Brookstone Capital Management Raises Stake in GE Aerospace $GE

Brookstone Capital Management lifted its stake in shares of GE Aerospace (NYSE:GE) by 224.6% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 81,854 shares of the company’s stock after acquiring an additional 56,641 shares during the period. Brookstone Capital Management’s holdings in GE Aerospace were worth $25,214,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently modified their holdings of GE. Jacobsen Capital Management boosted its holdings in GE Aerospace by 1.4% in the 3rd quarter. Jacobsen Capital Management now owns 2,295 shares of the company’s stock valued at $690,000 after purchasing an additional 32 shares during the last quarter. Harfst & Associates Inc. increased its holdings in shares of GE Aerospace by 0.4% during the 3rd quarter. Harfst & Associates Inc. now owns 7,444 shares of the company’s stock worth $2,239,000 after buying an additional 33 shares during the last quarter. Ledyard National Bank raised its position in shares of GE Aerospace by 1.2% during the 3rd quarter. Ledyard National Bank now owns 2,754 shares of the company’s stock valued at $828,000 after buying an additional 33 shares during the period. Hardy Reed LLC raised its position in shares of GE Aerospace by 0.7% during the 3rd quarter. Hardy Reed LLC now owns 4,999 shares of the company’s stock valued at $1,504,000 after buying an additional 33 shares during the period. Finally, Wolff Wiese Magana LLC lifted its holdings in GE Aerospace by 1.0% in the fourth quarter. Wolff Wiese Magana LLC now owns 3,474 shares of the company’s stock valued at $1,070,000 after acquiring an additional 33 shares during the last quarter. Institutional investors and hedge funds own 74.77% of the company’s stock.

Insider Buying and Selling

In other GE Aerospace news, SVP Russell Stokes sold 30,363 shares of the business’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 directly owned 150,434 shares in the company, valued at $46,103,507.98. This represents a 16.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at 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 transaction 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 position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 37,398 shares of company stock valued at $11,455,491. Corporate insiders own 0.19% of the company’s stock.

Key GE Aerospace News

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

• Positive Sentiment: GE appears on mainstream GARP (growth-at-a-reasonable-price) stock lists, highlighting its combination of growth potential and valuation that could draw new buy-side interest. 4 GARP Stocks That Investors Can Scoop Up for Maximum Returns (Yahoo) 4 GARP Stocks That Investors Can Scoop Up for Maximum Returns (Zacks)
• Positive Sentiment: ADL and JLens are urging shareholders to vote AGAINST Proposal 7 at GE’s annual meeting — a coordinated push that, if successful, would protect GE’s defense business from constraints and reduce a potential near-term regulatory/ESG-related revenue risk. ADL and JLens Urge GE Aerospace Shareholders to Vote AGAINST Proposal 7
• Positive Sentiment: Analysts collectively still rate GE as a “moderate buy,” which supports the case for institutional interest and can help stabilize share demand amid short-term volatility. GE Aerospace Receives Consensus Recommendation of “Moderate Buy”
• Neutral Sentiment: BNP Paribas commentary says investors are holding their nerve in aerospace despite conflict risks — a sign of demand durability for the sector but not an immediate catalyst for a big move. Investors hold their nerve on aerospace amid conflict risks: BNP Paribas
• Neutral Sentiment: A broader finance piece on recent spin-offs notes hedge-fund interest in spun entities; its relevance to GE is indirect (GE has a history of portfolio reshaping), so this is informational rather than a direct near-term driver. 10 Recent Spin-off Companies That Hedge Funds Are Piling Into
• Negative Sentiment: Technical strategist Carter Worth told Yahoo Finance he sees GE as having “one of the worst setups,” which can prompt short-term technical selling and increased volatility even if fundamentals remain solid. Dell, GE Aerospace: Only one has ‘one of the worst setups’ possible

Wall Street Analysts Forecast Growth

Several research analysts recently weighed in on GE shares. Weiss Ratings reiterated a “buy (b)” rating on shares of GE Aerospace in a research report on Thursday, January 22nd. TD Cowen lifted their target price on GE Aerospace from $330.00 to $350.00 and gave the company a “buy” rating in a research report on Wednesday, January 14th. The Goldman Sachs Group increased their price target on GE Aerospace from $338.00 to $350.00 and gave the stock a “buy” rating in a report on Friday, January 23rd. JPMorgan Chase & Co. raised their price objective on GE Aerospace from $325.00 to $335.00 and gave the stock an “overweight” rating in a research report on Monday, January 26th. Finally, Morgan Stanley began coverage on shares of GE Aerospace in a report on Friday, February 20th. They issued an “overweight” rating and a $425.00 price objective on the stock. Sixteen equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, GE Aerospace has a consensus rating of “Moderate Buy” and a consensus price target of $331.12.

GE Aerospace Stock Performance

NYSE:GE opened at $272.76 on Tuesday. GE Aerospace has a fifty-two week low of $159.36 and a fifty-two week high of $348.48. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.74 and a current ratio of 1.04. The company has a 50 day moving average price of $313.06 and a 200 day moving average price of $306.81. The stock has a market capitalization of $286.07 billion, a P/E ratio of 33.51, a PEG ratio of 2.61 and a beta of 1.36.

GE Aerospace (NYSE:GE) last announced its earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share (EPS) 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 company had revenue of $11.90 billion for the quarter, compared to analyst estimates of $11.27 billion. During the same quarter in the previous year, the company earned $1.32 earnings per share. The firm’s quarterly 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. Equities research analysts forecast that GE Aerospace will post 5.4 EPS for the current year.

GE Aerospace Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, April 27th. Investors 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 0.7%. The ex-dividend date of this dividend is Monday, March 9th. This is a positive change from GE Aerospace’s previous quarterly dividend of $0.36. GE Aerospace’s dividend payout ratio is currently 23.10%.

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.