Chatterton & Associates Inc. Buys Shares of 2,020 GE Aerospace $GE

Chatterton & Associates Inc. purchased a new stake in GE Aerospace (NYSE:GE) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor purchased 2,020 shares of the company’s stock, valued at approximately $622,000.

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

GE Aerospace Trading Down 0.1%

GE opened at $280.92 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 business has a fifty day simple moving average of $311.44 and a 200-day simple moving average of $306.60. The firm has a market cap of $294.63 billion, a P/E ratio of 34.51, a P/E/G ratio of 2.60 and a beta of 1.43.

GE Aerospace (NYSE:GE) last posted its quarterly earnings data on Thursday, January 22nd. The company reported $1.57 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $11.90 billion for the quarter, compared to the consensus estimate of $11.27 billion. During the same quarter in the previous year, the business earned $1.32 EPS. The company’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. On average, equities analysts expect that GE Aerospace will post 5.4 earnings per share for the current year.

GE Aerospace Increases Dividend

The firm also recently declared 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 dividend on an annualized basis and a yield of 0.7%. This is a boost from GE Aerospace’s previous quarterly dividend of $0.36. The ex-dividend date is Monday, March 9th. GE Aerospace’s payout ratio is currently 23.10%.

Insiders Place Their Bets

In related news, SVP Russell Stokes sold 30,363 shares of GE Aerospace stock in a transaction that occurred on Friday, January 30th. The shares were sold at an average price of $306.47, for a total value of $9,305,348.61. Following the completion of the transaction, the senior vice president owned 150,434 shares in the company, valued at approximately $46,103,507.98. The trade was a 16.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, VP Robert M. Giglietti sold 3,035 shares of the company’s stock in a transaction that occurred on 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 approximately $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 have sold 37,398 shares of company stock worth $11,455,491 over the last three months. Company insiders own 0.19% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have recently weighed in on the company. Wolfe Research increased their price target on GE Aerospace from $340.00 to $360.00 and gave the stock an “outperform” rating in a report on Monday, January 12th. Weiss Ratings restated a “buy (b)” rating on shares of GE Aerospace in a report on Thursday, January 22nd. Wall Street Zen raised shares of GE Aerospace from a “hold” rating to a “buy” rating in a research report on Saturday, March 21st. Sanford C. Bernstein increased their target price on shares of GE Aerospace from $374.00 to $405.00 and gave the stock an “outperform” rating in a research note on Tuesday, March 3rd. Finally, Zacks Research cut shares of GE Aerospace from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, March 24th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $343.89.

Trending Headlines about GE Aerospace

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

• Positive Sentiment: Wells Fargo upgraded GE Aerospace to a “strong-buy”, which can support near-term demand from growth-oriented investors and partially offset execution concerns. Wells Fargo upgrade reported via Zacks
• Positive Sentiment: GE delivered a sixth F404‑IN20 engine for India’s Tejas Mk‑1A program, showing continued production progress despite broader supply timing issues. Delivery cadence can support future revenue recognition and backlog visibility. GE Aerospace delivers sixth F404-IN20 engine (The Hindu)
• Neutral Sentiment: Aviation Week explores whether GE is the “mystery” engine supplier for the new F‑47 program — a potential new defense opportunity but still unconfirmed. If true, it could be a multi‑year revenue driver; uncertainty makes it speculative for now. Debrief: Is GE Mystery Engine Provider For F-47 (Aviation Week)
• Neutral Sentiment: GE’s reorganization and MRO strategy are under focus — changes could improve long‑term service profitability but may create near‑term execution risks as teams and processes shift. What GE Aerospace’s Reorganization Means For MRO (Aviation Week)
• Neutral Sentiment: Daiwa has begun coverage of GE Aerospace — added investor attention can increase trading interest but the impact depends on the research stance and model changes. Daiwa Securities Begins Coverage on GE Aerospace
• Neutral Sentiment: Shareholder groups are pressing for independent due‑diligence reporting on GE’s defense sales to Israel, raising governance/ESG scrutiny that could attract votes and public attention but has uncertain near‑term financial impact. Shareholder Activism Puts GE Israel Defense Contracts In Focus (Yahoo)
• Negative Sentiment: HAL (Hindustan Aeronautics) has imposed penalties on GE for repeated delays in delivering engines for the Tejas Mk‑1A fighter, highlighting contract execution and schedule risk in a strategically important program — this is the primary near‑term negative catalyst. HAL penalises GE Aerospace over Tejas engine delays (Business Standard)
• Negative Sentiment: Citigroup has lowered its expectations for GE Aerospace’s stock price, adding downward analyst pressure and validating some investor concerns about near‑term valuation and execution. Citigroup Lowers Expectations for GE Aerospace (American Banking News)
• Negative Sentiment: Recent headlines and data show the stock underperformed and experienced a notable one‑day decline, reflecting market sensitivity to the combination of execution headlines, analyst moves and macro rate pressures. GE Aerospace stock declines while market improves (Yahoo)

GE Aerospace Company 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.