Wrapmanager Inc. reduced its position in shares of GE Aerospace (NYSE:GE – Free Report) by 25.5% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,960 shares of the company’s stock after selling 1,694 shares during the period. Wrapmanager Inc.’s holdings in GE Aerospace were worth $1,492,000 at the end of the most recent reporting period.
A number of other large investors have also recently modified their holdings of the business. Bare Financial Services Inc raised its holdings in shares of GE Aerospace by 81.1% during the 2nd quarter. Bare Financial Services Inc now owns 96 shares of the company’s stock worth $25,000 after buying an additional 43 shares in the last quarter. REAP Financial Group LLC acquired a new stake in shares of GE Aerospace in the 3rd quarter valued at approximately $25,000. Marquette Asset Management LLC acquired a new stake in shares of GE Aerospace in the 3rd quarter valued at approximately $26,000. Lavaca Capital LLC grew its holdings in shares of GE Aerospace by 1,666.7% during the 2nd quarter. Lavaca Capital LLC now owns 106 shares of the company’s stock valued at $27,000 after purchasing an additional 100 shares during the last quarter. Finally, Barnes Dennig Private Wealth Management LLC increased its position in GE Aerospace by 147.2% during the 3rd 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. Institutional investors and hedge funds own 74.77% of the company’s stock.
Trending Headlines about GE Aerospace
Here are the key news stories impacting GE Aerospace this week:
- Positive Sentiment: United Airlines selected 300 GEnx engines to power new Boeing 787s — a large commercial engine order that increases GE Aerospace’s engine build and long-term aftermarket service revenue base and strengthens backlog. UAL Orders 300 GEnx Engines From GE Aerospace
- Positive Sentiment: Kratos and GE won a U.S. Air Force award (~$12.4M) to design the GEK1500 engine for expendable Collaborative Combat Aircraft — a defense program win that expands GE’s small-engine pipeline and could lead to larger production/service follow-ons. Kratos and GE Aerospace Win U.S. Air Force Award
- Positive Sentiment: Industry coverage notes the GE–Kratos–USAF deal expands the CCA engine agreement and leverages prior engine maturations to accelerate delivery — reinforces execution on defense R&D-to-production pipeline. GE-Kratos-USAF Deal Expands CCA Engine Agreement
- Positive Sentiment: American Airlines made a long-term commitment to GE engines (CFM LEAP family) — supports spare-parts and MRO (maintenance, repair & overhaul) revenue tail and elevates multi-year aftermarket visibility. American Makes Long-Term Commitment to GE Engines
- Positive Sentiment: Fresh analyst attention (Morgan Stanley initiation, Deutsche Bank commentary) and feature pieces on A&D winners of AI disruption are drawing investor focus to GE Aerospace’s standalone cash‑flow potential and secular tailwinds (airline demand, defense modernization). This can support multiple expansion. A Look At General Electric’s Valuation After Morgan Stanley’s Bullish Aerospace Initiation
- Neutral Sentiment: Market reports on data-center and power-transformer growth list General Electric among key suppliers — supports broader GE group demand for utility and industrial equipment, but is more directly relevant to GE Vernova than GE Aerospace. Data Center Market Competitive Analysis Report 2025
- Neutral Sentiment: Media lists and AI-era investor pieces include GE/Aerospace as a potential beneficiary — helpful for sentiment but not a direct near-term revenue catalyst. 10 Best Aerospace and Defense Stocks to Invest In
- Negative Sentiment: Competitive noise — an RTX social post highlighted Pratt & Whitney as a contender to power a new stealthy Mach‑2 jet. Wins by competitors on high-profile military platforms could pressure GE’s opportunity set and future program awards. RTX post sparks buzz as Pratt & Whitney vies to power stealthy Mach 2 jet
Insider Activity
Analysts Set New Price Targets
GE has been the topic of a number of research analyst reports. Wall Street Zen lowered shares of GE Aerospace from a “buy” rating to a “hold” rating in a research report on Saturday. JPMorgan Chase & Co. increased their price target on GE Aerospace from $325.00 to $335.00 and gave the company an “overweight” rating in a research note on Monday, January 26th. UBS Group set a $374.00 price objective on GE Aerospace and gave the company a “buy” rating in a report on Friday, January 23rd. Bank of America upped their target price on GE Aerospace from $310.00 to $365.00 and gave the stock a “buy” rating in a report on Monday, October 27th. Finally, Sanford C. Bernstein reiterated an “outperform” rating on shares of GE Aerospace in a research report on Monday, October 27th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, GE Aerospace has an average rating of “Moderate Buy” and an average target price of $329.29.
Read Our Latest Stock Report on GE
GE Aerospace Stock Performance
Shares of GE Aerospace stock opened at $338.88 on Tuesday. The stock has a market cap of $355.42 billion, a price-to-earnings ratio of 41.63, a P/E/G ratio of 3.17 and a beta of 1.40. GE Aerospace has a twelve month low of $159.36 and a twelve month high of $344.30. The company’s fifty day moving average is $314.38 and its 200 day moving average is $299.89. The company has a quick ratio of 0.74, a current ratio of 1.04 and a debt-to-equity ratio of 1.00.
GE Aerospace (NYSE:GE – Get Free Report) last announced 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 return on equity of 35.52% and a net margin of 18.98%.The firm had revenue of $11.90 billion for the quarter, compared to the consensus estimate of $11.27 billion. During the same period in the previous year, the business earned $1.32 EPS. The business’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. Sell-side analysts forecast that GE Aerospace will post 5.4 EPS for the current year.
GE Aerospace Increases Dividend
The business also recently announced a quarterly dividend, which will be paid on Monday, April 27th. Investors of record on Monday, March 9th will be issued a $0.47 dividend. The ex-dividend date is Monday, March 9th. This is a boost from GE Aerospace’s previous quarterly dividend of $0.36. This represents a $1.88 annualized dividend and a yield of 0.6%. GE Aerospace’s dividend payout ratio (DPR) is currently 17.69%.
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.
Read More
- Five stocks we like better than GE Aerospace
- Elon Musk already made me a “wealthy man”
- Elon’s Secret AI Partner?
- Silver $500? The “Deficit Math” says it’s possible.
- Unlocked: Elon Musk’s Next Big IPO
- Buffett, Gates and Bezos Quietly Dumping Stocks—Here’s Why
Want to see what other hedge funds are holding GE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for GE Aerospace (NYSE:GE – Free Report).
Receive News & Ratings for GE Aerospace Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for GE Aerospace and related companies with MarketBeat.com's FREE daily email newsletter.
