Berger Financial Group Inc Boosts Stock Position in GE Aerospace $GE

Berger Financial Group Inc grew its stake in GE Aerospace (NYSE:GE) by 59.9% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 5,195 shares of the company’s stock after purchasing an additional 1,946 shares during the period. Berger Financial Group Inc’s holdings in GE Aerospace were worth $1,600,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also made changes to their positions in the stock. 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. grew its position in GE Aerospace by 0.4% in 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 period. Ledyard National Bank grew 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 worth $828,000 after acquiring an additional 33 shares during the period. Hardy Reed LLC grew 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 worth $1,504,000 after acquiring an additional 33 shares during the period. Finally, Wolff Wiese Magana LLC grew its position in GE Aerospace by 1.0% in the fourth quarter. Wolff Wiese Magana LLC now owns 3,474 shares of the company’s stock worth $1,070,000 after acquiring an additional 33 shares during the period. 74.77% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several research analysts recently weighed in on the company. Weiss Ratings reiterated a “buy (b)” rating on shares of GE Aerospace in a research report on Thursday, January 22nd. Daiwa Securities Group assumed coverage on GE Aerospace in a research report on Tuesday, March 31st. They issued a “neutral” rating and a $301.00 price objective for the company. TD Cowen lowered their price objective on GE Aerospace from $350.00 to $330.00 and set a “buy” rating for the company in a research report on Wednesday, April 8th. Citigroup lowered their price objective on GE Aerospace from $380.00 to $353.00 and set a “buy” rating for the company in a research report on Wednesday, April 1st. Finally, Deutsche Bank Aktiengesellschaft increased their price objective on GE Aerospace from $375.00 to $387.00 and gave the stock a “buy” rating in a research report on Friday, January 23rd. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $350.88.

GE Aerospace Stock Up 0.2%

NYSE:GE opened at $304.66 on Monday. 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 stock’s fifty day moving average is $311.62 and its two-hundred day moving average is $307.13. GE Aerospace has a 52 week low of $176.02 and a 52 week high of $348.48. The stock has a market capitalization of $319.53 billion, a price-to-earnings ratio of 37.43, a price-to-earnings-growth ratio of 2.83 and a beta of 1.43.

GE Aerospace (NYSE:GE) last released its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, topping 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 analysts’ expectations of $11.27 billion. During the same period in the prior year, the firm earned $1.32 earnings per share. The firm’s 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. Research analysts anticipate that GE Aerospace will post 5.4 EPS for the current year.

GE Aerospace Increases Dividend

The company 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 0.6%. This is a positive change 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 other GE Aerospace news, SVP Amy L. Gowder sold 4,000 shares of the company’s stock in a transaction 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 transaction, the senior vice president directly owned 16,535 shares in the company, valued at $5,055,245.55. This represents a 19.48% decrease in their ownership of the stock. The transaction 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 company’s stock in a transaction on Friday, January 30th. The stock was sold at an average price of $305.51, for a total value of $927,222.85. Following the transaction, the vice president owned 10,583 shares in the company, valued at $3,233,212.33. This trade represents a 22.29% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 37,398 shares of company stock worth $11,455,491 over the last ninety days. Corporate insiders own 0.19% of the company’s stock.

GE Aerospace News Summary

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

• Positive Sentiment: Pentagon and Trump‑era officials have asked GE Aerospace to increase military production at its Evendale facility, signaling potential near‑term defense orders and higher government work that could boost revenues and backlog. Report: Trump officials ask Evendale-based GE Aerospace to up military production
• Positive Sentiment: Wall Street commentary is broadly bullish ahead of Q1, citing GE’s large installed base, robust aftermarket demand and a healthy backlog that could produce stronger-than-expected results. That supportive analyst tone is propping sentiment. Wall Street Is Bullish on GE Aerospace Before Q1 Results — Buy GE Stock Now?
• Positive Sentiment: GE is accelerating development of the T901 engine amid budget uncertainty, which could preserve program momentum and position the company for future defense awards and long‑term revenue from military engines. GE Speeding Up T901 Development Amid Budget Uncertainty
• Neutral Sentiment: Geopolitical developments in the Middle East have lifted U.S. futures and risk appetite, providing a broader market tailwind for aerospace and defense names including GE, though effects are macro and not GE‑specific. U.S. Stock Futures Jump on Middle East Developments
• Neutral Sentiment: Q1 previews and estimate tables are circulating — consensus expectation is for solid top‑line growth driven by aftermarket and backlog, but investors will be watching key metrics (delivery timing, margins, cash flow) on the April 21 report. GE Q1 Earnings Preview: Buy the Stock Now or Wait for the Results?
• Negative Sentiment: Shares came under near‑term pressure from profit‑taking and positioning ahead of the earnings date; recent short‑term slides and de‑risking reflect sensitivity to any miss versus elevated expectations. GE Aerospace (GE) Shares Slide 5% Ahead of Q1 Earnings Report on April 21
• Negative Sentiment: Analysts and investors note valuation and cost‑pressure risks (high P/E relative to normalized growth); a few target trims and visible insider sales add caution ahead of earnings. GE Q1 Earnings Preview: Buy the Stock Now or Wait for the Results?

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.