Barometer Capital Management Inc. Sells 1,939 Shares of GE Aerospace $GE

Barometer Capital Management Inc. trimmed its position in shares of GE Aerospace (NYSE:GE) by 5.3% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 34,538 shares of the company’s stock after selling 1,939 shares during the period. GE Aerospace comprises 2.7% of Barometer Capital Management Inc.’s holdings, making the stock its 13th biggest holding. Barometer Capital Management Inc.’s holdings in GE Aerospace were worth $10,390,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in GE. Bare Financial Services Inc raised its holdings in shares of GE Aerospace by 81.1% in the second quarter. Bare Financial Services Inc now owns 96 shares of the company’s stock worth $25,000 after buying an additional 43 shares during the period. REAP Financial Group LLC purchased a new position in GE Aerospace during the 3rd quarter valued at $25,000. Marquette Asset Management LLC bought a new position in GE Aerospace in the 3rd quarter valued at $26,000. Lavaca Capital LLC grew its position in GE Aerospace by 1,666.7% in the 2nd quarter. Lavaca Capital LLC now owns 106 shares of the company’s stock valued at $27,000 after acquiring an additional 100 shares during the last quarter. Finally, Barnes Dennig Private Wealth Management LLC increased its stake in GE Aerospace by 147.2% in the third 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 during the period. 74.77% of the stock is owned by hedge funds and other institutional investors.

GE Aerospace Stock Down 0.4%

NYSE:GE opened at $325.08 on Thursday. The company’s 50-day simple moving average is $320.48 and its 200-day simple moving average is $305.09. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.74 and a current ratio of 1.04. GE Aerospace has a fifty-two week low of $159.36 and a fifty-two week high of $348.48. The stock has a market capitalization of $340.94 billion, a P/E ratio of 39.94, a P/E/G ratio of 3.02 and a beta of 1.36.

GE Aerospace (NYSE:GE) last issued its quarterly earnings data on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, beating the consensus estimate of $1.43 by $0.14. The firm had revenue of $11.90 billion during 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%.The business’s revenue for the quarter was up 17.6% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.32 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, equities analysts anticipate that GE Aerospace will post 5.4 earnings per share for the current fiscal year.

GE Aerospace Increases Dividend

The firm also recently declared 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. The ex-dividend date is Monday, March 9th. This represents a $1.88 annualized dividend and a yield of 0.6%. GE Aerospace’s dividend payout ratio is currently 23.10%.

Key Headlines Impacting GE Aerospace

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

• Positive Sentiment: GE Aerospace announced a US$1 billion 2026 investment program to expand and modernize multiple U.S. manufacturing sites, target higher jet‑engine output for commercial and defense customers, and support suppliers — a move that underpins future revenue and backlog execution. GE Aerospace’s US$1b Bet On U.S. Capacity And Backlog Execution
• Positive Sentiment: Coverage pieces are bullishly framing the $1B push as a clear reason to buy — analysts and commentators point to capacity expansion and defense exposure as drivers for longer‑term upside. A $1 Billion Reason to Buy GE Aerospace Stock Now
• Positive Sentiment: Company is deploying the $1B across dozens of sites (announcements cite investments in ~30 communities across 17 states) — concentrated capital spending that should improve throughput and create jobs, supporting both commercial and defense delivery cadence. GE Aerospace invests $1B package in 30 communities across 17 states
• Positive Sentiment: Local capex items: specific site investments include Terre Haute (~$15M), Lynn (~$42M), Limestone County/Huntsville (~$55M) and West Michigan (~$60M, incl. $10M for Grand Rapids avionics) — concrete, near‑term deployments of the broader program. GE Aerospace to invest about $15 million in Terre Haute plant
• Positive Sentiment: Short interest fell sharply in late February (down ~27% from mid‑February), reducing one potential source of downside pressure and suggesting fewer forced sellers as the company executes on backlog. Short interest decline reported
• Neutral Sentiment: Analysis pieces (Forbes, market commentary) highlight that GE’s stock has outperformed recently on strong commercial orders and defense wins — these explain the prior rally but also raise expectations that the market may be pricing in aggressive execution. What’s Behind GE Stock’s Massive Rally?
• Neutral Sentiment: Macro/defense context: defense spending and geopolitical tensions are cited as tailwinds for defense suppliers (including GE’s defense engine business), which may support multiple expansion but also adds sensitivity to news flow and volatility. Why This Defense ETF Could Keep Rallying as the Iran Conflict Escalates (GE)

Wall Street Analysts Forecast Growth

GE has been the topic of several recent analyst reports. Morgan Stanley began coverage on shares of GE Aerospace in a research note on Friday, February 20th. They issued an “overweight” rating and a $425.00 price target on the stock. UBS Group set a $374.00 price objective on shares of GE Aerospace and gave the company a “buy” rating in a research report on Friday, January 23rd. Wall Street Zen lowered shares of GE Aerospace from a “buy” rating to a “hold” rating in a research report on Saturday, February 21st. Susquehanna reaffirmed a “positive” rating and set a $380.00 price target on shares of GE Aerospace in a research note on Thursday, January 15th. Finally, Deutsche Bank Aktiengesellschaft boosted their price target on GE Aerospace from $375.00 to $387.00 and gave the company a “buy” rating in a report on Friday, January 23rd. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given 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 has an average rating of “Moderate Buy” and a consensus price target of $331.12.

Insider Buying and Selling

In other news, SVP Russell Stokes sold 30,363 shares of the company’s stock in a transaction 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 sale, the senior vice president directly owned 150,434 shares of the company’s stock, valued at $46,103,507.98. This represents a 16.79% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, VP Robert M. Giglietti sold 3,035 shares of the stock in a transaction dated Friday, January 30th. The stock was sold at an average price of $305.51, for a total value of $927,222.85. Following the sale, the vice president directly owned 10,583 shares in the company, valued at $3,233,212.33. This represents a 22.29% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 37,398 shares of company stock worth $11,455,491. 0.21% of the stock is owned by company insiders.

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.