Mitsubishi UFJ Asset Management Co. Ltd. Purchases 102,410 Shares of GE Aerospace $GE

Key Points

• Mitsubishi UFJ Asset Management increased its stake in GE Aerospace by 102,410 shares in Q4 to 2,228,457 shares—about 0.21% of the company—holding roughly $714.8 million, and institutional investors own about 74.8% of the stock.
• GE Aerospace beat quarterly EPS estimates with $1.86 vs. $1.60, reported $11.61 billion in revenue (up 24.6% YoY), and set FY2026 EPS guidance of 7.10–7.40.
• The company raised its quarterly dividend to $0.47 ($1.88 annualized, ~0.7% yield), and analysts maintain a consensus “Moderate Buy” rating with a $349.89 price target despite valuation concerns (PE ~35.3).

Mitsubishi UFJ Asset Management Co. Ltd. boosted its position in GE Aerospace (NYSE:GE - Free Report) by 4.8% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 2,228,457 shares of the company's stock after purchasing an additional 102,410 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. owned about 0.21% of GE Aerospace worth $714,778,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Vanguard Group Inc. grew its position in GE Aerospace by 0.8% during the fourth quarter. Vanguard Group Inc. now owns 92,731,541 shares of the company's stock valued at $28,564,097,000 after buying an additional 699,364 shares during the period. State Street Corp raised its position in GE Aerospace by 0.7% in the third quarter. State Street Corp now owns 44,577,642 shares of the company's stock worth $13,425,562,000 after acquiring an additional 308,730 shares during the period. Capital World Investors raised its position in GE Aerospace by 16.2% in the third quarter. Capital World Investors now owns 21,442,810 shares of the company's stock worth $6,449,731,000 after acquiring an additional 2,995,054 shares during the period. Northern Trust Corp boosted its stake in shares of GE Aerospace by 1.8% during the 3rd quarter. Northern Trust Corp now owns 10,296,945 shares of the company's stock worth $3,097,527,000 after acquiring an additional 181,316 shares during the last quarter. Finally, Jennison Associates LLC boosted its stake in shares of GE Aerospace by 21.5% during the 3rd quarter. Jennison Associates LLC now owns 8,430,878 shares of the company's stock worth $2,536,177,000 after acquiring an additional 1,494,541 shares during the last quarter. 74.77% of the stock is currently owned by institutional investors.

GE Aerospace Stock Performance

Shares of NYSE GE opened at $286.81 on Wednesday. The stock has a market cap of $299.24 billion, a PE ratio of 35.32, a price-to-earnings-growth ratio of 2.61 and a beta of 1.36. GE Aerospace has a 1 year low of $205.92 and a 1 year high of $348.48. The firm has a fifty day moving average price of $304.50 and a 200-day moving average price of $306.28. The company has a debt-to-equity ratio of 0.99, a current ratio of 1.01 and a quick ratio of 0.70.

GE Aerospace (NYSE:GE - Get Free Report) last released its earnings results on Tuesday, April 21st. The company reported $1.86 earnings per share for the quarter, beating analysts' consensus estimates of $1.60 by $0.26. The company had revenue of $11.61 billion for the quarter, compared to analysts' expectations of $11.61 billion. GE Aerospace had a net margin of 17.86% and a return on equity of 37.99%. GE Aerospace's revenue for the quarter was up 24.6% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.49 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Equities analysts anticipate 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. Stockholders of record on Monday, March 9th were paid a $0.47 dividend. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.7%. This is a positive change from GE Aerospace's previous quarterly dividend of $0.36. The ex-dividend date of this dividend was Monday, March 9th. GE Aerospace's dividend payout ratio is currently 23.15%.

Analysts Set New Price Targets

GE has been the subject of several analyst reports. Zacks Research lowered GE Aerospace from a "strong-buy" rating to a "hold" rating in a research note on Tuesday, March 24th. Wells Fargo & Company initiated coverage on GE Aerospace in a report on Wednesday, April 1st. They issued an "overweight" rating and a $325.00 target price on the stock. Citigroup lowered their target price on GE Aerospace from $380.00 to $353.00 and set a "buy" rating on the stock in a research report on Wednesday, April 1st. The Goldman Sachs Group upped their price target on GE Aerospace from $338.00 to $350.00 and gave the stock a "buy" rating in a research report on Friday, January 23rd. Finally, President Capital decreased their price objective on GE Aerospace from $355.00 to $342.00 and set a "buy" 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 assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, GE Aerospace has a consensus rating of "Moderate Buy" and a consensus price target of $349.89.

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.

GE Aerospace Company 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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