Chilton Investment Co. Inc. Takes Position in GE Aerospace $GE

Chilton Investment Co. Inc. purchased a new position in GE Aerospace (NYSE:GE) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 5,435 shares of the company’s stock, valued at approximately $1,635,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Jacobsen Capital Management boosted its stake in GE Aerospace by 1.4% during the third quarter. Jacobsen Capital Management now owns 2,295 shares of the company’s stock valued at $690,000 after buying an additional 32 shares during the period. Harfst & Associates Inc. increased its stake in GE Aerospace by 0.4% in the 3rd quarter. Harfst & Associates Inc. now owns 7,444 shares of the company’s stock worth $2,239,000 after acquiring an additional 33 shares during the last quarter. Ledyard National Bank raised its holdings in shares of GE Aerospace by 1.2% in the 3rd quarter. Ledyard National Bank now owns 2,754 shares of the company’s stock valued at $828,000 after acquiring an additional 33 shares in the last quarter. Hardy Reed LLC raised its holdings in shares of GE Aerospace by 0.7% in the 3rd quarter. Hardy Reed LLC now owns 4,999 shares of the company’s stock valued at $1,504,000 after acquiring an additional 33 shares in the last quarter. Finally, RMG Wealth Management LLC boosted its position in shares of GE Aerospace by 8.3% during the 3rd quarter. RMG Wealth Management LLC now owns 442 shares of the company’s stock valued at $132,000 after acquiring an additional 34 shares during the last quarter. Hedge funds and other institutional investors own 74.77% of the company’s stock.

GE Aerospace Stock Performance

Shares of NYSE GE opened at $299.25 on Monday. The stock’s 50-day moving average is $320.02 and its 200 day moving average is $305.76. The stock has a market cap of $313.85 billion, a price-to-earnings ratio of 36.76, a P/E/G ratio of 2.77 and a beta of 1.36. GE Aerospace has a 1-year low of $159.36 and a 1-year high of $348.48. The company has a current ratio of 1.04, a quick ratio of 0.74 and a debt-to-equity ratio of 1.00.

GE Aerospace (NYSE:GE) last issued its earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.43 by $0.14. The business 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%.GE Aerospace’s revenue for the quarter was up 17.6% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, sell-side analysts anticipate that GE Aerospace will post 5.4 EPS 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. Investors of record on Monday, March 9th will be issued a dividend of $0.47 per share. The ex-dividend date of this dividend is Monday, March 9th. 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. GE Aerospace’s payout ratio is 23.10%.

GE Aerospace News Roundup

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

• Positive Sentiment: GE continues capacity buildout with another investment at its Batesville site, signaling continued manufacturing expansion and localized production for engines/components. GE Aerospace investing another $18 million in Batesville site
• Positive Sentiment: GE boosts CFM56 turbine-blade manufacturing — an operational move to raise throughput on a high-volume engine family, supporting aftermarket revenue and parts availability. GE Aerospace Boosts CFM56 Turbine Blade Manufacturing
• Positive Sentiment: Planned investments in Illinois and Greater Cincinnati (including a reported $9M and $115M respectively) and a broader $1B U.S. manufacturing push (and hiring 5,000) reinforce long-term capacity, supply-chain resilience and secular aftermarket growth. GE Aerospace to invest $9 million in 2 Illinois facilities
• Positive Sentiment: GE and Palantir extend their AI partnership to improve U.S. Air Force readiness and predictive maintenance — a revenue and margin lever in defense services and digital aftermarket offerings. GE Aerospace And Palantir Extend AI Deal For U.S. Air Force Readiness
• Positive Sentiment: Joint engine research with Airbus Helicopters advances technology partnerships that can lead to future programs and content wins. GE Aerospace, Airbus Helicopters Advance Joint Engine Research
• Neutral Sentiment: Coverage pieces (e.g., 3D-printing stock lists, “buy the dip” analyses) highlight positive structural narratives for GE but are opinion pieces rather than new company-specific catalysts. Top 3D Printing Stocks to Buy Now
• Neutral Sentiment: Small reported congressional insider sale (Rep. Austin Scott) is noted by media but is immaterial to company fundamentals. Rep. Austin Scott Has Sold Up to $30K Worth Of GE Aerospace Stock
• Negative Sentiment: FAA airworthiness directive on certain GEnx HPC stage-5 blisks introduces near-term inspection/replacement costs and scheduling disruption for airline customers — a clear short-term earnings and cash-flow overhang if shop visits rise. GE Aerospace slides as FAA directive on GEnx components adds new maintenance overhang
• Negative Sentiment: Broader market pressure — rising oil/prices and profit-taking after a strong run — is weighing on cyclicals and premium-valuation aerospace names, amplifying pullbacks. Should You Buy the Dip in GE Aerospace Stock Today?

Wall Street Analyst Weigh In

Several research analysts have recently commented on GE shares. Wall Street Zen lowered GE Aerospace from a “buy” rating to a “hold” rating in a report on Saturday, February 21st. Susquehanna reiterated a “positive” rating and set a $380.00 target price on shares of GE Aerospace in a research report on Thursday, January 15th. Weiss Ratings reissued a “buy (b)” rating on shares of GE Aerospace in a research note on Thursday, January 22nd. 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 report on Friday, January 23rd. Finally, Sanford C. Bernstein raised their price objective 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. One investment 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 stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $331.12.

Insider Buying and Selling

In other GE Aerospace news, VP Robert M. Giglietti sold 3,035 shares of the business’s stock in a transaction on Friday, January 30th. The shares were sold at an average price of $305.51, for a total value of $927,222.85. Following the completion of the sale, the vice president directly owned 10,583 shares of the company’s stock, valued at $3,233,212.33. The trade was a 22.29% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, SVP Russell Stokes sold 30,363 shares of the company’s stock in a transaction dated 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 sale, the senior vice president owned 150,434 shares of the company’s stock, valued at approximately $46,103,507.98. The trade was a 16.79% 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 in the last 90 days. 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.