Coastline Trust Co raised its position in shares of GE Aerospace (NYSE:GE – Free Report) by 51.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 22,207 shares of the company’s stock after acquiring an additional 7,515 shares during the quarter. Coastline Trust Co’s holdings in GE Aerospace were worth $6,840,000 as of its most recent SEC filing.
A number of other large investors have also recently bought and sold shares of GE. Bare Financial Services Inc boosted its position in shares of GE Aerospace by 81.1% during the 2nd quarter. Bare Financial Services Inc now owns 96 shares of the company’s stock valued at $25,000 after purchasing an additional 43 shares in the last quarter. REAP Financial Group LLC bought a new stake in GE Aerospace in the third quarter worth approximately $25,000. Marquette Asset Management LLC bought a new stake in GE Aerospace in the third quarter worth approximately $26,000. Lavaca Capital LLC lifted its stake in GE Aerospace by 1,666.7% in the second quarter. Lavaca Capital LLC now owns 106 shares of the company’s stock valued at $27,000 after buying an additional 100 shares during the period. Finally, Barnes Dennig Private Wealth Management LLC lifted its stake in GE Aerospace by 147.2% in the third quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company’s stock valued at $27,000 after buying an additional 53 shares during the period. 74.77% of the stock is currently owned by institutional investors and hedge funds.
Wall Street Analyst Weigh In
Several analysts have recently commented on the stock. JPMorgan Chase & Co. raised their price objective on shares of GE Aerospace from $325.00 to $335.00 and gave the stock an “overweight” rating in a research report on Monday, January 26th. Morgan Stanley began coverage on shares of GE Aerospace in a research report on Friday, February 20th. They set an “overweight” rating and a $425.00 target price on the stock. TD Cowen increased their target price on shares of GE Aerospace from $330.00 to $350.00 and gave the stock a “buy” rating in a research note on Wednesday, January 14th. Deutsche Bank Aktiengesellschaft raised their price target on shares of GE Aerospace from $375.00 to $387.00 and gave the stock a “buy” rating in a report on Friday, January 23rd. Finally, Sanford C. Bernstein lifted their price target on shares of GE Aerospace from $374.00 to $405.00 and gave the company an “outperform” rating in a research note on Tuesday, March 3rd. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, GE Aerospace presently has a consensus rating of “Moderate Buy” and a consensus target price of $331.12.
Trending Headlines about GE Aerospace
Here are the key news stories impacting GE Aerospace this week:
- Positive Sentiment: Large Europe investment to expand capacity and hiring — GE announced more than €110M (reported as ~$127M in some outlets) to upgrade European manufacturing, add additive‑manufacturing capability and hire ~1,000 workers in 2026, which supports future engine production and MRO growth. Article Title
- Positive Sentiment: Defense tech partnership expansion — GE is broadening its tie-up with Palantir to use agentic AI for U.S. Air Force mission readiness, which can deepen defense backlog and differentiate its services/solutions. Article Title
- Positive Sentiment: Recent earnings and guidance remain supportive — GE Aerospace recently beat quarterly EPS and revenue estimates and set FY26 guidance (7.10–7.40 EPS), which underpins longer‑term earnings visibility even as spending ramps.
- Neutral Sentiment: Domestic facility investments — The company is also allocating capital to U.S. sites (including a Newark investment and ~$65M across three facilities), which is constructive for local capacity but increases near‑term capex. Article Title
- Neutral Sentiment: Executive pay adjustments — Coverage notes CEO Larry Culp’s compensation will be more modest in 2025 after an $88M payout prior year; governance and optics matter to some investors but this readjustment is mixed in impact. Article Title
- Negative Sentiment: Market reaction and near-term cash concern — The stock has pulled back as investors digest the scale and timing of the capital programs and hiring; some selling looks like valuation profit‑taking after recent gains. Article Title
- Negative Sentiment: Supply-chain & margin pressure risk — Coverage highlights a shift in rare‑earth sourcing and U.S. policy moves that could raise input costs or complicate defense sourcing/compliance from 2027 onward, a potential margin headwind for military engines and systems. Article Title
GE Aerospace Trading Down 3.2%
Shares of GE Aerospace stock opened at $291.29 on Friday. The stock has a market capitalization of $305.51 billion, a PE ratio of 35.79, a price-to-earnings-growth ratio of 2.78 and a beta of 1.36. GE Aerospace has a 52 week low of $159.36 and a 52 week high of $348.48. The stock has a 50 day moving average price of $318.19 and a two-hundred day moving average price of $306.01. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.74 and a current ratio of 1.04.
GE Aerospace (NYSE:GE – Get Free Report) last issued its earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share 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 company had revenue of $11.90 billion for the quarter, compared to analyst estimates of $11.27 billion. During the same period in the prior year, the firm earned $1.32 earnings per share. GE Aerospace’s revenue for the quarter was up 17.6% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, equities analysts anticipate that GE Aerospace will post 5.4 earnings per share for the current fiscal year.
GE Aerospace Increases Dividend
The firm also recently disclosed a quarterly dividend, which will be paid on Monday, April 27th. Shareholders of record on Monday, March 9th will be paid a $0.47 dividend. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.6%. This is a positive change from GE Aerospace’s previous quarterly dividend of $0.36. The ex-dividend date of this dividend is Monday, March 9th. GE Aerospace’s payout ratio is 23.10%.
Insider Activity
In related news, SVP Russell Stokes sold 30,363 shares of the company’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 sale, the senior vice president owned 150,434 shares in the company, valued at $46,103,507.98. This represents a 16.79% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, VP Robert M. Giglietti sold 3,035 shares of the firm’s stock in a transaction dated Friday, January 30th. The shares were sold at an average price of $305.51, for a total transaction of $927,222.85. Following the completion of the transaction, the vice president directly owned 10,583 shares in the company, valued at approximately $3,233,212.33. The trade was a 22.29% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 37,398 shares of company stock worth $11,455,491 over the last three months. 0.21% of the stock is currently owned by insiders.
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.
Further Reading
Receive News & Ratings for GE Aerospace Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for GE Aerospace and related companies with MarketBeat.com's FREE daily email newsletter.
