Indivisible Partners acquired a new stake in shares of GE Aerospace (NYSE:GE – Free Report) in the 4th quarter, HoldingsChannel.com reports. The fund acquired 4,021 shares of the company’s stock, valued at approximately $1,239,000.
Other hedge funds also recently bought and sold shares of the company. REAP Financial Group LLC purchased a new stake in GE Aerospace during the third quarter valued at about $25,000. Marquette Asset Management LLC purchased a new stake in GE Aerospace during the third quarter valued at about $26,000. Barnes Dennig Private Wealth Management LLC lifted its stake in GE Aerospace by 147.2% during the third quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company’s stock valued at $27,000 after buying an additional 53 shares in the last quarter. Roble Belko & Company Inc lifted its stake in GE Aerospace by 98.1% during the third quarter. Roble Belko & Company Inc now owns 103 shares of the company’s stock valued at $31,000 after buying an additional 51 shares in the last quarter. Finally, Abich Financial Wealth Management LLC purchased a new stake in GE Aerospace during the third quarter valued at about $32,000. 74.77% of the stock is owned by hedge funds and other institutional investors.
Wall Street Analyst Weigh In
A number of analysts have commented on the stock. Deutsche Bank Aktiengesellschaft upped 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. Sanford C. Bernstein increased their price target on shares of GE Aerospace from $374.00 to $405.00 and gave the stock an “outperform” rating in a research report on Tuesday, March 3rd. Morgan Stanley reduced their price target on shares of GE Aerospace from $425.00 to $400.00 and set an “overweight” rating for the company in a research report on Wednesday, April 22nd. President Capital reduced their price target on shares of GE Aerospace from $355.00 to $342.00 and set a “buy” rating for the company in a research report on Wednesday, April 22nd. Finally, Susquehanna reissued a “positive” rating and issued a $380.00 price target on shares of GE Aerospace in a research report on Thursday, January 15th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, three have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $349.89.
Key GE Aerospace News
Here are the key news stories impacting GE Aerospace this week:
- Positive Sentiment: GE signed an F404 engine deal with Türkiye’s TAI to power the country’s advanced jet trainer — a direct commercial win that supports aftermarket revenue, production cadence and geopolitical diversification for GE Aerospace. TAI, GE Aerospace ink F404 engine deal for Türkiye’s advanced jet trainer
- Positive Sentiment: Recent quarterly results and outlook remain a tailwind: GE Aerospace beat EPS estimates, reported strong year‑over‑year revenue growth, and set FY‑2026 EPS guidance (7.10–7.40), supporting higher valuation expectations and investor confidence. (Company reports)
- Positive Sentiment: Heightened investor interest in defense names — including reported congressional buying and signs of stabilization in aerospace & defense ETFs — is lifting the group and benefiting prime defense suppliers like GE Aerospace. Congressman Buys Defense Stocks As Middle East Tensions Continues: Here Are The Companies Defense Stocks Are Stabilizing. When to Buy.
- Neutral Sentiment: Market commentary is mixed on valuation — some analysts ask whether GE’s strong multi‑year rally leaves upside limited in the near term, making the stock more sensitive to execution and guidance beats. Is It Too Late To Consider General Electric (GE) After Its Strong Multi Year Rally?
- Neutral Sentiment: Leadership change: Gayatri Rath has exited GE Aerospace after five years; this appears to be a routine personnel move rather than a strategic shift, but investors will watch any follow‑up on succession and continuity. Gayatri Rath exits GE Aerospace after five-year stint
- Negative Sentiment: Technicals and valuation risks: the stock still trades below its 50‑ and 200‑day moving averages and carries a relatively rich P/E and PEG versus some industrial peers, leaving room for short‑term pullbacks if broader market sentiment cools.
GE Aerospace Price Performance
Shares of GE opened at $286.81 on Wednesday. The firm has a market cap of $299.24 billion, a PE ratio of 35.32, a PEG ratio of 2.61 and a beta of 1.36. The firm’s 50 day moving average price is $304.50 and its 200 day moving average price is $306.28. The company has a debt-to-equity ratio of 0.99, a quick ratio of 0.70 and a current ratio of 1.01. GE Aerospace has a twelve month low of $205.92 and a twelve month high of $348.48.
GE Aerospace (NYSE:GE – Get Free Report) last issued its quarterly earnings data on Tuesday, April 21st. The company reported $1.86 earnings per share for the quarter, beating the consensus estimate of $1.60 by $0.26. The firm had revenue of $11.61 billion for the quarter, compared to analyst estimates of $11.61 billion. GE Aerospace had a net margin of 17.86% and a return on equity of 37.99%. The company’s revenue for the quarter was up 24.6% on a year-over-year basis. During the same quarter last year, the firm earned $1.49 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, research analysts expect that GE Aerospace will post 7.46 EPS for the current fiscal year.
GE Aerospace Increases Dividend
The firm also recently disclosed a quarterly dividend, which was paid on Monday, April 27th. Investors of record on Monday, March 9th were given a dividend of $0.47 per share. The ex-dividend date of this dividend was Monday, March 9th. This is a boost from GE Aerospace’s previous quarterly dividend of $0.36. This represents a $1.88 annualized dividend and a yield of 0.7%. GE Aerospace’s payout ratio is 23.15%.
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.
Read More
Want to see what other hedge funds are holding GE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for GE Aerospace (NYSE:GE – Free Report).
Receive News & Ratings for GE Aerospace Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for GE Aerospace and related companies with MarketBeat.com's FREE daily email newsletter.
