Aptus Capital Advisors LLC raised its stake in GE Aerospace (NYSE:GE – Free Report) by 2.4% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 75,577 shares of the company’s stock after buying an additional 1,800 shares during the quarter. Aptus Capital Advisors LLC’s holdings in GE Aerospace were worth $22,735,000 at the end of the most recent reporting period.
Other large investors also recently made changes to their positions in the company. REAP Financial Group LLC bought a new position in GE Aerospace during the 3rd quarter worth about $25,000. Marquette Asset Management LLC acquired a new position in shares of GE Aerospace during the third quarter worth about $26,000. Barnes Dennig Private Wealth Management LLC grew its holdings 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 worth $27,000 after buying an additional 53 shares in the last quarter. Bare Financial Services Inc raised its position in GE Aerospace by 81.1% in the 2nd quarter. Bare Financial Services Inc now owns 96 shares of the company’s stock valued at $25,000 after buying an additional 43 shares during the last quarter. Finally, Roble Belko & Company Inc lifted its stake in GE Aerospace by 98.1% in the 3rd quarter. Roble Belko & Company Inc now owns 103 shares of the company’s stock valued at $31,000 after acquiring an additional 51 shares in the last quarter. Institutional investors own 74.77% of the company’s stock.
GE Aerospace News Roundup
Here are the key news stories impacting GE Aerospace this week:
- Positive Sentiment: Recent operational wins and demand: Coverage highlights GE’s surge driven by robust engine demand, major airline deals and upward revisions to earnings forecasts — a key reason investors have bid the stock toward its 52‑week highs. GE Aerospace is Trading Near 52-Week High: Should You Buy the Stock?
- Positive Sentiment: Analyst bullishness: Sanford C. Bernstein flagged upside for GE, and brokerages show a consensus “Moderate Buy,” supporting the case for further upside if execution continues. GE Aerospace (NYSE:GE) Stock Price Expected to Rise, Sanford C. Bernstein Analyst Says GE Aerospace (NYSE:GE) Given Consensus Rating of “Moderate Buy” by Brokerages
- Neutral Sentiment: Trending and investor interest pieces: Multiple Zacks/Yahoo and industry sites are flagging GE as a trending stock and revisiting the valuation/risks — increases visibility but may amplify short‑term trading flows. GE Aerospace (GE) Is a Trending Stock: Facts to Know Before Betting on It Zacks trending story
- Neutral Sentiment: GE Vernova (GEV) attention: Separate coverage notes investor interest in GE’s other businesses (GE Vernova). Spin‑off/portfolio segmentation can re‑rate parts of the old GE, but effects on GE Aerospace depend on deal/timing. GE Vernova Inc. (GEV) is Attracting Investor Attention: Here is What You Should Know
- Negative Sentiment: Profit‑taking and valuation risk: After a ~73% rally into 52‑week highs, elevated multiples (P/E ~40) raise sensitivity to any earnings hiccup or order delays — a likely driver of today’s pullback. GE Aerospace (GE) Stock Approaches Peak — Is Now the Time to Invest?
- Negative Sentiment: Broader market headwinds: Market moves (oil surge and macro data/jobs risk) can pressure cyclical and growth names; headlines about futures slipping may have exacerbated selling in otherwise strong individual names. Dow Jones Futures: Stock Market Skids On Surging Oil Prices, Pare Losses As Broadcom, Nvidia Rise
GE Aerospace Stock Down 3.7%
GE Aerospace (NYSE:GE – Get Free Report) last posted 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. The business had revenue of $11.90 billion during the quarter, compared to analysts’ expectations of $11.27 billion. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.GE Aerospace’s quarterly revenue was up 17.6% on a year-over-year basis. During the same quarter last year, the company posted $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Sell-side analysts anticipate that GE Aerospace will post 5.4 earnings per share for the current year.
GE Aerospace Increases Dividend
The firm also recently announced a quarterly dividend, which will be paid on Monday, April 27th. Investors of record on Monday, March 9th will be issued a dividend of $0.47 per share. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend is Monday, March 9th. This is a boost from GE Aerospace’s previous quarterly dividend of $0.36. GE Aerospace’s payout ratio is presently 17.69%.
Wall Street Analyst Weigh In
A number of equities analysts have weighed in on the company. Wall Street Zen downgraded GE Aerospace from a “buy” rating to a “hold” rating in a research report on Saturday, February 21st. Citigroup restated a “buy” rating and set a $380.00 target price (up from $378.00) on shares of GE Aerospace in a report on Friday, January 23rd. Zacks Research raised shares of GE Aerospace from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, January 27th. 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 research note on Friday, January 23rd. Finally, Deutsche Bank Aktiengesellschaft increased their price objective on shares of GE Aerospace from $375.00 to $387.00 and gave the stock a “buy” rating in a research note on Friday, January 23rd. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $331.12.
Get Our Latest Stock Report on GE
Insider Activity at GE Aerospace
In other news, SVP Russell Stokes sold 30,363 shares of the stock in a transaction dated Friday, January 30th. The shares were sold at an average price of $306.47, for a total value of $9,305,348.61. Following the transaction, the senior vice president directly owned 150,434 shares of the company’s stock, valued at $46,103,507.98. This represents a 16.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Amy L. Gowder sold 4,000 shares of the firm’s stock in a transaction dated 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 sale, the senior vice president owned 16,535 shares of the company’s stock, valued at approximately $5,055,245.55. This represents a 19.48% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 37,398 shares of company stock worth $11,455,491. Company insiders own 0.21% of the company’s stock.
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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