BlueSpruce Investments LP Purchases Shares of 1,745 GE Aerospace $GE

BlueSpruce Investments LP acquired a new position in GE Aerospace (NYSE:GE) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 1,745 shares of the company’s stock, valued at approximately $525,000. GE Aerospace comprises 0.0% of BlueSpruce Investments LP’s portfolio, making the stock its 29th biggest holding.

A number of other hedge funds have also recently made changes to their positions in the stock. CLG LLC acquired a new stake in GE Aerospace in the 3rd quarter valued at approximately $225,000. Crawford Investment Counsel Inc. lifted its stake in GE Aerospace by 14.3% during the third quarter. Crawford Investment Counsel Inc. now owns 6,002 shares of the company’s stock worth $1,806,000 after purchasing an additional 750 shares in the last quarter. Carter Financial Group INC. lifted its stake in GE Aerospace by 48.6% during the third quarter. Carter Financial Group INC. now owns 1,366 shares of the company’s stock worth $411,000 after purchasing an additional 447 shares in the last quarter. Clark Capital Management Group Inc. boosted its position in shares of GE Aerospace by 1.7% during the third quarter. Clark Capital Management Group Inc. now owns 386,002 shares of the company’s stock worth $116,117,000 after buying an additional 6,365 shares during the period. Finally, Ausdal Financial Partners Inc. boosted its position in shares of GE Aerospace by 30.6% during the third quarter. Ausdal Financial Partners Inc. now owns 6,134 shares of the company’s stock worth $1,845,000 after buying an additional 1,436 shares during the period. Hedge funds and other institutional investors own 74.77% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on the company. JPMorgan Chase & Co. boosted their price objective on GE Aerospace from $325.00 to $335.00 and gave the company an “overweight” rating in a report on Monday, January 26th. Citigroup restated a “buy” rating and set a $380.00 target price (up from $378.00) on shares of GE Aerospace in a report on Friday, January 23rd. The Goldman Sachs Group boosted their price target on shares of GE Aerospace from $338.00 to $350.00 and gave the stock 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. Finally, Deutsche Bank Aktiengesellschaft raised 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. One research 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 assigned a Sell rating to the company’s stock. According to MarketBeat, GE Aerospace has an average rating of “Moderate Buy” and an average price target of $331.12.

Insider Activity at GE Aerospace

In other news, SVP Amy L. Gowder sold 4,000 shares of the company’s stock in a transaction dated 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 directly 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 transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, VP Robert M. Giglietti sold 3,035 shares of the 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 completion of the transaction, the vice president owned 10,583 shares in the company, valued at approximately $3,233,212.33. The trade was a 22.29% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 37,398 shares of company stock valued at $11,455,491 over the last quarter. 0.21% of the stock is owned by insiders.

GE Aerospace Stock Down 2.4%

Shares of GE Aerospace stock opened at $299.25 on Friday. GE Aerospace has a 52-week low of $159.36 and a 52-week high of $348.48. The company has a 50 day moving average of $320.02 and a 200 day moving average of $305.54. The company has a quick ratio of 0.74, a current ratio of 1.04 and a debt-to-equity ratio of 1.00. The company has a market capitalization of $313.85 billion, a P/E ratio of 36.76, a P/E/G ratio of 2.77 and a beta of 1.36.

GE Aerospace (NYSE:GE) last posted its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, topping 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 company had revenue of $11.90 billion during the quarter, compared to analysts’ expectations of $11.27 billion. During the same quarter in the previous year, the business posted $1.32 EPS. The firm’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, research analysts forecast that GE Aerospace will post 5.4 EPS for the current fiscal year.

GE Aerospace Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, April 27th. Investors of record on Monday, March 9th will be paid a dividend of $0.47 per share. The ex-dividend date is Monday, March 9th. This is an increase from GE Aerospace’s previous quarterly dividend of $0.36. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.6%. GE Aerospace’s payout ratio is presently 23.10%.

Trending Headlines about GE Aerospace

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

• Positive Sentiment: GE continues capacity buildout with another investment at its Batesville site, signaling continued manufacturing expansion and localized production for engines/components. GE Aerospace investing another $18 million in Batesville site
• Positive Sentiment: GE boosts CFM56 turbine-blade manufacturing — an operational move to raise throughput on a high-volume engine family, supporting aftermarket revenue and parts availability. GE Aerospace Boosts CFM56 Turbine Blade Manufacturing
• Positive Sentiment: Planned investments in Illinois and Greater Cincinnati (including a reported $9M and $115M respectively) and a broader $1B U.S. manufacturing push (and hiring 5,000) reinforce long-term capacity, supply-chain resilience and secular aftermarket growth. GE Aerospace to invest $9 million in 2 Illinois facilities
• Positive Sentiment: GE and Palantir extend their AI partnership to improve U.S. Air Force readiness and predictive maintenance — a revenue and margin lever in defense services and digital aftermarket offerings. GE Aerospace And Palantir Extend AI Deal For U.S. Air Force Readiness
• Positive Sentiment: Joint engine research with Airbus Helicopters advances technology partnerships that can lead to future programs and content wins. GE Aerospace, Airbus Helicopters Advance Joint Engine Research
• Neutral Sentiment: Coverage pieces (e.g., 3D-printing stock lists, “buy the dip” analyses) highlight positive structural narratives for GE but are opinion pieces rather than new company-specific catalysts. Top 3D Printing Stocks to Buy Now
• Neutral Sentiment: Small reported congressional insider sale (Rep. Austin Scott) is noted by media but is immaterial to company fundamentals. Rep. Austin Scott Has Sold Up to $30K Worth Of GE Aerospace Stock
• Negative Sentiment: FAA airworthiness directive on certain GEnx HPC stage-5 blisks introduces near-term inspection/replacement costs and scheduling disruption for airline customers — a clear short-term earnings and cash-flow overhang if shop visits rise. GE Aerospace slides as FAA directive on GEnx components adds new maintenance overhang
• Negative Sentiment: Broader market pressure — rising oil/prices and profit-taking after a strong run — is weighing on cyclicals and premium-valuation aerospace names, amplifying pullbacks. Should You Buy the Dip in GE Aerospace Stock Today?

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.