Harbor Investment Advisory LLC Buys 7,820 Shares of GE Aerospace $GE

Harbor Investment Advisory LLC raised its stake in shares of GE Aerospace (NYSE:GE) by 321.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 10,250 shares of the company’s stock after buying an additional 7,820 shares during the quarter. Harbor Investment Advisory LLC’s holdings in GE Aerospace were worth $3,157,000 at the end of the most recent quarter.

Other institutional investors have also recently modified their holdings of the company. Diversified Trust Co lifted its stake in shares of GE Aerospace by 21.3% in the third quarter. Diversified Trust Co now owns 32,021 shares of the company’s stock worth $9,633,000 after buying an additional 5,625 shares in the last quarter. Cadinha & Co. LLC grew its holdings in shares of GE Aerospace by 154.8% during the third quarter. Cadinha & Co. LLC now owns 97,280 shares of the company’s stock valued at $29,264,000 after buying an additional 59,106 shares during the last quarter. Czech National Bank increased its position in shares of GE Aerospace by 3.3% during the third quarter. Czech National Bank now owns 269,330 shares of the company’s stock valued at $81,020,000 after acquiring an additional 8,668 shares in the last quarter. Phoenix Financial Ltd. increased its position in shares of GE Aerospace by 34.3% during the third quarter. Phoenix Financial Ltd. now owns 22,632 shares of the company’s stock valued at $6,808,000 after acquiring an additional 5,775 shares in the last quarter. Finally, Integrity Financial Corp WA purchased a new position in GE Aerospace in the 3rd quarter worth approximately $481,000. 74.77% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at GE Aerospace

In related news, VP Robert M. Giglietti sold 3,035 shares of GE Aerospace stock in a transaction on Friday, January 30th. The stock was sold at an average price of $305.51, for a total transaction of $927,222.85. Following the transaction, the vice president directly owned 10,583 shares in the company, valued at approximately $3,233,212.33. The trade was a 22.29% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Amy L. Gowder sold 4,000 shares of the business’s 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 sale, the senior vice president directly owned 16,535 shares of the company’s stock, valued at $5,055,245.55. This represents a 19.48% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 37,398 shares of company stock worth $11,455,491 in the last three months. Corporate insiders own 0.21% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts 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 objective on the stock. UBS Group set a $374.00 target price on GE Aerospace and gave the stock a “buy” rating in a report on Friday, January 23rd. JPMorgan Chase & Co. boosted their price target on GE Aerospace from $325.00 to $335.00 and gave the stock an “overweight” rating in a research note on Monday, January 26th. Wall Street Zen raised GE Aerospace from a “hold” rating to a “buy” rating in a report on Saturday. Finally, The Goldman Sachs Group increased their price objective on GE Aerospace from $338.00 to $350.00 and gave the company a “buy” rating in a research report on Friday, January 23rd. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $331.12.

GE Aerospace News Roundup

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

• Positive Sentiment: Analysts highlight GE’s stronger growth profile and major engine wins versus peers, supporting longer‑term revenue and margin upside. GE Aerospace vs. Textron
• Positive Sentiment: Planned capital investments — >€110M aimed at expanding European manufacturing capacity (plus additional U.S. facility investments and new hires) signal management is scaling production to meet engine/order backlog and aftermarket demand. That should support revenue growth over the next several years. GE Aerospace to Invest €110M
• Positive Sentiment: Local site investments and planned hiring (including Newark and three U.S. facilities) reinforce the capex program and capacity buildout to support future engine production and services revenue. GE Aerospace investing more in Newark site
• Neutral Sentiment: GE is on investor radars and trending in market news feeds — increased attention can amplify volatility but doesn’t by itself change fundamentals. Why These 5 Stocks Are On Investors’ Radars
• Neutral Sentiment: Coverage pieces noting investor interest and attention toward GE can drive short-term flows but largely reflect existing fundamentals and guidance. GE Aerospace is Attracting Investor Attention
• Negative Sentiment: Market reacted to the capex announcements with near-term selling, reflecting concerns about higher near‑term cash outflows, margin pressure and GE’s premium valuation vs. some peers. That contributed to the recent pullback. GE Pours €110M Into European Facilities
• Negative Sentiment: Some investor commentary recommends allocating to other mega‑caps after GE’s pullback, signaling rotation risk and comparative valuation concerns that can keep selling pressure on the shares. My Top 2 Megacap Stocks to Buy After GE’s Pullback
• Negative Sentiment: TipRanks and other reports tie the stock dip directly to the investment announcement, underscoring that markets are weighing near‑term costs against long‑term growth. Investment and Stock Drop

GE Aerospace Price Performance

NYSE GE opened at $286.13 on Friday. The company has a 50-day moving average price of $317.48 and a 200-day moving average price of $306.09. GE Aerospace has a 52 week low of $159.36 and a 52 week high of $348.48. 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 firm has a market capitalization of $300.10 billion, a P/E ratio of 35.15, a PEG ratio of 2.69 and a beta of 1.36.

GE Aerospace (NYSE:GE) last announced its earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share (EPS) 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 company had revenue of $11.90 billion during the quarter, compared to analyst estimates of $11.27 billion. During the same period in the previous year, the business posted $1.32 earnings per share. The firm’s quarterly revenue was up 17.6% compared to the same quarter last year. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Equities research analysts anticipate that GE Aerospace will post 5.4 earnings per share for the current year.

GE Aerospace Increases Dividend

The firm 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. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend is Monday, March 9th. This is a positive change from GE Aerospace’s previous quarterly dividend of $0.36. GE Aerospace’s payout ratio is presently 23.10%.

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.