GE Aerospace $GE Shares Sold by Bradley Foster & Sargent Inc. CT

Bradley Foster & Sargent Inc. CT cut its stake in shares of GE Aerospace (NYSE:GE) by 0.7% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 292,035 shares of the company’s stock after selling 2,068 shares during the quarter. GE Aerospace makes up approximately 1.3% of Bradley Foster & Sargent Inc. CT’s portfolio, making the stock its 17th biggest position. Bradley Foster & Sargent Inc. CT’s holdings in GE Aerospace were worth $87,850,000 at the end of the most recent reporting period.

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

Key GE Aerospace News

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

• Positive Sentiment: United Airlines selected 300 GEnx engines (plus spares) for new Boeing 787s — a large commercial engine order that boosts GE’s backlog, long‑term service revenue and lifecycle aftermarket exposure. United Airlines selects GE Aerospace (GE)’s GEnx Engines for Boeing 787
• Positive Sentiment: GE teamed with Palantir on an AI-driven jet‑engine contract — partnership underscores efforts to deploy data/AI to improve engine performance, predictive maintenance and service margins (supports higher aftermarket economics). GE Aerospace teams with Palantir on AI-driven jet-engine contract
• Positive Sentiment: GE and Kratos won a U.S. Air Force award to design an engine for expendable Collaborative Combat Aircraft (initial $12.4M) — a defense program win that expands GE’s military engine pipeline and design momentum in smaller, high-rate-production engines. Kratos and GE Aerospace Win U.S. Air Force Award to Design Engine for Expendable Combat Collaborative Aircraft
• Positive Sentiment: Analyst upgrades and bullish coverage (Zacks upgrade to Strong Buy; Morgan Stanley initiation) are lifting sentiment and estimates, supporting near‑term share momentum. GE (GE) Upgraded to Strong Buy: Here’s What You Should Know
• Neutral Sentiment: Competitive positioning pieces note GE’s stronger growth profile vs. peers (e.g., RTX) — useful context for relative valuation and investor allocation decisions but not immediate cashflow impact. GE Aerospace vs. RTX: Which Aerospace & Defense Stock Should You Bet On?
• Neutral Sentiment: Airline OEM commitments (e.g., American’s long‑term CFM/GE engine commitments) underscore steady commercial demand trends that support production cadence and services over time. American Makes Long-Term Commitment to GE Engines
• Negative Sentiment: Competition and program risk: rival engine makers (Pratt & Whitney/RTX) continue vying for new platforms (e.g., fighter/stealth programs), which could limit share gains on some future aircraft programs. RTX post sparks buzz as Pratt & Whitney vies to power stealthy Mach 2 jet
• Negative Sentiment: Valuation and expectations are elevated after strong share gains and bullish coverage — investors should watch execution, margin delivery and whether future wins justify higher multiples. A Look At General Electric’s (GE) Valuation After Morgan Stanley’s Bullish Aerospace Initiation

GE Aerospace Stock Performance

Shares of GE stock opened at $346.27 on Wednesday. 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 stock has a 50 day simple moving average of $315.32 and a 200-day simple moving average of $300.39. The company has a market cap of $363.18 billion, a price-to-earnings ratio of 42.54, a price-to-earnings-growth ratio of 3.13 and a beta of 1.40. GE Aerospace has a 12-month low of $159.36 and a 12-month high of $346.80.

GE Aerospace (NYSE:GE) last announced 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. The firm had revenue of $11.90 billion for 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%.GE Aerospace’s quarterly revenue was up 17.6% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, equities analysts forecast that GE Aerospace will post 5.4 EPS for the current year.

GE Aerospace Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, April 27th. Stockholders of record on Monday, March 9th will be issued a $0.47 dividend. The ex-dividend date is Monday, March 9th. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.5%. This is a boost from GE Aerospace’s previous quarterly dividend of $0.36. GE Aerospace’s payout ratio is 17.69%.

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on GE. BNP Paribas Exane decreased their price target on shares of GE Aerospace from $305.00 to $290.00 and set an “underperform” rating for the company in a research note on Friday, January 23rd. Wall Street Zen cut shares of GE Aerospace from a “buy” rating to a “hold” rating in a report on Saturday. Zacks Research raised GE Aerospace from a “hold” rating to a “strong-buy” rating in a report on Tuesday, January 27th. TD Cowen upped their price objective on GE Aerospace from $330.00 to $350.00 and gave the company a “buy” rating in a research note on Wednesday, January 14th. Finally, Wolfe Research increased their price objective on GE Aerospace from $340.00 to $360.00 and gave the stock an “outperform” rating in a research report on Monday, January 12th. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $329.29.

Insider Activity at GE Aerospace

In other GE Aerospace news, 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 completion of the transaction, the senior vice president directly owned 16,535 shares of the company’s stock, valued at approximately $5,055,245.55. This trade represents a 19.48% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, VP Robert M. Giglietti sold 3,035 shares of GE Aerospace 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 trade represents a 22.29% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 37,398 shares of company stock worth $11,455,491 over the last 90 days. Company insiders own 0.21% of the company’s stock.

GE Aerospace Company 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.