GE Aerospace $GE Stock Bought by Robeco Institutional Asset Management B.V.

21 Oct 2026, 10:02 by Sarita Garza · The Markets Daily

Robeco Institutional Asset Management B.V. grew its holdings in GE Aerospace (NYSE:GE – Free Report) by 28.3% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 614,034 shares of the company’s stock after purchasing an additional 135,279 shares during the period. Robeco Institutional Asset Management B.V.’s holdings in GE Aerospace were worth $191,757,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in the business. Diversify Advisory Services LLC raised its holdings in GE Aerospace by 10.0% during the third quarter. Diversify Advisory Services LLC now owns 13,670 shares of the company’s stock worth $4,265,000 after acquiring an additional 1,240 shares in the last quarter. Revisor Wealth Management LLC grew its stake in GE Aerospace by 1.6% in the third quarter. Revisor Wealth Management LLC now owns 3,997 shares of the company’s stock valued at $1,256,000 after purchasing an additional 62 shares in the last quarter. DUTCH ASSET Corp grew its stake in GE Aerospace by 28.7% in the third quarter. DUTCH ASSET Corp now owns 4,104 shares of the company’s stock valued at $1,282,000 after purchasing an additional 916 shares in the last quarter. West Branch Capital LLC grew its stake in GE Aerospace by 3.0% in the third quarter. West Branch Capital LLC now owns 11,273 shares of the company’s stock valued at $3,521,000 after purchasing an additional 325 shares in the last quarter. Finally, South Shore Capital Advisors acquired a new position in shares of GE Aerospace during the 3rd quarter worth approximately $1,605,000. Institutional investors own 74.77% of the company’s stock.

Insider Buying and Selling at GE Aerospace

In other news, SVP Mohamed Ali sold 8,096 shares of the firm’s stock in a transaction dated Friday, July 24th. The shares were sold at an average price of $353.71, for a total transaction of $2,863,636.16. Following the completion of the sale, the senior vice president owned 20,666 shares in the company, valued at approximately $7,309,770.86. This trade represents a 28.15% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. 0.19% of the stock is owned by insiders.

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on the company. Jefferies Financial Group set a $435.00 price objective on GE Aerospace and gave the stock a “buy” rating in a research note on Wednesday, September 23rd. Susquehanna reissued a “positive” rating and issued a $430.00 price objective (up from $380.00) on shares of GE Aerospace in a report on Thursday, July 9th. TD Cowen reissued a “buy” rating and issued a $380.00 target price (up from $330.00) on shares of GE Aerospace in a research note on Monday, July 13th. Wells Fargo & Company decreased their target price on shares of GE Aerospace from $390.00 to $380.00 and set an “overweight” rating for the company in a research note on Wednesday, September 30th. Finally, Citigroup restated a “buy” rating and set a $431.00 target price (up from $353.00) on shares of GE Aerospace in a report on Wednesday, July 1st. Seventeen analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $387.37.

View Our Latest Analysis on GE Aerospace

GE Aerospace News Summary

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

Positive Sentiment: Strong Q3 performance: Adjusted EPS of $2.25 exceeded the roughly $2.01 consensus estimate, while revenue reached about $14.1 billion, up approximately 16% year over year. Commercial Engines & Services was the main growth driver. GE Aerospace Q3 Earnings and Revenues Top Estimates
Positive Sentiment: Higher full-year outlook: GE raised its 2026 adjusted EPS forecast to $8.00-$8.10 from $7.65-$7.85, increased its revenue-growth forecast to approximately 19%-20%, and lifted operating-profit guidance to $10.9 billion-$11.0 billion. The upgrades reflect sustained demand for engine maintenance, repairs and spare parts. GE Aerospace raises 2026 profit forecast
Positive Sentiment: Backlog and orders remain robust: Third-quarter orders surged 49% to about $19 billion, pushing the backlog above $170 billion. GE also said artificial intelligence reduced technical-record processing time by roughly 25%, potentially improving engine turnaround and availability across its services network. GE Aerospace Turns To AI To Ease Engine Maintenance Bottlenecks
Neutral Sentiment: Analyst support remains favorable: Bank of America reiterated its Buy rating and $405 price target following the earnings outperformance and upgraded outlook. However, the stock’s elevated valuation means investors appear to require stronger forward execution.
Negative Sentiment: Cash-flow concerns drove the selloff: Operating cash flow fell about 14% year over year to $2.2 billion, while investors also reacted to higher engine-related costs. Full-year free-cash-flow guidance of $9.1 billion-$9.4 billion was viewed as less compelling than the profit upgrade. GE Aerospace Stock Sinks as Cash Flow Concerns Arise
Negative Sentiment: Aftermarket-growth expectations are high: Investors remain concerned that expensive fuel could pressure airline capacity and eventually reduce demand for commercial services. The stock has also repeatedly weakened after recent earnings beats, suggesting expectations were already elevated before this report.

GE Aerospace Stock Down 3.8%

GE opened at $299.48 on Wednesday. GE Aerospace has a 1-year low of $268.91 and a 1-year high of $388.84. The stock’s fifty day simple moving average is $327.33 and its 200 day simple moving average is $328.85. The company has a current ratio of 0.98, a quick ratio of 0.67 and a debt-to-equity ratio of 0.96. The stock has a market cap of $310.73 billion, a PE ratio of 35.27, a price-to-earnings-growth ratio of 2.27 and a beta of 1.38.

GE Aerospace (NYSE:GE – Get Free Report) last announced its quarterly earnings results on Tuesday, October 20th. The company reported $2.25 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.01 by $0.24. GE Aerospace had a return on equity of 40.56% and a net margin of 17.72%. The business had revenue of $13.29 billion during the quarter, compared to the consensus estimate of $12.88 billion. During the same quarter last year, the firm posted $1.66 EPS. The company’s quarterly revenue was up 24.7% on a year-over-year basis. As a group, research analysts expect that GE Aerospace will post 7.91 earnings per share for the current year.

GE Aerospace Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, October 26th. Stockholders of record on Monday, October 5th will be given a $0.47 dividend. The ex-dividend date of this dividend is Monday, October 5th. This represents a $1.88 annualized dividend and a dividend yield of 0.6%. GE Aerospace’s dividend payout ratio is presently 22.14%.

GE Aerospace Company Profile

(Free Report)

GE Aerospace (NYSE: GE) is a global aerospace company that designs, develops, manufactures and services aircraft engines and related systems. Its products support commercial air transport, business and general aviation, military aircraft, and other defense applications. The company also provides engine components, avionics, mechanical systems, digital solutions and maintenance, repair and overhaul services.

GE Aerospace serves airlines, aircraft operators, leasing companies, airframers and government customers worldwide.