Syon Capital LLC increased its holdings in GE Aerospace (NYSE:GE – Free Report) by 19.0% in the third quarter, Holdings Channel.com reports. The firm owned 12,507 shares of the company’s stock after acquiring an additional 1,998 shares during the period. Syon Capital LLC’s holdings in GE Aerospace were worth $3,762,000 at the end of the most recent quarter.
Other institutional investors and hedge funds also recently made changes to their positions in the company. Bare Financial Services Inc boosted its position in GE Aerospace by 81.1% during the 2nd quarter. Bare Financial Services Inc now owns 96 shares of the company’s stock valued at $25,000 after buying an additional 43 shares during the period. REAP Financial Group LLC bought a new position in shares of GE Aerospace during the third quarter valued at about $25,000. Marquette Asset Management LLC purchased a new stake in shares of GE Aerospace during the third quarter worth about $26,000. Lavaca Capital LLC grew its stake in shares of GE Aerospace by 1,666.7% in the second quarter. Lavaca Capital LLC now owns 106 shares of the company’s stock worth $27,000 after purchasing an additional 100 shares during the last quarter. Finally, Barnes Dennig Private Wealth Management LLC increased its holdings in GE Aerospace by 147.2% during the 3rd quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company’s stock valued at $27,000 after purchasing an additional 53 shares during the period. Institutional investors own 74.77% of the company’s stock.
Insider Activity
In related news, VP Robert M. Giglietti sold 3,035 shares of GE Aerospace stock in a transaction 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 completion of the sale, the vice president owned 10,583 shares of the company’s stock, valued at $3,233,212.33. The trade was a 22.29% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, SVP Amy L. Gowder sold 4,000 shares of the stock in a transaction that occurred 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 completion of the transaction, the senior vice president owned 16,535 shares in the company, valued at $5,055,245.55. This trade represents a 19.48% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 37,398 shares of company stock valued at $11,455,491 in the last ninety days. 0.21% of the stock is currently owned by company insiders.
GE Aerospace Trading Up 3.7%
GE Aerospace (NYSE:GE – Get Free Report) last posted its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, beating analysts’ consensus estimates of $1.43 by $0.14. The firm 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%. The business’s revenue for the quarter was up 17.6% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, equities analysts forecast that GE Aerospace will post 5.4 EPS for the current fiscal year.
GE Aerospace Increases Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Monday, April 27th. Stockholders of record on Monday, March 9th will be issued a dividend of $0.47 per share. The ex-dividend date of this dividend is Monday, March 9th. This is a positive change from GE Aerospace’s previous quarterly dividend of $0.36. This represents a $1.88 annualized dividend and a dividend yield of 0.6%. GE Aerospace’s dividend payout ratio is presently 17.69%.
Wall Street Analyst Weigh In
Several equities research analysts have weighed in on the company. BNP Paribas Exane dropped 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. Susquehanna reaffirmed a “positive” rating and issued a $380.00 price target on shares of GE Aerospace in a research note on Thursday, January 15th. TD Cowen lifted their price target on shares of GE Aerospace from $330.00 to $350.00 and gave the company a “buy” rating in a report on Wednesday, January 14th. Wall Street Zen upgraded shares of GE Aerospace from a “hold” rating to a “buy” rating in a report on Saturday, January 24th. Finally, UBS Group set a $374.00 target price on shares of GE Aerospace and gave the stock a “buy” rating in a research report on Friday, January 23rd. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, GE Aerospace has a consensus rating of “Moderate Buy” and a consensus price target of $323.31.
View Our Latest Stock Report on GE
GE Aerospace News Summary
Here are the key news stories impacting GE Aerospace this week:
- Positive Sentiment: United Airlines selected 300 GEnx engines (plus spares) to power new Boeing 787 Dreamliners — a material commercial order that expands GE’s installed base, strengthens long-term aftermarket, spare parts and MRO revenue, and directly boosts backlog. United Orders 300 GEnx Engines
- Positive Sentiment: Industry reports note United will become the world’s largest GEnx operator as its 787 fleet grows to 200+ GEnx-powered jets — this scale increases recurring aftermarket service, overhaul, and spares revenue for GE over many years. United to become largest GEnx engine operator
- Positive Sentiment: Recent analyst/press coverage highlights a large backlog and a meaningful dividend increase (reported ~31%), signaling strong cash generation and management willingness to return capital — a tailwind for investor sentiment. GE MarketBeat Coverage
- Positive Sentiment: Analyst commentary points to momentum in GE Aerospace’s Defense & Propulsion segment — growing defense propulsion, additive manufacturing and critical systems can sustain margin and aftermarket contributions beyond civil aviation cycles. Zacks: Strength in Defense & Propulsion
- Neutral Sentiment: Unrelated regional tech/real-estate product news (Korter.ge launches analytics in Georgia) is circulating in the feed but has no material impact on GE Aerospace’s fundamentals. Korter.ge Launches New Analytics Features
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.
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