Blair William & Co. IL Acquires 34,958 Shares of GE Aerospace $GE

Blair William & Co. IL boosted its holdings in shares of GE Aerospace (NYSE:GE) by 18.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 228,086 shares of the company’s stock after buying an additional 34,958 shares during the quarter. Blair William & Co. IL’s holdings in GE Aerospace were worth $68,613,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of the business. Baltimore Washington Financial Advisors Inc. purchased a new stake in GE Aerospace during the third quarter worth $357,000. First Trust Advisors LP increased its holdings in shares of GE Aerospace by 38.7% in the 3rd quarter. First Trust Advisors LP now owns 1,262,536 shares of the company’s stock valued at $379,796,000 after acquiring an additional 352,375 shares during the period. HUB Investment Partners LLC increased its holdings in shares of GE Aerospace by 7.4% in the 3rd quarter. HUB Investment Partners LLC now owns 9,700 shares of the company’s stock valued at $2,918,000 after acquiring an additional 665 shares during the period. Modern Wealth Management LLC raised its position in shares of GE Aerospace by 3.2% in the 3rd quarter. Modern Wealth Management LLC now owns 9,983 shares of the company’s stock worth $3,003,000 after acquiring an additional 308 shares in the last quarter. Finally, Foster Dykema Cabot & Partners LLC raised its position in shares of GE Aerospace by 6.4% in the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 1,470 shares of the company’s stock worth $443,000 after acquiring an additional 89 shares in the last quarter. Institutional investors own 74.77% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on GE shares. Citigroup reaffirmed a “buy” rating and set a $380.00 price objective (up from $378.00) on shares of GE Aerospace in a research report on Friday, January 23rd. Wolfe Research boosted their target price on shares of GE Aerospace from $340.00 to $360.00 and gave the stock an “outperform” rating in a report on Monday, January 12th. Sanford C. Bernstein increased their price target on shares of GE Aerospace from $374.00 to $405.00 and gave the company an “outperform” rating in a research report on Tuesday, March 3rd. Susquehanna restated a “positive” rating and issued a $380.00 price target on shares of GE Aerospace in a report on Thursday, January 15th. Finally, Zacks Research raised shares of GE Aerospace from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, January 27th. One 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 given a Sell rating to the stock. According to MarketBeat, GE Aerospace currently has an average rating of “Moderate Buy” and a consensus price target of $331.12.

GE Aerospace Stock Down 1.3%

GE Aerospace stock opened at $322.69 on Friday. GE Aerospace has a 1-year low of $159.36 and a 1-year high of $348.48. The business has a fifty day moving average price of $319.65 and a 200-day moving average price of $303.89. The company has a debt-to-equity ratio of 1.00, a current ratio of 1.04 and a quick ratio of 0.74. The stock has a market capitalization of $338.44 billion, a price-to-earnings ratio of 39.64, a PEG ratio of 2.98 and a beta of 1.36.

GE Aerospace (NYSE:GE) last announced its earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.43 by $0.14. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.The company had revenue of $11.90 billion for the quarter, compared to analyst estimates of $11.27 billion. During the same period in the prior year, the company posted $1.32 EPS. The firm’s quarterly revenue 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. Equities research analysts forecast that GE Aerospace will post 5.4 EPS for the current fiscal year.

GE Aerospace Increases Dividend

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

Insider Activity

In related news, SVP Russell Stokes sold 30,363 shares of the stock in a transaction that occurred on Friday, January 30th. The shares were sold at an average price of $306.47, for a total value of $9,305,348.61. Following the completion of the transaction, the senior vice president directly owned 150,434 shares of the company’s stock, valued at $46,103,507.98. This trade represents a 16.79% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, SVP Amy L. Gowder sold 4,000 shares of GE Aerospace stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $305.73, for a total transaction of $1,222,920.00. Following the completion of the sale, the senior vice president owned 16,535 shares of the company’s stock, valued at $5,055,245.55. This trade represents a 19.48% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 37,398 shares of company stock worth $11,455,491 over the last 90 days. 0.21% of the stock is currently owned by corporate insiders.

Key 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

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.