Weaver Capital Management LLC Increases Stake in GE Aerospace $GE

Weaver Capital Management LLC increased its holdings in GE Aerospace (NYSE:GE) by 26.6% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 9,811 shares of the company’s stock after purchasing an additional 2,060 shares during the period. Weaver Capital Management LLC’s holdings in GE Aerospace were worth $3,022,000 as of its most recent SEC filing.

A number of other institutional investors also recently made changes to their positions in GE. Sutton Place Investors LLC increased its position in shares of GE Aerospace by 4.0% in the fourth quarter. Sutton Place Investors LLC now owns 1,865 shares of the company’s stock valued at $574,000 after acquiring an additional 72 shares during the period. Greenhouse Wealth Management LLC increased its position in shares of GE Aerospace by 5.5% in the fourth quarter. Greenhouse Wealth Management LLC now owns 806 shares of the company’s stock valued at $248,000 after acquiring an additional 42 shares during the period. Jackson Square Capital LLC increased its position in shares of GE Aerospace by 19.2% in the fourth quarter. Jackson Square Capital LLC now owns 10,788 shares of the company’s stock valued at $3,323,000 after acquiring an additional 1,734 shares during the period. Franklin Street Advisors Inc. NC purchased a new position in shares of GE Aerospace in the fourth quarter valued at about $332,000. Finally, Ledyard National Bank increased its position in shares of GE Aerospace by 1.6% in the fourth quarter. Ledyard National Bank now owns 2,798 shares of the company’s stock valued at $862,000 after acquiring an additional 44 shares during the period. Hedge funds and other institutional investors own 74.77% of the company’s stock.

GE Aerospace Trading Up 6.7%

NYSE:GE opened at $308.04 on Thursday. The company has a 50-day moving average price of $311.45 and a 200-day moving average price of $306.57. GE Aerospace has a 12 month low of $165.70 and a 12 month high of $348.48. 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 stock has a market cap of $323.07 billion, a price-to-earnings ratio of 37.84, a P/E/G ratio of 2.60 and a beta of 1.43.

GE Aerospace (NYSE:GE) last posted its earnings results on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, topping 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 firm had revenue of $11.90 billion during the quarter, compared to analysts’ expectations of $11.27 billion. During the same period last year, the company posted $1.32 EPS. The company’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 analysts predict that GE Aerospace will post 5.4 EPS for the current year.

GE Aerospace Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, April 27th. Investors 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 0.6%. The ex-dividend date is Monday, March 9th. This is a positive change from GE Aerospace’s previous quarterly dividend of $0.36. GE Aerospace’s dividend payout ratio (DPR) is 23.10%.

Analysts Set New Price Targets

A number of equities analysts have issued reports on the stock. JPMorgan Chase & Co. boosted their price objective on shares of GE Aerospace from $325.00 to $335.00 and gave the company an “overweight” rating in a research report on Monday, January 26th. UBS Group set a $374.00 price objective on shares of GE Aerospace and gave the company a “buy” rating in a research report on Friday, January 23rd. Citigroup decreased their price objective on shares of GE Aerospace from $380.00 to $353.00 and set a “buy” rating on the stock in a research report on Wednesday, April 1st. Zacks Research cut shares of GE Aerospace from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, March 24th. Finally, BNP Paribas Exane dropped their target price on shares of GE Aerospace from $305.00 to $290.00 and set an “underperform” rating for the company in a research report on Friday, January 23rd. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $350.88.

Insider Buying and Selling

In related news, SVP Amy L. Gowder sold 4,000 shares of the 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 completion of the transaction, the senior vice president directly owned 16,535 shares in the company, valued at $5,055,245.55. This trade represents a 19.48% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, VP Robert M. Giglietti sold 3,035 shares of the stock in a transaction dated Friday, January 30th. The stock was sold at an average price of $305.51, for a total transaction of $927,222.85. Following the completion of the transaction, the vice president owned 10,583 shares of the company’s stock, valued at approximately $3,233,212.33. The trade was a 22.29% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 37,398 shares of company stock worth $11,455,491 in the last three months. 0.19% of the stock is owned by corporate insiders.

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.