Melfa Wealth Management Inc. Cuts Stock Position in GE Aerospace $GE

Melfa Wealth Management Inc. lessened its stake in shares of GE Aerospace (NYSE:GE) by 21.2% in the fourth quarter, Holdings Channel reports. The institutional investor owned 9,318 shares of the company’s stock after selling 2,500 shares during the period. GE Aerospace accounts for approximately 1.7% of Melfa Wealth Management Inc.’s portfolio, making the stock its 11th biggest position. Melfa Wealth Management Inc.’s holdings in GE Aerospace were worth $2,870,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also added to or reduced their stakes in the stock. REAP Financial Group LLC purchased a new stake in shares of GE Aerospace in the third quarter worth $25,000. Marquette Asset Management LLC purchased a new position in shares of GE Aerospace in the 3rd quarter worth about $26,000. Lavaca Capital LLC boosted its stake in GE Aerospace by 1,666.7% in the 2nd quarter. Lavaca Capital LLC now owns 106 shares of the company’s stock worth $27,000 after purchasing an additional 100 shares in the last quarter. Barnes Dennig Private Wealth Management LLC boosted its stake in GE Aerospace by 147.2% in the 3rd quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company’s stock worth $27,000 after purchasing an additional 53 shares in the last quarter. Finally, Roble Belko & Company Inc grew its position in GE Aerospace by 98.1% during the 3rd quarter. Roble Belko & Company Inc now owns 103 shares of the company’s stock valued at $31,000 after purchasing an additional 51 shares during the last quarter. Hedge funds and other institutional investors own 74.77% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have weighed in on GE shares. Deutsche Bank Aktiengesellschaft raised their price objective on shares of GE Aerospace from $375.00 to $387.00 and gave the company a “buy” rating in a research note on Friday, January 23rd. Wells Fargo & Company initiated coverage on shares of GE Aerospace in a report on Wednesday. They set an “overweight” rating and a $325.00 price target on the stock. Wall Street Zen raised shares of GE Aerospace from a “hold” rating to a “buy” rating in a research report on Saturday, March 21st. Zacks Research lowered shares of GE Aerospace from a “strong-buy” rating to a “hold” rating in a report on Tuesday, March 24th. Finally, Sanford C. Bernstein upped their price objective on GE Aerospace from $374.00 to $405.00 and gave the company an “outperform” rating in a research report on Tuesday, March 3rd. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $343.89.

GE Aerospace Price Performance

Shares of NYSE:GE opened at $280.92 on Friday. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.74 and a current ratio of 1.04. The firm has a market cap of $294.63 billion, a price-to-earnings ratio of 34.51, a price-to-earnings-growth ratio of 2.70 and a beta of 1.43. The business has a 50-day simple moving average of $311.70 and a two-hundred day simple moving average of $306.55. GE Aerospace has a fifty-two week low of $159.36 and a fifty-two week high of $348.48.

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

GE Aerospace Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, April 27th. Investors of record on Monday, March 9th will be given a dividend of $0.47 per share. This represents a $1.88 dividend on an annualized basis and a yield of 0.7%. This is a positive change from GE Aerospace’s previous quarterly dividend of $0.36. The ex-dividend date is Monday, March 9th. GE Aerospace’s payout ratio is currently 23.10%.

Trending Headlines about GE Aerospace

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

• Positive Sentiment: Wells Fargo initiated/boosted coverage, putting GE Aerospace on a recommended list and assigning an overweight / strong‑buy view with a $325 price target, which supports upside expectations from sell‑side momentum. GE, Boeing, and 3 More Aero and Defense Plays
• Positive Sentiment: Management is investing heavily in manufacturing and MRO capacity to shorten turnarounds and meet strong engine demand; coupled with a growing backlog (~$190B), that supports medium‑term revenue visibility. GE’s Investment in Manufacturing Capacity: Is It a Catalyst for Next Growth Phase?
• Positive Sentiment: Operational milestone: GE delivered a sixth F404‑IN20 engine for India’s Tejas LCA‑Mk1A program, showing progress on deliveries and contract execution. GE Aerospace delivers sixth F404‑IN20 engine for Tejas LCA‑Mk1A
• Neutral Sentiment: Citigroup lowered its price target (from $380 to $353) but kept a buy stance — a modest downward revision that tempers upside projections while still showing analyst support. Citigroup adjusts GE Aerospace price target to $353 from $380; maintains buy rating
• Neutral Sentiment: New coverage from Daiwa and other outlets increases analyst attention and may raise trading volume/volatility but doesn’t change fundamentals immediately. Daiwa Securities Group Begins Coverage on GE Aerospace (NYSE:GE)
• Neutral Sentiment: Multiple “trending” / investor‑interest writeups highlight attention to GE and sister GE Vernova, which can amplify short‑term moves as retail flows chase headlines. Here is What to Know Beyond Why GE Aerospace (GE) is a Trending Stock
• Negative Sentiment: Regulatory/contract risk: reports say GE faces penalty action for missing multiple Tejas engine delivery deadlines — a direct execution concern that can pressure near‑term sentiment and margins. GE faces penalty action for missing multiple Tejas engine deadlines
• Negative Sentiment: Shareholder activism (JLens/ADL) is pressing for an independent review of GE’s due diligence on Israel defense contracts — an ESG/governance risk that could lead to proxy fights, reputational cost or operational scrutiny. Shareholder Activism Puts GE Israel Defense Contracts And ESG Risks In Focus
• Negative Sentiment: Short‑term price pressure: commentary notes GE Aerospace is down materially this month despite backlog growth, indicating investor profit‑taking or rotation away from cyclicals. GE Aerospace Is Down 14% This Month While Its $190 Billion Backlog Keeps Growing

Insider Buying and Selling

In related news, 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 value of $1,222,920.00. Following the sale, the senior vice president owned 16,535 shares in the company, valued at approximately $5,055,245.55. This trade represents a 19.48% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, 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 transaction of $927,222.85. Following the completion of the sale, the vice president directly owned 10,583 shares of the company’s stock, valued at approximately $3,233,212.33. This trade represents a 22.29% 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 worth $11,455,491. 0.19% of the stock is owned by 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.