NorthCrest Asset Manangement LLC Grows Holdings in GE Aerospace $GE

NorthCrest Asset Manangement LLC increased its holdings in GE Aerospace (NYSE:GE) by 39.2% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,417 shares of the company’s stock after acquiring an additional 1,806 shares during the quarter. NorthCrest Asset Manangement LLC’s holdings in GE Aerospace were worth $1,936,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also bought and sold shares of the business. Wealth Enhancement Advisory Services LLC increased its stake in shares of GE Aerospace by 0.3% during the third quarter. Wealth Enhancement Advisory Services LLC now owns 625,882 shares of the company’s stock valued at $188,854,000 after purchasing an additional 2,068 shares in the last quarter. DeDora Capital Inc. grew its stake in shares of GE Aerospace by 2.9% in the 3rd quarter. DeDora Capital Inc. now owns 3,157 shares of the company’s stock worth $950,000 after buying an additional 90 shares during the last quarter. JCIC Asset Management Inc. bought a new position in GE Aerospace during the 3rd quarter valued at approximately $3,538,000. Intrua Financial LLC raised its stake in GE Aerospace by 66.6% during the third quarter. Intrua Financial LLC now owns 3,174 shares of the company’s stock valued at $955,000 after buying an additional 1,269 shares during the last quarter. Finally, Rovin Capital UT ADV purchased a new position in GE Aerospace during the third quarter valued at $218,000. Institutional investors own 74.77% of the company’s stock.

Key GE Aerospace News

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

• Positive Sentiment: Zacks expects double‑digit Q4 revenue growth driven by strong engine demand, services strength and defense momentum — a setup for a potential earnings beat. Zacks Q4 preview
• Positive Sentiment: Coverage of GE’s engine overhaul business and the Delta GEnx deal highlights stronger aftermarket and services revenue potential — bullish for long‑term margins and recurring cash flow. Yahoo article on overhaul/Delta deal
• Positive Sentiment: Jim Cramer publicly flagged GE Aerospace as a favorite ahead of earnings, calling the upcoming print likely “spectacular” given backlog — positive media attention that can support buyer interest. Cramer on GE
• Positive Sentiment: Articles highlighting multi‑year shareholder returns underscore the stock’s strong performance over the last five years, which attracts momentum investors. Benzinga 5‑year performance
• Neutral Sentiment: Roundups of recent research reports provide varied analyst views but no consensus catalyst beyond expectations for a strong quarter. Research reports roundup
• Neutral Sentiment: Q4 preview pieces outline what to watch in the print (revenue, services, margin trends) but mainly reiterate upside drivers rather than new information. MSN earnings preview
• Neutral Sentiment: GE Foundation extended a partnership with the University of Cincinnati to support engineering talent — a positive long‑term talent pipeline story but unlikely to move near‑term results. BizJournal on UC partnership
• Negative Sentiment: Several analysts and previews highlight elevated expectations heading into the report; that raises risk of a pullback if results or guidance disappoint. Combined with a high P/E and recent run, some investors are taking profits. TipRanks pre‑earnings note

Wall Street Analyst Weigh In

A number of research firms have recently commented on GE. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $350.00 target price on shares of GE Aerospace in a research note on Wednesday, October 8th. Wall Street Zen downgraded shares of GE Aerospace from a “buy” rating to a “hold” rating in a research report on Saturday, January 3rd. Citigroup decreased their target price on shares of GE Aerospace from $386.00 to $378.00 and set a “buy” rating for the company in a report on Tuesday, January 13th. Zacks Research downgraded shares of GE Aerospace from a “strong-buy” rating to a “hold” rating in a research note on Friday, September 26th. Finally, Sanford C. Bernstein reiterated an “outperform” rating on shares of GE Aerospace in a report on Monday, October 27th. Sixteen equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, GE Aerospace has an average rating of “Moderate Buy” and a consensus price target of $314.00.

Insider Buying and Selling at GE Aerospace

In other news, SVP Russell Stokes sold 8,000 shares of the firm’s stock in a transaction on 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 transaction, the senior vice president directly owned 150,434 shares in the company, valued at $44,785,706.14. This trade represents a 5.05% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. 0.21% of the stock is owned by insiders.

GE Aerospace Price Performance

GE opened at $311.98 on Wednesday. The company’s 50-day simple moving average is $305.28 and its two-hundred day simple moving average is $291.62. The company has a debt-to-equity ratio of 0.99, a quick ratio of 0.76 and a current ratio of 1.08. The stock has a market capitalization of $329.08 billion, a P/E ratio of 41.65, a P/E/G ratio of 2.22 and a beta of 1.40. GE Aerospace has a 52-week low of $159.36 and a 52-week high of $332.79.

GE Aerospace (NYSE:GE) last announced its quarterly earnings results on Tuesday, October 21st. The company reported $1.66 EPS for the quarter, topping analysts’ consensus estimates of $1.46 by $0.20. The firm had revenue of $11.31 billion during the quarter, compared to analyst estimates of $10.29 billion. GE Aerospace had a net margin of 18.34% and a return on equity of 34.01%. The business’s revenue for the quarter was up 26.4% on a year-over-year basis. During the same period in the previous year, the business posted $1.15 earnings per share. As a group, analysts predict that GE Aerospace will post 5.4 EPS for the current year.

GE Aerospace Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, January 26th. Shareholders of record on Monday, December 29th will be paid a dividend of $0.36 per share. The ex-dividend date is Monday, December 29th. This represents a $1.44 dividend on an annualized basis and a yield of 0.5%. GE Aerospace’s payout ratio is currently 19.23%.

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.