Hennion & Walsh Asset Management Inc. Boosts Stake in GE Aerospace $GE

Hennion & Walsh Asset Management Inc. grew its position in shares of GE Aerospace (NYSE:GE) by 30.9% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 38,568 shares of the company’s stock after buying an additional 9,095 shares during the quarter. Hennion & Walsh Asset Management Inc.’s holdings in GE Aerospace were worth $11,880,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Diversified Trust Co raised its stake 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 during the period. Cadinha & Co. LLC grew its position in GE Aerospace by 154.8% during 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 during the period. Czech National Bank increased its holdings 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 during the last quarter. Phoenix Financial Ltd. increased its holdings in GE Aerospace by 34.3% during the third quarter. Phoenix Financial Ltd. now owns 22,632 shares of the company’s stock worth $6,808,000 after buying an additional 5,775 shares during the last quarter. Finally, Integrity Financial Corp WA bought a new stake in GE Aerospace in the third quarter worth about $481,000. Hedge funds and other institutional investors own 74.77% of the company’s stock.

Insider Buying and Selling at GE Aerospace

In other news, SVP Russell Stokes sold 30,363 shares of the 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 of the company’s stock, valued at approximately $46,103,507.98. This represents a 16.79% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, SVP Amy L. Gowder sold 4,000 shares of the firm’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $305.73, for a total transaction of $1,222,920.00. Following the completion of the transaction, 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 ownership of the stock. 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 quarter. 0.19% of the stock is currently owned by corporate insiders.

GE Aerospace Trading Up 0.1%

Shares of GE stock opened at $283.00 on Monday. The stock has a market capitalization of $296.81 billion, a price-to-earnings ratio of 34.77, a PEG ratio of 2.61 and a beta of 1.36. The company’s fifty day simple moving average is $314.11 and its two-hundred day simple moving average is $306.87. GE Aerospace has a 1 year low of $159.36 and a 1 year high of $348.48. The company has a debt-to-equity ratio of 1.00, a current ratio of 1.04 and a quick ratio of 0.74.

GE Aerospace (NYSE:GE) last posted its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, topping analysts’ consensus estimates of $1.43 by $0.14. The firm 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 business’s revenue for the quarter was up 17.6% on a year-over-year basis. During the same period last year, the company earned $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, analysts anticipate that GE Aerospace will post 5.4 earnings per share for the current 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 $0.47 dividend. The ex-dividend date is Monday, March 9th. This represents a $1.88 annualized dividend and a yield of 0.7%. This is an increase from GE Aerospace’s previous quarterly dividend of $0.36. GE Aerospace’s dividend payout ratio is 23.10%.

Analyst Ratings Changes

A number of research analysts have weighed in on the stock. Weiss Ratings reiterated a “buy (b)” rating on shares of GE Aerospace in a research note on Thursday, January 22nd. JPMorgan Chase & Co. lifted their price target on shares of GE Aerospace from $325.00 to $335.00 and gave the stock an “overweight” rating in a report on Monday, January 26th. Zacks Research downgraded GE Aerospace from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, March 24th. BNP Paribas Exane reduced their price objective on GE Aerospace from $305.00 to $290.00 and set an “underperform” rating for the company in a report on Friday, January 23rd. Finally, Deutsche Bank Aktiengesellschaft raised 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. Sixteen equities research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $331.12.

Trending Headlines about GE Aerospace

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

• Positive Sentiment: Jim Cramer singled out GE Aerospace as a “huge winner,” which has driven investor interest and helped the stock’s recent outperformance. Read More.
• Positive Sentiment: GE Aerospace is planning a €110 million European site expansion with workforce development — a capacity and supply-chain investment that supports higher production for recovering commercial aviation demand. Read More.
• Positive Sentiment: Market commentary highlights aviation strength as a tailwind for GE Aerospace and S&P futures, reinforcing demand expectations for engines, services and aftermarket revenue. Read More.
• Neutral Sentiment: An industry comparison reviews how GE’s engine families stack up against Rolls‑Royce’s Trent series — useful context on competitiveness but not an immediate catalyst unless product wins or specs change market share. Read More.
• Negative Sentiment: Zacks Research downgraded GE Aerospace from “strong-buy” to “hold,” a change that can pressure sentiment and trigger short-term selling by momentum-focused investors. Read More.
• Negative Sentiment: Competitive dynamics: coverage of RTX/Pratt & Whitney highlights how rival engine programs and strong aftermarket services at competitors could limit GE Aerospace’s share gains and margin expansion in some segments. Read More.

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.