Mount Vernon Associates Inc. MD Takes Position in GE Aerospace $GE

Mount Vernon Associates Inc. MD purchased a new stake in GE Aerospace (NYSE:GE) in the fourth quarter, Holdings Channel reports. The firm purchased 11,293 shares of the company’s stock, valued at approximately $3,479,000. GE Aerospace accounts for approximately 2.3% of Mount Vernon Associates Inc. MD’s portfolio, making the stock its 11th biggest position.

A number of other large investors have also made changes to their positions in the stock. State Street Corp grew its position in shares of GE Aerospace by 0.7% in the third quarter. State Street Corp now owns 44,577,642 shares of the company’s stock valued at $13,425,562,000 after purchasing an additional 308,730 shares in the last quarter. Capital World Investors grew its position in shares of GE Aerospace by 16.2% in the third 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. Northern Trust Corp grew its position in shares of GE Aerospace by 1.8% in the third quarter. Northern Trust Corp now owns 10,296,945 shares of the company’s stock valued at $3,097,527,000 after purchasing an additional 181,316 shares in the last quarter. Jennison Associates LLC grew its position in shares of GE Aerospace by 21.5% in the third 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. Finally, Legal & General Group Plc grew its position in shares of GE Aerospace by 8.1% in the third quarter. Legal & General Group Plc now owns 6,465,804 shares of the company’s stock valued at $1,945,043,000 after purchasing an additional 484,467 shares in the last quarter. 74.77% of the stock is currently owned by hedge funds and other institutional investors.

GE Aerospace Trading Up 6.7%

Shares of GE Aerospace stock opened at $308.04 on Thursday. The firm has a market capitalization of $323.07 billion, a price-to-earnings ratio of 37.84, a PEG ratio of 2.60 and a beta of 1.43. GE Aerospace has a fifty-two week low of $165.70 and a fifty-two 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. The stock has a 50 day moving average of $311.45 and a 200 day moving average of $306.57.

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

GE Aerospace Increases Dividend

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

More GE Aerospace News

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

• Positive Sentiment: Geopolitical relief: President Trump’s cease-fire announcement eased immediate geopolitical risk to commercial aviation, prompting a sector-wide rally that lifted GE Aerospace shares as investors priced lower near-term demand disruption risk. Article Title
• Positive Sentiment: Fundamentals — Commercial Engines strength: Recent coverage highlights strong momentum in GE’s Commercial Engines & Services unit (big year‑over‑year revenue gains and surging orders), supporting revenue growth and profit outlook. That underpins the bullish case for the stock. Article Title
• Positive Sentiment: New coverage/upgrades: Wells Fargo (Overweight, $325 PT) and Daiwa initiated coverage recently, adding institutional interest and lifting sentiment around GE’s multi-year growth runway. Article Title
• Positive Sentiment: High-profile mentions: Jim Cramer and other commentators have included GE Aerospace in recent bullish lists, which can attract retail flows and attention. Article Title
• Neutral Sentiment: PR/operations: GE’s 747 flying laboratory tour and media coverage are positive for brand and program visibility but are unlikely to move fundamentals materially in the near term. Article Title
• Neutral Sentiment: Earnings preview/upcoming catalysts: Analysts expect solid near‑term earnings (high single‑digit EPS growth), so upcoming quarterly results and management cadence are the next major catalysts. Article Title
• Negative Sentiment: Analyst price-target trim: TD Cowen lowered its price target from $350 to $330 while keeping a Buy rating, which trims some upside expectations despite the positive thesis. Article Title
• Negative Sentiment: Political/geopolitical risk around defense sales: Coverage flags shareholder and NGO scrutiny of GE’s defense work and supply/execution issues (e.g., engine delivery delays), which pose governance and reputational risk that could pressure valuation for some investors. Article Title

Insiders Place Their Bets

In other GE Aerospace news, SVP Amy L. Gowder sold 4,000 shares of the company’s stock in a transaction 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 transaction, the senior vice president directly owned 16,535 shares in the company, valued at $5,055,245.55. This represents a 19.48% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Robert M. Giglietti sold 3,035 shares of the company’s stock in a transaction on Friday, January 30th. The stock was 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 in the company, valued at $3,233,212.33. This trade represents a 22.29% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 37,398 shares of company stock worth $11,455,491 over the last ninety days. Corporate insiders own 0.19% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on the company. Morgan Stanley assumed coverage on GE Aerospace in a research report on Friday, February 20th. They issued an “overweight” rating and a $425.00 price target for the company. Deutsche Bank Aktiengesellschaft increased their price objective on GE Aerospace from $375.00 to $387.00 and gave the stock a “buy” rating in a research report on Friday, January 23rd. Wall Street Zen upgraded GE Aerospace from a “hold” rating to a “buy” rating in a research report on Saturday, March 21st. Zacks Research lowered GE Aerospace from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, March 24th. Finally, Daiwa Securities Group initiated coverage on GE Aerospace in a research report on Tuesday, March 31st. They issued a “neutral” rating and a $301.00 price objective for the company. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, three have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $350.88.

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.