BAM Wealth Management LLC Makes New Investment in GE Aerospace $GE

BAM Wealth Management LLC bought a new position in GE Aerospace (NYSE:GE) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 3,535 shares of the company’s stock, valued at approximately $1,063,000. GE Aerospace comprises 0.8% of BAM Wealth Management LLC’s investment portfolio, making the stock its 27th largest position.

Several other hedge funds also recently made changes to their positions in GE. Jacobsen Capital Management increased its position in shares of GE Aerospace by 1.4% in the third quarter. Jacobsen Capital Management now owns 2,295 shares of the company’s stock valued at $690,000 after acquiring an additional 32 shares during the period. Harfst & Associates Inc. grew its stake in shares of 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 purchasing an additional 33 shares during the last quarter. RMG Wealth Management LLC increased its holdings in GE Aerospace by 8.3% during the 3rd quarter. RMG Wealth Management LLC now owns 442 shares of the company’s stock valued at $132,000 after purchasing an additional 34 shares during the period. Grove Bank & Trust raised its position in GE Aerospace by 1.0% during the 3rd quarter. Grove Bank & Trust now owns 3,537 shares of the company’s stock valued at $1,064,000 after purchasing an additional 35 shares during the last quarter. Finally, JDM Financial Group LLC lifted its holdings in GE Aerospace by 12.9% in the 3rd quarter. JDM Financial Group LLC now owns 306 shares of the company’s stock worth $92,000 after buying an additional 35 shares during the period. 74.77% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at GE Aerospace

In related news, SVP Russell Stokes sold 8,000 shares of the company’s stock in a transaction that occurred on Wednesday, November 19th. The stock was sold at an average price of $297.71, for a total value of $2,381,680.00. Following the sale, the senior vice president owned 150,434 shares in the company, valued at $44,785,706.14. This represents a 5.05% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. 0.21% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

Several research firms have recently issued reports on GE. Zacks Research cut GE Aerospace from a “strong-buy” rating to a “hold” rating in a research note on Friday, September 26th. The Goldman Sachs Group lifted their price target on shares of GE Aerospace from $338.00 to $350.00 and gave the company a “buy” rating in a report on Friday. Weiss Ratings restated a “buy (b)” rating on shares of GE Aerospace in a report on Wednesday, October 8th. JPMorgan Chase & Co. raised their target price on shares of GE Aerospace from $275.00 to $325.00 and gave the stock an “overweight” rating in a research report on Monday, October 27th. Finally, Susquehanna reiterated a “positive” rating and set a $380.00 price target on shares of GE Aerospace in a research report on Thursday, January 15th. Sixteen investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, GE Aerospace presently has a consensus rating of “Moderate Buy” and a consensus price target of $318.41.

Key Headlines Impacting GE Aerospace

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

• Positive Sentiment: Q4 results beat and big order/backlog momentum — GE reported better‑than‑expected Q4 EPS and revenue, with record LEAP deliveries, a large order surge and aftermarket strength that support profit and cash‑flow upside. Is GE Stock Fully Valued Around $300?
• Positive Sentiment: Company guidance and profit outlook point higher — Management raised FY‑2026 profit guidance above some estimates citing high‑margin aftermarket demand, which supports medium‑term earnings upgrades. GE forecasts 2026 profit above estimates
• Positive Sentiment: Analyst upgrades/price target increases from major bulge‑bracket firms — Goldman Sachs and Deutsche Bank raised price targets and remain Buy, signalling meaningful upside from current levels. Goldman Sachs raises PT to $350 Deutsche Bank raises PT to $387
• Neutral Sentiment: MarketBeat view: pullback is a buying setup — Technical/long‑term analysts call the post‑earnings pullback a buy‑the‑dip opportunity given buybacks, dividends and intact uptrend, but they expect possible short‑term sideways action. MarketBeat tailwinds article
• Negative Sentiment: Mixed/negative investor reaction — Despite the beats, the stock slipped as some investors focused on signs of slowing sequential revenue growth and viewed FY guidance as cautious; that contributed to today’s decline. Stock brushes off upbeat Q4
• Negative Sentiment: Analyst downgrade/price target cut adds short‑term pressure — BNP Paribas Exane cut its price target and kept an Underperform rating, creating a headline that can amplify selling even as other banks lift targets. BNP Paribas Exane cuts PT to $290
• Negative Sentiment: Risk of near‑term range‑bound action or deeper pullback if support breaks — Market commentary highlights a likely range near ~$280–$300; a break below support could trigger more downside. MarketBeat technical notes

GE Aerospace Stock Performance

Shares of GE stock opened at $293.89 on Friday. The company’s fifty day moving average price is $305.09 and its 200-day moving average price is $292.15. The stock has a market cap of $310.00 billion, a PE ratio of 36.10, a price-to-earnings-growth ratio of 1.98 and a beta of 1.40. The company has a current ratio of 1.04, a quick ratio of 0.76 and a debt-to-equity ratio of 1.00. GE Aerospace has a 12 month low of $159.36 and a 12 month high of $332.79.

GE Aerospace (NYSE:GE) last issued its quarterly earnings results 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. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The company had revenue of $12.72 billion during the quarter, compared to analysts’ expectations of $11.27 billion. During the same period last year, the company posted $1.32 EPS. GE Aerospace’s revenue was up 17.6% on a year-over-year basis. 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 EPS for the current fiscal year.

GE Aerospace Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, January 26th. Stockholders of record on Monday, December 29th will be given a $0.36 dividend. This represents a $1.44 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend is Monday, December 29th. GE Aerospace’s payout ratio is currently 19.23%.

GE Aerospace 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.