Vaughan Nelson Investment Management L.P. Acquires 2,110 Shares of GE Aerospace $GE

Vaughan Nelson Investment Management L.P. lifted its stake in GE Aerospace (NYSE:GE) by 2.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 91,065 shares of the company’s stock after buying an additional 2,110 shares during the period. Vaughan Nelson Investment Management L.P.’s holdings in GE Aerospace were worth $28,051,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also added to or reduced their stakes in GE. Capital World Investors lifted its position in shares of GE Aerospace by 16.2% during the 3rd quarter. Capital World Investors now owns 21,442,810 shares of the company’s stock valued at $6,449,731,000 after acquiring an additional 2,995,054 shares during the period. Jennison Associates LLC increased its position in shares of GE Aerospace by 21.5% in 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 period. CIBC Bancorp USA Inc. acquired a new position in GE Aerospace in the third quarter valued at about $285,263,000. Lazard Asset Management LLC raised 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 valued at $204,991,000 after purchasing an additional 778,129 shares in the last quarter. Finally, National Bank of Canada FI lifted its position in GE Aerospace by 118.9% during the second quarter. National Bank of Canada FI now owns 1,240,303 shares of the company’s stock worth $319,237,000 after purchasing an additional 673,714 shares during the period. Institutional investors and hedge funds own 74.77% of the company’s stock.

Insiders Place Their Bets

In other GE Aerospace news, SVP Amy L. Gowder sold 4,000 shares of the company’s stock in a transaction that occurred 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 transaction, the senior vice president directly owned 16,535 shares in the company, valued at approximately $5,055,245.55. This represents a 19.48% decrease in their position. The sale 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 firm’s stock in a transaction on Friday, January 30th. The shares were sold at an average price of $305.51, for a total transaction of $927,222.85. Following the transaction, the vice president directly owned 10,583 shares of the company’s stock, valued at $3,233,212.33. The trade was a 22.29% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 37,398 shares of company stock valued at $11,455,491 in the last ninety days. 0.19% of the stock is currently owned by insiders.

GE Aerospace Stock Up 3.7%

GE stock opened at $283.28 on Wednesday. The company has a current ratio of 1.04, a quick ratio of 0.74 and a debt-to-equity ratio of 1.00. GE Aerospace has a 12 month low of $159.36 and a 12 month high of $348.48. The stock has a market capitalization of $297.10 billion, a P/E ratio of 34.80, a price-to-earnings-growth ratio of 2.52 and a beta of 1.36. The firm has a 50-day moving average price of $312.48 and a 200-day moving average price of $306.82.

GE Aerospace (NYSE:GE) last issued its earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.43 by $0.14. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.The business had revenue of $11.90 billion during the quarter, compared to analysts’ expectations of $11.27 billion. During the same quarter in the prior year, the firm earned $1.32 EPS. The business’s revenue for the quarter 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. 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 firm also recently announced 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 annualized dividend and a yield of 0.7%. This is a boost from GE Aerospace’s previous quarterly dividend of $0.36. GE Aerospace’s dividend payout ratio is 23.10%.

Analyst Ratings Changes

Several research firms have commented on GE. Daiwa Securities Group assumed coverage on shares of GE Aerospace in a report on Tuesday. They issued a “neutral” rating and a $301.00 target price on the stock. Zacks Research lowered shares of GE Aerospace from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, March 24th. Wall Street Zen raised shares of GE Aerospace from a “hold” rating to a “buy” rating in a research note on Saturday, March 21st. 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, Citigroup restated a “buy” rating and set a $380.00 target price (up from $378.00) on shares of GE Aerospace in a research note on Friday, January 23rd. Sixteen equities research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $329.44.

More GE Aerospace News

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

• Positive Sentiment: GE Aerospace says it is expanding its global aviation supply‑chain network, which should support aftermarket growth and revenue visibility for engines and MRO services. This is a direct operational positive for GE’s aerospace segment. Article Title
• Positive Sentiment: GE appears on recent investor screens (GARP lists) as a growth-at-a-reasonable-price candidate, which can attract buy‑and‑hold and strategy‑focused flows. Inclusion in thematic/analyst roundups can help underlying demand for the shares. Article Title
• Neutral Sentiment: A Pentagon insider was named chair of REalloys as the U.S. pushes onshoring of rare‑earths — relevant to defense supply chains but only indirectly related to GE Aerospace. This is a sector development to monitor for long‑term defense supply stability rather than an immediate catalyst for GE. Article Title
• Neutral Sentiment: BNP Paribas commentary suggests many investors are holding positions in aerospace despite conflict risks — a sign of sector resilience that can limit downside in GE absent worse news. Article Title
• Negative Sentiment: Daiwa initiated coverage of GE Aerospace with a Neutral rating and a $301 price target, warning that strong fundamentals are already priced in and highlighting fuel‑price risks — the $301 target sits below many street estimates and could cap upside or prompt some profit‑taking. Article Title
• Negative Sentiment: Geopolitical headlines (threats to Iranian energy infrastructure) sparked an afternoon selloff across aerospace/industrial names, and GE shares moved lower alongside peers as investors priced in conflict-driven demand and supply risks. This macro/sector flow is a short‑term negative. Article Title
• Negative Sentiment: ADL and JLens are urging shareholders to vote AGAINST Proposal 7 at GE’s annual meeting, introducing governance/ESG activism that could create distraction or investor uncertainty if it gains traction. Article Title

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.