GE Aerospace $GE Shares Sold by Twin Capital Management Inc.

Twin Capital Management Inc. lowered its stake in GE Aerospace (NYSE:GE) by 23.8% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 17,397 shares of the company’s stock after selling 5,436 shares during the quarter. GE Aerospace comprises about 0.7% of Twin Capital Management Inc.’s portfolio, making the stock its 27th biggest holding. Twin Capital Management Inc.’s holdings in GE Aerospace were worth $5,233,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds also recently bought and sold shares of the company. Marquette Asset Management LLC purchased a new position in shares of GE Aerospace during the 3rd quarter worth approximately $26,000. Barnes Dennig Private Wealth Management LLC lifted its stake in GE Aerospace by 147.2% during the third 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 in the last quarter. Bare Financial Services Inc boosted its position 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 stake in shares of 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 buying an additional 51 shares in the last quarter. Finally, Lavaca Capital LLC grew its stake 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 in the last quarter. Hedge funds and other institutional investors own 74.77% of the company’s stock.

GE Aerospace News Roundup

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

• Positive Sentiment: Board-approved quarterly dividend of $0.47 per share (record date March 9; payable April 27), which boosts yield and signals confidence in cash flow and capital return plans. GE Aerospace Board of Directors Authorizes Quarterly Dividend
• Positive Sentiment: Commercial Engines & Services unit showing strong momentum: Zacks highlights accelerating revenue, record orders and major widebody engine wins — supportive for revenue growth and margin outlook. GE Aerospace’s Commercial Engines Unit Gains Momentum: Can It Sustain?
• Positive Sentiment: Geographic expansion and order-book evidence: reports show GE scaling up in India as its engine order book expands and boosting capabilities in Singapore with automation and AI — these moves support aftermarket and services revenue growth. GE Aerospace scales up India presence as engine order book expands GE Aerospace Expands Singapore Engine Hub With Automation And AI Focus
• Neutral Sentiment: Media and analyst attention — multiple articles (Zacks, MarketBeat, Yahoo) are spotlighting GE as a trending/covered name; that can amplify flows but is not a direct operational change. Here is What to Know Beyond Why GE Aerospace (GE) is a Trending Stock 3 High-Risk Stocks That Soared in 2025 But Can Still Fly Higher (GE) GE Aerospace Stock Outlook: Is Wall Street Bullish or Bearish?
• Neutral Sentiment: Corporate-related activity: GE Medical Holding AB exercised warrants in EXACT Therapeutics (small, separate business unit activity) — limited direct impact on GE Aerospace operations. EXACT Therapeutics: Exercise of Warrants by GE Medical Holding AB
• Negative Sentiment: Insider selling: a GE Aerospace senior VP sold roughly $9.3M of stock recently — such sizable insider sales can create short-term perception pressure even if not indicative of company fundamentals. GE Aerospace (NYSE:GE) SVP Sells $9,305,348.61 in Stock
• Negative Sentiment: Additional small insider sale reported (Amy Gowder sold 4,000 shares) — adds to the insider activity narrative that some traders monitor. Amy Gowder Sells 4,000 Shares of GE Aerospace (NYSE:GE) Stock

GE Aerospace Price Performance

GE Aerospace stock opened at $320.75 on Friday. The company has a current ratio of 1.04, a quick ratio of 0.74 and a debt-to-equity ratio of 1.00. The company has a fifty day simple moving average of $306.86 and a 200-day simple moving average of $295.34. The stock has a market cap of $336.41 billion, a P/E ratio of 39.40, a price-to-earnings-growth ratio of 2.83 and a beta of 1.40. GE Aerospace has a 12-month low of $159.36 and a 12-month high of $332.79.

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

GE Aerospace Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, January 26th. Investors of record on Monday, December 29th were paid a dividend of $0.36 per share. The ex-dividend date was Monday, December 29th. This represents a $1.44 annualized dividend and a yield of 0.4%. GE Aerospace’s payout ratio is presently 17.69%.

Insider Activity at GE Aerospace

In other GE Aerospace news, VP Robert M. Giglietti sold 3,035 shares of the stock in a transaction that occurred on Friday, January 30th. The shares were sold at an average price of $305.51, for a total value of $927,222.85. Following the transaction, the vice president directly owned 10,583 shares in the company, valued at $3,233,212.33. This represents a 22.29% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, SVP Amy L. Gowder sold 4,000 shares of the firm’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 sale, the senior vice president directly owned 16,535 shares in the company, valued at approximately $5,055,245.55. The trade was a 19.48% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 45,398 shares of company stock valued at $13,837,171 over the last three months. 0.21% of the stock is owned by corporate insiders.

Analyst Ratings Changes

Several equities analysts recently issued reports on GE shares. Citigroup reissued a “buy” rating and set a $380.00 target price (up previously from $378.00) on shares of GE Aerospace in a research note on Friday, January 23rd. JPMorgan Chase & Co. increased their price target on shares of GE Aerospace from $325.00 to $335.00 and gave the stock an “overweight” rating in a research report on Monday, January 26th. Zacks Research upgraded shares of GE Aerospace from a “hold” rating to a “strong-buy” rating in a report on Tuesday, January 27th. Susquehanna reaffirmed a “positive” rating and set a $380.00 target price on shares of GE Aerospace in a research note on Thursday, January 15th. Finally, Deutsche Bank Aktiengesellschaft increased 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. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, one has given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, GE Aerospace presently has a consensus rating of “Moderate Buy” and an average target price of $319.00.

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.