Savant Capital LLC Has $25.26 Million Holdings in GE Aerospace $GE

Savant Capital LLC grew its position in GE Aerospace (NYSE:GE) by 2.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 83,973 shares of the company’s stock after purchasing an additional 1,760 shares during the quarter. Savant Capital LLC’s holdings in GE Aerospace were worth $25,261,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in the company. Jacobsen Capital Management lifted its holdings 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 in the last quarter. Harfst & Associates Inc. increased its position in 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 acquiring an additional 33 shares during the period. RMG Wealth Management LLC raised its stake in GE Aerospace by 8.3% in the 3rd quarter. RMG Wealth Management LLC now owns 442 shares of the company’s stock worth $132,000 after purchasing an additional 34 shares in the last quarter. Grove Bank & Trust raised its stake in GE Aerospace by 1.0% in the 3rd quarter. Grove Bank & Trust now owns 3,537 shares of the company’s stock worth $1,064,000 after purchasing an additional 35 shares in the last quarter. Finally, JDM Financial Group LLC boosted its holdings in GE Aerospace by 12.9% in the 3rd quarter. JDM Financial Group LLC now owns 306 shares of the company’s stock valued at $92,000 after purchasing an additional 35 shares during the period. Institutional investors own 74.77% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have recently commented on GE. Deutsche Bank Aktiengesellschaft raised their target price on shares of GE Aerospace from $375.00 to $387.00 and gave the stock a “buy” rating in a report on Friday, January 23rd. Royal Bank Of Canada raised 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. Citigroup reaffirmed a “buy” rating and issued a $380.00 price objective (up from $378.00) on shares of GE Aerospace in a report on Friday, January 23rd. JPMorgan Chase & Co. increased their target price on GE Aerospace from $325.00 to $335.00 and gave the stock an “overweight” rating in a report on Monday, January 26th. Finally, TD Cowen boosted their price target on GE Aerospace from $330.00 to $350.00 and gave the company a “buy” rating in a research note on Wednesday, January 14th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $319.00.

Insider Activity

In related news, SVP Russell Stokes sold 30,363 shares of GE Aerospace stock in a transaction that occurred on Friday, January 30th. The shares were sold at an average price of $306.47, for a total transaction of $9,305,348.61. Following the sale, the senior vice president directly owned 150,434 shares of the company’s stock, valued at approximately $46,103,507.98. The trade was a 16.79% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, SVP Amy L. Gowder sold 4,000 shares of the company’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $305.73, for a total transaction of $1,222,920.00. Following the transaction, the senior vice president owned 16,535 shares of the company’s stock, valued at approximately $5,055,245.55. This represents a 19.48% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 45,398 shares of company stock worth $13,837,171. Corporate insiders own 0.21% of the company’s stock.

GE Aerospace Stock Up 0.4%

NYSE GE opened at $309.88 on Wednesday. The business has a fifty day moving average price of $306.00 and a two-hundred day moving average price of $294.76. The stock has a market capitalization of $325.00 billion, a PE ratio of 38.07, a PEG ratio of 2.85 and a beta of 1.40. GE Aerospace has a fifty-two week low of $159.36 and a fifty-two week high of $332.79. The company has a debt-to-equity ratio of 1.00, a current ratio of 1.04 and a quick ratio of 0.74.

GE Aerospace (NYSE:GE) last posted its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, topping analysts’ consensus estimates of $1.43 by $0.14. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.The company had revenue of $11.90 billion during the quarter, compared to analysts’ expectations of $11.27 billion. During the same quarter in the previous year, the firm earned $1.32 EPS. GE Aerospace’s revenue was up 17.6% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Equities analysts expect that GE Aerospace will post 5.4 earnings per share for the current fiscal year.

GE Aerospace Dividend Announcement

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

GE Aerospace News Summary

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

• Positive Sentiment: Moody’s upgraded GE Aerospace’s senior unsecured rating to A2, lowering funding risk and supporting valuation and refinancing flexibility. Moody’s upgrade
• Positive Sentiment: JPMorgan raised its price target after GE said it expects low double-digit growth in 2026 — a bullish signal for earnings momentum and analyst sentiment. JPMorgan increases PT
• Positive Sentiment: GE disclosed a $300M boost for its Singapore engine repair site, expanding MRO capacity in a high-growth region and supporting aftermarket revenue. Singapore engine repair investment
• Positive Sentiment: GE and NASA completed a successful hybrid-electric ground test — a technology milestone that supports long-term innovation and potential new market exposure. NASA hybrid-electric test
• Positive Sentiment: GE is establishing an aerospace research partnership in Singapore (CAAS/EDB pact) to co-develop AI and propulsion tech, reinforcing international R&D and commercial ties. Singapore R&D pact
• Neutral Sentiment: Seeking Alpha pieces offer mixed views — one frames GE as a “big buy opportunity,” another notes a quant system signaling “hold” — reflecting differing investor timeframes. Big buy opportunity Quant says hold
• Neutral Sentiment: News that Palantir and GE supported FTAI Aviation’s rally highlights robust end-market demand for aerospace services but is peripheral to GE’s core fundamentals. FTAI article
• Negative Sentiment: Boeing and GE identified a potential durability issue with a seal on 777X engines — a technical concern that could affect deliveries, aftermarket work and near-term risk perceptions until resolved. 777X engine seal issue
• Negative Sentiment: Several senior GE Aerospace executives sold shares (Jan 30–Feb 2 filings), reducing insider holdings by mid-teens to low-20% ranges — a signal some investors read as profit-taking or personal liquidity needs rather than loss of confidence, but still a short-term negative for sentiment. Insider sale – Giglietti SEC filing Insider sale – Stokes SEC filing Insider sale – Gowder SEC filing

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.