Savvy Advisors Inc. raised its stake in shares of GE Aerospace (NYSE:GE – Free Report) by 13.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,810 shares of the company’s stock after buying an additional 1,797 shares during the quarter. Savvy Advisors Inc.’s holdings in GE Aerospace were worth $4,562,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other hedge funds have also recently modified their holdings of GE. Cornell Pochily Investment Advisors Inc. boosted its position in shares of GE Aerospace by 4.6% during the fourth quarter. Cornell Pochily Investment Advisors Inc. now owns 1,821 shares of the company’s stock worth $561,000 after acquiring an additional 80 shares during the last quarter. Town & Country Bank & Trust CO dba First Bankers Trust CO increased its holdings in GE Aerospace by 4.7% in the 4th quarter. Town & Country Bank & Trust CO dba First Bankers Trust CO now owns 8,865 shares of the company’s stock valued at $2,731,000 after acquiring an additional 396 shares during the last quarter. Maryland Capital Advisors Inc. increased its holdings in GE Aerospace by 7.9% in the 4th quarter. Maryland Capital Advisors Inc. now owns 617 shares of the company’s stock valued at $190,000 after acquiring an additional 45 shares during the last quarter. Whalen Wealth Management Inc. purchased a new stake in GE Aerospace in the 4th quarter worth $1,229,000. Finally, Hanson & Doremus Investment Management lifted its stake in GE Aerospace by 27.7% in the 4th quarter. Hanson & Doremus Investment Management now owns 4,940 shares of the company’s stock worth $1,522,000 after purchasing an additional 1,072 shares in the last quarter. Hedge funds and other institutional investors own 74.77% of the company’s stock.
Wall Street Analysts Forecast Growth
A number of research analysts have recently weighed in on the company. Wells Fargo & Company assumed coverage on GE Aerospace in a research report on Wednesday. They set an “overweight” rating and a $325.00 price objective for the company. BNP Paribas Exane dropped their price target on GE Aerospace from $305.00 to $290.00 and set an “underperform” rating for the company in a research note on Friday, January 23rd. Wolfe Research raised their price target on GE Aerospace from $340.00 to $360.00 and gave the company an “outperform” rating in a report on Monday, January 12th. Zacks Research downgraded GE Aerospace from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, March 24th. Finally, Deutsche Bank Aktiengesellschaft upped their price objective on GE Aerospace from $375.00 to $387.00 and gave the stock a “buy” rating in a report on Friday, January 23rd. One investment analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, GE Aerospace currently has a consensus rating of “Moderate Buy” and a consensus target price of $343.89.
Insider Activity
In other GE Aerospace news, VP Robert M. Giglietti sold 3,035 shares of GE Aerospace 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 completion of the transaction, the vice president directly owned 10,583 shares of the company’s stock, valued at $3,233,212.33. The trade was a 22.29% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Amy L. Gowder sold 4,000 shares of the business’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $305.73, for a total transaction of $1,222,920.00. Following the transaction, the senior vice president owned 16,535 shares in the company, valued at $5,055,245.55. This trade represents a 19.48% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 37,398 shares of company stock valued at $11,455,491. 0.19% of the stock is currently owned by insiders.
More GE Aerospace News
Here are the key news stories impacting GE Aerospace this week:
- Positive Sentiment: Wells Fargo upgraded GE Aerospace to a “strong-buy”, which can support near-term demand from growth-oriented investors and partially offset execution concerns. Wells Fargo upgrade reported via Zacks
- Positive Sentiment: GE delivered a sixth F404‑IN20 engine for India’s Tejas Mk‑1A program, showing continued production progress despite broader supply timing issues. Delivery cadence can support future revenue recognition and backlog visibility. GE Aerospace delivers sixth F404-IN20 engine (The Hindu)
- Neutral Sentiment: Aviation Week explores whether GE is the “mystery” engine supplier for the new F‑47 program — a potential new defense opportunity but still unconfirmed. If true, it could be a multi‑year revenue driver; uncertainty makes it speculative for now. Debrief: Is GE Mystery Engine Provider For F-47 (Aviation Week)
- Neutral Sentiment: GE’s reorganization and MRO strategy are under focus — changes could improve long‑term service profitability but may create near‑term execution risks as teams and processes shift. What GE Aerospace’s Reorganization Means For MRO (Aviation Week)
- Neutral Sentiment: Daiwa has begun coverage of GE Aerospace — added investor attention can increase trading interest but the impact depends on the research stance and model changes. Daiwa Securities Begins Coverage on GE Aerospace
- Neutral Sentiment: Shareholder groups are pressing for independent due‑diligence reporting on GE’s defense sales to Israel, raising governance/ESG scrutiny that could attract votes and public attention but has uncertain near‑term financial impact. Shareholder Activism Puts GE Israel Defense Contracts In Focus (Yahoo)
- Negative Sentiment: HAL (Hindustan Aeronautics) has imposed penalties on GE for repeated delays in delivering engines for the Tejas Mk‑1A fighter, highlighting contract execution and schedule risk in a strategically important program — this is the primary near‑term negative catalyst. HAL penalises GE Aerospace over Tejas engine delays (Business Standard)
- Negative Sentiment: Citigroup has lowered its expectations for GE Aerospace’s stock price, adding downward analyst pressure and validating some investor concerns about near‑term valuation and execution. Citigroup Lowers Expectations for GE Aerospace (American Banking News)
- Negative Sentiment: Recent headlines and data show the stock underperformed and experienced a notable one‑day decline, reflecting market sensitivity to the combination of execution headlines, analyst moves and macro rate pressures. GE Aerospace stock declines while market improves (Yahoo)
GE Aerospace Stock Performance
GE Aerospace stock opened at $280.92 on Friday. The company’s 50-day moving average price is $311.44 and its 200-day moving average price is $306.60. GE Aerospace has a twelve month low of $159.36 and a twelve month high of $348.48. 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 $294.63 billion, a PE ratio of 34.51, a price-to-earnings-growth ratio of 2.60 and a beta of 1.43.
GE Aerospace (NYSE:GE – Get Free Report) last announced its quarterly 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 firm had revenue of $11.90 billion during the quarter, compared to the consensus estimate of $11.27 billion. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The firm’s revenue for the quarter was up 17.6% compared to the same quarter last year. During the same quarter last year, the firm earned $1.32 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, equities research analysts forecast that GE Aerospace will post 5.4 EPS for the current fiscal year.
GE Aerospace Increases Dividend
The business also recently announced a quarterly dividend, which will be paid on Monday, April 27th. Stockholders of record on Monday, March 9th will be issued a $0.47 dividend. This is a positive change from GE Aerospace’s previous quarterly dividend of $0.36. The ex-dividend date is Monday, March 9th. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.7%. GE Aerospace’s dividend payout ratio (DPR) is presently 23.10%.
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.
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