Envestnet Asset Management Inc. Increases Stock Position in GE Aerospace $GE

Envestnet Asset Management Inc. grew its position in shares of GE Aerospace (NYSE:GE) by 4.1% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 1,404,246 shares of the company’s stock after purchasing an additional 55,149 shares during the quarter. Envestnet Asset Management Inc. owned approximately 0.13% of GE Aerospace worth $422,425,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also made changes to their positions in GE. Marquette Asset Management LLC acquired a new position in shares of GE Aerospace in the 3rd quarter valued at $26,000. Barnes Dennig Private Wealth Management LLC boosted its stake in GE Aerospace by 147.2% during the 3rd quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company’s stock worth $27,000 after purchasing an additional 53 shares during the period. Bare Financial Services Inc grew 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 worth $25,000 after purchasing an additional 43 shares during the last quarter. Roble Belko & Company Inc increased its stake in GE Aerospace by 98.1% in the third quarter. Roble Belko & Company Inc now owns 103 shares of the company’s stock valued at $31,000 after purchasing an additional 51 shares during the period. Finally, Lavaca Capital LLC raised its holdings in shares of GE Aerospace by 1,666.7% in 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 last quarter. Institutional investors and hedge funds own 74.77% of the company’s stock.

GE Aerospace Stock Down 0.5%

GE opened at $308.23 on Thursday. 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 has a 12 month low of $159.36 and a 12 month high of $332.79. The stock has a market capitalization of $323.27 billion, a P/E ratio of 37.87, a P/E/G ratio of 2.86 and a beta of 1.40. The business has a 50 day simple moving average of $306.23 and a 200-day simple moving average of $294.85.

GE Aerospace (NYSE:GE) last announced its quarterly earnings data on Thursday, January 22nd. The company reported $1.57 earnings per share 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 firm had revenue of $11.90 billion for the quarter, compared to analyst estimates of $11.27 billion. During the same quarter in the prior year, the company posted $1.32 earnings per share. GE Aerospace’s quarterly 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. On average, equities 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 disclosed a quarterly dividend, which was paid on Monday, January 26th. Investors of record on Monday, December 29th were paid a $0.36 dividend. The ex-dividend date was Monday, December 29th. This represents a $1.44 annualized dividend and a dividend yield of 0.5%. GE Aerospace’s dividend payout ratio (DPR) is 17.69%.

Analysts Set New Price Targets

GE has been the topic of a number of research reports. Citigroup reissued a “buy” rating and set a $380.00 price target (up previously from $378.00) on shares of GE Aerospace in a report on Friday, January 23rd. BNP Paribas Exane decreased their price objective on GE Aerospace from $305.00 to $290.00 and set an “underperform” rating for the company in a research report on Friday, January 23rd. Weiss Ratings reissued a “buy (b)” rating on shares of GE Aerospace in a report on Thursday, January 22nd. Deutsche Bank Aktiengesellschaft upped their price target on GE Aerospace from $375.00 to $387.00 and gave the stock a “buy” rating in a research note on Friday, January 23rd. Finally, Zacks Research upgraded shares of GE Aerospace from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, January 27th. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $319.00.

Insider Activity at GE Aerospace

In other news, SVP Amy L. Gowder sold 4,000 shares of GE Aerospace stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $305.73, for a total transaction of $1,222,920.00. Following the completion of the sale, the senior vice president directly owned 16,535 shares in the company, valued at approximately $5,055,245.55. This trade represents a 19.48% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, VP Robert M. Giglietti sold 3,035 shares of the business’s stock in a transaction that occurred on Friday, January 30th. The stock was sold at an average price of $305.51, for a total value of $927,222.85. Following the sale, the vice president directly owned 10,583 shares in the company, valued at $3,233,212.33. This trade represents a 22.29% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 45,398 shares of company stock worth $13,837,171 over the last 90 days. Company insiders own 0.21% of the company’s stock.

Trending Headlines about GE Aerospace

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

• Positive Sentiment: GE announced up to a $300M, multi‑year upgrade to its Singapore engine‑repair site to add AI, automation and predictive maintenance — a move that should expand MRO capacity, improve margins on aftermarket services and strengthen APAC customer ties. Read More.
• Positive Sentiment: Moody’s upgraded GE Aerospace’s senior unsecured rating to A2, reducing perceived funding risk and supporting valuation and refinancing flexibility. Read More.
• Positive Sentiment: JPMorgan raised its price target after GE signaled low double‑digit growth for 2026 — a catalyst for analyst upgrades and investor confidence in earnings momentum. Read More.
• Positive Sentiment: Recent quarterly results beat estimates and management set FY‑2026 EPS guidance that implies continued strong aftermarket and engine sales growth — a fundamental tailwind behind the stock’s outperformance this past year. Read More.
• Positive Sentiment: GE and NASA completed a successful hybrid‑electric ground test, showing ongoing R&D progress that could open longer‑term product and services opportunities. Read More.
• Neutral Sentiment: Two recent Seeking Alpha pieces present mixed views (one calls GE a “big buy opportunity,” another’s quant model says “hold”) — signals of differing time horizons among retail/quant investors rather than new fundamental data. Read More. Read More.
• Neutral Sentiment: Coverage of GE’s role helping other aerospace names rally is supportive context for strong end markets but is peripheral to GE’s core financials. Read More.
• Negative Sentiment: Boeing and GE are analyzing a potential durability issue with a seal on 777X engines — a technical concern that could weigh on near‑term delivery schedules, warranty/repair work and sentiment until resolved. Read More.
• Negative Sentiment: Several senior GE Aerospace insiders sold shares last week (combined sales reported in the tens of thousands of shares), which can be read as profit‑taking and has pressured near‑term sentiment despite no public company explanation. Read More.

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.