GE Aerospace $GE Stake Increased by Maia Wealth LLC

Maia Wealth LLC boosted its stake in GE Aerospace (NYSE:GE) by 81.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,637 shares of the company’s stock after acquiring an additional 2,082 shares during the period. Maia Wealth LLC’s holdings in GE Aerospace were worth $1,447,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in the stock. Norges Bank bought a new stake in shares of GE Aerospace in the 2nd quarter worth about $3,408,828,000. Capital World Investors lifted its position in shares of GE Aerospace by 16.2% during the third quarter. Capital World Investors now owns 21,442,810 shares of the company’s stock worth $6,449,731,000 after purchasing an additional 2,995,054 shares during the last quarter. Jennison Associates LLC lifted its position in shares of GE Aerospace by 21.5% during the third quarter. Jennison Associates LLC now owns 8,430,878 shares of the company’s stock worth $2,536,177,000 after purchasing an additional 1,494,541 shares during the last quarter. Vanguard Group Inc. grew its stake in GE Aerospace by 1.6% in the second quarter. Vanguard Group Inc. now owns 91,989,511 shares of the company’s stock worth $23,677,180,000 after purchasing an additional 1,482,069 shares in the last quarter. Finally, Lazard Asset Management LLC grew its stake in GE Aerospace by 4,253.7% in the second quarter. Lazard Asset Management LLC now owns 796,422 shares of the company’s stock worth $204,991,000 after purchasing an additional 778,129 shares in the last quarter. 74.77% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several analysts have issued reports on GE shares. Susquehanna restated a “positive” rating and set a $380.00 price objective on shares of GE Aerospace in a research note on Thursday, January 15th. Citigroup reiterated a “buy” rating and issued a $380.00 target price (up from $378.00) on shares of GE Aerospace in a research report on Friday, January 23rd. Sanford C. Bernstein boosted their price target on GE Aerospace from $374.00 to $405.00 and gave the company an “outperform” rating in a report on Tuesday, March 3rd. The Goldman Sachs Group upped their price target on GE Aerospace from $338.00 to $350.00 and gave the company a “buy” rating in a research report on Friday, January 23rd. Finally, Morgan Stanley initiated coverage on GE Aerospace in a research note on Friday, February 20th. They set an “overweight” rating and a $425.00 price objective on the stock. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, GE Aerospace has an average rating of “Moderate Buy” and a consensus price target of $331.12.

GE Aerospace News Summary

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

• Positive Sentiment: GE continues capacity buildout with another investment at its Batesville site, signaling continued manufacturing expansion and localized production for engines/components. GE Aerospace investing another $18 million in Batesville site
• Positive Sentiment: GE boosts CFM56 turbine-blade manufacturing — an operational move to raise throughput on a high-volume engine family, supporting aftermarket revenue and parts availability. GE Aerospace Boosts CFM56 Turbine Blade Manufacturing
• Positive Sentiment: Planned investments in Illinois and Greater Cincinnati (including a reported $9M and $115M respectively) and a broader $1B U.S. manufacturing push (and hiring 5,000) reinforce long-term capacity, supply-chain resilience and secular aftermarket growth. GE Aerospace to invest $9 million in 2 Illinois facilities
• Positive Sentiment: GE and Palantir extend their AI partnership to improve U.S. Air Force readiness and predictive maintenance — a revenue and margin lever in defense services and digital aftermarket offerings. GE Aerospace And Palantir Extend AI Deal For U.S. Air Force Readiness
• Positive Sentiment: Joint engine research with Airbus Helicopters advances technology partnerships that can lead to future programs and content wins. GE Aerospace, Airbus Helicopters Advance Joint Engine Research
• Neutral Sentiment: Coverage pieces (e.g., 3D-printing stock lists, “buy the dip” analyses) highlight positive structural narratives for GE but are opinion pieces rather than new company-specific catalysts. Top 3D Printing Stocks to Buy Now
• Neutral Sentiment: Small reported congressional insider sale (Rep. Austin Scott) is noted by media but is immaterial to company fundamentals. Rep. Austin Scott Has Sold Up to $30K Worth Of GE Aerospace Stock
• Negative Sentiment: FAA airworthiness directive on certain GEnx HPC stage-5 blisks introduces near-term inspection/replacement costs and scheduling disruption for airline customers — a clear short-term earnings and cash-flow overhang if shop visits rise. GE Aerospace slides as FAA directive on GEnx components adds new maintenance overhang
• Negative Sentiment: Broader market pressure — rising oil/prices and profit-taking after a strong run — is weighing on cyclicals and premium-valuation aerospace names, amplifying pullbacks. Should You Buy the Dip in GE Aerospace Stock Today?

Insider Activity at GE Aerospace

In other GE Aerospace news, SVP Amy L. Gowder sold 4,000 shares of the firm’s stock in a transaction on Monday, February 2nd. The stock was 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 in the company, valued at approximately $5,055,245.55. This trade represents a 19.48% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, SVP Russell Stokes sold 30,363 shares of the firm’s stock in a transaction on 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 sale, the senior vice president owned 150,434 shares in the company, valued at $46,103,507.98. The trade was a 16.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 37,398 shares of company stock worth $11,455,491 in the last 90 days. 0.21% of the stock is currently owned by company insiders.

GE Aerospace Price Performance

GE opened at $299.25 on Friday. 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 company’s 50-day moving average price is $320.02 and its 200 day moving average price is $305.32. GE Aerospace has a fifty-two week low of $159.36 and a fifty-two week high of $348.48. The firm has a market cap of $313.85 billion, a price-to-earnings ratio of 36.76, a price-to-earnings-growth ratio of 2.83 and a beta of 1.36.

GE Aerospace (NYSE:GE) last issued its earnings results on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, beating analysts’ consensus estimates of $1.43 by $0.14. The company 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%.GE Aerospace’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 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, sell-side analysts expect that GE Aerospace will post 5.4 earnings per share for the current 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 given a dividend of $0.47 per share. The ex-dividend date is Monday, March 9th. This represents a $1.88 dividend on an annualized basis and a yield of 0.6%. This is an increase from GE Aerospace’s previous quarterly dividend of $0.36. GE Aerospace’s payout ratio is presently 23.10%.

GE Aerospace Company Profile

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.