Danske Bank A S Grows Stock Position in GE Aerospace $GE

Danske Bank A S boosted its stake in GE Aerospace (NYSE:GE) by 12.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 708,487 shares of the company’s stock after acquiring an additional 78,575 shares during the quarter. Danske Bank A S’s holdings in GE Aerospace were worth $218,235,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Mutual Advisors LLC boosted its holdings in GE Aerospace by 1.5% in the 4th quarter. Mutual Advisors LLC now owns 11,858 shares of the company’s stock worth $3,653,000 after acquiring an additional 180 shares during the period. EQ Wealth Advisors LLC purchased a new position in GE Aerospace in the 4th quarter worth approximately $96,000. Uptick Partners LLC boosted its holdings in GE Aerospace by 15.3% in the 4th quarter. Uptick Partners LLC now owns 1,147 shares of the company’s stock worth $353,000 after acquiring an additional 152 shares during the period. Total Clarity Wealth Management Inc. boosted its holdings in GE Aerospace by 5.6% in the 4th quarter. Total Clarity Wealth Management Inc. now owns 2,505 shares of the company’s stock worth $772,000 after acquiring an additional 132 shares during the period. Finally, GenTrust LLC boosted its holdings in GE Aerospace by 47.2% in the 4th quarter. GenTrust LLC now owns 1,510 shares of the company’s stock worth $466,000 after acquiring an additional 484 shares during the period. Hedge funds and other institutional investors own 74.77% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on the company. 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 report on Wednesday, April 22nd. Zacks Research cut GE Aerospace from a “strong-buy” rating to a “hold” rating in a report on Tuesday, March 24th. Royal Bank Of Canada restated an “outperform” rating and issued a $355.00 price target on shares of GE Aerospace in a report on Wednesday, April 22nd. Weiss Ratings reaffirmed a “buy (b)” rating on shares of GE Aerospace in a research report on Thursday, January 22nd. Finally, Wolfe Research upped their target price on GE Aerospace from $340.00 to $360.00 and gave the company an “outperform” rating in a research report on Monday, January 12th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $349.89.

Insider Activity

In related news, SVP Amy L. Gowder sold 4,000 shares of the company’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $305.73, for a total transaction of $1,222,920.00. Following the sale, the senior vice president directly owned 16,535 shares of the company’s stock, valued at approximately $5,055,245.55. This represents a 19.48% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. 0.19% of the stock is currently owned by insiders.

Trending Headlines about 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

GE Aerospace Stock Performance

Shares of GE opened at $290.06 on Friday. The business’s 50 day moving average is $305.62 and its two-hundred day moving average is $306.27. GE Aerospace has a 52-week low of $200.86 and a 52-week high of $348.48. The firm has a market cap of $302.64 billion, a price-to-earnings ratio of 35.72, a PEG ratio of 2.64 and a beta of 1.43. The company has a quick ratio of 0.70, a current ratio of 1.01 and a debt-to-equity ratio of 0.99.

GE Aerospace (NYSE:GE) 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. 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 analyst estimates of $11.61 billion. During the same period in the prior year, the company posted $1.49 EPS. GE Aerospace’s quarterly 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. Analysts forecast that GE Aerospace will post 7.45 EPS for the current fiscal year.

GE Aerospace Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, April 27th. Shareholders of record on Monday, March 9th were given a $0.47 dividend. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend 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 is currently 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.