Journey Advisory Group LLC grew its stake in GE Aerospace (NYSE:GE – Free Report) by 13.9% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 32,292 shares of the company’s stock after purchasing an additional 3,945 shares during the period. Journey Advisory Group LLC’s holdings in GE Aerospace were worth $9,714,000 at the end of the most recent reporting period.
Other large investors have also modified their holdings of the company. Brighton Jones LLC boosted its holdings in shares of GE Aerospace by 25.3% in the fourth quarter. Brighton Jones LLC now owns 12,008 shares of the company’s stock valued at $2,003,000 after acquiring an additional 2,421 shares in the last quarter. Revolve Wealth Partners LLC raised its holdings in GE Aerospace by 7.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 2,251 shares of the company’s stock worth $375,000 after purchasing an additional 150 shares in the last quarter. Sivia Capital Partners LLC lifted its position in GE Aerospace by 4.6% in the second quarter. Sivia Capital Partners LLC now owns 4,337 shares of the company’s stock valued at $1,116,000 after purchasing an additional 191 shares during the period. Brookstone Capital Management boosted its holdings in GE Aerospace by 2.5% in the 2nd quarter. Brookstone Capital Management now owns 21,856 shares of the company’s stock valued at $5,625,000 after purchasing an additional 531 shares in the last quarter. Finally, Exencial Wealth Advisors LLC increased its position in GE Aerospace by 9.1% during the 2nd quarter. Exencial Wealth Advisors LLC now owns 2,925 shares of the company’s stock worth $753,000 after purchasing an additional 244 shares during the period. Hedge funds and other institutional investors own 74.77% of the company’s stock.
Analyst Upgrades and Downgrades
A number of analysts recently weighed in on the company. TD Cowen lifted their price target on GE Aerospace from $330.00 to $350.00 and gave the company a “buy” rating in a research note on Wednesday, January 14th. Citigroup reissued a “buy” rating and issued a $380.00 target price (up previously from $378.00) on shares of GE Aerospace in a report on Friday, January 23rd. Zacks Research upgraded shares of GE Aerospace from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, January 27th. Deutsche Bank Aktiengesellschaft increased their price target on shares of GE Aerospace from $375.00 to $387.00 and gave the company a “buy” rating in a report on Friday, January 23rd. Finally, Wall Street Zen cut shares of GE Aerospace from a “buy” rating to a “hold” rating in a research note on Saturday. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, one has given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $329.29.
GE Aerospace Price Performance
Shares of NYSE GE opened at $342.54 on Friday. The company has a current ratio of 1.04, a quick ratio of 0.74 and a debt-to-equity ratio of 1.00. The company’s 50-day moving average price is $313.63 and its 200 day moving average price is $299.04. GE Aerospace has a 52 week low of $159.36 and a 52 week high of $344.30. The stock has a market cap of $359.26 billion, a price-to-earnings ratio of 42.08, a PEG ratio of 3.09 and a beta of 1.40.
GE Aerospace (NYSE:GE – Get Free Report) last issued its quarterly earnings data on Thursday, January 22nd. The company reported $1.57 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.43 by $0.14. The firm had revenue of $11.90 billion during the quarter, compared to the consensus estimate of $11.27 billion. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.The company’s quarterly revenue was up 17.6% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.32 EPS. 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 earnings per share 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. Investors of record on Monday, March 9th will be paid a dividend of $0.47 per share. The ex-dividend date of this dividend 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 0.5%. GE Aerospace’s dividend payout ratio is 17.69%.
Insider Buying and Selling
In related news, SVP Russell Stokes sold 30,363 shares of the business’s stock in a transaction dated Friday, January 30th. The shares were sold at an average price of $306.47, for a total value of $9,305,348.61. Following the completion of the transaction, the senior vice president owned 150,434 shares of the company’s stock, valued at approximately $46,103,507.98. The trade was a 16.79% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, SVP Amy L. Gowder sold 4,000 shares of the company’s stock in a transaction dated Monday, February 2nd. The shares were 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 owned 16,535 shares in the company, valued at approximately $5,055,245.55. This trade represents a 19.48% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 37,398 shares of company stock worth $11,455,491. 0.21% of the stock is owned by corporate insiders.
Key GE Aerospace News
Here are the key news stories impacting GE Aerospace this week:
- Positive Sentiment: Morgan Stanley initiated coverage of GE Aerospace with an Overweight rating and a $425 price target, arguing the market underestimates GE’s long‑term free cash flow and pricing power — a clear analyst-driven bullish catalyst. Morgan Stanley initiates GE Aerospace stock with overweight rating
- Positive Sentiment: Media coverage is spotlighting GE’s new “AI Wingmate” program — AI tools for inspections and predictive maintenance that could lower airline downtime and support services revenue growth, boosting investor sentiment around recurring aftermarket cash flows. GE Aerospace readies for liftoff with wild new AI wingmate
- Positive Sentiment: Reports note GE signed a significant engine order with United Airlines (and dealer/airline comments praising GE engines surfaced), reinforcing near‑term aftermarket and OEM revenue visibility. Contract wins like this support higher revenue and service attach rates. GE Aerospace, United Airlines ink big engine order
- Positive Sentiment: GE is partnering with Starfighters Space to support the STARLAUNCH I rocket program’s critical design review — a small but strategic aerospace collaboration that highlights GE’s broader aerospace engineering role and potential new revenue avenues. Starfighters and GE Progress STARLAUNCH Platform
- Neutral Sentiment: Technically, several market commentators flagged GE Aerospace entering a “buy range” and hitting all‑time highs — this momentum can attract trend‑following flows but also raises volatility risk on any pullback. Dow Jones Futures Fall Before Big Economic Data, Possible Trump Tariff Ruling; AI Leader Climbs, Cancer-Test Firm Crashes
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.
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