Dynamic Advisor Solutions LLC Trims Position in GE Aerospace $GE

Dynamic Advisor Solutions LLC decreased its stake in shares of GE Aerospace (NYSE:GE) by 10.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 20,231 shares of the company’s stock after selling 2,372 shares during the quarter. Dynamic Advisor Solutions LLC’s holdings in GE Aerospace were worth $6,232,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. Elevation Wealth Partners LLC increased its position in shares of GE Aerospace by 24.6% during the fourth quarter. Elevation Wealth Partners LLC now owns 172 shares of the company’s stock worth $53,000 after acquiring an additional 34 shares during the period. Teamwork Financial Advisors LLC raised its stake in shares of GE Aerospace by 1.6% during the fourth quarter. Teamwork Financial Advisors LLC now owns 43,633 shares of the company’s stock valued at $13,440,000 after acquiring an additional 678 shares in the last quarter. Baker Tilly Wealth Management LLC boosted its holdings in shares of GE Aerospace by 2.2% in the fourth quarter. Baker Tilly Wealth Management LLC now owns 2,989 shares of the company’s stock valued at $921,000 after purchasing an additional 64 shares during the period. Fulton Bank N.A. boosted its holdings in shares of GE Aerospace by 1.0% in the fourth quarter. Fulton Bank N.A. now owns 10,166 shares of the company’s stock valued at $3,131,000 after purchasing an additional 105 shares during the period. Finally, Spartan Planning & Wealth Management grew its stake in GE Aerospace by 10.2% in the fourth quarter. Spartan Planning & Wealth Management now owns 2,213 shares of the company’s stock worth $682,000 after purchasing an additional 205 shares in the last quarter. 74.77% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several research analysts have commented on GE shares. Morgan Stanley assumed coverage on GE Aerospace in a report on Friday, February 20th. They set an “overweight” rating and a $425.00 price objective on the stock. Sanford C. Bernstein upped their target price on GE Aerospace from $374.00 to $405.00 and gave the stock an “outperform” rating in a report on Tuesday, March 3rd. TD Cowen increased their price target on GE Aerospace from $330.00 to $350.00 and gave the stock a “buy” rating in a research report on Wednesday, January 14th. Weiss Ratings restated a “buy (b)” rating on shares of GE Aerospace in a research note on Thursday, January 22nd. Finally, Deutsche Bank Aktiengesellschaft lifted their price objective on GE Aerospace from $375.00 to $387.00 and gave the company a “buy” rating in a report on Friday, January 23rd. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $331.12.

GE Aerospace Stock Down 1.9%

Shares of GE Aerospace stock opened at $286.13 on Monday. The company has a quick ratio of 0.74, a current ratio of 1.04 and a debt-to-equity ratio of 1.00. The company has a market cap of $300.10 billion, a P/E ratio of 35.15, a PEG ratio of 2.65 and a beta of 1.36. The firm’s 50 day moving average price is $317.48 and its 200-day moving average price is $306.52. GE Aerospace has a 52-week low of $159.36 and a 52-week high of $348.48.

GE Aerospace (NYSE:GE) last posted its earnings results on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, beating analysts’ consensus estimates of $1.43 by $0.14. The company had revenue of $11.90 billion during the quarter, compared to analysts’ expectations of $11.27 billion. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. GE Aerospace’s revenue for the quarter was up 17.6% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, sell-side analysts predict that GE Aerospace will post 5.4 EPS 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. Stockholders of record on Monday, March 9th will be issued a dividend of $0.47 per share. The ex-dividend date is Monday, March 9th. This represents a $1.88 annualized dividend and a dividend yield of 0.7%. This is a boost from GE Aerospace’s previous quarterly dividend of $0.36. GE Aerospace’s dividend payout ratio (DPR) is currently 23.10%.

GE Aerospace News Roundup

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

• Positive Sentiment: Analysts highlight GE’s stronger growth profile and major engine wins versus peers, supporting longer‑term revenue and margin upside. GE Aerospace vs. Textron
• Positive Sentiment: Planned capital investments — >€110M aimed at expanding European manufacturing capacity (plus additional U.S. facility investments and new hires) signal management is scaling production to meet engine/order backlog and aftermarket demand. That should support revenue growth over the next several years. GE Aerospace to Invest €110M
• Positive Sentiment: Local site investments and planned hiring (including Newark and three U.S. facilities) reinforce the capex program and capacity buildout to support future engine production and services revenue. GE Aerospace investing more in Newark site
• Neutral Sentiment: GE is on investor radars and trending in market news feeds — increased attention can amplify volatility but doesn’t by itself change fundamentals. Why These 5 Stocks Are On Investors’ Radars
• Neutral Sentiment: Coverage pieces noting investor interest and attention toward GE can drive short-term flows but largely reflect existing fundamentals and guidance. GE Aerospace is Attracting Investor Attention
• Negative Sentiment: Market reacted to the capex announcements with near-term selling, reflecting concerns about higher near‑term cash outflows, margin pressure and GE’s premium valuation vs. some peers. That contributed to the recent pullback. GE Pours €110M Into European Facilities
• Negative Sentiment: Some investor commentary recommends allocating to other mega‑caps after GE’s pullback, signaling rotation risk and comparative valuation concerns that can keep selling pressure on the shares. My Top 2 Megacap Stocks to Buy After GE’s Pullback
• Negative Sentiment: TipRanks and other reports tie the stock dip directly to the investment announcement, underscoring that markets are weighing near‑term costs against long‑term growth. Investment and Stock Drop

Insider Transactions at GE Aerospace

In related news, 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 transaction 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 position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, VP Robert M. Giglietti sold 3,035 shares of the stock in a transaction dated Friday, January 30th. The shares were sold at an average price of $305.51, for a total value of $927,222.85. Following the completion of the sale, the vice president owned 10,583 shares of the company’s stock, valued at approximately $3,233,212.33. This trade represents a 22.29% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 37,398 shares of company stock valued at $11,455,491 in the last quarter. 0.19% of the stock is currently owned by corporate insiders.

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.