Eagle Wealth Advisors LLC purchased a new position in GE Aerospace (NYSE:GE – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 3,192 shares of the company’s stock, valued at approximately $983,000. GE Aerospace accounts for 0.8% of Eagle Wealth Advisors LLC’s investment portfolio, making the stock its 25th largest position.
A number of other hedge funds also recently modified their holdings of the stock. Vanguard Group Inc. increased its position in shares of GE Aerospace by 0.8% in the fourth quarter. Vanguard Group Inc. now owns 92,731,541 shares of the company’s stock worth $28,564,097,000 after purchasing an additional 699,364 shares during the period. State Street Corp increased its position in shares of GE Aerospace by 0.7% in the third quarter. State Street Corp now owns 44,577,642 shares of the company’s stock worth $13,425,562,000 after purchasing an additional 308,730 shares during the period. Capital World Investors increased its position in shares of GE Aerospace by 16.2% in the third quarter. Capital World Investors now owns 21,442,810 shares of the company’s stock worth $6,449,731,000 after purchasing an additional 2,995,054 shares during the period. Northern Trust Corp increased its position in shares of GE Aerospace by 1.8% in the third quarter. Northern Trust Corp now owns 10,296,945 shares of the company’s stock worth $3,097,527,000 after purchasing an additional 181,316 shares during the period. Finally, Jennison Associates LLC increased its position in shares of GE Aerospace by 21.5% in the third quarter. Jennison Associates LLC now owns 8,430,878 shares of the company’s stock worth $2,536,177,000 after purchasing an additional 1,494,541 shares during the period. Institutional investors own 74.77% of the company’s stock.
Trending Headlines about 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 (NYSE:GE – Get Free Report) last released its earnings results on Tuesday, April 21st. The company reported $1.86 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.60 by $0.26. GE Aerospace had a return on equity of 37.99% and a net margin of 17.86%.The firm had revenue of $11.61 billion for the quarter, compared to analysts’ expectations of $11.61 billion. During the same quarter in the previous year, the business posted $1.49 earnings per share. The business’s revenue for the quarter was up 24.6% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, analysts expect that GE Aerospace will post 7.45 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 boost from GE Aerospace’s previous quarterly dividend of $0.36. This represents a $1.88 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Monday, March 9th. GE Aerospace’s dividend payout ratio (DPR) is presently 23.15%.
Insider Buying and Selling at GE Aerospace
In other GE Aerospace news, SVP Russell Stokes sold 30,363 shares of GE Aerospace stock in a transaction dated Friday, January 30th. The stock was 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 in the company, valued at $46,103,507.98. The trade was a 16.79% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, SVP Amy L. Gowder sold 4,000 shares of GE Aerospace stock in a transaction dated 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 in the company, valued at approximately $5,055,245.55. This represents a 19.48% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 37,398 shares of company stock worth $11,455,491 over the last 90 days. Insiders own 0.19% of the company’s stock.
Analyst Upgrades and Downgrades
A number of research analysts recently commented on the company. Jefferies Financial Group set a $365.00 price target on GE Aerospace in a research report on Sunday. UBS Group decreased their price target on GE Aerospace from $357.00 to $350.00 and set a “buy” rating on the stock in a research report on Wednesday, April 22nd. Wolfe Research raised their price target on GE Aerospace from $340.00 to $360.00 and gave the stock an “outperform” rating in a research report on Monday, January 12th. The Goldman Sachs Group raised their price target on GE Aerospace from $338.00 to $350.00 and gave the stock a “buy” rating in a research report on Friday, January 23rd. Finally, Sanford C. Bernstein raised their price target on GE Aerospace from $374.00 to $405.00 and gave the stock an “outperform” rating in a research report on Tuesday, March 3rd. 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 assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $349.89.
Get Our Latest Research Report on GE Aerospace
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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