GE Aerospace $GE Holdings Raised by Clearstead Advisors LLC

Clearstead Advisors LLC increased its stake in GE Aerospace (NYSE:GE) by 16.9% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 36,959 shares of the company’s stock after purchasing an additional 5,344 shares during the quarter. Clearstead Advisors LLC’s holdings in GE Aerospace were worth $11,118,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently bought and sold shares of GE. REAP Financial Group LLC acquired a new stake in shares of GE Aerospace during the third quarter valued at approximately $25,000. Marquette Asset Management LLC purchased a new position in GE Aerospace during the 3rd quarter worth approximately $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 in the last quarter. Bare Financial Services Inc raised its stake in GE Aerospace by 81.1% during the 2nd quarter. Bare Financial Services Inc now owns 96 shares of the company’s stock valued at $25,000 after purchasing an additional 43 shares during the period. Finally, Roble Belko & Company Inc lifted its holdings 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 purchasing an additional 51 shares in the last quarter. Institutional investors and hedge funds own 74.77% of the company’s stock.

More GE Aerospace News

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

• Positive Sentiment: United Airlines selected 300 GEnx engines to power new Boeing 787s — a large order that boosts OEM revenue, long‑term services and aftermarket exposure for GE Aerospace. UAL Orders 300 GEnx Engines From GE Aerospace to Power Boeing 787s
• Positive Sentiment: American Airlines made a long‑term commitment to CFM LEAP engines (a GE/CFM product), supporting production cadence and future aftermarket/service revenues. That helps extend GE’s commercial backlog and spare‑parts/service annuity potential. American Makes Long-Term Commitment to GE Engines
• Positive Sentiment: Kratos and GE won a $12.4M U.S. Air Force contract to design a next‑gen engine (GEK1500) for expendable combat collaborative aircraft — a defense win that adds to government program exposure and potential follow‑on work. Kratos and GE Aerospace Win U.S. Air Force Award to Design Engine for Expendable Combat Collaborative Aircraft
• Positive Sentiment: Morgan Stanley initiated coverage on GE Aerospace with an Overweight rating and a $425 price target, highlighting standalone cash flow potential and recent program wins — analyst support can lift sentiment and attract buying. Morgan Stanley Initiates Coverage on GE Aerospace (GE) with Overweight Rating
• Neutral Sentiment: Market commentary ties GE (and sister unit GE Vernova) to AI infrastructure themes — power generation and grid equipment are called out as critical to data center expansion, a potential multi‑year tailwind for parts of the GE franchise (less direct for Aerospace but supportive at the group level). These 5 Stocks Are at the Center of the AI Supply Squeeze
• Neutral Sentiment: Industry reports note GE as a key player in the global power transformer and grid equipment market — relevant to GE Vernova revenue mix and investor narratives around infrastructure exposure, but only indirectly affecting GE Aerospace fundamentals. Power Transformer Market Competitive Analysis Report 2025

GE Aerospace Stock Down 1.3%

Shares of GE Aerospace stock opened at $338.88 on Tuesday. The firm has a market cap of $355.42 billion, a price-to-earnings ratio of 41.63, a P/E/G ratio of 3.17 and a beta of 1.40. The stock has a 50-day simple moving average of $314.38 and a 200-day simple moving average of $299.89. GE Aerospace has a 52-week low of $159.36 and a 52-week high of $344.30. 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 (NYSE:GE) last issued its quarterly earnings data on Thursday, January 22nd. The company reported $1.57 earnings per share for the quarter, beating the consensus estimate of $1.43 by $0.14. The firm had revenue of $11.90 billion for the quarter, compared to analyst estimates of $11.27 billion. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The company’s revenue for the quarter was up 17.6% on a year-over-year basis. During the same quarter last year, the firm earned $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, equities research analysts expect that GE Aerospace will post 5.4 earnings per share for the current fiscal year.

GE Aerospace Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, April 27th. Investors of record on Monday, March 9th will be issued a $0.47 dividend. 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 yield of 0.6%. The ex-dividend date is Monday, March 9th. GE Aerospace’s dividend payout ratio is currently 17.69%.

Insider Buying and Selling

In other news, SVP Russell Stokes sold 30,363 shares of the company’s stock in a transaction dated Friday, January 30th. The stock was sold at an average price of $306.47, for a total transaction of $9,305,348.61. Following the completion of the sale, the senior vice president owned 150,434 shares in the company, valued at approximately $46,103,507.98. This represents a 16.79% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, SVP Amy L. Gowder sold 4,000 shares of the stock in a transaction dated Monday, February 2nd. The shares were 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. This represents a 19.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 37,398 shares of company stock worth $11,455,491. Corporate insiders own 0.21% of the company’s stock.

Analysts Set New Price Targets

GE has been the topic of a number of research analyst reports. Susquehanna reiterated a “positive” rating and set a $380.00 price target on shares of GE Aerospace in a report on Thursday, January 15th. Deutsche Bank Aktiengesellschaft raised their price objective on GE Aerospace from $375.00 to $387.00 and gave the stock a “buy” rating in a research report on Friday, January 23rd. JPMorgan Chase & Co. upped their target price on GE Aerospace from $325.00 to $335.00 and gave the company an “overweight” rating in a report on Monday, January 26th. Citigroup restated a “buy” rating and set a $380.00 price target (up from $378.00) on shares of GE Aerospace in a report on Friday, January 23rd. Finally, Wall Street Zen downgraded shares of GE Aerospace from a “buy” rating to a “hold” rating in a research report on Saturday. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $329.29.

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.