PFA Pension Forsikringsaktieselskab Makes New $202.90 Million Investment in GE Aerospace $GE

Key Points

• PFA Pension acquired 650,761 shares of GE Aerospace valued at approximately $202.90 million, representing about 0.06% of GE and 0.6% of PFA Pension's portfolio (its 24th largest holding).
• GE Aerospace beat Q1 expectations with EPS of $1.86 vs. $1.60 consensus and revenue of $11.61B (up 24.6% YoY), and set FY2026 guidance of $7.10–$7.40 EPS.
• The company raised its quarterly dividend to $0.47 (annualized $1.88, yield 0.7%), while analysts show a consensus rating of "Moderate Buy" with a target price of $349.89.

PFA Pension Forsikringsaktieselskab acquired a new position in shares of GE Aerospace (NYSE:GE - Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 650,761 shares of the company's stock, valued at approximately $202,901,000. GE Aerospace accounts for 0.6% of PFA Pension Forsikringsaktieselskab's investment portfolio, making the stock its 24th biggest holding. PFA Pension Forsikringsaktieselskab owned about 0.06% of GE Aerospace at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Jacobsen Capital Management boosted its position in GE Aerospace by 1.4% during the third quarter. Jacobsen Capital Management now owns 2,295 shares of the company's stock worth $690,000 after purchasing an additional 32 shares during the period. Harfst & Associates Inc. boosted its position in GE Aerospace by 0.4% during the third quarter. Harfst & Associates Inc. now owns 7,444 shares of the company's stock worth $2,239,000 after purchasing an additional 33 shares during the period. Ledyard National Bank boosted its position in GE Aerospace by 1.2% during the third quarter. Ledyard National Bank now owns 2,754 shares of the company's stock worth $828,000 after purchasing an additional 33 shares during the period. Hardy Reed LLC boosted its position in GE Aerospace by 0.7% during the third quarter. Hardy Reed LLC now owns 4,999 shares of the company's stock worth $1,504,000 after purchasing an additional 33 shares during the period. Finally, Wolff Wiese Magana LLC boosted its position in GE Aerospace by 1.0% during the fourth quarter. Wolff Wiese Magana LLC now owns 3,474 shares of the company's stock worth $1,070,000 after purchasing an additional 33 shares during the period. 74.77% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on GE shares. President Capital reduced their target price on shares of GE Aerospace from $355.00 to $342.00 and set a "buy" rating for the company in a research report on Wednesday, April 22nd. Wolfe Research boosted their target price on shares of GE Aerospace from $340.00 to $360.00 and gave the company an "outperform" rating in a research report on Monday, January 12th. Morgan Stanley reduced their target price on shares of GE Aerospace from $425.00 to $400.00 and set an "overweight" rating for the company in a research report on Wednesday, April 22nd. Weiss Ratings reissued a "buy (b)" rating on shares of GE Aerospace in a research report on Thursday, January 22nd. Finally, TD Cowen reduced their target price on shares of GE Aerospace from $350.00 to $330.00 and set a "buy" rating for the company in a research report on Wednesday, April 8th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $349.89.

Insider Buying and Selling

In related news, SVP Amy L. Gowder sold 4,000 shares of the business's stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $305.73, for a total value of $1,222,920.00. Following the completion of the transaction, the senior vice president owned 16,535 shares of the company's stock, valued at $5,055,245.55. The trade was a 19.48% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.19% of the stock is currently owned by company insiders.

GE Aerospace Trading Down 1.0%

Shares of GE Aerospace stock opened at $286.91 on Friday. The firm has a 50-day moving average of $305.62 and a 200-day moving average of $306.27. The stock has a market cap of $299.34 billion, a PE ratio of 35.33, a PEG ratio of 2.69 and a beta of 1.36. GE Aerospace has a 52-week low of $205.56 and a 52-week high of $348.48. 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 (NYSE:GE - Get Free Report) last announced its earnings results on Tuesday, April 21st. The company reported $1.86 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.60 by $0.26. The company had revenue of $11.61 billion during 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 quarterly revenue was up 24.6% on a year-over-year basis. 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. As a group, sell-side analysts forecast that GE Aerospace will post 7.46 EPS for the current year.

GE Aerospace Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, April 27th. Investors of record on Monday, March 9th were paid a $0.47 dividend. This represents a $1.88 dividend on an annualized basis and a yield of 0.7%. This is a boost from GE Aerospace's previous quarterly dividend of $0.36. The ex-dividend date of this dividend was Monday, March 9th. GE Aerospace's payout ratio is presently 23.15%.

GE Aerospace 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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