S&CO Inc. Reduces Stock Position in GE Aerospace $GE

S&CO Inc. trimmed its position in GE Aerospace (NYSE:GE) by 6.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 37,565 shares of the company’s stock after selling 2,474 shares during the quarter. S&CO Inc.’s holdings in GE Aerospace were worth $11,300,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. REAP Financial Group LLC acquired a new stake in shares of GE Aerospace in the third quarter worth $25,000. Marquette Asset Management LLC purchased a new stake in GE Aerospace in the third quarter valued at $26,000. Barnes Dennig Private Wealth Management LLC grew its position 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 period. Finally, Roble Belko & Company Inc raised its stake in shares of GE Aerospace by 98.1% during the 3rd quarter. Roble Belko & Company Inc now owns 103 shares of the company’s stock valued at $31,000 after buying an additional 51 shares during the last quarter. Institutional investors and hedge funds own 74.77% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms recently commented on GE. Wall Street Zen raised GE Aerospace from a “hold” rating to a “buy” rating in a report on Saturday, January 24th. Weiss Ratings restated a “buy (b)” rating on shares of GE Aerospace in a research report on Thursday, January 22nd. BNP Paribas Exane dropped their price objective on shares of GE Aerospace from $305.00 to $290.00 and set an “underperform” rating on the stock in a research note on Friday, January 23rd. Citigroup reiterated a “buy” rating and issued a $380.00 target price (up from $378.00) on shares of GE Aerospace in a research note on Friday, January 23rd. Finally, UBS Group set a $374.00 price target on shares of GE Aerospace and gave the stock a “buy” rating in a report on Friday, January 23rd. One investment 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 stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $319.00.

Insider Activity

In other GE Aerospace news, SVP Russell Stokes sold 30,363 shares of the business’s stock in a transaction that occurred on Friday, January 30th. The stock was sold at an average price of $306.47, for a total value of $9,305,348.61. Following the sale, the senior vice president owned 150,434 shares of the company’s stock, valued at $46,103,507.98. The trade was a 16.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, SVP Amy L. Gowder sold 4,000 shares of the 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 transaction, 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 disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 45,398 shares of company stock valued at $13,837,171. Company insiders own 0.21% of the company’s stock.

GE Aerospace Trading Down 1.3%

GE stock opened at $316.89 on Tuesday. The company has a current ratio of 1.04, a quick ratio of 0.74 and a debt-to-equity ratio of 1.00. GE Aerospace has a 12-month low of $159.36 and a 12-month high of $332.79. The stock has a market cap of $332.36 billion, a price-to-earnings ratio of 38.93, a PEG ratio of 2.96 and a beta of 1.40. The business’s 50-day moving average is $307.44 and its 200 day moving average is $296.16.

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

GE Aerospace Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, April 27th. Shareholders of record on Monday, March 9th will be given a dividend of $0.47 per share. This is a boost from GE Aerospace’s previous quarterly dividend of $0.36. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date is Monday, March 9th. GE Aerospace’s dividend payout ratio (DPR) is 17.69%.

Key Stories Impacting GE Aerospace

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

• Positive Sentiment: Signed an Industrial Participation agreement and a manufacturing MoU with Saudi Arabia’s GAMI — this advances local production, supply‑chain participation and long‑term program access in a major defense market, which supports future revenue visibility and political/contract tailwinds. GE Aerospace signs Industrial Participation agreement and manufacturing MoU with Saudi Arabia’s GAMI
• Positive Sentiment: Expanded F110‑129 support with MEPC / Royal Saudi Air Force — extension of aftermarket and sustainment contracts implies recurring, high‑margin service revenue and strengthens regional support capabilities. That stability helps underpin cash flow expectations. GE Aerospace and MEPC extend RSAF F110-129 support
• Positive Sentiment: Announced a 30.6% quarterly dividend increase to $0.47 (ex‑div March 9) — signals cash generation confidence and boosts shareholder returns, which can support sentiment among income and long‑term investors. (Company release reported 2/6).
• Positive Sentiment: Analysts remain bullish — several outlets list GE Aerospace as a Strong Buy with a one‑year average target near $358 (≈17% upside), reflecting continued optimism on defense backlog, aftermarket growth and margin expansion. GE Aerospace (GE) a Strong Buy, Analysts See 17% Upside
• Neutral Sentiment: Included in a Zacks roundup of GARP (growth at a reasonable price) stocks — may attract value‑plus‑growth investors, though impact is typically gradual rather than immediate. Add These 4 GARP Stocks to Your Portfolio to Receive Handsome Returns
• Negative Sentiment: Valuation re‑assessment risk highlighted by coverage after a ~57% one‑year share gain — investors may be trimming positions on high multiples despite strong fundamentals, which can pressure the stock in the near term. Assessing General Electric’s Valuation After A Strong Aerospace Run And 57.3% One Year Shareholder Return

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.