New York Life Investment Management LLC Sells 5,123 Shares of GE Aerospace $GE

New York Life Investment Management LLC decreased its holdings in shares of GE Aerospace (NYSE:GE) by 3.2% during the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 154,723 shares of the company’s stock after selling 5,123 shares during the quarter. New York Life Investment Management LLC’s holdings in GE Aerospace were worth $46,544,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of GE. RFG Advisory LLC boosted its holdings in GE Aerospace by 30.8% during the 3rd quarter. RFG Advisory LLC now owns 18,815 shares of the company’s stock valued at $5,660,000 after acquiring an additional 4,431 shares during the period. Roman Butler Fullerton & Co. increased its stake in GE Aerospace by 0.4% in the third quarter. Roman Butler Fullerton & Co. now owns 9,375 shares of the company’s stock worth $2,946,000 after purchasing an additional 35 shares during the period. Lantz Financial LLC lifted its position in shares of GE Aerospace by 54.0% during the third quarter. Lantz Financial LLC now owns 5,770 shares of the company’s stock worth $1,736,000 after purchasing an additional 2,023 shares during the last quarter. IFG Advisors LLC purchased a new stake in shares of GE Aerospace during the third quarter valued at $212,000. Finally, German American Bancorp Inc. bought a new position in shares of GE Aerospace in the third quarter worth about $357,000. 74.77% of the stock is owned by institutional investors.

GE Aerospace Stock Up 4.7%

Shares of GE Aerospace stock opened at $320.75 on Monday. The company has a quick ratio of 0.74, a current ratio of 1.04 and a debt-to-equity ratio of 1.00. The company has a market cap of $336.41 billion, a P/E ratio of 39.40, a PEG ratio of 2.96 and a beta of 1.40. The firm’s 50 day moving average price is $306.86 and its 200-day moving average price is $295.82. GE Aerospace has a 52-week low of $159.36 and a 52-week high of $332.79.

GE Aerospace (NYSE:GE) last posted 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 during the quarter, compared to analysts’ expectations of $11.27 billion. During the same quarter last year, the firm earned $1.32 EPS. The business’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, sell-side analysts predict that GE Aerospace will post 5.4 EPS for the current fiscal year.

GE Aerospace Dividend Announcement

The business also recently announced 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 dividend on an annualized basis and a yield of 0.4%. GE Aerospace’s dividend payout ratio (DPR) is 17.69%.

Insiders Place Their Bets

In related news, VP Robert M. Giglietti sold 3,035 shares of the company’s stock in a transaction 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 transaction, the vice president directly owned 10,583 shares of the company’s stock, valued at $3,233,212.33. This represents a 22.29% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, SVP Amy L. Gowder sold 4,000 shares of GE Aerospace stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $305.73, for a total value of $1,222,920.00. Following the sale, the senior vice president directly owned 16,535 shares of the company’s stock, valued at approximately $5,055,245.55. This represents a 19.48% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 45,398 shares of company stock valued at $13,837,171. Insiders own 0.21% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on GE shares. TD Cowen lifted their price objective on shares of GE Aerospace from $330.00 to $350.00 and gave the company a “buy” rating in a report on Wednesday, January 14th. Deutsche Bank Aktiengesellschaft lifted their price target on shares of GE Aerospace from $375.00 to $387.00 and gave the company a “buy” rating in a research note on Friday, January 23rd. Susquehanna reiterated a “positive” rating and issued a $380.00 price target on shares of GE Aerospace in a report on Thursday, January 15th. The Goldman Sachs Group raised their price objective on GE Aerospace from $338.00 to $350.00 and gave the stock a “buy” rating in a report on Friday, January 23rd. Finally, Bank of America lifted their target price on GE Aerospace from $310.00 to $365.00 and gave the company a “buy” rating in a research report on Monday, October 27th. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $319.00.

Key Stories Impacting GE Aerospace

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 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.