Envestnet Portfolio Solutions Inc. Reduces Position in GE Aerospace $GE

Envestnet Portfolio Solutions Inc. decreased its position in shares of GE Aerospace (NYSE:GE) by 16.0% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 20,698 shares of the company’s stock after selling 3,948 shares during the period. Envestnet Portfolio Solutions Inc.’s holdings in GE Aerospace were worth $6,226,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Marquette Asset Management LLC acquired a new stake in GE Aerospace during the 3rd quarter worth $26,000. Barnes Dennig Private Wealth Management LLC raised its holdings in shares of GE Aerospace by 147.2% in the third quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company’s stock valued at $27,000 after buying an additional 53 shares during the last quarter. Bare Financial Services Inc boosted its stake in shares of GE Aerospace by 81.1% during the second quarter. Bare Financial Services Inc now owns 96 shares of the company’s stock worth $25,000 after buying an additional 43 shares during the period. Roble Belko & Company Inc grew its holdings in shares of GE Aerospace by 98.1% during the third quarter. Roble Belko & Company Inc now owns 103 shares of the company’s stock worth $31,000 after buying an additional 51 shares during the last quarter. Finally, Lavaca Capital LLC increased its position in GE Aerospace by 1,666.7% in the 2nd quarter. Lavaca Capital LLC now owns 106 shares of the company’s stock valued at $27,000 after acquiring an additional 100 shares during the period. 74.77% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about GE Aerospace

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

• Positive Sentiment: Q4 results beat and big order/backlog momentum — GE reported better‑than‑expected Q4 EPS and revenue, with record LEAP deliveries, a large order surge and aftermarket strength that support profit and cash‑flow upside. Is GE Stock Fully Valued Around $300?
• Positive Sentiment: Company guidance and profit outlook point higher — Management raised FY‑2026 profit guidance above some estimates citing high‑margin aftermarket demand, which supports medium‑term earnings upgrades. GE forecasts 2026 profit above estimates
• Positive Sentiment: Analyst upgrades/price target increases from major bulge‑bracket firms — Goldman Sachs and Deutsche Bank raised price targets and remain Buy, signalling meaningful upside from current levels. Goldman Sachs raises PT to $350 Deutsche Bank raises PT to $387
• Neutral Sentiment: MarketBeat view: pullback is a buying setup — Technical/long‑term analysts call the post‑earnings pullback a buy‑the‑dip opportunity given buybacks, dividends and intact uptrend, but they expect possible short‑term sideways action. MarketBeat tailwinds article
• Negative Sentiment: Mixed/negative investor reaction — Despite the beats, the stock slipped as some investors focused on signs of slowing sequential revenue growth and viewed FY guidance as cautious; that contributed to today’s decline. Stock brushes off upbeat Q4
• Negative Sentiment: Analyst downgrade/price target cut adds short‑term pressure — BNP Paribas Exane cut its price target and kept an Underperform rating, creating a headline that can amplify selling even as other banks lift targets. BNP Paribas Exane cuts PT to $290
• Negative Sentiment: Risk of near‑term range‑bound action or deeper pullback if support breaks — Market commentary highlights a likely range near ~$280–$300; a break below support could trigger more downside. MarketBeat technical notes

GE Aerospace Trading Down 0.4%

NYSE:GE opened at $293.89 on Friday. 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 1.00, a quick ratio of 0.76 and a current ratio of 1.04. The stock has a fifty day moving average price of $305.09 and a two-hundred day moving average price of $292.46. The stock has a market capitalization of $310.00 billion, a price-to-earnings ratio of 36.10, a PEG ratio of 1.97 and a beta of 1.40.

GE Aerospace (NYSE:GE) last issued its earnings results on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, topping the consensus estimate of $1.43 by $0.14. The company had revenue of $12.72 billion for the quarter, compared to analyst estimates of $11.27 billion. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The business’s revenue was up 17.6% on a year-over-year basis. During the same period in the previous year, the firm earned $1.32 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, sell-side analysts anticipate that GE Aerospace will post 5.4 earnings per share for the current fiscal year.

GE Aerospace Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, January 26th. Shareholders 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 dividend on an annualized basis and a yield of 0.5%. GE Aerospace’s dividend payout ratio (DPR) is 17.69%.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on GE. TD Cowen increased their price objective on GE Aerospace from $330.00 to $350.00 and gave the stock a “buy” rating in a research report on Wednesday, January 14th. Citigroup restated a “buy” rating and set a $380.00 price target (up previously from $378.00) on shares of GE Aerospace in a research note on Friday. The Goldman Sachs Group lifted their price objective on shares of GE Aerospace from $338.00 to $350.00 and gave the company a “buy” rating in a research report on Friday. Bank of America upped their price objective on shares of GE Aerospace from $310.00 to $365.00 and gave the stock a “buy” rating in a research report on Monday, October 27th. Finally, Royal Bank Of Canada raised their target price on shares of GE Aerospace from $300.00 to $340.00 and gave the stock an “outperform” rating in a research note on Friday, October 17th. Sixteen research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $318.41.

Insider Transactions at GE Aerospace

In other news, SVP Russell Stokes sold 8,000 shares of GE Aerospace stock in a transaction that occurred 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 completion of the sale, the senior vice president directly owned 150,434 shares in the company, valued at approximately $44,785,706.14. This trade represents a 5.05% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.21% of the company’s stock.

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.