Axxcess Wealth Management LLC Decreases Holdings in GE Aerospace $GE

Axxcess Wealth Management LLC trimmed its position in GE Aerospace (NYSE:GE) by 19.3% during the 3rd quarter, HoldingsChannel reports. The firm owned 17,948 shares of the company’s stock after selling 4,305 shares during the period. Axxcess Wealth Management LLC’s holdings in GE Aerospace were worth $5,399,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently made changes to their positions in GE. Jacobsen Capital Management boosted its stake in shares of GE Aerospace by 1.4% during the 3rd quarter. Jacobsen Capital Management now owns 2,295 shares of the company’s stock worth $690,000 after acquiring an additional 32 shares during the last quarter. Harfst & Associates Inc. lifted its position in GE Aerospace by 0.4% during the third quarter. Harfst & Associates Inc. now owns 7,444 shares of the company’s stock valued at $2,239,000 after purchasing an additional 33 shares in the last quarter. Ledyard National Bank grew its holdings in GE Aerospace by 1.2% during the third quarter. Ledyard National Bank now owns 2,754 shares of the company’s stock valued at $828,000 after purchasing an additional 33 shares during the period. Hardy Reed LLC increased its position in GE Aerospace by 0.7% in the third quarter. Hardy Reed LLC now owns 4,999 shares of the company’s stock worth $1,504,000 after buying an additional 33 shares in the last quarter. Finally, RMG Wealth Management LLC raised its stake in shares of GE Aerospace by 8.3% in the third quarter. RMG Wealth Management LLC now owns 442 shares of the company’s stock worth $132,000 after buying an additional 34 shares during the period. Hedge funds and other institutional investors own 74.77% of the company’s stock.

GE Aerospace Stock Up 0.7%

GE opened at $329.52 on Thursday. The company has a market capitalization of $345.60 billion, a PE ratio of 40.48, a price-to-earnings-growth ratio of 3.02 and a beta of 1.40. The firm has a 50-day simple moving average of $311.87 and a two-hundred day simple moving average of $298.32. The company has a quick ratio of 0.74, a current ratio of 1.04 and a debt-to-equity ratio of 1.00. 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 Thursday, January 22nd. The company reported $1.57 EPS for the quarter, beating analysts’ consensus estimates of $1.43 by $0.14. The company had revenue of $11.90 billion during the quarter, compared to analyst estimates of $11.27 billion. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.The firm’s revenue was up 17.6% on a year-over-year basis. During the same period in the prior year, the company earned $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Analysts forecast that GE Aerospace will post 5.4 earnings per share for the current fiscal year.

GE Aerospace Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, April 27th. Investors of record on Monday, March 9th will be given a $0.47 dividend. This is a boost from GE Aerospace’s previous quarterly dividend of $0.36. This represents a $1.88 annualized dividend and a yield of 0.6%. The ex-dividend date is Monday, March 9th. GE Aerospace’s dividend payout ratio (DPR) is presently 17.69%.

Key Headlines Impacting GE Aerospace

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

• Positive Sentiment: United placed a major order for GEnx engines for its 787 fleet (300 engines reported), which makes United the largest GEnx operator and expands GE Aerospace’s production and services backlog — a direct revenue and long‑cycle aftermarket opportunity. United Orders 300 GEnx Engines for 787s United Airlines to become largest GEnx engine operator in the world United Airlines picks GE Aerospace engines for historic Boeing Dreamliner order GE Aerospace and United ink big engine order
• Positive Sentiment: Activist investor Trian (Nelson Peltz) held its position in GE Aerospace in Q4 while trimming other holdings — a sign of continued institutional confidence and lower activist pressure on GE Aerospace specifically. That support can help limit downside from shareholder activism and supports a stability narrative. Activist Investor Nelson Peltz’ Trian Fund Cut Back On This Stock In Q4, But Held Steady On GE Aerospace
• Neutral Sentiment: Korter.ge launched new real‑estate analytics tools in Georgia — unrelated to GE Aerospace’s business and unlikely to affect the stock. Korter.ge Launches New Analytics Features

Analyst Ratings Changes

A number of research analysts recently issued reports on the company. Zacks Research raised shares of GE Aerospace from a “hold” rating to a “strong-buy” rating in a report on Tuesday, January 27th. Sanford C. Bernstein reissued an “outperform” rating on shares of GE Aerospace in a research note on Monday, October 27th. The Goldman Sachs Group lifted their target price on shares of GE Aerospace from $338.00 to $350.00 and gave the company a “buy” rating in a research note on Friday, January 23rd. Bank of America increased their price target on GE Aerospace from $310.00 to $365.00 and gave the stock a “buy” rating in a research note on Monday, October 27th. Finally, Deutsche Bank Aktiengesellschaft boosted their price objective on GE Aerospace from $375.00 to $387.00 and gave the company a “buy” rating in a research report on Friday, January 23rd. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $323.31.

Insider Activity at GE Aerospace

In other news, SVP Russell Stokes sold 30,363 shares of the business’s stock in a transaction dated Friday, January 30th. The shares were sold at an average price of $306.47, for a total value of $9,305,348.61. Following the sale, the senior vice president directly owned 150,434 shares in the company, valued at $46,103,507.98. The trade was a 16.79% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, VP Robert M. Giglietti sold 3,035 shares of the stock in a transaction dated Friday, January 30th. The shares were sold at an average price of $305.51, for a total transaction of $927,222.85. Following the completion of the transaction, the vice president directly owned 10,583 shares of the company’s stock, valued at approximately $3,233,212.33. The trade was a 22.29% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 37,398 shares of company stock valued at $11,455,491 over the last 90 days. 0.21% of the stock is owned by corporate insiders.

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.