11 Capital Partners LP Buys 4,611 Shares of GE Aerospace $GE

11 Capital Partners LP lifted its position in shares of GE Aerospace (NYSE:GE) by 6.4% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 77,109 shares of the company’s stock after acquiring an additional 4,611 shares during the quarter. GE Aerospace accounts for approximately 6.6% of 11 Capital Partners LP’s investment portfolio, making the stock its biggest holding. 11 Capital Partners LP’s holdings in GE Aerospace were worth $23,196,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. REAP Financial Group LLC acquired a new position in GE Aerospace in the 3rd quarter valued at $25,000. Marquette Asset Management LLC purchased a new position in shares of GE Aerospace in the third quarter worth about $26,000. Barnes Dennig Private Wealth Management LLC lifted its stake in shares of 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 buying an additional 53 shares in the last quarter. Bare Financial Services Inc boosted its position in GE Aerospace by 81.1% during the second quarter. Bare Financial Services Inc now owns 96 shares of the company’s stock worth $25,000 after acquiring an additional 43 shares during the last quarter. Finally, Roble Belko & Company Inc grew its stake in GE Aerospace by 98.1% during the 3rd quarter. Roble Belko & Company Inc now owns 103 shares of the company’s stock valued at $31,000 after acquiring an additional 51 shares in the last quarter. Hedge funds and other institutional investors own 74.77% of the company’s stock.

GE Aerospace Price Performance

GE stock opened at $306.52 on Friday. GE Aerospace has a 52-week low of $159.36 and a 52-week high of $348.48. 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 cap of $321.48 billion, a price-to-earnings ratio of 37.66, a price-to-earnings-growth ratio of 3.00 and a beta of 1.36. The business has a fifty day moving average of $320.45 and a two-hundred day moving average of $305.10.

GE Aerospace (NYSE:GE) last announced its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, beating the consensus estimate of $1.43 by $0.14. The business 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%.The company’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 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, research analysts anticipate that GE Aerospace will post 5.4 earnings per share for the current year.

GE Aerospace Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, April 27th. Shareholders of record on Monday, March 9th will be paid a dividend of $0.47 per share. This represents a $1.88 annualized dividend and a yield of 0.6%. This is a boost from GE Aerospace’s previous quarterly dividend of $0.36. The ex-dividend date of this dividend is Monday, March 9th. GE Aerospace’s payout ratio is 23.10%.

Wall Street Analysts Forecast Growth

GE has been the topic of a number of research 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 target price on the stock. Susquehanna restated a “positive” rating and issued a $380.00 target price on shares of GE Aerospace in a report on Thursday, January 15th. Deutsche Bank Aktiengesellschaft lifted their price target on GE Aerospace from $375.00 to $387.00 and gave the stock a “buy” rating in a report on Friday, January 23rd. UBS Group set a $374.00 price target on shares of GE Aerospace and gave the company a “buy” rating in a research report on Friday, January 23rd. Finally, BNP Paribas Exane cut their price objective on shares of GE Aerospace from $305.00 to $290.00 and set an “underperform” rating for the company in a research 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 issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $331.12.

Insider Buying and Selling at GE Aerospace

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 transaction of $9,305,348.61. Following the completion of the transaction, the senior vice president owned 150,434 shares of the company’s stock, valued at approximately $46,103,507.98. This trade represents a 16.79% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible 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 shares were 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 position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 37,398 shares of company stock worth $11,455,491 over the last three months. Insiders own 0.21% of the company’s stock.

Key GE Aerospace News

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

• Positive Sentiment: Expanded AI deal with Palantir to improve U.S. Air Force fleet readiness and engine supply-chain/predictive-maintenance capabilities — supports longer-term service revenue and higher-margin digital offerings. GE Aerospace And Palantir Extend AI Deal For U.S. Air Force Readiness
• Positive Sentiment: $1 billion U.S. manufacturing investment plan in 2026 (site upgrades, advanced materials, 5,000 hires) should expand production capacity and help convert backlog into revenue. This reinforces medium-term growth/execution prospects. GE Aerospace to invest $1 billion in U.S. manufacturing, hire 5,000 workers
• Neutral Sentiment: Coverage and sector write-ups cite GE among industrials tied to advanced manufacturing/3D printing tailwinds — positive narrative but largely already reflected in consensus forecasts. Top 3D Printing Stocks to Buy Now for Solid Long-Term Returns
• Neutral Sentiment: Palantir’s conference announcements (Nvidia collaboration and partner wins) spotlight ecosystem momentum that can help GE’s software/service deployments, but timing and revenue contribution remain uncertain. Palantir Unveils Nvidia Software Pact, Defense Partnerships At AI Conference
• Negative Sentiment: FAA airworthiness directive on certain GEnx HPC stage-5 blisks (a manufacturing quality escape tied to a single forged ingot) raises the prospect of incremental inspections, shop visits and replacement costs — the primary near-term driver of the stock’s downward move. GE Aerospace slides as FAA directive on GEnx components adds new maintenance overhang

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.