BCS Wealth Management Acquires 2,358 Shares of GE Aerospace $GE

BCS Wealth Management grew its holdings in GE Aerospace (NYSE:GE) by 101.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 4,689 shares of the company’s stock after acquiring an additional 2,358 shares during the period. BCS Wealth Management’s holdings in GE Aerospace were worth $1,444,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in GE. REAP Financial Group LLC bought a new position in GE Aerospace in the third quarter worth approximately $25,000. Marquette Asset Management LLC purchased a new stake in GE Aerospace in the 3rd quarter worth approximately $26,000. Barnes Dennig Private Wealth Management LLC increased its holdings in GE Aerospace by 147.2% in the 3rd quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company’s stock worth $27,000 after acquiring an additional 53 shares in the last quarter. Roble Belko & Company Inc increased its holdings in GE Aerospace by 98.1% in the 3rd quarter. Roble Belko & Company Inc now owns 103 shares of the company’s stock worth $31,000 after acquiring an additional 51 shares in the last quarter. Finally, Abich Financial Wealth Management LLC purchased a new stake in GE Aerospace in the 3rd quarter worth approximately $32,000. 74.77% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on GE shares. Deutsche Bank Aktiengesellschaft increased their target price on shares of GE Aerospace from $375.00 to $387.00 and gave the stock a “buy” rating in a report on Friday, January 23rd. Weiss Ratings reissued a “buy (b)” rating on shares of GE Aerospace in a report on Thursday, January 22nd. Zacks Research lowered shares of GE Aerospace from a “strong-buy” rating to a “hold” rating in a report on Tuesday, March 24th. 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 report on Tuesday, March 3rd. Finally, TD Cowen reduced their target price on shares of GE Aerospace from $350.00 to $330.00 and set a “buy” rating for the company in a report on Wednesday, April 8th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $350.88.

GE Aerospace News Roundup

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

• Positive Sentiment: GE and HAL are reported to be close to finalizing a co‑production agreement for the F414‑INS6 fighter engine, with technical matters largely settled — a deal would expand GE’s manufacturing footprint, deepen a strategic defense relationship in a large market and add long‑term aftermarket and spares revenue. GE Aerospace–HAL move closer to F414‑INS6 engine co‑production deal
• Positive Sentiment: Multiple outlets report GE and HAL are “inching closer”/have “made strides” on the F414 co‑production talks and that a contract could be signed this year — confirmation would provide revenue visibility and strengthen GE’s defense backlog. GE Aerospace, HAL inching closer to seal jet engine deal
• Positive Sentiment: GE has signed agreements to set up local engine maintenance/depot facilities in India for Tejas fighter jets (F404/F404‑IN20), and reports say an engine repair depot for Tejas will be established — these service and MRO arrangements can generate recurring aftermarket revenue and support long‑term margins. GE Aerospace, HAL near final deal on co‑production of F414 jet engines
• Positive Sentiment: Separate coverage highlights GE’s agreement with the Indian Air Force to establish an F404 engine depot for the Tejas fleet, reinforcing the company’s role in India’s defense supply chain and aftersales ecosystem. GE Aerospace, HAL move closer to co‑producing jet engines for India’s future fighter jets
• Positive Sentiment: J.P. Morgan upgraded/issued a “Buy” on GE Aerospace, which can lift investor sentiment and support higher near‑term flows into the stock. GE Aerospace (GE) Gets a Buy from J.P. Morgan
• Neutral Sentiment: Analyst commentary and previews (Zacks, Schaeffers) expect another potential earnings beat and continued earnings growth — supportive for the stock, but much is already priced in after recent gains. GE Aerospace (GE) Earnings Expected to Grow
• Negative Sentiment: Valuation caution: some commentary questions whether the stock’s strong one‑year rally has fully priced in risks — high expectations and a premium P/E mean further upside could be constrained if execution or macro conditions soften. Is It Too Late To Consider General Electric (GE) After A 69% One‑Year Surge?

Insider Activity

In other news, SVP Amy L. Gowder sold 4,000 shares of the stock in a transaction that occurred on 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 completion of the transaction, the senior vice president directly owned 16,535 shares in the company, valued at approximately $5,055,245.55. This represents a 19.48% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Russell Stokes sold 30,363 shares of the 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 transaction, the senior vice president owned 150,434 shares of the company’s stock, valued at $46,103,507.98. This represents a 16.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 37,398 shares of company stock worth $11,455,491. 0.19% of the stock is currently owned by insiders.

GE Aerospace Trading Up 1.9%

Shares of GE opened at $317.86 on Wednesday. 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 1 year low of $176.02 and a 1 year high of $348.48. The company has a 50 day simple moving average of $311.98 and a two-hundred day simple moving average of $306.98. The firm has a market cap of $333.37 billion, a P/E ratio of 39.05, a price-to-earnings-growth ratio of 2.91 and a beta of 1.43.

GE Aerospace (NYSE:GE) last announced its quarterly earnings data 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. The business had revenue of $11.90 billion during the quarter, compared to analyst estimates of $11.27 billion. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The company’s revenue was up 17.6% on a year-over-year basis. During the same period last year, the firm posted $1.32 EPS. 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 fiscal year.

GE Aerospace Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, April 27th. Stockholders of record on Monday, March 9th will be given a dividend of $0.47 per share. The ex-dividend date is Monday, March 9th. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.6%. This is an increase from GE Aerospace’s previous quarterly dividend of $0.36. GE Aerospace’s dividend payout ratio is currently 23.10%.

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.