GE Aerospace (NYSE:GE) Stock Unloaded Rep. Gilbert Ray Cisneros, Jr.

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently sold shares of GE Aerospace (NYSE:GE). In a filing disclosed on March 09th, the Representative disclosed that they had sold between $15,001 and $50,000 in GE Aerospace stock on February 10th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of Federal Signal (NYSE:FSS) on 3/2/2026.
• Sold $1,001 – $15,000 in shares of Thermon Group (NYSE:THR) on 3/2/2026.
• Purchased $1,001 – $15,000 in shares of Taiwan Semiconductor Manufacturing (NYSE:TSM) on 2/26/2026.
• Sold $1,001 – $15,000 in shares of Oracle (NYSE:ORCL) on 2/24/2026.
• Purchased $1,001 – $15,000 in shares of Micron Technology (NASDAQ:MU) on 2/24/2026.
• Sold $1,001 – $15,000 in shares of Robinhood Markets (NASDAQ:HOOD) on 2/24/2026.
• Sold $1,001 – $15,000 in shares of Uber Technologies (NYSE:UBER) on 2/24/2026.
• Sold $1,001 – $15,000 in shares of Tri Pointe Homes (NYSE:TPH) on 2/23/2026.
• Purchased $1,001 – $15,000 in shares of Champion Homes (NYSE:SKY) on 2/23/2026.
• Sold $1,001 – $15,000 in shares of Xiaomi (OTCMKTS:XIACF) on 2/20/2026.

GE Aerospace Stock Down 0.6%

Shares of GE opened at $302.11 on Wednesday. GE Aerospace has a one year low of $159.36 and a one year high of $348.48. The company has a market cap of $316.85 billion, a P/E ratio of 37.11, a P/E/G ratio of 2.81 and a beta of 1.36. 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 firm has a 50 day simple moving average of $319.12 and a two-hundred day simple moving average of $306.15.

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

GE Aerospace Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, April 27th. Investors of record on Monday, March 9th will be paid a $0.47 dividend. This represents a $1.88 dividend on an annualized basis and a yield of 0.6%. This is a positive change 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%.

Key Headlines Impacting GE Aerospace

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

• Positive Sentiment: Expanded Palantir partnership — GE is deepening use of Palantir’s AI to predict equipment failures, untangle supply chains and improve military aircraft readiness, which can raise margins, reduce downtime and lengthen customer stickiness. Palantir and GE Aerospace Are Working Together on Military Aircraft. Is PLTR or GE Stock a Better Buy Here?
• Positive Sentiment: Defense & Propulsion momentum — Analyst coverage highlights rising orders and major defense contracts for GE’s propulsion business, supporting steady revenue growth and higher spare‑parts demand. That underpins the company’s defense tailwind. GE’s Defense & Propulsion Unit Gains Momentum: Can It Sustain?
• Positive Sentiment: U.S. manufacturing reinvestment — GE announced multi‑site investments (Indiana, Batesville, Hooksett) as part of a ~$1B U.S. manufacturing push and plans to hire ~5,000 workers, which should boost capacity and supply resilience for engines and components. GE Aerospace Invests $65M in Indiana GE Aerospace to invest $12 million in Hooksett plant
• Positive Sentiment: Operational contract — GE won work to boost J85 engine readiness, a concrete aftermarket/maintenance win that supports recurring revenue and spare‑parts sales. GE Aerospace Awarded Contract to Boost J85 Engine Readiness
• Neutral Sentiment: Investor comparisons to Palantir/NVDA — Several pieces contrast GE’s steadier, cash‑rich aerospace profile with higher‑growth AI/defense software plays; this frames GE as lower‑volatility income/industrial exposure versus pure software upside. Palantir and GE Aerospace Are Working Together on Military Aircraft. Is PLTR or GE Stock a Better Buy Here?
• Negative Sentiment: Rare‑earth / metallization risks — Broader coverage warns that heavy reliance on critical magnet and rare‑earth supply chains (largely China‑dominated) could raise costs or bottlenecks for advanced defense and civilian systems, a potential headwind for margins and delivery timelines. The Invisible Metals Powering a Trillion-Dollar Economy
• Negative Sentiment: Valuation and balance‑sheet considerations — GE Aerospace trades at a premium (PE ~37, PEG ~2.8) with modest liquidity metrics (quick ratio ~0.74) and leverage (debt/equity ~1.0); strong operational news may already be priced in, leaving the stock sensitive to guidance misses or macro shocks.

Insider Buying and Selling

In other GE Aerospace news, SVP Amy L. Gowder sold 4,000 shares of GE Aerospace stock in a transaction dated 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 transaction, the senior vice president directly owned 16,535 shares of the company’s stock, valued at approximately $5,055,245.55. The trade was a 19.48% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, VP Robert M. Giglietti sold 3,035 shares of the company’s stock in a transaction dated 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 owned 10,583 shares in the company, valued at $3,233,212.33. This trade represents a 22.29% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 37,398 shares of company stock valued at $11,455,491 over the last 90 days. 0.21% of the stock is owned by insiders.

Analysts Set New Price Targets

Several analysts recently weighed in on GE shares. Deutsche Bank Aktiengesellschaft upped their price objective on GE Aerospace from $375.00 to $387.00 and gave the stock a “buy” rating in a research report on Friday, January 23rd. Susquehanna reissued a “positive” rating and set a $380.00 target price on shares of GE Aerospace in a research note on Thursday, January 15th. Weiss Ratings reissued a “buy (b)” rating on shares of GE Aerospace in a report on Thursday, January 22nd. UBS Group set a $374.00 price target on shares of GE Aerospace and gave the company a “buy” rating in a research note on Friday, January 23rd. Finally, Sanford C. Bernstein lifted their price target on shares of GE Aerospace from $374.00 to $405.00 and gave the company an “outperform” rating in a report on Tuesday, March 3rd. One investment 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. Based on data from MarketBeat, GE Aerospace currently has an average rating of “Moderate Buy” and a consensus target price of $331.12.

Institutional Trading of GE Aerospace

Hedge funds and other institutional investors have recently made changes to their positions in the company. Forty three Eighteen Advisors LLC bought a new stake in GE Aerospace during the 4th quarter worth approximately $2,078,000. Rockefeller Capital Management L.P. raised its stake in shares of GE Aerospace by 18.9% during the fourth quarter. Rockefeller Capital Management L.P. now owns 521,787 shares of the company’s stock valued at $160,726,000 after acquiring an additional 82,770 shares during the last quarter. Bank of New Hampshire raised its stake in shares of GE Aerospace by 0.3% during the fourth quarter. Bank of New Hampshire now owns 10,917 shares of the company’s stock valued at $3,363,000 after acquiring an additional 38 shares during the last quarter. Osbon Capital Management LLC acquired a new position in shares of GE Aerospace during the fourth quarter worth $65,000. Finally, Lane Brothers & Co. Inc. acquired a new position in shares of GE Aerospace during the fourth quarter worth $379,000. 74.77% of the stock is currently owned by institutional investors.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

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.