Bfsg LLC Has $1.23 Million Stock Position in GE Aerospace $GE

Bfsg LLC increased its holdings in GE Aerospace (NYSE:GE) by 1,633.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,074 shares of the company’s stock after acquiring an additional 3,839 shares during the period. Bfsg LLC’s holdings in GE Aerospace were worth $1,226,000 at the end of the most recent quarter.

A number of other hedge funds have also added to or reduced their stakes in GE. Jacobsen Capital Management lifted its holdings in shares of GE Aerospace by 1.4% in the third quarter. Jacobsen Capital Management now owns 2,295 shares of the company’s stock valued at $690,000 after purchasing an additional 32 shares in the last quarter. Harfst & Associates Inc. raised its position in GE Aerospace by 0.4% in the 3rd quarter. Harfst & Associates Inc. now owns 7,444 shares of the company’s stock valued at $2,239,000 after buying an additional 33 shares during the last quarter. Grove Bank & Trust lifted its stake in GE Aerospace by 1.0% during the 3rd quarter. Grove Bank & Trust now owns 3,537 shares of the company’s stock valued at $1,064,000 after acquiring an additional 35 shares in the last quarter. JDM Financial Group LLC boosted its holdings in GE Aerospace by 12.9% during the 3rd quarter. JDM Financial Group LLC now owns 306 shares of the company’s stock worth $92,000 after acquiring an additional 35 shares during the last quarter. Finally, Perkins Coie Trust Co grew its stake in shares of GE Aerospace by 7.9% in the 3rd quarter. Perkins Coie Trust Co now owns 492 shares of the company’s stock worth $148,000 after acquiring an additional 36 shares in the last quarter. Institutional investors and hedge funds own 74.77% of the company’s stock.

Key Stories Impacting GE Aerospace

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

• Positive Sentiment: GE and Lockheed Martin showcased rotating-detonation/ramjet technology for hypersonic missiles, evidencing GE Aerospace’s advanced propulsion work and potential long-term defense contract upside. Article Title
• Positive Sentiment: GE promoted Mohamed Ali and created an expanded C-suite role to lead its enlarged commercial engines unit — a signal management is reorganizing to support commercial aftermarket and engine growth. Article Title
• Positive Sentiment: Analysts at Wolfe Research and TD Cowen raised price targets and maintained positive ratings (outperform/buy), reinforcing upward expectations for revenue and earnings momentum. Article Title
• Neutral Sentiment: Zacks highlights GE’s history of earnings surprises and frames GE as having the setup to potentially beat again — supportive context but not definitive for the next quarter. Article Title
• Neutral Sentiment: Citigroup adjusted its price target (reported change to $378), a reminder that street views vary; such PT moves can nudge intraday volatility but aren’t a direct operational change. Article Title
• Negative Sentiment: Some outlets report an analyst downgrade that briefly pressured the stock, and a Zacks piece offers a contrasting view saying GE may not have the ideal setup to beat the coming quarter — indicating uncertainty around short-term EPS results. Article Title

Wall Street Analyst Weigh In

GE has been the topic of several analyst reports. Weiss Ratings restated a “buy (b)” rating on shares of GE Aerospace in a report on Wednesday, October 8th. TD Cowen lifted their target price on shares of GE Aerospace from $330.00 to $350.00 and gave the stock a “buy” rating in a research report on Wednesday, January 14th. The Goldman Sachs Group boosted their target price on GE Aerospace from $271.00 to $305.00 and gave the stock a “buy” rating in a research note on Friday, October 10th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of GE Aerospace in a research report on Monday, October 27th. Finally, Citigroup cut their price objective on GE Aerospace from $386.00 to $378.00 and set a “buy” rating on the stock in a research report on Tuesday, January 13th. Sixteen investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, GE Aerospace has a consensus rating of “Moderate Buy” and a consensus price target of $314.00.

GE Aerospace Stock Performance

Shares of GE opened at $325.45 on Monday. GE Aerospace has a 1 year low of $159.36 and a 1 year high of $332.79. The company has a debt-to-equity ratio of 0.99, a current ratio of 1.08 and a quick ratio of 0.76. The stock’s fifty day moving average price is $304.98 and its two-hundred day moving average price is $290.61. The firm has a market cap of $343.29 billion, a PE ratio of 43.45, a PEG ratio of 2.22 and a beta of 1.40.

GE Aerospace (NYSE:GE) last announced its quarterly earnings data on Tuesday, October 21st. The company reported $1.66 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.46 by $0.20. The business had revenue of $11.31 billion for the quarter, compared to analysts’ expectations of $10.29 billion. GE Aerospace had a return on equity of 34.01% and a net margin of 18.34%.The firm’s quarterly revenue was up 26.4% compared to the same quarter last year. During the same period in the previous year, the business posted $1.15 EPS. GE Aerospace has set its FY 2025 guidance at 6.000-6.200 EPS. On average, equities research analysts forecast that GE Aerospace will post 5.4 EPS for the current year.

GE Aerospace Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, January 26th. Investors of record on Monday, December 29th will be issued a $0.36 dividend. The ex-dividend date of this dividend is Monday, December 29th. This represents a $1.44 annualized dividend and a yield of 0.4%. GE Aerospace’s dividend payout ratio (DPR) is 19.23%.

Insiders Place Their Bets

In other GE Aerospace news, SVP Russell Stokes sold 8,000 shares of the business’s stock in a transaction on Wednesday, November 19th. The shares were sold at an average price of $297.71, for a total transaction of $2,381,680.00. Following the sale, the senior vice president owned 150,434 shares of the company’s stock, valued at $44,785,706.14. The trade was a 5.05% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Corporate insiders own 0.21% of the company’s stock.

About GE Aerospace

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.