GE Aerospace $GE Shares Purchased by Park Avenue Securities LLC

Park Avenue Securities LLC lifted its holdings in GE Aerospace (NYSE:GE) by 8.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 74,405 shares of the company’s stock after purchasing an additional 5,599 shares during the period. Park Avenue Securities LLC’s holdings in GE Aerospace were worth $22,919,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently bought and sold shares of GE. Bare Financial Services Inc grew its holdings in GE Aerospace by 81.1% in the second quarter. Bare Financial Services Inc now owns 96 shares of the company’s stock valued at $25,000 after purchasing an additional 43 shares during the period. REAP Financial Group LLC purchased a new stake in shares of GE Aerospace in the third quarter valued at approximately $25,000. Marquette Asset Management LLC acquired a new position in shares of GE Aerospace during the 3rd quarter worth approximately $26,000. Lavaca Capital LLC raised its stake 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 worth $27,000 after buying an additional 100 shares during the period. Finally, Barnes Dennig Private Wealth Management LLC lifted its position in shares of GE Aerospace by 147.2% during the 3rd quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company’s stock valued at $27,000 after buying an additional 53 shares in the last quarter. Institutional investors and hedge funds own 74.77% of the company’s stock.

GE Aerospace Price Performance

Shares of NYSE GE opened at $291.29 on Friday. The stock has a market capitalization of $305.51 billion, a price-to-earnings ratio of 35.79, a price-to-earnings-growth ratio of 2.78 and a beta of 1.36. GE Aerospace has a 52 week low of $159.36 and a 52 week high of $348.48. The firm has a 50-day simple moving average of $318.19 and a 200-day simple moving average of $306.01. 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) last announced its quarterly earnings data 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. The company had revenue of $11.90 billion during the quarter, compared to analysts’ expectations of $11.27 billion. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. GE Aerospace’s revenue was up 17.6% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.32 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, equities analysts predict that GE Aerospace will post 5.4 earnings per share for the current fiscal year.

GE Aerospace Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, April 27th. Stockholders of record on Monday, March 9th will be given a $0.47 dividend. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.6%. This is a boost from GE Aerospace’s previous quarterly dividend of $0.36. The ex-dividend date is Monday, March 9th. GE Aerospace’s dividend payout ratio (DPR) is currently 23.10%.

Insider Activity at GE Aerospace

In other GE Aerospace news, VP Robert M. Giglietti sold 3,035 shares of the business’s 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 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 transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, SVP Amy L. Gowder sold 4,000 shares of the company’s stock in a transaction 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 completion of the sale, the senior vice president owned 16,535 shares of the company’s stock, valued at approximately $5,055,245.55. The trade was a 19.48% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 37,398 shares of company stock valued at $11,455,491. 0.21% of the stock is currently owned by insiders.

Trending Headlines about GE Aerospace

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

• Positive Sentiment: Large Europe investment to expand capacity and hiring — GE announced more than €110M (reported as ~$127M in some outlets) to upgrade European manufacturing, add additive‑manufacturing capability and hire ~1,000 workers in 2026, which supports future engine production and MRO growth. Article Title
• Positive Sentiment: Defense tech partnership expansion — GE is broadening its tie-up with Palantir to use agentic AI for U.S. Air Force mission readiness, which can deepen defense backlog and differentiate its services/solutions. Article Title
• Positive Sentiment: Recent earnings and guidance remain supportive — GE Aerospace recently beat quarterly EPS and revenue estimates and set FY26 guidance (7.10–7.40 EPS), which underpins longer‑term earnings visibility even as spending ramps.
• Neutral Sentiment: Domestic facility investments — The company is also allocating capital to U.S. sites (including a Newark investment and ~$65M across three facilities), which is constructive for local capacity but increases near‑term capex. Article Title
• Neutral Sentiment: Executive pay adjustments — Coverage notes CEO Larry Culp’s compensation will be more modest in 2025 after an $88M payout prior year; governance and optics matter to some investors but this readjustment is mixed in impact. Article Title
• Negative Sentiment: Market reaction and near-term cash concern — The stock has pulled back as investors digest the scale and timing of the capital programs and hiring; some selling looks like valuation profit‑taking after recent gains. Article Title
• Negative Sentiment: Supply-chain & margin pressure risk — Coverage highlights a shift in rare‑earth sourcing and U.S. policy moves that could raise input costs or complicate defense sourcing/compliance from 2027 onward, a potential margin headwind for military engines and systems. Article Title

Analyst Upgrades and Downgrades

GE has been the topic of a number of research analyst reports. Morgan Stanley initiated coverage on shares of GE Aerospace in a research note on Friday, February 20th. They issued an “overweight” rating and a $425.00 price target on the stock. UBS Group set a $374.00 price objective on shares of GE Aerospace and gave the stock a “buy” rating in a research report on Friday, January 23rd. BNP Paribas Exane decreased their price objective on shares of GE Aerospace from $305.00 to $290.00 and set an “underperform” rating on the stock in a report on Friday, January 23rd. Wolfe Research lifted their target price on shares of GE Aerospace from $340.00 to $360.00 and gave the company an “outperform” rating in a research report on Monday, January 12th. Finally, JPMorgan Chase & Co. boosted their target price on shares of GE Aerospace from $325.00 to $335.00 and gave the stock an “overweight” rating in a research note on Monday, January 26th. One 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 given a Sell rating to the company. According to MarketBeat.com, GE Aerospace currently has an average rating of “Moderate Buy” and an average target price of $331.12.

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.