GE Aerospace $GE Shares Acquired by Robeco Institutional Asset Management B.V.

12 Apr 2026, 10:40 by Danessa Lincoln · The Markets Daily

Robeco Institutional Asset Management B.V. increased its position in shares of GE Aerospace (NYSE:GE – Free Report) by 14.5% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 994,218 shares of the company’s stock after buying an additional 126,277 shares during the period. Robeco Institutional Asset Management B.V. owned about 0.09% of GE Aerospace worth $306,249,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in the company. Jacobsen Capital Management increased its stake in shares of 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 buying an additional 32 shares during the period. Harfst & Associates Inc. increased its stake in shares of 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 buying an additional 33 shares during the period. Ledyard National Bank increased its stake in shares of 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 buying an additional 33 shares during the period. Hardy Reed LLC increased its stake in shares of 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 buying an additional 33 shares during the period. Finally, Wolff Wiese Magana LLC increased its stake in shares of 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 buying an additional 33 shares during the period. 74.77% of the stock is currently owned by hedge funds and other institutional investors.

GE Aerospace Stock Down 1.5%

GE stock opened at $308.43 on Friday. The company has a current ratio of 1.04, a quick ratio of 0.74 and a debt-to-equity ratio of 1.00. GE Aerospace has a twelve month low of $175.05 and a twelve month high of $348.48. The company’s 50 day moving average is $311.76 and its two-hundred day moving average is $306.68. The stock has a market cap of $323.48 billion, a P/E ratio of 37.89, a PEG ratio of 2.85 and a beta of 1.43.

GE Aerospace (NYSE:GE – Get Free Report) last released its quarterly earnings data on Thursday, January 22nd. The company reported $1.57 earnings per share for the quarter, topping analysts’ consensus estimates of $1.43 by $0.14. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The company had revenue of $11.90 billion for the quarter, compared to analysts’ expectations of $11.27 billion. During the same quarter last year, the company earned $1.32 earnings per share. The firm’s revenue for the quarter was up 17.6% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Research analysts expect that GE Aerospace will post 5.4 earnings per share for the current fiscal 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 given a dividend of $0.47 per share. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.6%. This is a boost from GE Aerospace’s previous quarterly dividend of $0.36. The ex-dividend date is Monday, March 9th. GE Aerospace’s payout ratio is 23.10%.

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on the company. UBS Group set a $374.00 price target on GE Aerospace and gave the company a “buy” rating in a report on Friday, January 23rd. Daiwa Securities Group began coverage on shares of GE Aerospace in a report on Tuesday, March 31st. They set a “neutral” rating and a $301.00 price objective on the stock. Wolfe Research raised their price objective on shares of GE Aerospace from $340.00 to $360.00 and gave the stock an “outperform” rating in a report on Monday, January 12th. Wells Fargo & Company began 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. Finally, Susquehanna reissued a “positive” rating and set a $380.00 price objective on shares of GE Aerospace in a report on Thursday, January 15th. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $350.88.

Read Our Latest Research Report on GE Aerospace

GE Aerospace News Summary

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

Positive Sentiment: Defense & Propulsion momentum — GE Aerospace’s Defense & Propulsion unit is winning contracts, building backlog and showing margin improvement, supporting near-term earnings visibility and cash flow expectations. GE Gains From Strength in Defense & Propulsion Unit
Positive Sentiment: AI partnership and manufacturing productivity — Coverage highlights GE Aerospace teaming with Ford on AI initiatives to boost efficiency and margins, a signal that industrials can leverage AI to defend margins versus software peers. This supports longer-term margin expansion. AI Makes Strange Bedfellows of Ford and GE Aerospace
Positive Sentiment: Bullish media and analyst voices — Prominent commentators (e.g., Jim Cramer) and bullish analyst write-ups highlight durable demand for engines as aircraft production continues, adding retail investor interest. Jim Cramer on GE Aerospace
Positive Sentiment: Long-term cash-flow thesis — Deep-dive bullish pieces argue the market is underestimating GE Aerospace’s multi-decade free cash flow potential, which underpins higher valuation upside if execution continues. The Market Is Missing The Multi-Decade Cash Flow Engine
Neutral Sentiment: Nassau toxic-site study — GE Aerospace will contribute a study toward a cleanup plan for a toxic site in Nassau. It’s a local environmental/regulatory headline; likely manageable but worth monitoring for scope/cost implications. GE Aerospace study to contribute to cleanup plan for toxic Nassau site
Neutral Sentiment: Relative valuations across GE spinoffs — Analysis comparing GE’s spun-off businesses underscores differing growth/valuation profiles; useful context but not an immediate catalyst for GE Aerospace. The GE Family Divided
Negative Sentiment: Analyst/broker optimism questioned — Coverage noting that the average brokerage recommendation rates GE as a Buy but warns that sell‑side optimism may be overstated; that can prompt short-term volatility if analysts trim ratings or investors reassess expectations. GE Is Considered a Good Investment by Brokers

Insider Transactions at GE Aerospace

In other news, SVP Amy L. Gowder sold 4,000 shares of the firm’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 transaction of $1,222,920.00. Following the transaction, the senior vice president directly owned 16,535 shares in the company, valued at approximately $5,055,245.55. This trade represents a 19.48% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, VP Robert M. Giglietti sold 3,035 shares of the firm’s stock in a transaction that occurred on Friday, January 30th. The stock was sold at an average price of $305.51, for a total transaction of $927,222.85. Following the transaction, the vice president owned 10,583 shares in the company, valued at approximately $3,233,212.33. This trade represents a 22.29% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 37,398 shares of company stock worth $11,455,491. Insiders own 0.19% of the company’s stock.

GE Aerospace Company Profile

(Free Report)

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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