Dana Investment Advisors Inc. Has $9.50 Million Stock Holdings in GE Aerospace $GE

Dana Investment Advisors Inc. increased its position in GE Aerospace (NYSE:GE) by 41.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 31,594 shares of the company’s stock after purchasing an additional 9,253 shares during the quarter. Dana Investment Advisors Inc.’s holdings in GE Aerospace were worth $9,504,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in GE. Brighton Jones LLC lifted its holdings in GE Aerospace by 25.3% in the fourth quarter. Brighton Jones LLC now owns 12,008 shares of the company’s stock valued at $2,003,000 after buying an additional 2,421 shares during the period. Revolve Wealth Partners LLC grew its holdings in GE Aerospace by 7.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 2,251 shares of the company’s stock worth $375,000 after acquiring an additional 150 shares during the period. Sivia Capital Partners LLC raised its position in shares of GE Aerospace by 4.6% during the 2nd quarter. Sivia Capital Partners LLC now owns 4,337 shares of the company’s stock valued at $1,116,000 after acquiring an additional 191 shares during the last quarter. Freedom Investment Management Inc. acquired a new position in shares of GE Aerospace in the 2nd quarter valued at $218,000. Finally, Oppenheimer Asset Management Inc. lifted its stake in shares of GE Aerospace by 35.2% in the 2nd quarter. Oppenheimer Asset Management Inc. now owns 20,333 shares of the company’s stock valued at $5,234,000 after purchasing an additional 5,289 shares during the period. 74.77% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of brokerages recently commented on GE. BNP Paribas Exane decreased their price objective on GE Aerospace from $305.00 to $290.00 and set an “underperform” rating for the company in a research note on Friday, January 23rd. Wall Street Zen cut GE Aerospace from a “buy” rating to a “hold” rating in a report on Saturday. UBS Group set a $374.00 target price on GE Aerospace and gave the stock a “buy” rating in a research report on Friday, January 23rd. Zacks Research raised GE Aerospace from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, January 27th. Finally, Bank of America lifted their price objective on shares of GE Aerospace from $310.00 to $365.00 and gave the stock a “buy” rating in a research note on Monday, October 27th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $329.29.

Insider Activity at GE Aerospace

In other news, SVP Russell Stokes sold 30,363 shares of the business’s 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 sale, the senior vice president directly 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 sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, SVP Amy L. Gowder sold 4,000 shares of the company’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $305.73, for a total value of $1,222,920.00. Following the transaction, the senior vice president directly owned 16,535 shares of the company’s stock, valued at $5,055,245.55. This represents a 19.48% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 37,398 shares of company stock valued at $11,455,491. 0.21% of the stock is owned by corporate insiders.

Trending Headlines about GE Aerospace

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

• Positive Sentiment: United Airlines selected 300 GEnx engines to power new Boeing 787s — a large order that boosts OEM revenue, long‑term services and aftermarket exposure for GE Aerospace. UAL Orders 300 GEnx Engines From GE Aerospace to Power Boeing 787s
• Positive Sentiment: American Airlines made a long‑term commitment to CFM LEAP engines (a GE/CFM product), supporting production cadence and future aftermarket/service revenues. That helps extend GE’s commercial backlog and spare‑parts/service annuity potential. American Makes Long-Term Commitment to GE Engines
• Positive Sentiment: Kratos and GE won a $12.4M U.S. Air Force contract to design a next‑gen engine (GEK1500) for expendable combat collaborative aircraft — a defense win that adds to government program exposure and potential follow‑on work. Kratos and GE Aerospace Win U.S. Air Force Award to Design Engine for Expendable Combat Collaborative Aircraft
• Positive Sentiment: Morgan Stanley initiated coverage on GE Aerospace with an Overweight rating and a $425 price target, highlighting standalone cash flow potential and recent program wins — analyst support can lift sentiment and attract buying. Morgan Stanley Initiates Coverage on GE Aerospace (GE) with Overweight Rating
• Neutral Sentiment: Market commentary ties GE (and sister unit GE Vernova) to AI infrastructure themes — power generation and grid equipment are called out as critical to data center expansion, a potential multi‑year tailwind for parts of the GE franchise (less direct for Aerospace but supportive at the group level). These 5 Stocks Are at the Center of the AI Supply Squeeze
• Neutral Sentiment: Industry reports note GE as a key player in the global power transformer and grid equipment market — relevant to GE Vernova revenue mix and investor narratives around infrastructure exposure, but only indirectly affecting GE Aerospace fundamentals. Power Transformer Market Competitive Analysis Report 2025

GE Aerospace Trading Down 1.3%

NYSE:GE opened at $338.88 on Tuesday. The company has a debt-to-equity ratio of 1.00, a current ratio of 1.04 and a quick ratio of 0.74. The business’s 50-day simple moving average is $314.38 and its 200-day simple moving average is $299.89. GE Aerospace has a fifty-two week low of $159.36 and a fifty-two week high of $344.30. The stock has a market capitalization of $355.42 billion, a PE ratio of 41.63, a price-to-earnings-growth ratio of 3.17 and a beta of 1.40.

GE Aerospace (NYSE:GE) last posted its earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share (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 business had revenue of $11.90 billion during the quarter, compared to analysts’ expectations of $11.27 billion. During the same period in the prior year, the business earned $1.32 EPS. GE Aerospace’s revenue for the quarter 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. Sell-side analysts expect that GE Aerospace will post 5.4 earnings per share for the current fiscal year.

GE Aerospace Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, April 27th. Investors of record on Monday, March 9th will be given a $0.47 dividend. The ex-dividend date of this dividend is Monday, March 9th. This represents a $1.88 annualized dividend and a yield of 0.6%. This is an increase from GE Aerospace’s previous quarterly dividend of $0.36. GE Aerospace’s payout ratio is presently 17.69%.

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.