Aerospace Trading Up 1.4%

Shares of NYSE:GE opened at $320.27 on Wednesday. GE Aerospace has a 12-month low of $268.91 and a 12-month high of $388.84. The business has a 50 day moving average of $316.27 and a 200-day moving average of $323.07. The company has a quick ratio of 0.68, a current ratio of 0.98 and a debt-to-equity ratio of 0.96. The stock has a market cap of $330.95 billion, a PE ratio of 36.94, a P/E/G ratio of 2.15 and a beta of 1.43.

GE Aerospace (NYSE:GE - Get Free Report) last announced its earnings results on Tuesday, October 20th. The company reported $2.25 earnings per share for the quarter, topping analysts' consensus estimates of $2.01 by $0.24. The company had revenue of $13.29 billion for the quarter, compared to analyst estimates of $12.88 billion. GE Aerospace had a return on equity of 44.43% and a net margin of 17.31%. The firm's quarterly revenue was up 24.7% compared to the same quarter last year. During the same quarter last year, the company earned $1.66 earnings per share. As a group, equities research analysts forecast that GE Aerospace will post 8.16 earnings per share for the current year.

GE Aerospace Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, October 26th. Shareholders of record on Monday, October 5th were given a dividend of $0.47 per share. The ex-dividend date was Monday, October 5th. This represents a $1.88 annualized dividend and a yield of 0.6%. GE Aerospace's dividend payout ratio (DPR) is presently 21.68%.

About GE Aerospace

GE Aerospace NYSE: GE is a global aerospace company that designs, develops, manufactures and services aircraft engines and related systems. Its products support commercial air transport, business and general aviation, military aircraft, and other defense applications. The company also provides engine components, avionics, mechanical systems, digital solutions and maintenance, repair and overhaul services.

GE Aerospace serves airlines, aircraft operators, leasing companies, airframers and government customers worldwide.

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