Westerkirk Capital Inc. Makes New Investment in GE Aerospace $GE

Westerkirk Capital Inc. acquired a new stake in GE Aerospace (NYSE:GE) during the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 1,955 shares of the company’s stock, valued at approximately $588,000.

A number of other institutional investors and hedge funds have also recently modified their holdings of GE. Bleakley Financial Group LLC lifted its holdings in GE Aerospace by 13.4% during the 3rd quarter. Bleakley Financial Group LLC now owns 45,453 shares of the company’s stock worth $13,673,000 after buying an additional 5,363 shares during the last quarter. OneDigital Investment Advisors LLC raised its position in shares of GE Aerospace by 1.0% during the 3rd quarter. OneDigital Investment Advisors LLC now owns 25,987 shares of the company’s stock worth $7,817,000 after acquiring an additional 267 shares in the last quarter. Intrust Bank NA raised its position in shares of GE Aerospace by 3.4% during the 3rd quarter. Intrust Bank NA now owns 9,517 shares of the company’s stock worth $2,863,000 after acquiring an additional 314 shares in the last quarter. Journey Advisory Group LLC lifted its stake in GE Aerospace by 13.9% during the third quarter. Journey Advisory Group LLC now owns 32,292 shares of the company’s stock worth $9,714,000 after purchasing an additional 3,945 shares during the last quarter. Finally, Advyzon Investment Management LLC boosted its holdings in GE Aerospace by 79.5% in the third quarter. Advyzon Investment Management LLC now owns 3,615 shares of the company’s stock valued at $1,088,000 after purchasing an additional 1,601 shares in the last quarter. Institutional investors and hedge funds own 74.77% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have weighed in on GE. Sanford C. Bernstein reissued an “outperform” rating on shares of GE Aerospace in a report on Monday, October 27th. Citigroup restated a “buy” rating and issued a $380.00 price objective (up previously from $378.00) on shares of GE Aerospace in a research note on Friday, January 23rd. Deutsche Bank Aktiengesellschaft lifted their target price on GE Aerospace from $375.00 to $387.00 and gave the stock a “buy” rating in a research report on Friday, January 23rd. Weiss Ratings reissued a “buy (b)” rating on shares of GE Aerospace in a research report on Thursday, January 22nd. Finally, BNP Paribas Exane cut their price target on 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 investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, GE Aerospace presently has an average rating of “Moderate Buy” and a consensus price target of $329.29.

GE Aerospace Price Performance

GE Aerospace stock opened at $342.54 on Monday. 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 business has a 50 day simple moving average of $313.63 and a 200-day simple moving average of $299.42. GE Aerospace has a 12 month low of $159.36 and a 12 month high of $344.30. The stock has a market capitalization of $359.26 billion, a PE ratio of 42.08, a price-to-earnings-growth ratio of 3.17 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 (EPS) for the quarter, beating the consensus estimate of $1.43 by $0.14. The company had revenue of $11.90 billion for the quarter, compared to analysts’ expectations of $11.27 billion. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. GE Aerospace’s revenue was up 17.6% compared to the same quarter last year. During the same period in the previous year, the company posted $1.32 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Equities analysts predict that GE Aerospace will post 5.4 earnings per share for the current year.

GE Aerospace Increases Dividend

The firm also recently announced 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. This is a positive change from GE Aerospace’s previous quarterly dividend of $0.36. The ex-dividend date of this dividend is Monday, March 9th. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.5%. GE Aerospace’s dividend payout ratio (DPR) is currently 17.69%.

GE Aerospace News Summary

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

• Positive Sentiment: Morgan Stanley initiated coverage of GE Aerospace with an Overweight rating and a $425 price target, arguing the market underestimates GE’s long‑term free cash flow and pricing power — a clear analyst-driven bullish catalyst. Morgan Stanley initiates GE Aerospace stock with overweight rating
• Positive Sentiment: Media coverage is spotlighting GE’s new “AI Wingmate” program — AI tools for inspections and predictive maintenance that could lower airline downtime and support services revenue growth, boosting investor sentiment around recurring aftermarket cash flows. GE Aerospace readies for liftoff with wild new AI wingmate
• Positive Sentiment: Reports note GE signed a significant engine order with United Airlines (and dealer/airline comments praising GE engines surfaced), reinforcing near‑term aftermarket and OEM revenue visibility. Contract wins like this support higher revenue and service attach rates. GE Aerospace, United Airlines ink big engine order
• Positive Sentiment: GE is partnering with Starfighters Space to support the STARLAUNCH I rocket program’s critical design review — a small but strategic aerospace collaboration that highlights GE’s broader aerospace engineering role and potential new revenue avenues. Starfighters and GE Progress STARLAUNCH Platform
• Neutral Sentiment: Technically, several market commentators flagged GE Aerospace entering a “buy range” and hitting all‑time highs — this momentum can attract trend‑following flows but also raises volatility risk on any pullback. Dow Jones Futures Fall Before Big Economic Data, Possible Trump Tariff Ruling; AI Leader Climbs, Cancer-Test Firm Crashes

Insider Activity

In related news, VP Robert M. Giglietti sold 3,035 shares of GE Aerospace stock in a transaction that occurred on Friday, January 30th. The stock was sold at an average price of $305.51, for a total value of $927,222.85. Following the sale, the vice president directly owned 10,583 shares in the company, valued at $3,233,212.33. The trade was a 22.29% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, SVP Russell Stokes sold 30,363 shares of the stock in a transaction on Friday, January 30th. The stock was sold at an average price of $306.47, for a total value of $9,305,348.61. Following the completion of the transaction, the senior vice president owned 150,434 shares of the company’s stock, valued at $46,103,507.98. The trade was a 16.79% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 37,398 shares of company stock valued at $11,455,491 in the last three months. 0.21% of the stock is currently owned by company insiders.

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.