GE Aerospace $GE Shares Sold by PFG Advisors

PFG Advisors cut its stake in shares of GE Aerospace (NYSE:GE) by 30.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 7,035 shares of the company’s stock after selling 3,049 shares during the period. PFG Advisors’ holdings in GE Aerospace were worth $2,167,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the business. Jacobsen Capital Management grew its holdings in shares of GE Aerospace by 1.4% in the third quarter. Jacobsen Capital Management now owns 2,295 shares of the company’s stock valued at $690,000 after purchasing an additional 32 shares in the last quarter. Harfst & Associates Inc. grew its holdings in shares of GE Aerospace by 0.4% in the third quarter. Harfst & Associates Inc. now owns 7,444 shares of the company’s stock valued at $2,239,000 after purchasing an additional 33 shares in the last quarter. Ledyard National Bank grew its holdings in shares of GE Aerospace by 1.2% in the third quarter. Ledyard National Bank now owns 2,754 shares of the company’s stock valued at $828,000 after purchasing an additional 33 shares in the last quarter. Hardy Reed LLC grew its holdings in shares of GE Aerospace by 0.7% in the third quarter. Hardy Reed LLC now owns 4,999 shares of the company’s stock valued at $1,504,000 after purchasing an additional 33 shares in the last quarter. Finally, Wolff Wiese Magana LLC grew its holdings in shares of GE Aerospace by 1.0% in the fourth quarter. Wolff Wiese Magana LLC now owns 3,474 shares of the company’s stock valued at $1,070,000 after purchasing an additional 33 shares in the last quarter. Institutional investors and hedge funds own 74.77% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts recently weighed in on GE shares. JPMorgan Chase & Co. lifted their price objective on shares of GE Aerospace from $325.00 to $335.00 and gave the company an “overweight” rating in a report on Monday, January 26th. TD Cowen dropped their price objective on shares of GE Aerospace from $350.00 to $330.00 and set a “buy” rating for the company in a report on Wednesday, April 8th. Daiwa Securities Group started coverage on shares of GE Aerospace in a report on Tuesday, March 31st. They issued a “neutral” rating and a $301.00 price objective for the company. Zacks Research cut shares of GE Aerospace from a “strong-buy” rating to a “hold” rating in a report on Tuesday, March 24th. Finally, UBS Group set a $374.00 price objective on shares of GE Aerospace and gave the company a “buy” rating in a report on Friday, January 23rd. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $350.88.

GE Aerospace Stock Down 5.5%

Shares of GE Aerospace stock opened at $286.78 on Wednesday. GE Aerospace has a 52-week low of $182.10 and a 52-week high of $348.48. The company has a 50 day moving average of $310.78 and a 200 day moving average of $307.09. 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 $300.78 billion, a P/E ratio of 35.23, a P/E/G ratio of 2.83 and a beta of 1.43.

GE Aerospace (NYSE:GE) last issued its quarterly earnings results on Tuesday, April 21st. The company reported $1.86 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.60 by $0.26. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The company had revenue of $11.61 billion during the quarter, compared to the consensus estimate of $11.61 billion. During the same quarter in the previous year, the firm earned $1.49 earnings per share. The firm’s quarterly revenue was up 24.6% 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 7.43 EPS for the current fiscal year.

GE Aerospace Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, April 27th. Stockholders of record on Monday, March 9th will be given a dividend of $0.47 per share. The ex-dividend date is Monday, March 9th. This represents a $1.88 annualized dividend and a dividend yield of 0.7%. This is a boost from GE Aerospace’s previous quarterly dividend of $0.36. GE Aerospace’s payout ratio is presently 23.10%.

Insider Transactions at GE Aerospace

In other news, VP Robert M. Giglietti sold 3,035 shares of the business’s stock in a transaction that occurred on Friday, January 30th. The shares were sold at an average price of $305.51, for a total transaction of $927,222.85. Following the completion of the sale, 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. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Amy L. Gowder sold 4,000 shares of the business’s stock in a transaction that occurred 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 sale, the senior vice president 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. In the last quarter, insiders sold 37,398 shares of company stock worth $11,455,491. 0.19% of the stock is currently owned by insiders.

GE Aerospace News Summary

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

• Positive Sentiment: Q1 beat and heavy orders: GE reported Q1 adjusted EPS of $1.86 and revenue above expectations, with orders surging (~87% y/y) and a large commercial services backlog that supports medium‑term growth. RTT News — Q1 Adj. Profit Rises
• Positive Sentiment: Strong commercial & military demand: Multiple reports cite robust commercial-engine and services demand driving top-line strength and a deeper order book, supporting longer-term growth momentum. Bloomberg — Tops Estimates
• Neutral Sentiment: Analyst reaction mixed but generally constructive: TD Cowen kept a Buy rating on GE while trimming its price target to $330 from $350, reflecting confidence in earnings visibility but some valuation/near-term risk adjustment. TipRanks — TD Cowen Rating
• Negative Sentiment: Fuel-cost headwinds: Management warned that rising jet fuel costs are pressuring margins and could moderate airline demand growth, a key profitability risk cited by several outlets. Quartz — Warns on Oil Prices
• Negative Sentiment: Geopolitical risk weighed: Management highlighted Middle East tensions as a near-term risk to travel volumes and supply chains; that caution contributed to the stock pullback despite the beat. Benzinga — Middle East Risk Warning
• Negative Sentiment: Guidance slightly light vs. street: GE reaffirmed FY26 EPS guidance of $7.10–$7.40, which sits just below consensus (~$7.45), leaving room for analyst revisions and giving traders a reason to sell into the print. MarketBeat — Guidance & Transcript

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.