GE Aerospace $GE Stock Holdings Lifted by First Trust Advisors LP

First Trust Advisors LP increased its position in shares of GE Aerospace (NYSE:GE) by 38.7% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,262,536 shares of the company’s stock after acquiring an additional 352,375 shares during the quarter. First Trust Advisors LP owned 0.12% of GE Aerospace worth $379,796,000 as of its most recent SEC filing.

Several other hedge funds have also made changes to their positions in the company. Brighton Jones LLC grew its position in GE Aerospace by 25.3% during the 4th quarter. Brighton Jones LLC now owns 12,008 shares of the company’s stock worth $2,003,000 after purchasing an additional 2,421 shares in the last quarter. Revolve Wealth Partners LLC lifted its holdings in shares of GE Aerospace by 7.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 2,251 shares of the company’s stock valued at $375,000 after purchasing an additional 150 shares in the last quarter. Sivia Capital Partners LLC lifted its holdings in shares of GE Aerospace by 4.6% in the second quarter. Sivia Capital Partners LLC now owns 4,337 shares of the company’s stock valued at $1,116,000 after purchasing an additional 191 shares in the last quarter. First Horizon Advisors Inc. grew its holdings in shares of GE Aerospace by 2.2% during the second quarter. First Horizon Advisors Inc. now owns 5,267 shares of the company’s stock valued at $1,356,000 after buying an additional 114 shares in the last quarter. Finally, Atlantic Union Bankshares Corp lifted its stake in GE Aerospace by 320.2% in the 2nd quarter. Atlantic Union Bankshares Corp now owns 7,004 shares of the company’s stock worth $1,803,000 after acquiring an additional 5,337 shares in the last quarter. Hedge funds and other institutional investors 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: Quarterly beat and raised guidance — GE topped Q4 estimates and set FY‑2026 EPS guidance at $7.10–$7.40, underpinning the long‑term bull case for engine and systems demand. GE Aerospace (GE) Stock Declines 4% Amid Profit-Taking Despite Strong Earnings
• Positive Sentiment: Analyst upgrades and bullish research continue — at least one upgrade/positive note has supported investor conviction that GE’s commercial and defense engines will drive earnings growth. GE Aerospace (NYSE:GE) Stock Price Up 1.8% on Analyst Upgrade
• Positive Sentiment: Sector tailwinds — strong commercial aerospace demand and rising engine product sales across the supply base add structural support to GE’s outlook. Howmet Gains From Strength in Commercial Aerospace: Will the Momentum Last?
• Neutral Sentiment: Macro / market context — broader market moves and economic data (e.g., jobs, oil) are creating intermittent volatility that can amplify stock swings. Dow Jones Futures Rise, Oil Prices Fall After Latest Spike; Broadcom, Nvidia In Focus
• Negative Sentiment: Profit‑taking after a large rally — traders are locking gains after roughly a 70%+ run, triggering a pullback even though earnings were strong. GE Aerospace (GE) Stock Declines 4% Amid Profit-Taking Despite Strong Earnings
• Negative Sentiment: Valuation concerns — several commentaries note GE is trading near 52‑week highs after a steep rally, prompting value‑focused investors to call the stock pricey and urging caution. Is GE Stock Flying Too High? Is General Electric (GE) Pricing In Too Much Optimism After Its 1 Year 67% Rally

Insiders Place Their Bets

In other GE Aerospace news, SVP Russell Stokes sold 30,363 shares of the business’s stock in a transaction dated 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 completion of 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 filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, SVP Amy L. Gowder sold 4,000 shares of the company’s 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 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 position. The SEC filing for this sale provides additional information. Insiders have sold 37,398 shares of company stock valued at $11,455,491 over the last three months. 0.21% of the stock is currently owned by insiders.

GE Aerospace Price Performance

NYSE GE opened at $322.69 on Friday. 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 stock has a market capitalization of $338.44 billion, a PE ratio of 39.64, a price-to-earnings-growth ratio of 3.02 and a beta of 1.36. The company has a 50 day moving average price of $319.65 and a two-hundred day moving average price of $303.62. GE Aerospace has a 12-month low of $159.36 and a 12-month high of $348.48.

GE Aerospace (NYSE:GE) last posted its earnings results on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, topping the consensus estimate of $1.43 by $0.14. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The company had revenue of $11.90 billion during the quarter, compared to the consensus estimate of $11.27 billion. During the same period in the previous year, the firm posted $1.32 earnings per share. The company’s revenue for the quarter was up 17.6% compared to the same quarter last year. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, equities analysts predict that GE Aerospace will post 5.4 earnings per share for the current fiscal year.

GE Aerospace Increases Dividend

The firm also recently announced 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. The ex-dividend date of this dividend is Monday, March 9th. This is a positive change from GE Aerospace’s previous quarterly dividend of $0.36. This represents a $1.88 annualized dividend and a yield of 0.6%. GE Aerospace’s dividend payout ratio (DPR) is currently 17.69%.

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on the stock. Deutsche Bank Aktiengesellschaft increased their price target on shares of GE Aerospace from $375.00 to $387.00 and gave the stock a “buy” rating in a research report on Friday, January 23rd. Wolfe Research boosted their price objective on shares of GE Aerospace from $340.00 to $360.00 and gave the company an “outperform” rating in a research report on Monday, January 12th. 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. Weiss Ratings reiterated a “buy (b)” rating on shares of GE Aerospace in a research report on Thursday, January 22nd. Finally, Morgan Stanley started coverage on shares of GE Aerospace in a research note on Friday, February 20th. They set an “overweight” rating and a $425.00 target price for the company. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $331.12.

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.