Stevens Capital Management LP Buys Shares of 3,011 GE Aerospace $GE

Stevens Capital Management LP bought a new position in shares of GE Aerospace (NYSE:GE) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 3,011 shares of the company’s stock, valued at approximately $927,000.

Other large investors have also modified their holdings of the company. Brighton Jones LLC raised its position in shares of GE Aerospace by 25.3% during the 4th quarter. Brighton Jones LLC now owns 12,008 shares of the company’s stock worth $2,003,000 after purchasing an additional 2,421 shares during the last quarter. Revolve Wealth Partners LLC grew its holdings in GE Aerospace by 7.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 2,251 shares of the company’s stock valued at $375,000 after buying an additional 150 shares during the last quarter. Sivia Capital Partners LLC increased its position in GE Aerospace by 4.6% during the second quarter. Sivia Capital Partners LLC now owns 4,337 shares of the company’s stock worth $1,116,000 after buying an additional 191 shares in the last quarter. Main Street Financial Solutions LLC raised its holdings in shares of GE Aerospace by 348.6% in the second quarter. Main Street Financial Solutions LLC now owns 5,899 shares of the company’s stock worth $1,518,000 after acquiring an additional 4,584 shares during the last quarter. Finally, HUB Investment Partners LLC raised its holdings in shares of GE Aerospace by 4.2% in the second quarter. HUB Investment Partners LLC now owns 9,035 shares of the company’s stock worth $2,326,000 after acquiring an additional 366 shares during the last quarter. 74.77% of the stock is currently owned by institutional investors and hedge funds.

GE Aerospace Price Performance

Shares of NYSE:GE opened at $286.81 on Wednesday. The company has a market cap of $299.24 billion, a P/E ratio of 35.32, a P/E/G ratio of 2.61 and a beta of 1.36. The business has a fifty day simple moving average of $304.50 and a 200-day simple moving average of $306.28. GE Aerospace has a 52 week low of $205.92 and a 52 week high of $348.48. The company has a quick ratio of 0.70, a current ratio of 1.01 and a debt-to-equity ratio of 0.99.

GE Aerospace (NYSE:GE) last released its earnings results on Tuesday, April 21st. The company reported $1.86 earnings per share for the quarter, topping the consensus estimate of $1.60 by $0.26. GE Aerospace had a return on equity of 37.99% and a net margin of 17.86%.The firm had revenue of $11.61 billion for the quarter, compared to the consensus estimate of $11.61 billion. During the same period in the prior year, the business posted $1.49 earnings per share. The firm’s revenue for the quarter was up 24.6% compared to the same quarter last year. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Equities research analysts forecast that GE Aerospace will post 7.46 EPS for the current year.

GE Aerospace Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, April 27th. Stockholders of record on Monday, March 9th were issued a dividend of $0.47 per share. This represents a $1.88 annualized dividend and a dividend yield of 0.7%. The ex-dividend date was Monday, March 9th. This is an increase from GE Aerospace’s previous quarterly dividend of $0.36. GE Aerospace’s payout ratio is currently 23.15%.

Trending Headlines about GE Aerospace

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

• Positive Sentiment: GE signed an F404 engine deal with Türkiye’s TAI to power the country’s advanced jet trainer — a direct commercial win that supports aftermarket revenue, production cadence and geopolitical diversification for GE Aerospace. TAI, GE Aerospace ink F404 engine deal for Türkiye’s advanced jet trainer
• Positive Sentiment: Recent quarterly results and outlook remain a tailwind: GE Aerospace beat EPS estimates, reported strong year‑over‑year revenue growth, and set FY‑2026 EPS guidance (7.10–7.40), supporting higher valuation expectations and investor confidence. (Company reports)
• Positive Sentiment: Heightened investor interest in defense names — including reported congressional buying and signs of stabilization in aerospace & defense ETFs — is lifting the group and benefiting prime defense suppliers like GE Aerospace. Congressman Buys Defense Stocks As Middle East Tensions Continues: Here Are The Companies Defense Stocks Are Stabilizing. When to Buy.
• Neutral Sentiment: Market commentary is mixed on valuation — some analysts ask whether GE’s strong multi‑year rally leaves upside limited in the near term, making the stock more sensitive to execution and guidance beats. Is It Too Late To Consider General Electric (GE) After Its Strong Multi Year Rally?
• Neutral Sentiment: Leadership change: Gayatri Rath has exited GE Aerospace after five years; this appears to be a routine personnel move rather than a strategic shift, but investors will watch any follow‑up on succession and continuity. Gayatri Rath exits GE Aerospace after five-year stint
• Negative Sentiment: Technicals and valuation risks: the stock still trades below its 50‑ and 200‑day moving averages and carries a relatively rich P/E and PEG versus some industrial peers, leaving room for short‑term pullbacks if broader market sentiment cools.

Analysts Set New Price Targets

GE has been the topic of a number of analyst reports. UBS Group decreased their price objective on GE Aerospace from $357.00 to $350.00 and set a “buy” rating on the stock in a research note on Wednesday, April 22nd. President Capital reduced their target price on shares of GE Aerospace from $355.00 to $342.00 and set a “buy” rating on the stock in a report on Wednesday, April 22nd. Zacks Research cut shares of GE Aerospace from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, March 24th. Daiwa Securities Group started coverage on shares of GE Aerospace in a report on Tuesday, March 31st. They set a “neutral” rating and a $301.00 price target for the company. Finally, Wolfe Research boosted their price objective on shares of GE Aerospace from $340.00 to $360.00 and gave the company an “outperform” rating in a research report on Monday, January 12th. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $349.89.

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.