GoalVest Advisory LLC lifted its holdings in GE Aerospace (NYSE:GE – Free Report) by 14,208.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,434 shares of the company’s stock after purchasing an additional 3,410 shares during the period. GoalVest Advisory LLC’s holdings in GE Aerospace were worth $1,058,000 at the end of the most recent reporting period.
A number of other large investors have also recently bought and sold shares of GE. REAP Financial Group LLC acquired a new stake in shares of GE Aerospace in the third quarter worth about $25,000. Marquette Asset Management LLC acquired a new position in shares of GE Aerospace during the 3rd quarter valued at about $26,000. Barnes Dennig Private Wealth Management LLC increased 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 acquiring an additional 53 shares during the last quarter. Bare Financial Services Inc raised its stake in shares of 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. Finally, Roble Belko & Company Inc raised its stake in shares of GE Aerospace by 98.1% in the 3rd quarter. Roble Belko & Company Inc now owns 103 shares of the company’s stock valued at $31,000 after acquiring an additional 51 shares in the last quarter. 74.77% of the stock is currently owned by institutional investors.
GE Aerospace Price Performance
NYSE GE opened at $291.29 on Friday. GE Aerospace has a twelve month low of $159.36 and a twelve month high of $348.48. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.74 and a current ratio of 1.04. The stock has a market capitalization of $305.51 billion, a PE ratio of 35.79, a P/E/G ratio of 2.78 and a beta of 1.36. The stock has a 50-day simple moving average of $318.19 and a 200 day simple moving average of $306.01.
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 $0.47 dividend. The ex-dividend date is Monday, March 9th. This is a positive change from GE Aerospace’s previous quarterly dividend of $0.36. This represents a $1.88 annualized dividend and a dividend yield of 0.6%. GE Aerospace’s dividend payout ratio is 23.10%.
More GE Aerospace News
Here are the key news stories impacting GE Aerospace this week:
- Positive Sentiment: Large Europe investment to expand capacity and hiring — GE announced more than €110M (reported as ~$127M in some outlets) to upgrade European manufacturing, add additive‑manufacturing capability and hire ~1,000 workers in 2026, which supports future engine production and MRO growth. Article Title
- Positive Sentiment: Defense tech partnership expansion — GE is broadening its tie-up with Palantir to use agentic AI for U.S. Air Force mission readiness, which can deepen defense backlog and differentiate its services/solutions. Article Title
- Positive Sentiment: Recent earnings and guidance remain supportive — GE Aerospace recently beat quarterly EPS and revenue estimates and set FY26 guidance (7.10–7.40 EPS), which underpins longer‑term earnings visibility even as spending ramps.
- Neutral Sentiment: Domestic facility investments — The company is also allocating capital to U.S. sites (including a Newark investment and ~$65M across three facilities), which is constructive for local capacity but increases near‑term capex. Article Title
- Neutral Sentiment: Executive pay adjustments — Coverage notes CEO Larry Culp’s compensation will be more modest in 2025 after an $88M payout prior year; governance and optics matter to some investors but this readjustment is mixed in impact. Article Title
- Negative Sentiment: Market reaction and near-term cash concern — The stock has pulled back as investors digest the scale and timing of the capital programs and hiring; some selling looks like valuation profit‑taking after recent gains. Article Title
- Negative Sentiment: Supply-chain & margin pressure risk — Coverage highlights a shift in rare‑earth sourcing and U.S. policy moves that could raise input costs or complicate defense sourcing/compliance from 2027 onward, a potential margin headwind for military engines and systems. Article Title
Insider Buying and Selling
In other GE Aerospace news, VP Robert M. Giglietti sold 3,035 shares of the stock in a transaction on Friday, January 30th. The shares were sold at an average price of $305.51, for a total value of $927,222.85. Following the completion of the sale, the vice president directly owned 10,583 shares of the company’s stock, valued at $3,233,212.33. This represents a 22.29% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, SVP Russell Stokes sold 30,363 shares of the firm’s stock in a transaction on 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 completion of the sale, 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 quarter, insiders have sold 37,398 shares of company stock valued at $11,455,491. 0.21% of the stock is owned by company insiders.
Analyst Ratings Changes
A number of brokerages have issued reports on GE. JPMorgan Chase & Co. upped their target price on GE Aerospace from $325.00 to $335.00 and gave the stock an “overweight” rating in a research report on Monday, January 26th. Citigroup reissued a “buy” rating and issued a $380.00 price target (up from $378.00) on shares of GE Aerospace in a research report on Friday, January 23rd. BNP Paribas Exane reduced their price objective on shares of GE Aerospace from $305.00 to $290.00 and set an “underperform” rating for the company in a research note on Friday, January 23rd. Susquehanna reaffirmed a “positive” rating and set a $380.00 price objective on shares of GE Aerospace in a report on Thursday, January 15th. Finally, Deutsche Bank Aktiengesellschaft upped their price objective on shares of GE Aerospace from $375.00 to $387.00 and gave the stock a “buy” rating in a report on Friday, January 23rd. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $331.12.
Check Out Our Latest Analysis on GE
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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