Axecap Investments LLC Purchases New Shares in GE Aerospace $GE

Axecap Investments LLC purchased a new stake in shares of GE Aerospace (NYSE:GE) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 2,749 shares of the company’s stock, valued at approximately $847,000.

Several other large investors have also modified their holdings of GE. REAP Financial Group LLC purchased a new position in shares of GE Aerospace during the third quarter valued at approximately $25,000. Marquette Asset Management LLC purchased a new position in shares of GE Aerospace during the third quarter valued at approximately $26,000. Barnes Dennig Private Wealth Management LLC boosted its position in shares of GE Aerospace by 147.2% during the third quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company’s stock valued at $27,000 after buying an additional 53 shares during the period. Roble Belko & Company Inc boosted its position 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 during the period. Finally, Abich Financial Wealth Management LLC purchased a new position in shares of GE Aerospace during the third quarter valued at approximately $32,000. Hedge funds and other institutional investors own 74.77% of the company’s stock.

Key Stories Impacting GE Aerospace

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

• Positive Sentiment: High-profile endorsement: Jim Cramer said he’d be a buyer based on GE Aerospace’s earnings where “every key line was above expectations,” giving retail momentum to the stock. Jim Cramer on GE Aerospace: “I’d Be a Buyer Down Here”
• Positive Sentiment: Institutional support/buy-the-dip narrative: Citi and other outlets counseled investors to view the pullback after earnings as a buying opportunity, citing continued demand and solid fundamentals. GE Stock Drops After Earnings. Citi Says Buy the Dip.
• Positive Sentiment: New coverage with an upside view: Wells Fargo initiated coverage with an Overweight and $325 target, signaling confidence in longer‑term LEAP engine ramps. Wells Fargo Asserts GE Aerospace Growth Prospects on Leap SV Ramp
• Neutral Sentiment: Price-target tweak but mixed signal: BNP Paribas Exane raised its target to $300 while keeping an “underperform” rating — modestly higher target but continued caution from that shop. BNP Paribas Adjusts Price Target on GE Aerospace
• Neutral Sentiment: Macro/market context: MarketBeat’s week review notes a constructive earnings backdrop but warns oil/commodity volatility could matter if geopolitical tensions resume — a background risk for aerospace names. MarketBeat Week in Review – 04/20 – 04/24
• Negative Sentiment: Analyst downgrades and pessimistic forecasts: Reports show an analyst downgrade that knocked shares lower (trading down ~3.7% in one headline) and UBS issued a pessimistic price forecast, pressuring sentiment. GE Aerospace Trading Down 3.7% Following Analyst Downgrade UBS Group Issues Pessimistic Forecast for GE Aerospace
• Negative Sentiment: Guidance disappointed some investors: coverage notes the company’s cautious outlook after Q1 led to the initial selloff despite strong results — a key driver for short‑term weakness. Why GE Aerospace Stock Is Trading Lower Today
• Negative Sentiment: Operational headwind — jet fuel/geo risk: Analysis highlights that higher jet fuel prices and possible supply disruptions tied to geopolitical tensions (Iran) tighten airline economics, which can slow airline orders/usage and weigh on engine aftermarket demand. How the Iran Conflict Is Squeezing GE Aerospace’s Outlook

GE Aerospace Stock Performance

GE Aerospace stock opened at $284.61 on Friday. The company has a 50 day moving average price of $308.80 and a 200-day moving average price of $306.64. The company has a debt-to-equity ratio of 0.99, a quick ratio of 0.74 and a current ratio of 1.01. GE Aerospace has a fifty-two week low of $196.86 and a fifty-two week high of $348.48. The company has a market capitalization of $296.94 billion, a PE ratio of 35.05, a P/E/G ratio of 2.63 and a beta of 1.43.

GE Aerospace (NYSE:GE) last issued its quarterly earnings data on Tuesday, April 21st. The company reported $1.86 EPS for the quarter, topping analysts’ consensus estimates of $1.60 by $0.26. The company had revenue of $11.61 billion during the quarter, compared to the consensus estimate of $11.61 billion. GE Aerospace had a net margin of 17.86% and a return on equity of 37.99%. GE Aerospace’s revenue for the quarter was up 24.6% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.49 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, equities analysts forecast that GE Aerospace will post 7.45 earnings per share for the current year.

GE Aerospace Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, April 27th. Investors of record on Monday, March 9th will be paid a $0.47 dividend. This represents a $1.88 dividend on an annualized basis and a yield of 0.7%. This is a positive change from GE Aerospace’s previous quarterly dividend of $0.36. The ex-dividend date of this dividend is Monday, March 9th. GE Aerospace’s payout ratio is presently 23.15%.

Insider Buying and Selling

In related news, SVP Amy L. Gowder sold 4,000 shares of the business’s stock in a transaction that occurred 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 transaction, the senior vice president owned 16,535 shares of the company’s stock, valued at $5,055,245.55. The trade was a 19.48% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, SVP Russell Stokes sold 30,363 shares of the business’s stock in a transaction that occurred on Friday, January 30th. The stock was sold at an average price of $306.47, for a total transaction of $9,305,348.61. Following the completion of the transaction, the senior vice president directly owned 150,434 shares of the company’s stock, valued at $46,103,507.98. This trade represents a 16.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 37,398 shares of company stock valued at $11,455,491 over the last 90 days. Corporate insiders own 0.19% of the company’s stock.

Wall Street Analyst Weigh In

GE has been the subject of several recent analyst reports. UBS Group dropped their target price on GE Aerospace from $357.00 to $350.00 and set a “buy” rating for the company in a research report on Wednesday. Zacks Research lowered GE Aerospace from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, March 24th. Wells Fargo & Company began coverage on shares of GE Aerospace in a research note on Wednesday, April 1st. They set an “overweight” rating and a $325.00 price target for the company. Deutsche Bank Aktiengesellschaft lifted their price target on shares of GE Aerospace from $375.00 to $387.00 and gave the company a “buy” rating in a research note on Friday, January 23rd. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and set a $355.00 price target on shares of GE Aerospace in a research note on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $349.06.

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.