WINTON GROUP Ltd Has $5.11 Million Stake in GE Aerospace $GE

WINTON GROUP Ltd trimmed its stake in GE Aerospace (NYSE:GE) by 14.5% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 17,001 shares of the company’s stock after selling 2,883 shares during the period. WINTON GROUP Ltd’s holdings in GE Aerospace were worth $5,114,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Bare Financial Services Inc boosted its stake in shares of GE Aerospace by 81.1% in the 2nd quarter. Bare Financial Services Inc now owns 96 shares of the company’s stock valued at $25,000 after purchasing an additional 43 shares in the last quarter. REAP Financial Group LLC acquired a new stake in shares of GE Aerospace during the 3rd quarter worth about $25,000. Marquette Asset Management LLC acquired a new stake in shares of GE Aerospace during the 3rd quarter worth about $26,000. Lavaca Capital LLC lifted its holdings in GE Aerospace by 1,666.7% during the 2nd quarter. Lavaca Capital LLC now owns 106 shares of the company’s stock valued at $27,000 after purchasing an additional 100 shares during the last quarter. Finally, Barnes Dennig Private Wealth Management LLC lifted 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 last quarter. 74.77% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, VP Robert M. Giglietti sold 3,035 shares of the firm’s stock in a transaction dated Friday, January 30th. The shares were sold at an average price of $305.51, for a total value of $927,222.85. Following the transaction, the vice president 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. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Amy L. Gowder sold 4,000 shares of GE Aerospace 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 sale, the senior vice president owned 16,535 shares of the company’s stock, valued at approximately $5,055,245.55. This represents a 19.48% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 37,398 shares of company stock valued at $11,455,491. 0.21% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on GE shares. Sanford C. Bernstein boosted their price target on shares of GE Aerospace from $374.00 to $405.00 and gave the company an “outperform” rating in a research report on Tuesday, March 3rd. UBS Group set a $374.00 price objective on shares of GE Aerospace and gave the stock a “buy” rating in a report on Friday, January 23rd. Morgan Stanley assumed coverage on shares of GE Aerospace in a research note on Friday, February 20th. They issued an “overweight” rating and a $425.00 target price for the company. Wolfe Research boosted their target price on GE Aerospace from $340.00 to $360.00 and gave the stock an “outperform” rating in a report on Monday, January 12th. Finally, Citigroup restated a “buy” rating and set a $380.00 price target (up from $378.00) on shares of GE Aerospace in a research report on Friday, January 23rd. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, GE Aerospace has a consensus rating of “Moderate Buy” and an average price target of $331.12.

GE Aerospace Stock Down 0.4%

Shares of GE opened at $321.67 on Tuesday. The business’s fifty day moving average price is $319.85 and its two-hundred day moving average price is $304.52. The firm has a market capitalization of $337.37 billion, a price-to-earnings ratio of 39.52, a PEG ratio of 2.98 and a beta of 1.36. GE Aerospace has a 52 week low of $159.36 and a 52 week high of $348.48. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.74 and a current ratio of 1.04.

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

GE Aerospace Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, April 27th. Shareholders 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 represents a $1.88 annualized dividend and a yield of 0.6%. This is an increase from GE Aerospace’s previous quarterly dividend of $0.36. GE Aerospace’s dividend payout ratio (DPR) is presently 17.69%.

Key Stories Impacting GE Aerospace

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

• Positive Sentiment: GE said it will invest an additional $1 billion in U.S. manufacturing and its supplier base this year to boost engine production capacity, signaling management confidence in demand recovery and future revenue growth. Read More.
• Positive Sentiment: Multiple site-specific investments were announced (examples include a $48M boost in Asheville and $160M of upgrades across four North Carolina plants), showing direct capacity and tooling upgrades across GE’s U.S. footprint. Read More.
• Positive Sentiment: Additional local investments reported include—examples—$60M in Wilmington, $45M in Auburn, $33M in Greenville, $65M across Indianapolis/Lafayette/Terre Haute, $10M in Madisonville and $2M in the Rockford area, reflecting widespread, targeted capacity builds. Read More.
• Positive Sentiment: Operational momentum: Commercial Engines & Services revenue jumped ~24% in Q4, underlining robust engine demand that the new investments aim to serve. This supports the case for higher medium-term earnings if delivery constraints are eased. Read More.
• Positive Sentiment: Bernstein reaffirmed a buy rating on GE Aerospace, providing third-party analyst support that can help stabilize investor sentiment amid the spending announcement. Read More.
• Neutral Sentiment: Contextual pieces comparing long-term shareholder returns against peers (Boeing, Rolls-Royce) offer perspective on past performance but don’t change near-term fundamentals. Read More.
• Negative Sentiment: Potential near-term downside: the incremental ~$1B+ of capex and upgrades could pressure free cash flow and near-term margins until higher production and deliveries materialize; investors are balancing that timing risk against demand visibility.

About GE Aerospace

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.