Perfromance Wealth Partners LLC Has $3.43 Million Stake in GE Aerospace $GE

Perfromance Wealth Partners LLC raised its position in shares of GE Aerospace (NYSE:GE) by 36.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 11,130 shares of the company’s stock after buying an additional 2,985 shares during the period. Perfromance Wealth Partners LLC’s holdings in GE Aerospace were worth $3,428,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds also recently modified their holdings of GE. REAP Financial Group LLC acquired a new stake in shares of GE Aerospace during the third quarter worth approximately $25,000. Marquette Asset Management LLC acquired a new stake in shares of GE Aerospace during the third quarter worth approximately $26,000. Lavaca Capital LLC increased its holdings in shares of GE Aerospace by 1,666.7% during the second quarter. Lavaca Capital LLC now owns 106 shares of the company’s stock worth $27,000 after buying an additional 100 shares in the last quarter. Barnes Dennig Private Wealth Management LLC increased its holdings in shares of GE Aerospace by 147.2% during the third quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company’s stock worth $27,000 after buying an additional 53 shares in the last quarter. Finally, Roble Belko & Company Inc increased its holdings in shares of GE Aerospace by 98.1% during the third quarter. Roble Belko & Company Inc now owns 103 shares of the company’s stock worth $31,000 after buying an additional 51 shares in the last quarter. Institutional investors and hedge funds own 74.77% of the company’s stock.

More GE Aerospace News

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

• Positive Sentiment: Commercial Engines & Services showing outsized growth — surging orders and major deals are driving momentum (organic CE&S revenue was up roughly 24% YoY and comprises the bulk of the business), which underpins revenue and margin upside potential. Strength in Commercial Engines Unit Aids GE Aerospace: Can It Sustain? Zacks: Strength in Commercial Engines Unit Aids GE Aerospace
• Positive Sentiment: New analyst coverage lifts sentiment — Wells Fargo (Overweight, $325 PT) and Daiwa initiated coverage recently, providing incremental validation for growth assumptions and supporting near-term investor interest. Wells Fargo and Daiwa Initiate Coverage on GE Aerospace (GE)
• Neutral Sentiment: Upcoming Q1 earnings preview — analysts expect high-single-digit EPS growth; the report later this month is the next major catalyst that could swing sentiment either way. Earnings Preview: What to Expect From GE Aerospace’s Report
• Neutral Sentiment: Marketing/brand event — GE’s 747 flying laboratory visited Cincinnati (PR/visibility uplift but limited direct financial impact). GE Aerospace 747 flying laboratory visits Cincinnati for the first time
• Negative Sentiment: Geopolitical and operational risk in defense business — shareholder activism over sales to Israel and calls for enhanced human-rights due diligence, plus reported delays supplying F404 engines to India’s Tejas program, raise execution and political-risk concerns that could pressure defense contracts and investor sentiment. Is GE (GE) Balancing Defense Profitability and Political Risk or Exposing a Strategic Vulnerability?
• Negative Sentiment: YTD share weakness and valuation questions — coverage pieces note an ~8–9% YTD slide despite a strong backlog and growth outlook; investors are watching whether high multiples and macro headwinds justify current prices. GE Aerospace Drops 8.7% Year to Date: How Should You Play the Stock?

GE Aerospace Stock Performance

Shares of GE Aerospace stock opened at $288.22 on Wednesday. The company has a debt-to-equity ratio of 1.00, a current ratio of 1.04 and a quick ratio of 0.74. The firm has a market cap of $302.29 billion, a P/E ratio of 35.41, a P/E/G ratio of 2.60 and a beta of 1.43. The firm has a 50 day simple moving average of $311.13 and a 200 day simple moving average of $306.56. GE Aerospace has a fifty-two week low of $165.70 and a fifty-two week high of $348.48.

GE Aerospace (NYSE:GE) last issued its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share for the quarter, beating analysts’ consensus estimates of $1.43 by $0.14. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The business had revenue of $11.90 billion during the quarter, compared to analyst estimates of $11.27 billion. During the same quarter last year, the business posted $1.32 earnings per share. GE Aerospace’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. Sell-side analysts predict that GE Aerospace will post 5.4 earnings per share 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. Shareholders of record on Monday, March 9th will be issued a dividend of $0.47 per share. The ex-dividend date of this dividend is Monday, March 9th. This represents a $1.88 dividend on an annualized basis 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 (DPR) is presently 23.10%.

Insiders Place Their Bets

In other GE Aerospace news, SVP Russell Stokes sold 30,363 shares of GE Aerospace stock in a transaction on Friday, January 30th. The shares were sold at an average price of $306.47, for a total transaction of $9,305,348.61. Following the completion of the sale, the senior vice president 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 position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, VP Robert M. Giglietti sold 3,035 shares of GE Aerospace 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 sale, the vice president directly owned 10,583 shares of the company’s stock, valued at $3,233,212.33. This represents a 22.29% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 37,398 shares of company stock valued at $11,455,491. Company insiders own 0.19% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have recently weighed in on GE shares. Morgan Stanley assumed coverage on shares of GE Aerospace in a report on Friday, February 20th. They set an “overweight” rating and a $425.00 price objective for the company. Deutsche Bank Aktiengesellschaft raised their price target on shares of GE Aerospace from $375.00 to $387.00 and gave the company a “buy” rating in a report on Friday, January 23rd. Citigroup lowered their price target on shares of GE Aerospace from $380.00 to $353.00 and set a “buy” rating for the company in a report on Wednesday, April 1st. Zacks Research lowered shares of GE Aerospace from a “strong-buy” rating to a “hold” rating in a report on Tuesday, March 24th. Finally, TD Cowen raised their price target on shares of GE Aerospace from $330.00 to $350.00 and gave the company a “buy” rating in a report on Wednesday, January 14th. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $343.89.

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.