Florida Trust Wealth Management Co lifted its position in GE Aerospace (NYSE:GE – Free Report) by 6.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 40,877 shares of the company’s stock after acquiring an additional 2,646 shares during the period. Florida Trust Wealth Management Co’s holdings in GE Aerospace were worth $12,591,000 as of its most recent SEC filing.
Several other hedge funds have also made changes to their positions in GE. REAP Financial Group LLC purchased a new position in GE Aerospace during the 3rd quarter worth approximately $25,000. Marquette Asset Management LLC purchased a new stake in shares of GE Aerospace in the third quarter valued at $26,000. Lavaca Capital LLC boosted its position in shares of GE Aerospace by 1,666.7% in the second quarter. Lavaca Capital LLC now owns 106 shares of the company’s stock worth $27,000 after buying an additional 100 shares during the period. Barnes Dennig Private Wealth Management LLC boosted its position in shares of GE Aerospace by 147.2% in the third quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company’s stock worth $27,000 after buying an additional 53 shares during the period. Finally, Roble Belko & Company Inc grew its holdings in shares of GE Aerospace by 98.1% during the third quarter. Roble Belko & Company Inc now owns 103 shares of the company’s stock valued at $31,000 after buying an additional 51 shares in the last quarter. Hedge funds and other institutional investors own 74.77% of the company’s stock.
Insiders Place Their Bets
In related news, SVP Amy L. Gowder sold 4,000 shares of GE Aerospace stock in a transaction 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 completion of the sale, the senior vice president 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, VP Robert M. Giglietti sold 3,035 shares of the company’s stock in a transaction 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 completion of the sale, the vice president owned 10,583 shares of the company’s stock, valued at $3,233,212.33. This represents a 22.29% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 37,398 shares of company stock valued at $11,455,491 over the last ninety days. Corporate insiders own 0.19% of the company’s stock.
GE Aerospace News Roundup
- 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)
Analyst Ratings Changes
Several equities research analysts recently issued reports on GE shares. Wells Fargo & Company assumed coverage on GE Aerospace in a research note on Wednesday. They issued an “overweight” rating and a $325.00 price objective for the company. Sanford C. Bernstein lifted their target price on GE Aerospace from $374.00 to $405.00 and gave the company an “outperform” rating in a research note on Tuesday, March 3rd. JPMorgan Chase & Co. upped their target price on GE Aerospace from $325.00 to $335.00 and gave the company an “overweight” rating in a report on Monday, January 26th. UBS Group set a $374.00 price target on shares of GE Aerospace and gave the stock a “buy” rating in a research report on Friday, January 23rd. Finally, BNP Paribas Exane decreased their price target on shares of GE Aerospace from $305.00 to $290.00 and set an “underperform” rating for the company in a report on Friday, January 23rd. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $343.89.
Get Our Latest Report on GE Aerospace
GE Aerospace Stock Performance
Shares of GE stock opened at $280.92 on Friday. The company has a debt-to-equity ratio of 1.00, a current ratio of 1.04 and a quick ratio of 0.74. GE Aerospace has a fifty-two week low of $159.36 and a fifty-two week high of $348.48. The stock’s 50-day moving average is $311.44 and its two-hundred day moving average is $306.60. The firm has a market cap of $294.63 billion, a P/E ratio of 34.51, a PEG ratio of 2.60 and a beta of 1.43.
GE Aerospace (NYSE:GE – Get Free Report) last announced its quarterly earnings results 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. 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%.The firm’s revenue was up 17.6% on a year-over-year basis. During the same period in the previous year, the company earned $1.32 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Analysts predict that GE Aerospace will post 5.4 earnings per share 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. Shareholders of record on Monday, March 9th will be given a $0.47 dividend. This is a positive change from GE Aerospace’s previous quarterly dividend of $0.36. This represents a $1.88 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Monday, March 9th. GE Aerospace’s payout ratio is presently 23.10%.
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.
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