PFG Advisors Reduces Holdings in GE Aerospace $GE

PFG Advisors lowered its position in GE Aerospace (NYSE:GE) by 61.8% during the 3rd quarter, HoldingsChannel reports. The fund owned 10,084 shares of the company’s stock after selling 16,309 shares during the period. PFG Advisors’ holdings in GE Aerospace were worth $3,033,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the company. REAP Financial Group LLC bought a new position in GE Aerospace during the 3rd quarter valued at about $25,000. Marquette Asset Management LLC bought a new stake in GE Aerospace in the third quarter worth about $26,000. Barnes Dennig Private Wealth Management LLC lifted its stake in GE Aerospace by 147.2% in the third quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company’s stock worth $27,000 after purchasing an additional 53 shares during the last quarter. Bare Financial Services Inc boosted its position in shares of GE Aerospace by 81.1% during the second 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. Finally, Roble Belko & Company Inc boosted its position in shares of 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 during the period. Institutional investors own 74.77% of the company’s stock.

GE Aerospace Stock Performance

Shares of NYSE:GE opened at $321.67 on Tuesday. The firm has a market cap of $337.37 billion, a PE ratio of 39.52, a price-to-earnings-growth ratio of 2.98 and a beta of 1.36. The firm’s 50 day simple moving average is $319.85 and its 200-day simple moving average is $304.52. GE Aerospace has a one year low of $159.36 and a one year 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 posted its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share for the quarter, beating the consensus estimate of $1.43 by $0.14. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The firm 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 firm posted $1.32 earnings per share. The company’s 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. As a group, equities analysts predict that GE Aerospace will post 5.4 EPS for the current year.

GE Aerospace Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, April 27th. Shareholders of record on Monday, March 9th will be given a dividend of $0.47 per share. 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 yield of 0.6%. GE Aerospace’s dividend payout ratio is presently 17.69%.

Insiders Place Their Bets

In other news, SVP Russell Stokes sold 30,363 shares of the firm’s stock in a transaction on Friday, January 30th. The stock was 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 in the company, valued at approximately $46,103,507.98. This trade represents a 16.79% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, SVP Amy L. Gowder sold 4,000 shares of GE Aerospace stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $305.73, for a total value of $1,222,920.00. Following the completion of the sale, the senior vice president owned 16,535 shares of the company’s stock, valued at $5,055,245.55. The trade was a 19.48% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 37,398 shares of company stock worth $11,455,491. 0.21% of the stock is currently owned by company insiders.

Trending Headlines about 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.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on the company. The Goldman Sachs Group increased their price target on GE Aerospace from $338.00 to $350.00 and gave the stock a “buy” rating in a report on Friday, January 23rd. Weiss Ratings restated a “buy (b)” rating on shares of GE Aerospace in a report on Thursday, January 22nd. Sanford C. Bernstein upped their price objective on GE Aerospace from $374.00 to $405.00 and gave the company an “outperform” rating in a research report on Tuesday, March 3rd. TD Cowen increased their target price on GE Aerospace from $330.00 to $350.00 and gave the stock a “buy” rating in a research note on Wednesday, January 14th. Finally, Zacks Research upgraded GE Aerospace from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, January 27th. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, GE Aerospace presently has a consensus rating of “Moderate Buy” and an average target price of $331.12.

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.