Wealthfront Advisers LLC Grows Position in GE Aerospace $GE

Wealthfront Advisers LLC lifted its position in shares of GE Aerospace (NYSE:GE) by 1.4% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 154,003 shares of the company’s stock after purchasing an additional 2,167 shares during the quarter. Wealthfront Advisers LLC’s holdings in GE Aerospace were worth $46,327,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in the company. Diversified Trust Co grew its position in shares of GE Aerospace by 21.3% during the 3rd quarter. Diversified Trust Co now owns 32,021 shares of the company’s stock valued at $9,633,000 after acquiring an additional 5,625 shares during the period. Cadinha & Co. LLC boosted its position in GE Aerospace by 154.8% during the third quarter. Cadinha & Co. LLC now owns 97,280 shares of the company’s stock worth $29,264,000 after purchasing an additional 59,106 shares in the last quarter. Police & Firemen s Retirement System of New Jersey grew its holdings in GE Aerospace by 1.8% in the second quarter. Police & Firemen s Retirement System of New Jersey now owns 159,682 shares of the company’s stock valued at $41,101,000 after purchasing an additional 2,779 shares during the period. Czech National Bank increased its position in shares of GE Aerospace by 3.3% in the third quarter. Czech National Bank now owns 269,330 shares of the company’s stock valued at $81,020,000 after buying an additional 8,668 shares in the last quarter. Finally, Phoenix Financial Ltd. raised its stake in shares of GE Aerospace by 34.3% during the 3rd quarter. Phoenix Financial Ltd. now owns 22,632 shares of the company’s stock worth $6,808,000 after buying an additional 5,775 shares during the period. 74.77% of the stock is currently owned by institutional investors and hedge funds.

GE Aerospace News Summary

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

Insider Buying and Selling at GE Aerospace

In other news, SVP Russell Stokes sold 30,363 shares of the business’s stock in a transaction dated 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 transaction, the senior vice president 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 legal filing with the SEC, which can be accessed through this link. Also, VP Robert M. Giglietti sold 3,035 shares of the company’s stock in a transaction dated Friday, January 30th. The shares were sold at an average price of $305.51, for a total transaction of $927,222.85. Following the completion of the sale, 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 45,398 shares of company stock worth $13,837,171 in the last three months. 0.21% of the stock is owned by corporate insiders.

GE Aerospace Stock 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. The firm has a 50-day moving average of $307.44 and a two-hundred day moving average of $296.16. GE Aerospace has a 12 month low of $159.36 and a 12 month high of $332.79. The company 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.

GE Aerospace (NYSE:GE) last issued its earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share for the quarter, topping the consensus estimate of $1.43 by $0.14. The business 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%.The business’s revenue for the quarter was up 17.6% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.32 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, analysts forecast that GE Aerospace will post 5.4 earnings per share for the current fiscal year.

GE Aerospace Increases Dividend

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

Analyst Ratings Changes

A number of research firms recently issued reports on GE. BNP Paribas Exane dropped their price target 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. Zacks Research upgraded shares of GE Aerospace from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, January 27th. Sanford C. Bernstein restated an “outperform” rating on shares of GE Aerospace in a research report on Monday, October 27th. Royal Bank Of Canada raised their price target on shares of GE Aerospace from $300.00 to $340.00 and gave the company an “outperform” rating in a research note on Friday, October 17th. Finally, TD Cowen boosted their price objective on GE Aerospace from $330.00 to $350.00 and gave the stock a “buy” rating in a research note on Wednesday, January 14th. One equities research 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 given a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $319.00.

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.