GE Aerospace $GE Shares Purchased by Kovitz Investment Group Partners LLC

Kovitz Investment Group Partners LLC boosted its stake in shares of GE Aerospace (NYSE:GE) by 3.5% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 84,363 shares of the company’s stock after acquiring an additional 2,833 shares during the period. Kovitz Investment Group Partners LLC’s holdings in GE Aerospace were worth $25,405,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Vestmark Advisory Solutions Inc. grew its position in shares of GE Aerospace by 141.8% in the third quarter. Vestmark Advisory Solutions Inc. now owns 7,840 shares of the company’s stock valued at $2,359,000 after purchasing an additional 4,597 shares during the period. Westerkirk Capital Inc. purchased a new position in GE Aerospace in the 3rd quarter valued at about $588,000. Bleakley Financial Group LLC boosted its holdings in GE Aerospace by 13.4% in the 3rd quarter. Bleakley Financial Group LLC now owns 45,453 shares of the company’s stock worth $13,673,000 after buying an additional 5,363 shares during the last quarter. OneDigital Investment Advisors LLC boosted its holdings in GE Aerospace by 1.0% in the 3rd quarter. OneDigital Investment Advisors LLC now owns 25,987 shares of the company’s stock worth $7,817,000 after buying an additional 267 shares during the last quarter. Finally, Intrust Bank NA increased its stake in GE Aerospace by 3.4% during the 3rd quarter. Intrust Bank NA now owns 9,517 shares of the company’s stock worth $2,863,000 after buying an additional 314 shares in the last quarter. 74.77% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on GE shares. TD Cowen raised their target price on GE Aerospace from $330.00 to $350.00 and gave the company a “buy” rating in a research report on Wednesday, January 14th. Susquehanna restated a “positive” rating and issued a $380.00 price objective on shares of GE Aerospace in a report on Thursday, January 15th. Bank of America lifted their target price on shares of GE Aerospace from $310.00 to $365.00 and gave the stock a “buy” rating in a research note on Monday, October 27th. Deutsche Bank Aktiengesellschaft increased their target price on shares of GE Aerospace from $375.00 to $387.00 and gave the company a “buy” rating in a research report on Friday, January 23rd. Finally, BNP Paribas Exane decreased their price target on shares of GE Aerospace from $305.00 to $290.00 and set an “underperform” rating on the stock in a research note on Friday, January 23rd. One investment 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’s stock. According to MarketBeat, GE Aerospace currently has a consensus rating of “Moderate Buy” and an average target price of $329.29.

Insider Activity

In other news, VP Robert M. Giglietti sold 3,035 shares of GE Aerospace stock in a transaction that occurred 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 sale, 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 position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Russell Stokes sold 30,363 shares of the company’s stock in a transaction that occurred 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 transaction, the senior vice president owned 150,434 shares in the company, valued at $46,103,507.98. This represents a 16.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 37,398 shares of company stock valued at $11,455,491. 0.21% of the stock is currently owned by company insiders.

Key Headlines Impacting GE Aerospace

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

• Positive Sentiment: Morgan Stanley initiated coverage of GE Aerospace with an Overweight rating and a $425 price target, arguing the market underestimates GE’s long‑term free cash flow and pricing power — a clear analyst-driven bullish catalyst. Morgan Stanley initiates GE Aerospace stock with overweight rating
• Positive Sentiment: Media coverage is spotlighting GE’s new “AI Wingmate” program — AI tools for inspections and predictive maintenance that could lower airline downtime and support services revenue growth, boosting investor sentiment around recurring aftermarket cash flows. GE Aerospace readies for liftoff with wild new AI wingmate
• Positive Sentiment: Reports note GE signed a significant engine order with United Airlines (and dealer/airline comments praising GE engines surfaced), reinforcing near‑term aftermarket and OEM revenue visibility. Contract wins like this support higher revenue and service attach rates. GE Aerospace, United Airlines ink big engine order
• Positive Sentiment: GE is partnering with Starfighters Space to support the STARLAUNCH I rocket program’s critical design review — a small but strategic aerospace collaboration that highlights GE’s broader aerospace engineering role and potential new revenue avenues. Starfighters and GE Progress STARLAUNCH Platform
• Neutral Sentiment: Technically, several market commentators flagged GE Aerospace entering a “buy range” and hitting all‑time highs — this momentum can attract trend‑following flows but also raises volatility risk on any pullback. Dow Jones Futures Fall Before Big Economic Data, Possible Trump Tariff Ruling; AI Leader Climbs, Cancer-Test Firm Crashes

GE Aerospace Stock Up 2.3%

Shares of GE opened at $342.54 on Monday. GE Aerospace has a 52-week low of $159.36 and a 52-week high of $344.30. 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 stock has a fifty day simple moving average of $313.63 and a two-hundred day simple moving average of $299.42. The company has a market capitalization of $359.26 billion, a PE ratio of 42.08, a price-to-earnings-growth ratio of 3.17 and a beta of 1.40.

GE Aerospace (NYSE:GE) last announced its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share for the quarter, beating the consensus estimate of $1.43 by $0.14. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The firm had revenue of $11.90 billion for the quarter, compared to analysts’ expectations of $11.27 billion. During the same quarter in the previous year, the company posted $1.32 EPS. The company’s revenue 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 analysts forecast that GE Aerospace will post 5.4 EPS for the current year.

GE Aerospace Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, April 27th. Stockholders of record on Monday, March 9th will be issued 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 dividend yield of 0.5%. This is an increase from GE Aerospace’s previous quarterly dividend of $0.36. GE Aerospace’s payout ratio is 17.69%.

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.