Mitsubishi UFJ Trust & Banking Corp Trims Stock Holdings in GE Aerospace $GE

Key Points

• Mitsubishi UFJ Trust & Banking trimmed its position in GE Aerospace by 6.9% in Q4, selling 37,031 shares and ending the period with 503,104 shares valued at about $154.97 million.
• Earnings beat and outlook: GE Aerospace reported Q1 EPS of $1.86 versus $1.60 expected and revenue of $11.61 billion (up 24.6% YoY), and set FY2026 guidance of $7.10–$7.40 EPS (analysts' consensus ~7.45).
• Dividend and insider activity: The company raised its quarterly dividend to $0.47 (annualized $1.88, ~0.7% yield), while insiders sold roughly 37,398 shares worth about $11.46 million last quarter and institutional ownership is ~74.8%.

Mitsubishi UFJ Trust & Banking Corp trimmed its position in GE Aerospace (NYSE:GE - Free Report) by 6.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 503,104 shares of the company's stock after selling 37,031 shares during the period. Mitsubishi UFJ Trust & Banking Corp's holdings in GE Aerospace were worth $154,972,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in GE. REAP Financial Group LLC purchased a new stake in GE Aerospace in the third quarter worth $25,000. Marquette Asset Management LLC purchased a new stake in GE Aerospace in the third quarter worth $26,000. Barnes Dennig Private Wealth Management LLC grew its stake in GE Aerospace by 147.2% in the third quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company's stock worth $27,000 after purchasing an additional 53 shares during the period. Roble Belko & Company Inc grew its stake in GE Aerospace by 98.1% in the third quarter. Roble Belko & Company Inc now owns 103 shares of the company's stock worth $31,000 after purchasing an additional 51 shares during the period. Finally, Abich Financial Wealth Management LLC purchased a new stake in GE Aerospace in the third quarter worth $32,000. 74.77% of the stock is owned by hedge funds and other institutional investors.

GE Aerospace Trading Down 0.0%

NYSE GE opened at $284.58 on Tuesday. GE Aerospace has a 12 month low of $196.86 and a 12 month high of $348.48. The stock has a market cap of $296.92 billion, a P/E ratio of 35.05, a P/E/G ratio of 2.65 and a beta of 1.43. The stock's fifty day moving average price is $308.19 and its 200-day moving average price is $306.57. The company has a current ratio of 1.01, a quick ratio of 0.70 and a debt-to-equity ratio of 0.99.

GE Aerospace (NYSE:GE - Get Free Report) last posted 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. 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 quarter in the prior year, the company earned $1.49 earnings per share. GE Aerospace's revenue was up 24.6% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, equities analysts forecast that GE Aerospace will post 7.45 EPS for the current fiscal year.

GE Aerospace Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, April 27th. Shareholders of record on Monday, March 9th were issued a $0.47 dividend. This is a positive change from GE Aerospace's previous quarterly dividend of $0.36. This represents a $1.88 dividend on an annualized basis and a yield of 0.7%. 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

Several equities research analysts recently weighed in on the company. JPMorgan Chase & Co. upped their price target on GE Aerospace from $325.00 to $335.00 and gave the stock an "overweight" rating in a research note on Monday, January 26th. BNP Paribas Exane upped their price target on GE Aerospace from $290.00 to $300.00 and gave the stock an "underperform" rating in a research note on Wednesday, April 22nd. Royal Bank Of Canada reaffirmed an "outperform" rating and issued a $355.00 price target on shares of GE Aerospace in a research note on Wednesday, April 22nd. Citigroup reduced their price target on GE Aerospace from $380.00 to $353.00 and set a "buy" rating on the stock in a research note on Wednesday, April 1st. Finally, Wall Street Zen cut GE Aerospace from a "buy" rating to a "hold" rating in a research note on Monday. 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 issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus target price of $349.89.

Insiders Place Their Bets

In other GE Aerospace news, VP Robert M. Giglietti sold 3,035 shares of the company's stock in a transaction dated Friday, January 30th. The stock was sold at an average price of $305.51, for a total value of $927,222.85. Following the completion of the sale, the vice president owned 10,583 shares in the company, valued at $3,233,212.33. This represents a 22.29% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Also, SVP Russell Stokes sold 30,363 shares of the company's stock in a transaction dated Friday, January 30th. The stock was sold at an average price of $306.47, for a total value of $9,305,348.61. Following the completion of the sale, the senior vice president owned 150,434 shares of the company's stock, valued at approximately $46,103,507.98. The trade was a 16.79% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 37,398 shares of company stock worth $11,455,491 over the last quarter. 0.19% of the stock is currently owned by corporate insiders.

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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