Nisa Investment Advisors LLC Increases Stock Position in GE Aerospace $GE

Nisa Investment Advisors LLC raised its stake in shares of GE Aerospace (NYSE:GE) by 5.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 236,760 shares of the company’s stock after acquiring an additional 11,890 shares during the period. Nisa Investment Advisors LLC’s holdings in GE Aerospace were worth $73,015,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in GE. REAP Financial Group LLC purchased a new position in shares of GE Aerospace during the 3rd quarter worth approximately $25,000. Marquette Asset Management LLC purchased a new stake in GE Aerospace in the third quarter valued at approximately $26,000. Lavaca Capital LLC lifted its stake in GE Aerospace by 1,666.7% during the second quarter. Lavaca Capital LLC now owns 106 shares of the company’s stock worth $27,000 after purchasing an additional 100 shares in the last quarter. Barnes Dennig Private Wealth Management LLC lifted its stake in GE Aerospace by 147.2% during the third quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company’s stock worth $27,000 after purchasing an additional 53 shares in the last quarter. Finally, Roble Belko & Company Inc boosted its position in shares of GE Aerospace by 98.1% during the third quarter. Roble Belko & Company Inc now owns 103 shares of the company’s stock worth $31,000 after buying an additional 51 shares during the period. 74.77% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at GE Aerospace

In related news, SVP Amy L. Gowder sold 4,000 shares of the firm’s stock in a transaction that occurred on 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 owned 16,535 shares of the company’s stock, valued at $5,055,245.55. This trade represents a 19.48% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Russell Stokes sold 30,363 shares of GE Aerospace stock in a transaction that occurred on Friday, January 30th. The stock was sold at an average price of $306.47, for a total transaction 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 $46,103,507.98. This represents a 16.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 37,398 shares of company stock valued at $11,455,491. 0.19% of the stock is currently owned by corporate insiders.

Key GE Aerospace News

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

• Positive Sentiment: Expanded supply‑chain footprint — GE Aerospace said it is widening its global aviation supply‑chain network, which should help secure parts, reduce lead times and support production ramp for commercial and defense engines. That underpins medium‑term revenue and delivery targets. GE Aerospace Expands Global Aviation Supply Chain Network
• Positive Sentiment: Shows up in GARP lists — GE appears in recent GARP (growth at a reasonable price) stock coverage, reinforcing investor interest from growth/value managers who favor companies with solid earnings momentum and reasonable valuations. This can support longer‑term demand for the shares. 4 GARP Stocks That Investors Can Scoop Up
• Positive Sentiment: Proxy/activist context — ADL and JLens urged shareholders to vote AGAINST a proxy proposal they say could harm GE’s defense business, signaling support from influential investor groups for GE’s existing defense strategy; a favorable vote outcome would remove near‑term policy uncertainty. ADL and JLens Urge GE Aerospace Shareholders to Vote AGAINST Proposal 7
• Neutral Sentiment: New coverage from Daiwa — Daiwa initiated coverage with a Neutral rating and a $301 price target, calling out strong fundamentals but warning that expectations already priced in the stock leave limited margin for error. The $301 target is modestly above current levels, so the report may temper some upside enthusiasm. Wall Street Split on GE Aerospace as Daiwa Sets $301 Target and Flags High Expectations
• Neutral Sentiment: Sector note: investors holding steady — BNP Paribas and other commentators say investors are generally holding their nerve in aerospace despite heightened conflict risks, implying demand for aerospace names like GE remains intact unless risks escalate. Investors hold their nerve on aerospace amid conflict risks: BNP Paribas
• Negative Sentiment: Short‑term geopolitical sell‑off — Earlier market moves knocked down several aerospace and industrial names after a geopolitical escalation headline; that produced intra‑day pressure on GE shares and highlights how sensitive the stock can be to conflict news even when fundamentals remain strong. Graham Corporation, Keysight, Flowserve, MasTec, and GE Aerospace Shares Plummet, What You Need To Know
• Negative Sentiment: Technical/strategy critique — Some chart analysts have flagged GE’s setup as less attractive than peers, which could trigger tactical selling by short‑term technical traders if momentum stalls. Dell, GE Aerospace: Only one has ‘one of the worst setups’ possible

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on GE. JPMorgan Chase & Co. lifted their price objective on GE Aerospace from $325.00 to $335.00 and gave the company an “overweight” rating in a research note on Monday, January 26th. Deutsche Bank Aktiengesellschaft raised their target price on GE Aerospace from $375.00 to $387.00 and gave the company a “buy” rating in a report on Friday, January 23rd. UBS Group set a $374.00 target price on GE Aerospace and gave the company a “buy” rating in a research report on Friday, January 23rd. TD Cowen boosted their price target on shares of GE Aerospace from $330.00 to $350.00 and gave the stock a “buy” rating in a research note on Wednesday, January 14th. Finally, Morgan Stanley initiated coverage on shares of GE Aerospace in a research report on Friday, February 20th. They set an “overweight” rating and a $425.00 price target on the stock. Sixteen analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $329.44.

GE Aerospace Stock Up 3.7%

GE Aerospace stock opened at $283.28 on Wednesday. The firm has a market capitalization of $297.10 billion, a P/E ratio of 34.80, a P/E/G ratio of 2.52 and a beta of 1.36. The company has a current ratio of 1.04, a quick ratio of 0.74 and a debt-to-equity ratio of 1.00. GE Aerospace has a twelve month low of $159.36 and a twelve month high of $348.48. The stock’s fifty day simple moving average is $312.48 and its 200-day simple moving average is $306.82.

GE Aerospace (NYSE:GE) last released its earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.43 by $0.14. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.The firm had revenue of $11.90 billion during the quarter, compared to analyst estimates of $11.27 billion. During the same period last year, the business posted $1.32 earnings per share. GE Aerospace’s 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. As a group, equities analysts expect 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. Stockholders of record on Monday, March 9th will be paid a $0.47 dividend. This represents a $1.88 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Monday, March 9th. This is a boost from GE Aerospace’s previous quarterly dividend of $0.36. GE Aerospace’s dividend payout ratio (DPR) is 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.