Howard Financial Services LTD. Increases Stock Position in GE Aerospace $GE

Howard Financial Services LTD. boosted its position in GE Aerospace (NYSE:GE) by 207.2% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 4,323 shares of the company’s stock after acquiring an additional 2,916 shares during the period. Howard Financial Services LTD.’s holdings in GE Aerospace were worth $1,332,000 at the end of the most recent reporting period.

Other hedge funds have also recently modified their holdings of the company. Jacobsen Capital Management boosted its holdings in shares of GE Aerospace by 1.4% during the third quarter. Jacobsen Capital Management now owns 2,295 shares of the company’s stock worth $690,000 after purchasing an additional 32 shares during the period. Harfst & Associates Inc. increased its holdings in GE Aerospace by 0.4% during the 3rd quarter. Harfst & Associates Inc. now owns 7,444 shares of the company’s stock valued at $2,239,000 after purchasing an additional 33 shares during the period. Ledyard National Bank increased its holdings in GE Aerospace by 1.2% during the 3rd quarter. Ledyard National Bank now owns 2,754 shares of the company’s stock valued at $828,000 after purchasing an additional 33 shares during the period. Hardy Reed LLC raised its position in GE Aerospace by 0.7% during the 3rd quarter. Hardy Reed LLC now owns 4,999 shares of the company’s stock valued at $1,504,000 after purchasing an additional 33 shares during the last quarter. Finally, RMG Wealth Management LLC raised its position in GE Aerospace by 8.3% during the 3rd quarter. RMG Wealth Management LLC now owns 442 shares of the company’s stock valued at $132,000 after purchasing an additional 34 shares during the last quarter. Hedge funds and other institutional investors own 74.77% of the company’s stock.

Insider Buying and Selling

In other GE Aerospace news, SVP Russell Stokes sold 30,363 shares of the business’s stock in a transaction on Friday, January 30th. The stock was sold at an average price of $306.47, for a total value of $9,305,348.61. Following the sale, the senior vice president directly owned 150,434 shares of the company’s stock, valued at approximately $46,103,507.98. The trade was a 16.79% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, VP Robert M. Giglietti sold 3,035 shares of the stock in a transaction on Friday, January 30th. The stock was sold at an average price of $305.51, for a total value of $927,222.85. Following the completion of the sale, the vice president directly owned 10,583 shares in the company, valued at approximately $3,233,212.33. This represents a 22.29% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 37,398 shares of company stock worth $11,455,491 in the last 90 days. Insiders own 0.19% of the company’s stock.

Key GE Aerospace News

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

• Positive Sentiment: GE Aerospace’s strong fundamentals remain supportive: the company beat quarterly EPS and revenue estimates and set FY2026 EPS guidance that implies continued growth, reinforcing the bull case for engine demand and margins. GE Aerospace stock climbs to start the week: What’s happening today?
• Positive Sentiment: GE Aerospace is increasing manufacturing capacity to meet demand — a €110 million European investment is targeted at boosting engine output, which should help clear backlogs and support revenue visibility. GE Aerospace Targets Increased Engine Output With €110 Million European Investment
• Positive Sentiment: Sector peers showing margin resilience and sustained aerospace demand (e.g., Howmet) help the narrative that pricing power and strong book-to-bill trends are durable for engine and aerospace suppliers. HWM’s EBITDA Momentum Picks Up: Is Margin Expansion Sustainable?
• Neutral Sentiment: Short-term market moves and risk-off/risk-on swings influenced the stock; early-week strength was partially driven by a broader market rally following signs of de‑escalation in the Middle East. GE Aerospace Stock Climbs To Start The Week: What’s Happening Today?
• Neutral Sentiment: Broader GE-family news (not GE Aerospace ticker) around GE Vernova’s AI-driven demand narrative and index moves is bullish for the industrial thesis but has limited direct impact on GE Aerospace’s standalone fundamentals. Investors should treat GEV headlines as related context, not direct drivers for GE (GE). GE Vernova: AI’s Thirst for Power Creates a New Class of Winner
• Negative Sentiment: Technical and valuation pressure: GE is trading below both its 50‑day and 200‑day moving averages, volume is below average, and the stock’s high P/E raises sensitivity to any slowdown or execution concerns — factors that can cause intraday pullbacks.
• Negative Sentiment: Profit‑taking after the recent run-up is likely contributing to today’s decline; near-term swings may persist until fresh catalysts (order cadence, production ramp updates, or macro stability) provide clearer direction.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on the company. Citigroup reiterated a “buy” rating and issued a $380.00 price objective (up from $378.00) on shares of GE Aerospace in a research report on Friday, January 23rd. TD Cowen upped their target price on GE Aerospace from $330.00 to $350.00 and gave the company a “buy” rating in a report on Wednesday, January 14th. Deutsche Bank Aktiengesellschaft raised their price target on GE Aerospace from $375.00 to $387.00 and gave the stock a “buy” rating in a research note on Friday, January 23rd. 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. Finally, Zacks Research upgraded shares of GE Aerospace from a “hold” rating to a “strong-buy” rating in a report on Tuesday, January 27th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $331.12.

GE Aerospace Stock Down 0.4%

Shares of NYSE:GE opened at $290.28 on Wednesday. The firm has a market capitalization of $304.44 billion, a P/E ratio of 35.66, a P/E/G ratio of 2.69 and a beta of 1.36. The stock has a 50 day moving average price of $316.10 and a 200-day moving average price of $306.66. GE Aerospace has a 52-week low of $159.36 and a 52-week high of $348.48. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.74 and a current ratio of 1.04.

GE Aerospace (NYSE:GE) last issued its quarterly 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. 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% on a year-over-year basis. During the same period last year, the company posted $1.32 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, equities research analysts anticipate that GE Aerospace will post 5.4 EPS 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. The ex-dividend date of this dividend is Monday, March 9th. This represents a $1.88 dividend on an annualized basis and a dividend 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 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.