Berman McAleer LLC Takes $925,000 Position in GE Aerospace $GE

Berman McAleer LLC acquired a new stake in GE Aerospace (NYSE:GE) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 3,071 shares of the company’s stock, valued at approximately $925,000.

Several other institutional investors and hedge funds have also made changes to their positions in the business. Bare Financial Services Inc raised its position in GE Aerospace by 81.1% during the 2nd quarter. Bare Financial Services Inc now owns 96 shares of the company’s stock valued at $25,000 after purchasing an additional 43 shares in the last quarter. Marquette Asset Management LLC purchased a new position in shares of GE Aerospace during the third quarter valued at $26,000. Lavaca Capital LLC increased its stake in shares of GE Aerospace by 1,666.7% during the second quarter. Lavaca Capital LLC now owns 106 shares of the company’s stock valued at $27,000 after buying an additional 100 shares during the period. 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 acquiring an additional 53 shares in the last quarter. Finally, IMG Wealth Management Inc. lifted its stake in GE Aerospace by 113.5% in the second quarter. IMG Wealth Management Inc. now owns 111 shares of the company’s stock worth $29,000 after acquiring an additional 59 shares during the period. 74.77% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other GE Aerospace news, SVP Russell Stokes sold 8,000 shares of the 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 transaction, the senior vice president directly owned 150,434 shares of the company’s stock, valued at $44,785,706.14. This trade represents a 5.05% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Corporate insiders own 0.21% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts recently commented on the stock. Weiss Ratings reissued a “buy (b)” rating on shares of GE Aerospace in a research note on Thursday, January 22nd. Sanford C. Bernstein reiterated an “outperform” rating on shares of GE Aerospace in a report on Monday, October 27th. Royal Bank Of Canada upped their price objective on GE Aerospace from $300.00 to $340.00 and gave the stock an “outperform” rating in a research note on Friday, October 17th. Deutsche Bank Aktiengesellschaft raised their price objective on GE Aerospace from $375.00 to $387.00 and gave the company a “buy” rating in a research report on Friday, January 23rd. Finally, BNP Paribas Exane reduced their target price on shares of GE Aerospace from $305.00 to $290.00 and set an “underperform” rating for the company in a report on Friday, January 23rd. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $319.00.

Key Headlines Impacting GE Aerospace

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

• Positive Sentiment: Q4 results and FY‑2026 guidance: GE Aerospace reported a Q4 beat on revenue and EPS and set FY‑2026 EPS guidance of $7.10–$7.40, giving investors better near‑term visibility and supporting the stock’s strength.
• Positive Sentiment: Analyst upgrade — Zacks: Zacks moved GE Aerospace from “hold” to “strong‑buy,” which can attract buying interest and validate recent operational momentum. Zacks Research Upgrade
• Positive Sentiment: Bullish media/analyst commentary: High‑profile bulls including Jim Cramer and several bullish writeups (e.g., The Motley Fool) argue the market is underpricing GE’s longer‑term margin and growth potential, which can support short‑term rallies. Jim Cramer Insists Market is Wrong About GE Aerospace (GE) The Market Is Wrong to Sell Off GE Aerospace Stock After the Latest Update: Here’s Why
• Positive Sentiment: R&D and propulsion technology progress: Multiple reports detail GE Aerospace’s advances in hybrid‑electric systems and engine‑efficiency modeling (University of Melbourne partnership, ground tests of narrowbody hybrid systems, hybrid‑electric engine tests). These developments support long‑term addressable market expansion and sustainability-driven demand. University of Melbourne and GE Aerospace Partner to Revolutionize Jet Engine Efficiency with Frontier Supercomputer Simulations GE Tests Hybrid Electric Engine Tech GE Aerospace Demonstrates Narrowbody Hybrid Electric Engine System in Ground Test
• Neutral Sentiment: Annual reports released: GE Aerospace and GE Vernova published annual reports that include investor messages — useful for due diligence but not an immediate catalyst. GE Aerospace and GE Vernova Issue Their Annual Reports. They Contain Messages for Investors.
• Neutral Sentiment: Analyst Q&A / call coverage: Post‑earnings analyst Q&A pieces and call‑summary articles (e.g., Yahoo Finance’s top questions) provide color and can influence intraday flows but are informational rather than structural catalysts. GE Aerospace’s Q4 Earnings Call: Our Top 5 Analyst Questions
• Neutral Sentiment: Related GE unit news — GE Vernova and GE Appliances: Strong results at GE Vernova underline positive group dynamics but are distinct businesses; GE Appliances’ J.D. Power recognition is brand‑positive but owned by Haier, so limited direct impact on GE Aerospace. GE Vernova’s Q4 Was Strong—But the Backlog Number Matters More GE Appliances Recognized as the #1 Most Reliable Appliance Brand in the J.D. Power 2025 U.S. Appliance Reliability & Service Study
• Negative Sentiment: Global minimum tax impact: A global minimum‑tax deal will increase GE Aerospace’s tax payments to Singapore, reducing after‑tax margins and cash flow from that jurisdiction — this is the primary near‑term negative headline investors are pricing in. Global Minimum Tax Deal Makes GE Aerospace Pay More to Singapore

GE Aerospace Trading Up 2.7%

GE Aerospace stock opened at $306.89 on Friday. The stock has a 50-day moving average price of $305.38 and a 200 day moving average price of $293.69. The company has a market capitalization of $323.72 billion, a price-to-earnings ratio of 37.70, a price-to-earnings-growth ratio of 2.76 and a beta of 1.40. GE Aerospace has a 52 week low of $159.36 and a 52 week high of $332.79. The company has a quick ratio of 0.74, a current ratio of 1.04 and a debt-to-equity ratio of 1.00.

GE Aerospace (NYSE:GE) last posted its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, beating the consensus estimate of $1.43 by $0.14. The company had revenue of $11.90 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 firm’s revenue was up 17.6% on a year-over-year basis. During the same period in the prior year, the company earned $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Sell-side analysts anticipate that GE Aerospace will post 5.4 EPS for the current year.

GE Aerospace Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, January 26th. Investors of record on Monday, December 29th were issued a $0.36 dividend. This represents a $1.44 annualized dividend and a yield of 0.5%. The ex-dividend date of this dividend was Monday, December 29th. GE Aerospace’s payout ratio is presently 17.69%.

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.