GE Aerospace $GE Shares Sold by Strategic Blueprint LLC

Strategic Blueprint LLC trimmed its holdings in shares of GE Aerospace (NYSE:GE) by 16.8% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 9,046 shares of the company’s stock after selling 1,833 shares during the period. Strategic Blueprint LLC’s holdings in GE Aerospace were worth $2,721,000 at the end of the most recent reporting period.

Other institutional investors have also recently modified their holdings of the company. Childress Capital Advisors LLC grew its holdings in GE Aerospace by 20.6% during the third quarter. Childress Capital Advisors LLC now owns 4,606 shares of the company’s stock worth $1,385,000 after acquiring an additional 787 shares during the period. Park Avenue Securities LLC purchased a new stake in shares of GE Aerospace during the 3rd quarter worth $20,698,000. Sather Financial Group Inc boosted its position in shares of GE Aerospace by 4.2% during the 3rd quarter. Sather Financial Group Inc now owns 107,188 shares of the company’s stock worth $32,244,000 after purchasing an additional 4,368 shares in the last quarter. Pachira Investments Inc. acquired a new position in shares of GE Aerospace during the 3rd quarter worth $210,000. Finally, Cerity Partners LLC increased its holdings in shares of GE Aerospace by 4.3% in the 3rd quarter. Cerity Partners LLC now owns 430,337 shares of the company’s stock valued at $129,454,000 after purchasing an additional 17,890 shares in the last quarter. 74.77% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting GE Aerospace

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

• Positive Sentiment: Breakup/focus story: Analysts and commentators are outlining how GE’s planned breakup and a sharper focus on Aerospace could free up value and improve operational focus for GE Aerospace, a structural positive for the unit’s outlook and multiple. How GE’s Breakup and Aerospace Focus Will Impact General Electric (GE) Investors
• Positive Sentiment: Bullish analyst/columnist tone: A recent Seeking Alpha piece argues shares are “flying high,” highlighting earnings beats and multi-year demand visibility in engines and aftermarket as reasons for continued investor optimism. GE Aerospace: Shares Are Flying High Now
• Positive Sentiment: Options flow shows bullish positioning: Reports that “smart money” is taking large option positions suggest institutional traders are anticipating further upside or volatility-structured bullish bets, which can support the stock. Smart Money Is Betting Big In GE Aerospace Options
• Positive Sentiment: Leadership hire in India: Appointment of Shilpa Gupta as CTO for India strengthens regional tech leadership and execution capability in a key market for services and digital offerings. GE Aerospace names Shilpa Gupta as Chief Technology Officer for India
• Positive Sentiment: Positive CEO narrative: Profiles on the CEO’s turnaround efforts reinforce confidence in management’s ability to restore growth and margins, a constructive backdrop for the aerospace unit. The CEO trying to revive some of what made GE so special
• Neutral Sentiment: Earnings preview: Analysts’ quarterly previews reiterate that the company has momentum into results (guidance and aftermarket strength are key items to watch); upcoming results will likely move the stock. GE Aerospace’s Quarterly Earnings Preview: What You Need to Know
• Neutral Sentiment: Macro/market context via big funds: Coverage noting strong performance at hedge funds (e.g., TCI) is background market color but not a direct GE-specific catalyst unless fund flows or filings change. Chris Hohn’s hedge fund TCI surges 27% in 2025
• Negative Sentiment: Short-term weakness reported: Market write-ups note the stock closed lower in the latest session, reflecting near-term profit-taking after a strong run and helping explain today’s dip. GE Aerospace (GE) Suffers a Larger Drop Than the General Market: Key Insights
• Negative Sentiment: Relative underperformance vs. peers: Coverage flags that GE Aerospace has lagged competitors on certain days despite gains, which can prompt rotational selling by sector-focused funds. GE Aerospace stock underperforms Monday when compared to competitors despite daily gains

Analysts Set New Price Targets

GE has been the topic of several recent analyst reports. Sanford C. Bernstein restated an “outperform” rating on shares of GE Aerospace in a research report on Monday, October 27th. Jefferies Financial Group boosted their price target on GE Aerospace from $320.00 to $350.00 and gave the stock a “buy” rating in a research note on Monday, September 22nd. BNP Paribas raised GE Aerospace to a “strong sell” rating in a research note on Tuesday, November 18th. The Goldman Sachs Group lifted their price objective on GE Aerospace from $271.00 to $305.00 and gave the stock a “buy” rating in a report on Friday, October 10th. Finally, Zacks Research lowered GE Aerospace from a “strong-buy” rating to a “hold” rating in a report on Friday, September 26th. Sixteen research analysts have rated the stock with a Buy rating, two have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $309.94.

GE Aerospace Trading Down 1.2%

Shares of GE opened at $323.71 on Thursday. GE Aerospace has a fifty-two week low of $159.36 and a fifty-two week high of $332.79. The company has a market capitalization of $341.45 billion, a PE ratio of 43.22, a price-to-earnings-growth ratio of 2.24 and a beta of 1.40. The stock has a fifty day moving average of $302.95 and a two-hundred day moving average of $286.85. The company has a debt-to-equity ratio of 0.99, a quick ratio of 0.76 and a current ratio of 1.08.

GE Aerospace (NYSE:GE) last released its earnings results on Tuesday, October 21st. The company reported $1.66 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.46 by $0.20. The firm had revenue of $11.31 billion during the quarter, compared to the consensus estimate of $10.29 billion. GE Aerospace had a net margin of 18.34% and a return on equity of 34.01%. GE Aerospace’s revenue was up 26.4% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.15 earnings per share. GE Aerospace has set its FY 2025 guidance at 6.000-6.200 EPS. As a group, analysts forecast that GE Aerospace will post 5.4 EPS for the current year.

GE Aerospace Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, January 26th. Investors of record on Monday, December 29th will be issued a $0.36 dividend. The ex-dividend date is Monday, December 29th. This represents a $1.44 dividend on an annualized basis and a yield of 0.4%. GE Aerospace’s dividend payout ratio (DPR) is presently 19.23%.

Insider Transactions at GE Aerospace

In related news, SVP Russell Stokes sold 8,000 shares of the stock in a transaction that occurred on Wednesday, November 19th. The shares were sold at an average price of $297.71, for a total transaction of $2,381,680.00. Following the completion of the sale, the senior vice president owned 150,434 shares of the company’s stock, valued at approximately $44,785,706.14. This represents a 5.05% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Company insiders own 0.21% of the company’s stock.

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.