Fifth Third Bancorp Has $124.55 Million Stock Holdings in GE Aerospace $GE

Fifth Third Bancorp boosted its stake in GE Aerospace (NYSE:GE) by 1.5% in the 4th quarter, Holdings Channel.com reports. The firm owned 404,346 shares of the company’s stock after acquiring an additional 5,955 shares during the quarter. Fifth Third Bancorp’s holdings in GE Aerospace were worth $124,551,000 at the end of the most recent reporting period.

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

Insider Transactions at GE Aerospace

In other news, SVP Amy L. Gowder sold 4,000 shares of the business’s stock in a transaction that occurred on 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 in the company, valued at approximately $5,055,245.55. The trade was a 19.48% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.19% of the company’s stock.

Key Stories Impacting GE Aerospace

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

• Positive Sentiment: U.S. rare‑earth procurement rules will bar Chinese‑origin rare‑earth alloys in defense applications from January 2027, accelerating a domestic supply‑chain reset. That shift should benefit large U.S. engine makers that need secure, certified suppliers — positioning GE Aerospace as a key buyer/beneficiary during the transition. GE Aerospace Faces Rare Earth Reset As U.S. Rules Tighten
• Positive Sentiment: Unusually large call activity — roughly 55,877 calls traded (about +156% vs. normal) — signals short‑term bullish positioning by options traders, which can amplify upward stock moves. (Options flow item reported 4/30/2026)
• Positive Sentiment: Rising global military spending (up ~2.9% to $2.89T) is highlighting defense ETFs and demand for suppliers of military engines and systems, a structural tailwind for GE Aerospace’s defense backlog and long‑cycle contracts. Defense ETFs to Buy as Global Military Spending Rises 2.9%
• Neutral Sentiment: GE Vernova briefly surpassed GE Aerospace in market cap as AI‑driven demand boosted Vernova’s gas‑turbine order flow; this is more about relative investor rotation across GE’s spun businesses than a change to Aerospace fundamentals. Something Amazing That No One Predicted Just Happened in the Markets (Yes, AI Is at the Center of It)
• Neutral Sentiment: Airbus’s softer Q1 operating profit provides context for commercial aerospace demand but does not directly change GE Aerospace’s backlog or defense exposure; it’s industry color to watch. Airbus Missed Earnings and the Stock Is Up. What That Could Mean for Boeing.
• Neutral Sentiment: Coverage and chatter (Zacks trending piece) are increasing attention on GE, which can boost volatility but is not a directional fundamental change. GE Aerospace (GE) Is a Trending Stock: Facts to Know Before Betting on It
• Negative Sentiment: Investor reaction to the Q1 print was mixed: GE Aerospace beat EPS and reported an 87% surge in orders and a record backlog, but the company trimmed parts of its 2026 outlook citing geopolitical and oil‑price risks — the guidance cut triggered a sharp near‑term selloff and heightened volatility. GE Aerospace Stock (GE) Opinions on Q1 Earnings Release
• Negative Sentiment: Notable insider selling reported over recent months (multiple senior‑level sales) may concern some investors about timing of exits, increasing the perception of near‑term downside risk. GE Aerospace Stock (GE) Opinions on Q1 Earnings Release

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on GE. Sanford C. Bernstein lifted their price target on GE Aerospace from $374.00 to $405.00 and gave the company an “outperform” rating in a research note on Tuesday, March 3rd. The Goldman Sachs Group raised their price objective on shares of GE Aerospace from $338.00 to $350.00 and gave the company a “buy” rating in a report on Friday, January 23rd. Deutsche Bank Aktiengesellschaft lifted their target price on shares of GE Aerospace from $375.00 to $387.00 and gave the stock a “buy” rating in a research report on Friday, January 23rd. Weiss Ratings reissued a “buy (b)” rating on shares of GE Aerospace in a report on Thursday, January 22nd. Finally, Susquehanna restated a “positive” rating and issued a $380.00 price target on shares of GE Aerospace in a research report on Thursday, January 15th. 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 company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $349.89.

GE Aerospace Trading Up 2.3%

NYSE GE opened at $290.06 on Friday. The firm has a market capitalization of $302.64 billion, a PE ratio of 35.72, a price-to-earnings-growth ratio of 2.64 and a beta of 1.43. The business’s 50-day moving average price is $305.62 and its two-hundred day moving average price is $306.27. 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 has a 12 month low of $200.86 and a 12 month high of $348.48.

GE Aerospace (NYSE:GE) last issued its quarterly earnings data on Tuesday, April 21st. The company reported $1.86 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.60 by $0.26. The company had revenue of $11.61 billion during the quarter, compared to the consensus estimate of $11.61 billion. GE Aerospace had a return on equity of 37.99% and a net margin of 17.86%.The firm’s revenue was up 24.6% compared to the same quarter last year. During the same period last year, the company earned $1.49 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, analysts expect that GE Aerospace will post 7.45 EPS for the current year.

GE Aerospace Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, April 27th. Shareholders of record on Monday, March 9th were issued a dividend of $0.47 per share. This represents a $1.88 annualized dividend and a yield of 0.6%. The ex-dividend date was Monday, March 9th. This is a positive change from GE Aerospace’s previous quarterly dividend of $0.36. GE Aerospace’s dividend payout ratio (DPR) 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.