Atika Capital Management LLC Purchases 1,559 Shares of GE Aerospace $GE

Atika Capital Management LLC lifted its holdings in GE Aerospace (NYSE:GE) by 5.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 33,000 shares of the company’s stock after acquiring an additional 1,559 shares during the quarter. Atika Capital Management LLC’s holdings in GE Aerospace were worth $9,927,000 at the end of the most recent reporting period.

A number of other large investors have also bought and sold shares of GE. Brighton Jones LLC lifted its position in GE Aerospace by 25.3% during the 4th quarter. Brighton Jones LLC now owns 12,008 shares of the company’s stock worth $2,003,000 after buying an additional 2,421 shares in the last quarter. Revolve Wealth Partners LLC lifted its position in shares of GE Aerospace by 7.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 2,251 shares of the company’s stock worth $375,000 after purchasing an additional 150 shares in the last quarter. Sivia Capital Partners LLC grew its stake in shares of GE Aerospace by 4.6% during the second quarter. Sivia Capital Partners LLC now owns 4,337 shares of the company’s stock valued at $1,116,000 after purchasing an additional 191 shares during the last quarter. Penserra Capital Management LLC grew its stake in shares of GE Aerospace by 126.7% during the second quarter. Penserra Capital Management LLC now owns 204 shares of the company’s stock valued at $52,000 after purchasing an additional 114 shares during the last quarter. Finally, Connor Clark & Lunn Investment Management Ltd. acquired a new stake in shares of GE Aerospace in the second quarter valued at approximately $341,000. 74.77% of the stock is currently owned by institutional investors.

GE Aerospace Trading Down 0.4%

NYSE:GE opened at $325.08 on Thursday. The company has a current ratio of 1.04, a quick ratio of 0.74 and a debt-to-equity ratio of 1.00. GE Aerospace has a 1-year low of $159.36 and a 1-year high of $348.48. The firm has a market capitalization of $340.94 billion, a price-to-earnings ratio of 39.94, a PEG ratio of 3.02 and a beta of 1.36. The business’s 50-day moving average price is $320.48 and its two-hundred day moving average price is $305.09.

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 the consensus estimate of $1.43 by $0.14. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.The company had revenue of $11.90 billion during the quarter, compared to analyst estimates of $11.27 billion. During the same period in the previous year, the company earned $1.32 EPS. The company’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. On average, equities analysts expect that GE Aerospace will post 5.4 earnings per share for the current year.

GE Aerospace Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, April 27th. Stockholders of record on Monday, March 9th will be given a dividend of $0.47 per share. This is a positive change from GE Aerospace’s previous quarterly dividend of $0.36. 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. GE Aerospace’s payout ratio is 23.10%.

Key Stories Impacting GE Aerospace

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

• Positive Sentiment: GE Aerospace announced a US$1 billion 2026 investment program to expand and modernize multiple U.S. manufacturing sites, target higher jet‑engine output for commercial and defense customers, and support suppliers — a move that underpins future revenue and backlog execution. GE Aerospace’s US$1b Bet On U.S. Capacity And Backlog Execution
• Positive Sentiment: Coverage pieces are bullishly framing the $1B push as a clear reason to buy — analysts and commentators point to capacity expansion and defense exposure as drivers for longer‑term upside. A $1 Billion Reason to Buy GE Aerospace Stock Now
• Positive Sentiment: Company is deploying the $1B across dozens of sites (announcements cite investments in ~30 communities across 17 states) — concentrated capital spending that should improve throughput and create jobs, supporting both commercial and defense delivery cadence. GE Aerospace invests $1B package in 30 communities across 17 states
• Positive Sentiment: Local capex items: specific site investments include Terre Haute (~$15M), Lynn (~$42M), Limestone County/Huntsville (~$55M) and West Michigan (~$60M, incl. $10M for Grand Rapids avionics) — concrete, near‑term deployments of the broader program. GE Aerospace to invest about $15 million in Terre Haute plant
• Positive Sentiment: Short interest fell sharply in late February (down ~27% from mid‑February), reducing one potential source of downside pressure and suggesting fewer forced sellers as the company executes on backlog. Short interest decline reported
• Neutral Sentiment: Analysis pieces (Forbes, market commentary) highlight that GE’s stock has outperformed recently on strong commercial orders and defense wins — these explain the prior rally but also raise expectations that the market may be pricing in aggressive execution. What’s Behind GE Stock’s Massive Rally?
• Neutral Sentiment: Macro/defense context: defense spending and geopolitical tensions are cited as tailwinds for defense suppliers (including GE’s defense engine business), which may support multiple expansion but also adds sensitivity to news flow and volatility. Why This Defense ETF Could Keep Rallying as the Iran Conflict Escalates (GE)

Insider Activity

In other GE Aerospace news, SVP Amy L. Gowder sold 4,000 shares of GE Aerospace 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 transaction, the senior vice president directly owned 16,535 shares in the company, valued at approximately $5,055,245.55. The trade was a 19.48% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, SVP Russell Stokes sold 30,363 shares of the business’s 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 completion of the transaction, the senior vice president directly owned 150,434 shares of the company’s stock, valued at approximately $46,103,507.98. The trade was a 16.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 37,398 shares of company stock valued at $11,455,491 in the last quarter. Company insiders own 0.21% of the company’s stock.

Analyst Ratings Changes

Several research firms have issued reports on GE. Sanford C. Bernstein upped their price objective on GE Aerospace from $374.00 to $405.00 and gave the stock an “outperform” rating in a report on Tuesday, March 3rd. Morgan Stanley started coverage on GE Aerospace in a research note on Friday, February 20th. They set an “overweight” rating and a $425.00 price target on the stock. The Goldman Sachs Group raised their price target on GE Aerospace from $338.00 to $350.00 and gave the company a “buy” rating in a report on Friday, January 23rd. Citigroup reiterated a “buy” rating and issued a $380.00 price objective (up from $378.00) on shares of GE Aerospace in a research report on Friday, January 23rd. Finally, TD Cowen upped their target price on shares of GE Aerospace from $330.00 to $350.00 and gave the company a “buy” rating in a research report on Wednesday, January 14th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $331.12.

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.