Mar Vista Investment Partners LLC Has $25.22 Million Stake in GE Aerospace $GE

Mar Vista Investment Partners LLC reduced its position in shares of GE Aerospace (NYSE:GE) by 28.6% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 83,823 shares of the company’s stock after selling 33,571 shares during the quarter. GE Aerospace accounts for approximately 2.2% of Mar Vista Investment Partners LLC’s investment portfolio, making the stock its 24th biggest holding. Mar Vista Investment Partners LLC’s holdings in GE Aerospace were worth $25,216,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of GE. Diversified Trust Co grew its position in shares of GE Aerospace by 21.3% during the 3rd quarter. Diversified Trust Co now owns 32,021 shares of the company’s stock worth $9,633,000 after purchasing an additional 5,625 shares in the last quarter. Cadinha & Co. LLC raised its position in shares of GE Aerospace by 154.8% in the third quarter. Cadinha & Co. LLC now owns 97,280 shares of the company’s stock valued at $29,264,000 after buying an additional 59,106 shares in the last quarter. Police & Firemen s Retirement System of New Jersey boosted its stake in shares of GE Aerospace by 1.8% in the second quarter. Police & Firemen s Retirement System of New Jersey now owns 159,682 shares of the company’s stock valued at $41,101,000 after buying an additional 2,779 shares during the period. Czech National Bank grew its position in GE Aerospace by 3.3% during the third quarter. Czech National Bank now owns 269,330 shares of the company’s stock worth $81,020,000 after buying an additional 8,668 shares in the last quarter. Finally, Phoenix Financial Ltd. increased its stake in GE Aerospace by 34.3% during the 3rd quarter. Phoenix Financial Ltd. now owns 22,632 shares of the company’s stock worth $6,808,000 after acquiring an additional 5,775 shares during the period. Institutional investors own 74.77% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have recently weighed in on GE. TD Cowen upped their target price on GE Aerospace from $330.00 to $350.00 and gave the company a “buy” rating in a research report on Wednesday, January 14th. BNP Paribas Exane decreased 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. Weiss Ratings reaffirmed a “buy (b)” rating on shares of GE Aerospace in a research report on Thursday, January 22nd. Wall Street Zen downgraded shares of GE Aerospace from a “buy” rating to a “hold” rating in a research note on Saturday, February 21st. Finally, Zacks Research raised shares of GE Aerospace from a “hold” rating to a “strong-buy” rating in a report on Tuesday, January 27th. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $329.29.

GE Aerospace Stock Performance

GE Aerospace stock opened at $343.37 on Thursday. The company has a quick ratio of 0.74, a current ratio of 1.04 and a debt-to-equity ratio of 1.00. The stock has a market cap of $360.13 billion, a PE ratio of 42.18, a P/E/G ratio of 3.19 and a beta of 1.40. GE Aerospace has a 12-month low of $159.36 and a 12-month high of $348.48. The business’s 50-day moving average price is $316.35 and its two-hundred day moving average price is $300.69.

GE Aerospace (NYSE:GE) last posted its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share for the quarter, beating analysts’ consensus estimates of $1.43 by $0.14. The company had revenue of $11.90 billion for the quarter, compared to the consensus estimate of $11.27 billion. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The firm’s quarterly revenue was up 17.6% compared to the same quarter last year. During the same period last year, the company posted $1.32 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, analysts expect that GE Aerospace will post 5.4 earnings per share for the current fiscal year.

GE Aerospace Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, April 27th. Shareholders of record on Monday, March 9th will be paid a dividend of $0.47 per share. The ex-dividend date of this dividend is Monday, March 9th. This is a boost from GE Aerospace’s previous quarterly dividend of $0.36. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.5%. GE Aerospace’s payout ratio is presently 17.69%.

Key Stories Impacting GE Aerospace

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

• Positive Sentiment: GE announced a partnership with Palantir to bring AI capabilities to a U.S. defense jet‑engine contract — this could improve maintenance, performance analytics and sticky long‑term defense revenue. GE Aerospace Is Linking Up with Palantir. Should You Buy GE Stock Here?
• Positive Sentiment: United Airlines selected 300 GEnx engines (plus spares) for new Boeing 787s — a material commercial order that supports revenue visibility for GE’s civil engines business. United Airlines selects GE Aerospace (GE)’s GEnx Engines for Boeing 787
• Positive Sentiment: GE expanded its Collaborative Combat Aircraft (CCA) engine work with Kratos and the USAF — strengthening defense backlog and R&D partnerships in next‑gen propulsion. GE-Kratos-USAF Deal Expands CCA Engine Agreement
• Positive Sentiment: Analyst upgrades and comparisons show bullish momentum — Zacks upgraded GE to Strong Buy and several notes contrast GE’s stronger growth vs. peers like RTX, supporting investor optimism. GE (GE) Upgraded to Strong Buy: Here’s What You Should Know
• Neutral Sentiment: Kratos’ own recent contract wins (including work with GE on the GEK1500) highlight partner ecosystem strength but don’t directly change GE’s top‑line yet. Kratos Contract Wins Deepen Role In Hypersonics Propulsion And Space Systems
• Neutral Sentiment: Macro/sector themes — analysts note AI could lower aerospace costs and lift margins over time, a structural tailwind but not an immediate earnings catalyst. GE and 5 More Stocks That Can Win as AI Shakes Up the Economy
• Negative Sentiment: Valuation is stretched (high P/E vs. peers) and the stock is near its 1‑year high — that invites profit‑taking and sensitivity to any execution or guidance misses. How Is GE Aerospace’s Stock Performance Compared to Other Aerospace & Defense Stocks?
• Negative Sentiment: Competitive pressure: rivals (Pratt & Whitney/RTX) have engine programs and backlogs that could win future platforms, so GE must convert current wins into long‑term share. RTX post sparks buzz as Pratt & Whitney vies to power stealthy Mach 2 jet

Insiders Place Their Bets

In related news, SVP Amy L. Gowder sold 4,000 shares of the firm’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $305.73, for a total transaction of $1,222,920.00. Following the sale, the senior vice president owned 16,535 shares of the company’s stock, valued at $5,055,245.55. This trade represents a 19.48% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, SVP Russell Stokes sold 30,363 shares of the business’s 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 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 position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 37,398 shares of company stock valued at $11,455,491. 0.21% of the stock is currently owned by 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.