Vestmark Advisory Solutions Inc. lifted its stake in GE Aerospace (NYSE:GE – Free Report) by 141.8% in the 3rd quarter, Holdings Channel.com reports. The firm owned 7,840 shares of the company’s stock after buying an additional 4,597 shares during the quarter. Vestmark Advisory Solutions Inc.’s holdings in GE Aerospace were worth $2,359,000 as of its most recent SEC filing.
Other institutional investors also recently bought and sold shares of the company. Bare Financial Services Inc lifted its position in GE Aerospace by 81.1% in the 2nd quarter. Bare Financial Services Inc now owns 96 shares of the company’s stock valued at $25,000 after acquiring an additional 43 shares in the last quarter. REAP Financial Group LLC purchased a new position in shares of GE Aerospace in the third quarter worth $25,000. Marquette Asset Management LLC bought a new stake in GE Aerospace in the 3rd quarter worth about $26,000. Lavaca Capital LLC raised its position in GE Aerospace by 1,666.7% in the 2nd quarter. Lavaca Capital LLC now owns 106 shares of the company’s stock worth $27,000 after buying an additional 100 shares during the last quarter. Finally, Barnes Dennig Private Wealth Management LLC lifted its stake in 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 acquiring an additional 53 shares during the period. 74.77% of the stock is owned by hedge funds and other institutional investors.
Trending Headlines about GE Aerospace
Here are the key news stories impacting GE Aerospace this week:
- Positive Sentiment: Huge commercial win — United Airlines picked GE’s GEnx engines for new Boeing 787s (300 engines plus spares), a long‑term OEM and aftermarket revenue driver that expands GE’s installed base and service backlog. United Airlines selects GE Aerospace (GE)’s GEnx Engines for Boeing 787
- Positive Sentiment: AI/data advantage — GE teamed with Palantir on an AI-driven jet‑engine contract, signaling investment in predictive maintenance and digital services that can raise aftermarket margins and stickiness with airline customers. GE Aerospace teams with Palantir on AI-driven jet-engine contract
- Positive Sentiment: Defense program traction — GE and Kratos won a U.S. Air Force award to design an engine for expendable Collaborative Combat Aircraft (GEK1500 preliminary design), adding defense pipeline and low‑unit‑cost engine expertise. Kratos and GE Aerospace Win U.S. Air Force Award
- Positive Sentiment: Analyst momentum — Zacks upgraded GE to a Strong Buy and recent bullish initiations and coverage (Morgan Stanley, other buy-side notes) are lifting sentiment and estimate revisions, supporting multiple expansion. GE (GE) Upgraded to Strong Buy
- Neutral Sentiment: Commercial commitments and partner mentions (American’s long‑term commitment to CFM engines; coverage of GE in AI/infrastructure themes) underscore broader demand but are more medium‑term catalysts than immediate earnings drivers. American Makes Long-Term Commitment to GE Engines
- Negative Sentiment: Competitive pressure — RTX/Pratt & Whitney developments (new fighter engine efforts) remind investors of defense market competition that could affect future military engine awards and margin dynamics. RTX post sparks buzz as Pratt & Whitney vies to power stealthy Mach 2 jet
Insider Buying and Selling
Analysts Set New Price Targets
A number of analysts have recently commented on GE shares. UBS Group set a $374.00 price target on shares of GE Aerospace and gave the stock a “buy” rating in a research note on Friday, January 23rd. Weiss Ratings reaffirmed a “buy (b)” rating on shares of GE Aerospace in a research report on Thursday, January 22nd. JPMorgan Chase & Co. increased their price target on GE Aerospace from $325.00 to $335.00 and gave the company an “overweight” rating in a report on Monday, January 26th. Citigroup reaffirmed a “buy” rating and issued a $380.00 price objective (up from $378.00) on shares of GE Aerospace in a report on Friday, January 23rd. Finally, Wolfe Research increased their target price on GE Aerospace from $340.00 to $360.00 and gave the company an “outperform” rating in a report on Monday, January 12th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, one has given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $329.29.
View Our Latest Stock Analysis on GE
GE Aerospace Trading Up 2.1%
Shares of GE stock opened at $346.27 on Wednesday. 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 company has a market cap of $363.18 billion, a price-to-earnings ratio of 42.54, a PEG ratio of 3.13 and a beta of 1.40. GE Aerospace has a 1 year low of $159.36 and a 1 year high of $346.80. The firm has a fifty day moving average price of $315.32 and a 200-day moving average price of $300.39.
GE Aerospace (NYSE:GE – Get Free Report) last released its earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share for the quarter, beating the consensus estimate of $1.43 by $0.14. The company had revenue of $11.90 billion for the quarter, compared to the consensus estimate of $11.27 billion. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.GE Aerospace’s quarterly revenue was up 17.6% compared to the same quarter last year. During the same period in the previous year, the business earned $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, equities analysts predict that GE Aerospace will post 5.4 earnings per share for the current year.
GE Aerospace Increases Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Monday, April 27th. Investors of record on Monday, March 9th will be paid a dividend of $0.47 per share. This is a boost 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 0.5%. GE Aerospace’s dividend payout ratio is presently 17.69%.
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.
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