Donaldson Capital Management LLC Raises Position in GE Aerospace $GE

Donaldson Capital Management LLC grew its stake in GE Aerospace (NYSE:GE) by 19.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 30,254 shares of the company’s stock after purchasing an additional 4,939 shares during the quarter. Donaldson Capital Management LLC’s holdings in GE Aerospace were worth $9,319,000 at the end of the most recent reporting period.

Other institutional investors have also bought and sold shares of the company. Brighton Jones LLC grew its stake in shares of GE Aerospace by 25.3% in the 4th quarter. Brighton Jones LLC now owns 12,008 shares of the company’s stock worth $2,003,000 after acquiring an additional 2,421 shares in the last quarter. Revolve Wealth Partners LLC lifted its position in shares of GE Aerospace by 7.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 2,251 shares of the company’s stock valued at $375,000 after purchasing an additional 150 shares in the last quarter. Sivia Capital Partners LLC lifted its position in shares of GE Aerospace by 4.6% during the second quarter. Sivia Capital Partners LLC now owns 4,337 shares of the company’s stock valued at $1,116,000 after purchasing an additional 191 shares in the last quarter. Northwestern Mutual Wealth Management Co. boosted its holdings in GE Aerospace by 11.3% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 130,198 shares of the company’s stock worth $33,512,000 after purchasing an additional 13,212 shares during the last quarter. Finally, Stablepoint Partners LLC grew its position in GE Aerospace by 6.5% in the 2nd quarter. Stablepoint Partners LLC now owns 1,859 shares of the company’s stock worth $478,000 after purchasing an additional 114 shares in the last quarter. Institutional investors own 74.77% of the company’s stock.

Analyst Upgrades and Downgrades

GE has been the subject of several analyst reports. Deutsche Bank Aktiengesellschaft increased their price objective on shares of GE Aerospace from $375.00 to $387.00 and gave the company a “buy” rating in a research note on Friday, January 23rd. Susquehanna reaffirmed a “positive” rating and issued a $380.00 target price on shares of GE Aerospace in a report on Thursday, January 15th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of GE Aerospace in a research report on Thursday, January 22nd. Morgan Stanley began coverage on GE Aerospace in a report on Friday, February 20th. They set an “overweight” rating and a $425.00 price target on the stock. Finally, Wall Street Zen raised GE Aerospace from a “hold” rating to a “buy” rating in a research report on Saturday, March 21st. Sixteen investment analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, GE Aerospace currently has an average rating of “Moderate Buy” and a consensus price target of $331.12.

Insider Transactions at GE Aerospace

In other news, SVP Amy L. Gowder sold 4,000 shares of the business’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $305.73, for a total value of $1,222,920.00. Following the sale, the senior vice president owned 16,535 shares of the company’s stock, valued at $5,055,245.55. The trade was a 19.48% 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, VP Robert M. Giglietti sold 3,035 shares of the company’s stock in a transaction that occurred on Friday, January 30th. The shares were sold at an average price of $305.51, for a total transaction of $927,222.85. Following the sale, the vice president owned 10,583 shares in the company, valued at $3,233,212.33. The trade was a 22.29% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 37,398 shares of company stock worth $11,455,491 over the last quarter. Corporate insiders own 0.19% of the company’s stock.

GE Aerospace Stock Up 0.1%

Shares of NYSE GE opened at $283.00 on Monday. GE Aerospace has a one year low of $159.36 and a one year high of $348.48. 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 business’s fifty day moving average price is $314.11 and its 200-day moving average price is $306.87. The stock has a market capitalization of $296.81 billion, a PE ratio of 34.77, a P/E/G ratio of 2.61 and a beta of 1.36.

GE Aerospace (NYSE:GE) last announced its quarterly earnings data on Thursday, January 22nd. The company reported $1.57 earnings per share for the quarter, topping 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 during the quarter, compared to analyst estimates of $11.27 billion. During the same quarter last year, the firm posted $1.32 EPS. The firm’s revenue for the quarter was up 17.6% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, equities research analysts anticipate that GE Aerospace will post 5.4 EPS for the current year.

GE Aerospace Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, April 27th. Shareholders of record on Monday, March 9th will be given a dividend of $0.47 per share. This is a boost from GE Aerospace’s previous quarterly dividend of $0.36. This represents a $1.88 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Monday, March 9th. GE Aerospace’s dividend payout ratio (DPR) is 23.10%.

GE Aerospace News Summary

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

• Positive Sentiment: Jim Cramer singled out GE Aerospace as a “huge winner,” which has driven investor interest and helped the stock’s recent outperformance. Read More.
• Positive Sentiment: GE Aerospace is planning a €110 million European site expansion with workforce development — a capacity and supply-chain investment that supports higher production for recovering commercial aviation demand. Read More.
• Positive Sentiment: Market commentary highlights aviation strength as a tailwind for GE Aerospace and S&P futures, reinforcing demand expectations for engines, services and aftermarket revenue. Read More.
• Neutral Sentiment: An industry comparison reviews how GE’s engine families stack up against Rolls‑Royce’s Trent series — useful context on competitiveness but not an immediate catalyst unless product wins or specs change market share. Read More.
• Negative Sentiment: Zacks Research downgraded GE Aerospace from “strong-buy” to “hold,” a change that can pressure sentiment and trigger short-term selling by momentum-focused investors. Read More.
• Negative Sentiment: Competitive dynamics: coverage of RTX/Pratt & Whitney highlights how rival engine programs and strong aftermarket services at competitors could limit GE Aerospace’s share gains and margin expansion in some segments. Read More.

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.