Sava Infond d.o.o. Has $5.45 Million Stock Holdings in GE Aerospace $GE

Key Points

• Sava Infond d.o.o. trimmed its position in GE Aerospace by 17.4%, selling 3,730 shares and leaving a holding of 17,680 shares worth about $5.45 million (its 24th largest holding).
• GE Aerospace beat Q1 expectations with $1.86 EPS (vs. $1.60 est.), raised its quarterly dividend to $0.47, and set FY2026 guidance of 7.10–7.40 EPS.
• Analysts show a “Moderate Buy” consensus on GE with an average price target of $349.06, amid mixed recent price‑target adjustments and both upgrades and downgrades.

Sava Infond d.o.o. decreased its holdings in GE Aerospace (NYSE:GE - Free Report) by 17.4% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 17,680 shares of the company's stock after selling 3,730 shares during the quarter. GE Aerospace accounts for approximately 0.7% of Sava Infond d.o.o.'s holdings, making the stock its 24th biggest holding. Sava Infond d.o.o.'s holdings in GE Aerospace were worth $5,446,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in the business. Diversified Trust Co grew its holdings in shares of GE Aerospace by 21.3% in the 3rd quarter. Diversified Trust Co now owns 32,021 shares of the company's stock worth $9,633,000 after purchasing an additional 5,625 shares during the last quarter. Cadinha & Co. LLC grew its holdings in shares of GE Aerospace by 154.8% in the 3rd quarter. Cadinha & Co. LLC now owns 97,280 shares of the company's stock worth $29,264,000 after purchasing an additional 59,106 shares during the last quarter. Phoenix Financial Ltd. grew its holdings in shares of GE Aerospace by 34.3% in the 3rd quarter. Phoenix Financial Ltd. now owns 22,632 shares of the company's stock worth $6,808,000 after purchasing an additional 5,775 shares during the last quarter. Integrity Financial Corp WA bought a new stake in GE Aerospace during the 3rd quarter worth about $481,000. Finally, Prime Capital Investment Advisors LLC grew its holdings in GE Aerospace by 23.6% during the 3rd quarter. Prime Capital Investment Advisors LLC now owns 51,105 shares of the company's stock worth $15,373,000 after acquiring an additional 9,750 shares during the last quarter. Institutional investors and hedge funds own 74.77% of the company's stock.

Analysts Set New Price Targets

A number of equities research analysts have commented on GE shares. Wells Fargo & Company started coverage on shares of GE Aerospace in a report on Wednesday, April 1st. They set an "overweight" rating and a $325.00 price objective on the stock. Wall Street Zen raised shares of GE Aerospace from a "hold" rating to a "buy" rating in a report on Sunday, April 19th. Morgan Stanley decreased their price objective on shares of GE Aerospace from $425.00 to $400.00 and set an "overweight" rating on the stock in a report on Wednesday. UBS Group decreased their price objective on shares of GE Aerospace from $357.00 to $350.00 and set a "buy" rating on the stock in a report on Wednesday. Finally, BNP Paribas Exane increased their price objective on shares of GE Aerospace from $290.00 to $300.00 and gave the stock an "underperform" rating in a report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, GE Aerospace presently has a consensus rating of "Moderate Buy" and an average target price of $349.06.

Key GE Aerospace News

Here are the key news stories impacting GE Aerospace this week:

• Positive Sentiment: High-profile endorsement: Jim Cramer said he’d be a buyer based on GE Aerospace’s earnings where “every key line was above expectations,” giving retail momentum to the stock. Jim Cramer on GE Aerospace: “I’d Be a Buyer Down Here”
• Positive Sentiment: Institutional support/buy-the-dip narrative: Citi and other outlets counseled investors to view the pullback after earnings as a buying opportunity, citing continued demand and solid fundamentals. GE Stock Drops After Earnings. Citi Says Buy the Dip.
• Positive Sentiment: New coverage with an upside view: Wells Fargo initiated coverage with an Overweight and $325 target, signaling confidence in longer‑term LEAP engine ramps. Wells Fargo Asserts GE Aerospace Growth Prospects on Leap SV Ramp
• Neutral Sentiment: Price-target tweak but mixed signal: BNP Paribas Exane raised its target to $300 while keeping an “underperform” rating — modestly higher target but continued caution from that shop. BNP Paribas Adjusts Price Target on GE Aerospace
• Neutral Sentiment: Macro/market context: MarketBeat’s week review notes a constructive earnings backdrop but warns oil/commodity volatility could matter if geopolitical tensions resume — a background risk for aerospace names. MarketBeat Week in Review – 04/20 - 04/24
• Negative Sentiment: Analyst downgrades and pessimistic forecasts: Reports show an analyst downgrade that knocked shares lower (trading down ~3.7% in one headline) and UBS issued a pessimistic price forecast, pressuring sentiment. GE Aerospace Trading Down 3.7% Following Analyst Downgrade UBS Group Issues Pessimistic Forecast for GE Aerospace
• Negative Sentiment: Guidance disappointed some investors: coverage notes the company’s cautious outlook after Q1 led to the initial selloff despite strong results — a key driver for short‑term weakness. Why GE Aerospace Stock Is Trading Lower Today
• Negative Sentiment: Operational headwind — jet fuel/geo risk: Analysis highlights that higher jet fuel prices and possible supply disruptions tied to geopolitical tensions (Iran) tighten airline economics, which can slow airline orders/usage and weigh on engine aftermarket demand. How the Iran Conflict Is Squeezing GE Aerospace's Outlook

GE Aerospace Stock Up 0.8%

Shares of NYSE GE opened at $284.61 on Friday. The firm has a market capitalization of $296.94 billion, a PE ratio of 35.05, a price-to-earnings-growth ratio of 2.63 and a beta of 1.43. The company has a current ratio of 1.01, a quick ratio of 0.74 and a debt-to-equity ratio of 0.99. GE Aerospace has a 1 year low of $196.86 and a 1 year high of $348.48. The firm's 50-day moving average is $308.80 and its 200-day moving average is $306.61.

GE Aerospace (NYSE:GE - Get Free Report) last issued its earnings results on Tuesday, April 21st. The company reported $1.86 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.60 by $0.26. The company 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 company's revenue for the quarter was up 24.6% on a year-over-year basis. During the same quarter last year, the firm earned $1.49 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Equities analysts expect that GE Aerospace will post 7.45 EPS for the current year.

GE Aerospace Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, April 27th. Stockholders of record on Monday, March 9th will be paid a $0.47 dividend. This is a boost from GE Aerospace's previous quarterly dividend of $0.36. The ex-dividend date of this dividend is Monday, March 9th. This represents a $1.88 annualized dividend and a dividend yield of 0.7%. GE Aerospace's payout ratio is 23.15%.

Insider Activity

In other news, SVP Amy L. Gowder sold 4,000 shares of the firm's stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $305.73, for a total value of $1,222,920.00. Following the transaction, the senior vice president owned 16,535 shares of the company's stock, valued at approximately $5,055,245.55. This trade represents a 19.48% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Russell Stokes sold 30,363 shares of the firm'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 transaction, the senior vice president owned 150,434 shares in the company, valued at approximately $46,103,507.98. This trade represents a 16.79% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 37,398 shares of company stock valued at $11,455,491. 0.19% of the stock is currently owned by insiders.

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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