Graybill Wealth Management LTD. Cuts Stock Holdings in GE Aerospace $GE

Graybill Wealth Management LTD. reduced its position in GE Aerospace (NYSE:GE) by 5.8% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 26,777 shares of the company’s stock after selling 1,663 shares during the quarter. GE Aerospace comprises about 2.5% of Graybill Wealth Management LTD.’s portfolio, making the stock its 13th biggest holding. Graybill Wealth Management LTD.’s holdings in GE Aerospace were worth $8,055,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in GE. Norges Bank acquired a new position in shares of GE Aerospace in the second quarter worth about $3,408,828,000. Capital World Investors increased its stake in shares of GE Aerospace by 16.2% in the 3rd quarter. Capital World Investors now owns 21,442,810 shares of the company’s stock valued at $6,449,731,000 after purchasing an additional 2,995,054 shares in the last quarter. Jennison Associates LLC increased its stake in shares of GE Aerospace by 21.5% in the 3rd quarter. Jennison Associates LLC now owns 8,430,878 shares of the company’s stock valued at $2,536,177,000 after purchasing an additional 1,494,541 shares in the last quarter. Vanguard Group Inc. raised its holdings in GE Aerospace by 1.6% in the 2nd quarter. Vanguard Group Inc. now owns 91,989,511 shares of the company’s stock worth $23,677,180,000 after purchasing an additional 1,482,069 shares during the period. Finally, CIBC Bancorp USA Inc. purchased a new position in GE Aerospace during the third quarter worth approximately $285,263,000. Institutional investors and hedge funds own 74.77% of the company’s stock.

Wall Street Analyst Weigh In

GE has been the topic of several research analyst reports. Deutsche Bank Aktiengesellschaft raised their price objective on GE Aerospace from $375.00 to $387.00 and gave the company a “buy” rating in a report on Friday, January 23rd. Morgan Stanley initiated coverage on GE Aerospace in a research report on Friday, February 20th. They set an “overweight” rating and a $425.00 target price on the stock. Wall Street Zen lowered shares of GE Aerospace from a “buy” rating to a “hold” rating in a report on Saturday, February 21st. JPMorgan Chase & Co. upped their price objective on shares of GE Aerospace from $325.00 to $335.00 and gave the stock an “overweight” rating in a research report on Monday, January 26th. Finally, Sanford C. Bernstein increased their price objective on shares of GE Aerospace from $374.00 to $405.00 and gave the company an “outperform” rating in a report on Tuesday, March 3rd. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, one has given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $331.12.

GE Aerospace Trading Down 0.6%

Shares of GE opened at $302.11 on Wednesday. GE Aerospace has a 52-week low of $159.36 and a 52-week high of $348.48. The stock has a market cap of $316.86 billion, a PE ratio of 37.11, a price-to-earnings-growth ratio of 2.81 and a beta of 1.36. The firm’s fifty day moving average is $319.12 and its two-hundred day moving average is $306.15. The company has a quick ratio of 0.74, a current ratio of 1.04 and a debt-to-equity ratio of 1.00.

GE Aerospace (NYSE:GE) last issued its 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 business had revenue of $11.90 billion during 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 company’s quarterly revenue was up 17.6% compared to the same quarter last year. During the same period in the prior year, the business earned $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Research analysts forecast that GE Aerospace will post 5.4 earnings per share for the current fiscal 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. This is a boost from GE Aerospace’s previous quarterly dividend of $0.36. The ex-dividend date of this dividend is Monday, March 9th. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.6%. GE Aerospace’s dividend payout ratio is 23.10%.

Insider Transactions at GE Aerospace

In other news, SVP Russell Stokes sold 30,363 shares of the business’s stock in a transaction dated Friday, January 30th. The shares were sold at an average price of $306.47, for a total transaction of $9,305,348.61. Following the transaction, the senior vice president owned 150,434 shares of the company’s stock, valued at approximately $46,103,507.98. The trade was a 16.79% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, SVP Amy L. Gowder sold 4,000 shares of the company’s stock in a transaction dated 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 sale, the senior vice president directly owned 16,535 shares of the company’s stock, valued at $5,055,245.55. This represents a 19.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 37,398 shares of company stock worth $11,455,491 in the last quarter. Company insiders own 0.21% of the company’s stock.

Trending Headlines about GE Aerospace

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

• Positive Sentiment: Expanded Palantir partnership — GE is deepening use of Palantir’s AI to predict equipment failures, untangle supply chains and improve military aircraft readiness, which can raise margins, reduce downtime and lengthen customer stickiness. Palantir and GE Aerospace Are Working Together on Military Aircraft. Is PLTR or GE Stock a Better Buy Here?
• Positive Sentiment: Defense & Propulsion momentum — Analyst coverage highlights rising orders and major defense contracts for GE’s propulsion business, supporting steady revenue growth and higher spare‑parts demand. That underpins the company’s defense tailwind. GE’s Defense & Propulsion Unit Gains Momentum: Can It Sustain?
• Positive Sentiment: U.S. manufacturing reinvestment — GE announced multi‑site investments (Indiana, Batesville, Hooksett) as part of a ~$1B U.S. manufacturing push and plans to hire ~5,000 workers, which should boost capacity and supply resilience for engines and components. GE Aerospace Invests $65M in Indiana GE Aerospace to invest $12 million in Hooksett plant
• Positive Sentiment: Operational contract — GE won work to boost J85 engine readiness, a concrete aftermarket/maintenance win that supports recurring revenue and spare‑parts sales. GE Aerospace Awarded Contract to Boost J85 Engine Readiness
• Neutral Sentiment: Investor comparisons to Palantir/NVDA — Several pieces contrast GE’s steadier, cash‑rich aerospace profile with higher‑growth AI/defense software plays; this frames GE as lower‑volatility income/industrial exposure versus pure software upside. Palantir and GE Aerospace Are Working Together on Military Aircraft. Is PLTR or GE Stock a Better Buy Here?
• Negative Sentiment: Rare‑earth / metallization risks — Broader coverage warns that heavy reliance on critical magnet and rare‑earth supply chains (largely China‑dominated) could raise costs or bottlenecks for advanced defense and civilian systems, a potential headwind for margins and delivery timelines. The Invisible Metals Powering a Trillion-Dollar Economy
• Negative Sentiment: Valuation and balance‑sheet considerations — GE Aerospace trades at a premium (PE ~37, PEG ~2.8) with modest liquidity metrics (quick ratio ~0.74) and leverage (debt/equity ~1.0); strong operational news may already be priced in, leaving the stock sensitive to guidance misses or macro shocks.

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.