Fidelis Capital Partners LLC Has $5.60 Million Holdings in GE Aerospace $GE

Fidelis Capital Partners LLC boosted its stake in GE Aerospace (NYSE:GE) by 113.1% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 18,630 shares of the company’s stock after purchasing an additional 9,886 shares during the quarter. Fidelis Capital Partners LLC’s holdings in GE Aerospace were worth $5,604,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Investor s Fiduciary Advisor Network LLC bought a new stake in shares of GE Aerospace in the 3rd quarter valued at about $278,000. TD Waterhouse Canada Inc. increased its stake in GE Aerospace by 2.1% in the third quarter. TD Waterhouse Canada Inc. now owns 239,952 shares of the company’s stock valued at $72,246,000 after purchasing an additional 4,888 shares in the last quarter. one8zero8 LLC acquired a new stake in GE Aerospace in the third quarter worth $280,000. Traynor Capital Management Inc. boosted its position in shares of GE Aerospace by 14.9% during the third quarter. Traynor Capital Management Inc. now owns 1,953 shares of the company’s stock worth $587,000 after purchasing an additional 253 shares in the last quarter. Finally, Mirae Asset Global Investments Co. Ltd. grew its holdings in shares of GE Aerospace by 9.3% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 199,063 shares of the company’s stock valued at $59,882,000 after buying an additional 16,943 shares during the period. Institutional investors own 74.77% of the company’s stock.

GE Aerospace Stock Down 1.8%

GE stock opened at $292.16 on Thursday. The company has a debt-to-equity ratio of 1.00, a current ratio of 1.04 and a quick ratio of 0.74. The stock has a market capitalization of $308.17 billion, a P/E ratio of 35.89, a P/E/G ratio of 2.77 and a beta of 1.40. GE Aerospace has a fifty-two week low of $159.36 and a fifty-two week high of $332.79. The business has a 50-day moving average of $304.83 and a 200-day moving average of $293.35.

GE Aerospace (NYSE:GE) last issued its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share for the quarter, topping the consensus estimate of $1.43 by $0.14. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The company had revenue of $12.72 billion during the quarter, compared to analysts’ expectations of $11.27 billion. During the same period last year, the business earned $1.32 EPS. The business’s quarterly revenue was up 17.6% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, sell-side analysts anticipate that GE Aerospace will post 5.4 earnings per share for the current fiscal year.

GE Aerospace Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, January 26th. Shareholders of record on Monday, December 29th were given a dividend of $0.36 per share. The ex-dividend date of this dividend was Monday, December 29th. This represents a $1.44 annualized dividend and a yield of 0.5%. GE Aerospace’s payout ratio is 17.69%.

Key GE Aerospace News

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

• Positive Sentiment: Successful hybrid‑electric engine tests with NASA (demonstrated core functions of the prototype and a narrowbody hybrid‑electric ground test), reinforcing GE Aerospace’s technology edge and long‑term growth potential. NASA, GE Aerospace Hybrid Engine Under HyTEC Program
• Positive Sentiment: Citi added GE to its high‑conviction focus list and laid out an ambitious path to a much larger market cap, giving investors a bullish, long‑term thesis from a major bank. Citi adds GE to high-conviction focus list
• Positive Sentiment: JPMorgan raised its price target to $335, signalling confidence in GE Aerospace’s revenue and profit trajectory; analyst PT increases can support the stock once sentiment normalizes. JPMorgan Boosts GE Aerospace Price Target
• Positive Sentiment: Commentary from The Motley Fool argues the market overreacted to near‑term margin noise and that the developments are long‑term positives for the business. The Market Is Wrong to Sell Off GE Aerospace Stock
• Neutral Sentiment: Coverage roundup / analyst optimism — media pieces note that many sell‑side analysts remain constructive, which dampens downside risk but doesn’t eliminate short‑term volatility. Is GE a Buy as Wall Street Analysts Look Optimistic?
• Neutral Sentiment: Delta Airlines reached a settlement involving GEnx engines amid unrelated defense tests reporting, a transactional update that is not expected to materially change GE Aerospace’s core commercial aftermarket trajectory. Delta Airlines Settles on GE GEnx Engines
• Neutral Sentiment: GE Appliances announced new U.S. water‑filter manufacturing initiatives — relevant to the broader GE ecosystem but largely unrelated to GE Aerospace’s aerospace earnings drivers. GE Appliances Announces Water Filter Manufacturing
• Negative Sentiment: Near‑term margin pressure cited after recent updates appears to have triggered the sell‑off; that short‑term profitability concern is the main driver of today’s weakness even as longer‑term catalysts remain intact. The Market Is Wrong to Sell Off GE Aerospace Stock

Analysts Set New Price Targets

GE has been the topic of several research analyst reports. Susquehanna reaffirmed a “positive” rating and set a $380.00 price objective on shares of GE Aerospace in a research note on Thursday, January 15th. TD Cowen raised 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 reiterated a “buy (b)” rating on shares of GE Aerospace in a report on Thursday, January 22nd. JPMorgan Chase & Co. increased their target price on GE Aerospace from $325.00 to $335.00 and gave the stock an “overweight” rating in a research note on Monday. Finally, The Goldman Sachs Group raised their target price on shares of GE Aerospace from $338.00 to $350.00 and gave the stock a “buy” rating in a report on Friday, January 23rd. Sixteen investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, GE Aerospace presently has an average rating of “Moderate Buy” and a consensus target price of $319.00.

Insider Activity at GE Aerospace

In other news, SVP Russell Stokes sold 8,000 shares of the firm’s stock in a transaction dated Wednesday, November 19th. The stock was sold at an average price of $297.71, for a total value of $2,381,680.00. Following the completion of the transaction, the senior vice president owned 150,434 shares in the company, valued at $44,785,706.14. This trade represents a 5.05% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.21% of the stock is currently owned by corporate 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.