Swedbank AB Purchases 50,984 Shares of GE Aerospace $GE

Key Points

• Swedbank AB boosted its stake in GE Aerospace by 16.4%, buying 50,984 shares to hold 361,015 shares valued at about $111.2 million, according to its latest 13F filing.
• GE Aerospace beat quarterly EPS ($1.86 vs. $1.60) and set FY‑2026 guidance of $7.10–$7.40, while analysts remain mostly bullish with a consensus price target of $349.89 ("Moderate Buy").
• The company raised its quarterly dividend to $0.47 (annualized $1.88), implying a 0.6% yield and a payout ratio of 23.15%.

Swedbank AB boosted its position in GE Aerospace (NYSE:GE - Free Report) by 16.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 361,015 shares of the company's stock after acquiring an additional 50,984 shares during the period. Swedbank AB's holdings in GE Aerospace were worth $111,203,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. REAP Financial Group LLC acquired a new stake in GE Aerospace in the 3rd quarter valued at $25,000. Marquette Asset Management LLC acquired a new position in GE Aerospace during the third quarter worth $26,000. Barnes Dennig Private Wealth Management LLC raised its holdings in GE Aerospace by 147.2% during the third quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company's stock worth $27,000 after buying an additional 53 shares during the last quarter. Roble Belko & Company Inc lifted its stake in shares of GE Aerospace by 98.1% in the third quarter. Roble Belko & Company Inc now owns 103 shares of the company's stock valued at $31,000 after buying an additional 51 shares in the last quarter. Finally, Abich Financial Wealth Management LLC bought a new position in shares of GE Aerospace in the third quarter valued at $32,000. Institutional investors and hedge funds own 74.77% of the company's stock.

Wall Street Analyst Weigh In

Several equities research analysts have recently commented on GE shares. Weiss Ratings reissued a "buy (b)" rating on shares of GE Aerospace in a research report on Thursday, January 22nd. JPMorgan Chase & Co. raised their price target on shares of GE Aerospace from $325.00 to $335.00 and gave the company an "overweight" rating in a research report on Monday, January 26th. Wells Fargo & Company assumed coverage on GE Aerospace in a research note on Wednesday, April 1st. They set an "overweight" rating and a $325.00 price target for the company. Wolfe Research increased their price objective on GE Aerospace from $340.00 to $360.00 and gave the stock an "outperform" rating in a research note on Monday, January 12th. Finally, Zacks Research cut GE Aerospace from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, March 24th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, GE Aerospace currently has an average 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: Analyst consensus shows upside — 13 analysts aggregate to a "Strong Buy" with an average ~24% upside potential, supporting bullish investor sentiment and driving demand. Analysts See 24% Upside To GE Aerospace (GE)
• Positive Sentiment: Solid fundamentals — GE Aerospace recently beat quarterly EPS estimates and set FY‑2026 guidance of $7.10–$7.40 EPS (consensus ~7.46), showing accelerating revenue and margin performance that underpins higher stock valuations. Company earnings and guidance
• Positive Sentiment: New commercial/defense order — GE signed an F404 engine deal with Türkiye's TAI for its advanced jet trainer, expanding aftermarket and production runway in defense engines. That contract adds near‑term revenue visibility and strengthens the backlog. TAI, GE Aerospace ink F404 engine deal for Türkiye's advanced jet trainer
• Neutral Sentiment: Valuation / "late to the rally" debate — Coverage has surfaced questioning whether GE's recent multi‑year gains leave less upside from here; this fuels mixed trading between momentum buyers and value‑oriented sellers. Is It Too Late To Consider General Electric (GE) After Its Strong Multi Year Rally?
• Neutral Sentiment: Unrelated sector hire — A separate item about TEN appointing a growth SVP is not material to GE but appeared in feeds; no direct impact on GE's fundamentals. TEN Appoints Trailer Leasing Veteran Mark Domzalski as SVP of Growth and Customer Strategy
• Negative Sentiment: Selective analyst downgrades/trimmed targets — While the consensus is bullish, at least one firm (Jefferies) trimmed its price target, which can cap upside and introduce short‑term volatility as investors re‑weigh target dispersion. Analysts See 24% Upside To GE Aerospace (GE)

GE Aerospace Trading Up 6.8%

NYSE:GE opened at $306.15 on Thursday. GE Aerospace has a 52 week low of $208.21 and a 52 week high of $348.48. The firm has a 50-day moving average price of $303.85 and a two-hundred day moving average price of $306.33. The company has a debt-to-equity ratio of 0.99, a quick ratio of 0.70 and a current ratio of 1.01. The firm has a market cap of $319.42 billion, a price-to-earnings ratio of 37.70, a price-to-earnings-growth ratio of 2.66 and a beta of 1.36.

GE Aerospace (NYSE:GE - Get Free Report) last released 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 during the quarter, compared to analyst estimates of $11.61 billion. GE Aerospace had a return on equity of 37.99% and a net margin of 17.86%.GE Aerospace's quarterly revenue was up 24.6% on a year-over-year basis. During the same period in the prior year, the company posted $1.49 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, equities analysts expect that GE Aerospace will post 7.46 earnings per share for the current fiscal year.

GE Aerospace Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, April 27th. Stockholders of record on Monday, March 9th were given a dividend of $0.47 per share. The ex-dividend date of this dividend was Monday, March 9th. This represents a $1.88 annualized dividend and a dividend yield of 0.6%. This is a boost from GE Aerospace's previous quarterly dividend of $0.36. GE Aerospace's payout ratio is 23.15%.

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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