Okabena Investment Services Inc. Has $2.76 Million Holdings in GE Aerospace $GE

Okabena Investment Services Inc. reduced its position in shares of GE Aerospace (NYSE:GE) by 35.4% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 9,172 shares of the company’s stock after selling 5,023 shares during the period. Okabena Investment Services Inc.’s holdings in GE Aerospace were worth $2,759,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of the company. Diversified Trust Co lifted its position in GE Aerospace by 21.3% during the 3rd quarter. Diversified Trust Co now owns 32,021 shares of the company’s stock valued at $9,633,000 after purchasing an additional 5,625 shares during the period. Cadinha & Co. LLC grew its holdings in GE Aerospace by 154.8% during the 3rd quarter. Cadinha & Co. LLC now owns 97,280 shares of the company’s stock worth $29,264,000 after acquiring an additional 59,106 shares during the period. Police & Firemen s Retirement System of New Jersey grew its holdings in GE Aerospace by 1.8% during the 2nd quarter. Police & Firemen s Retirement System of New Jersey now owns 159,682 shares of the company’s stock worth $41,101,000 after acquiring an additional 2,779 shares during the period. Czech National Bank boosted its stake in GE Aerospace by 3.3% during the 3rd quarter. Czech National Bank now owns 269,330 shares of the company’s stock worth $81,020,000 after acquiring an additional 8,668 shares during the last quarter. Finally, Phoenix Financial Ltd. grew its holdings in GE Aerospace by 34.3% during the third quarter. Phoenix Financial Ltd. now owns 22,632 shares of the company’s stock valued at $6,808,000 after purchasing an additional 5,775 shares during the period. Institutional investors own 74.77% of the company’s stock.

Trending Headlines about GE Aerospace

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

• Positive Sentiment: Q4 beat and forward guidance: GE Aerospace reported EPS and revenue above expectations and set FY2026 guidance of $7.10–$7.40, reinforcing growth and margin outlook for the next year.
• Positive Sentiment: AI/data partnership with Palantir to support USAF training-fleet readiness — strengthens digital analytics for engine health and could improve aftermarket services and contract wins. GE Aerospace Partners With Palantir on AI Jet Engine Contract
• Positive Sentiment: Won first digital TrueChoice Defense deal for the J85 engine — a foothold for digital aftermarket solutions in military engines that can scale to other platforms. GE wins first digital TrueChoice Defense deal for J85 engine
• Positive Sentiment: Aftermarket/MRO expansion: Coverage highlights GE’s >$1B investments to scale MRO capacity as LEAP deliveries and shop visits rise — supports higher recurring aftermarket revenue and margins. Can GE’s Growth Investments Create Long-Term Value for Investors?
• Positive Sentiment: Market momentum/coverage: Recent pieces note GE stock reaching new highs and being in buy zones after recovery from a sell-off — positive technical and sentiment signal for momentum investors. GE Stock Jets To A New High. A Natural Gas Name Joins It.
• Positive Sentiment: Industry tailwinds: A new additive manufacturing industry report cites expanding use of metal/polymer 3D printing across aerospace and names GE Aerospace among key adopters — potential cost and supply-chain advantages. AM Applications (Metal and Polymer Parts) Industry Research Report 2025-2034
• Neutral Sentiment: GE expands use of Aireon space-based ADS‑B data — operational improvement for traffic/flight monitoring; helpful but incremental to near-term financials. Press Release: GE expands use of Aireon’s space-based ADS-B data
• Neutral Sentiment: Recruiting/PR: Military Officer Leadership Program and facility “behind the scenes” coverage improve talent pipeline and brand but have limited immediate financial impact. Military Officer Leadership Program though GE Aerospace Behind the scenes of GE Aerospace facility
• Negative Sentiment: Valuation/questions: Commentary in Forbes asks whether the rally makes GE too expensive for new buyers — raises short-term risk if growth or margin execution slips. GE Stock Is Soaring—Is It Too Late To Jump In?
• Negative Sentiment: Macro/market skepticism: Broader warnings about AI-driven market froth (Michael Burry commentary) can pressure high‑multiple industrials if risk appetite falls. ‘Big Short’ Investor Michael Burry Draws Parallel Between Nvidia and This 1920s Era Hot Stock

Analyst Upgrades and Downgrades

A number of brokerages have recently weighed in on GE. JPMorgan Chase & Co. lifted their price target on shares of GE Aerospace from $325.00 to $335.00 and gave the stock an “overweight” rating in a research report on Monday, January 26th. Wall Street Zen lowered GE Aerospace from a “buy” rating to a “hold” rating in a report on Saturday, February 21st. Wolfe Research lifted their price target on shares of GE Aerospace from $340.00 to $360.00 and gave the company an “outperform” rating in a research note on Monday, January 12th. Deutsche Bank Aktiengesellschaft increased their price objective on shares of GE Aerospace from $375.00 to $387.00 and gave the stock a “buy” rating in a research report on Friday, January 23rd. Finally, BNP Paribas Exane cut their price objective on shares of GE Aerospace from $305.00 to $290.00 and set an “underperform” rating on the stock in a research 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 company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $329.29.

GE Aerospace Trading Up 0.2%

Shares of NYSE:GE opened at $341.55 on Friday. The company’s 50-day moving average price is $317.81 and its two-hundred day moving average price is $301.58. GE Aerospace has a one year low of $159.36 and a one year high of $348.48. 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 $358.22 billion, a PE ratio of 41.96, a price-to-earnings-growth ratio of 3.16 and a beta of 1.40.

GE Aerospace (NYSE:GE) last announced its quarterly earnings data 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. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.The company had revenue of $11.90 billion during the quarter, compared to analysts’ expectations of $11.27 billion. During the same quarter last year, the company earned $1.32 EPS. GE Aerospace’s revenue for the quarter was up 17.6% compared to the same quarter last year. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, equities analysts forecast that GE Aerospace will post 5.4 EPS for the current fiscal year.

GE Aerospace Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, April 27th. Stockholders of record on Monday, March 9th will be paid a dividend of $0.47 per share. The ex-dividend date is Monday, March 9th. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.6%. This is an increase from GE Aerospace’s previous quarterly dividend of $0.36. GE Aerospace’s dividend payout ratio (DPR) is currently 17.69%.

Insider Activity at GE Aerospace

In other news, SVP Amy L. Gowder sold 4,000 shares of GE Aerospace stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $305.73, for a total value of $1,222,920.00. Following the completion of the transaction, the senior vice president owned 16,535 shares of the company’s stock, valued at $5,055,245.55. This trade represents a 19.48% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, SVP Russell Stokes sold 30,363 shares of the business’s stock in a transaction dated Friday, January 30th. The stock was sold at an average price of $306.47, for a total transaction of $9,305,348.61. Following the transaction, the senior vice president owned 150,434 shares in the company, valued at $46,103,507.98. This represents a 16.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 37,398 shares of company stock valued at $11,455,491. 0.21% of the stock is 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.