Aberdeen Group plc Sells 25,785 Shares of GE Aerospace $GE

Aberdeen Group plc lowered its stake in GE Aerospace (NYSE:GE) by 2.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,165,465 shares of the company’s stock after selling 25,785 shares during the period. GE Aerospace makes up approximately 0.6% of Aberdeen Group plc’s holdings, making the stock its 20th largest holding. Aberdeen Group plc owned about 0.11% of GE Aerospace worth $358,998,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently modified their holdings of GE. REAP Financial Group LLC purchased a new position in GE Aerospace during the 3rd quarter valued at $25,000. Marquette Asset Management LLC bought a new position in GE Aerospace in the third quarter worth $26,000. Lavaca Capital LLC lifted its position in GE Aerospace by 1,666.7% during 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. Barnes Dennig Private Wealth Management LLC boosted its holdings in shares of GE Aerospace by 147.2% during the 3rd 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 in the last quarter. Finally, Roble Belko & Company Inc boosted its holdings in shares of GE Aerospace by 98.1% during the 3rd quarter. Roble Belko & Company Inc now owns 103 shares of the company’s stock valued at $31,000 after buying an additional 51 shares in the last quarter. Institutional investors own 74.77% of the company’s stock.

Analyst Ratings Changes

GE has been the topic of several research reports. Sanford C. Bernstein boosted their price objective on shares of GE Aerospace from $374.00 to $405.00 and gave the stock an “outperform” rating in a research note on Tuesday, March 3rd. Daiwa Securities Group began coverage on GE Aerospace in a research note on Tuesday. They issued a “neutral” rating and a $301.00 price target on the stock. Deutsche Bank Aktiengesellschaft boosted their target price on GE Aerospace from $375.00 to $387.00 and gave the stock a “buy” rating in a report on Friday, January 23rd. Wells Fargo & Company began coverage on GE Aerospace in a research note on Wednesday. They issued an “overweight” rating and a $325.00 target price on the stock. Finally, BNP Paribas Exane lowered their price target on GE Aerospace from $305.00 to $290.00 and set an “underperform” rating for the company in a research report on Friday, January 23rd. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $343.89.

Insider Buying and Selling at GE Aerospace

In other GE Aerospace news, SVP Russell Stokes sold 30,363 shares of the 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 transaction, the senior vice president owned 150,434 shares of the company’s stock, valued at approximately $46,103,507.98. This represents a 16.79% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, VP Robert M. Giglietti sold 3,035 shares of the business’s stock in a transaction on Friday, January 30th. The shares were sold at an average price of $305.51, for a total transaction of $927,222.85. Following the sale, the vice president directly owned 10,583 shares of the company’s stock, valued at approximately $3,233,212.33. The trade was a 22.29% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 37,398 shares of company stock valued at $11,455,491. 0.19% of the stock is owned by company insiders.

GE Aerospace News Summary

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

• Positive Sentiment: Wells Fargo initiated/boosted coverage, putting GE Aerospace on a recommended list and assigning an overweight / strong‑buy view with a $325 price target, which supports upside expectations from sell‑side momentum. GE, Boeing, and 3 More Aero and Defense Plays
• Positive Sentiment: Management is investing heavily in manufacturing and MRO capacity to shorten turnarounds and meet strong engine demand; coupled with a growing backlog (~$190B), that supports medium‑term revenue visibility. GE’s Investment in Manufacturing Capacity: Is It a Catalyst for Next Growth Phase?
• Positive Sentiment: Operational milestone: GE delivered a sixth F404‑IN20 engine for India’s Tejas LCA‑Mk1A program, showing progress on deliveries and contract execution. GE Aerospace delivers sixth F404‑IN20 engine for Tejas LCA‑Mk1A
• Neutral Sentiment: Citigroup lowered its price target (from $380 to $353) but kept a buy stance — a modest downward revision that tempers upside projections while still showing analyst support. Citigroup adjusts GE Aerospace price target to $353 from $380; maintains buy rating
• Neutral Sentiment: New coverage from Daiwa and other outlets increases analyst attention and may raise trading volume/volatility but doesn’t change fundamentals immediately. Daiwa Securities Group Begins Coverage on GE Aerospace (NYSE:GE)
• Neutral Sentiment: Multiple “trending” / investor‑interest writeups highlight attention to GE and sister GE Vernova, which can amplify short‑term moves as retail flows chase headlines. Here is What to Know Beyond Why GE Aerospace (GE) is a Trending Stock
• Negative Sentiment: Regulatory/contract risk: reports say GE faces penalty action for missing multiple Tejas engine delivery deadlines — a direct execution concern that can pressure near‑term sentiment and margins. GE faces penalty action for missing multiple Tejas engine deadlines
• Negative Sentiment: Shareholder activism (JLens/ADL) is pressing for an independent review of GE’s due diligence on Israel defense contracts — an ESG/governance risk that could lead to proxy fights, reputational cost or operational scrutiny. Shareholder Activism Puts GE Israel Defense Contracts And ESG Risks In Focus
• Negative Sentiment: Short‑term price pressure: commentary notes GE Aerospace is down materially this month despite backlog growth, indicating investor profit‑taking or rotation away from cyclicals. GE Aerospace Is Down 14% This Month While Its $190 Billion Backlog Keeps Growing

GE Aerospace Price Performance

NYSE GE opened at $280.92 on Friday. GE Aerospace has a one year low of $159.36 and a one year high of $348.48. The stock has a 50-day moving average of $311.70 and a 200 day moving average of $306.55. The company has a market capitalization of $294.63 billion, a price-to-earnings ratio of 34.51, a PEG ratio of 2.70 and a beta of 1.43. 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) last issued 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. The company had revenue of $11.90 billion for 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%. The firm’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. On average, sell-side analysts forecast that GE Aerospace will post 5.4 EPS for the current year.

GE Aerospace Increases Dividend

The company 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 dividend of $0.47 per share. This represents a $1.88 dividend on an annualized basis and a yield of 0.7%. This is a boost from GE Aerospace’s previous quarterly dividend of $0.36. The ex-dividend date is Monday, March 9th. GE Aerospace’s dividend payout ratio (DPR) is currently 23.10%.

GE Aerospace 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.