Vestmark Advisory Solutions Inc. Boosts Stock Position in GE Aerospace $GE

Vestmark Advisory Solutions Inc. grew its position in shares of GE Aerospace (NYSE:GE) by 141.8% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 7,840 shares of the company’s stock after purchasing an additional 4,597 shares during the quarter. Vestmark Advisory Solutions Inc.’s holdings in GE Aerospace were worth $2,359,000 as of its most recent SEC filing.

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

GE Aerospace Trading Up 2.1%

NYSE:GE opened at $346.27 on Wednesday. The company has a 50-day moving average price of $315.32 and a 200-day moving average price of $300.39. GE Aerospace has a 12 month low of $159.36 and a 12 month high of $346.80. The company has a current ratio of 1.04, a quick ratio of 0.74 and a debt-to-equity ratio of 1.00. The stock has a market cap of $363.18 billion, a price-to-earnings ratio of 42.54, a P/E/G ratio of 3.13 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 (EPS) for the quarter, beating the consensus estimate of $1.43 by $0.14. The company had revenue of $11.90 billion for 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 quarterly revenue was up 17.6% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Equities analysts predict that GE Aerospace will post 5.4 EPS for the current year.

GE Aerospace Increases Dividend

The firm also recently announced 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. This is a boost from GE Aerospace’s previous quarterly dividend of $0.36. 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%. GE Aerospace’s dividend payout ratio (DPR) is presently 17.69%.

GE Aerospace News Summary

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

• Positive Sentiment: Huge commercial win — United Airlines picked GE’s GEnx engines for new Boeing 787s (300 engines plus spares), a long‑term OEM and aftermarket revenue driver that expands GE’s installed base and service backlog. United Airlines selects GE Aerospace (GE)’s GEnx Engines for Boeing 787
• Positive Sentiment: AI/data advantage — GE teamed with Palantir on an AI-driven jet‑engine contract, signaling investment in predictive maintenance and digital services that can raise aftermarket margins and stickiness with airline customers. GE Aerospace teams with Palantir on AI-driven jet-engine contract
• Positive Sentiment: Defense program traction — GE and Kratos won a U.S. Air Force award to design an engine for expendable Collaborative Combat Aircraft (GEK1500 preliminary design), adding defense pipeline and low‑unit‑cost engine expertise. Kratos and GE Aerospace Win U.S. Air Force Award
• Positive Sentiment: Analyst momentum — Zacks upgraded GE to a Strong Buy and recent bullish initiations and coverage (Morgan Stanley, other buy-side notes) are lifting sentiment and estimate revisions, supporting multiple expansion. GE (GE) Upgraded to Strong Buy
• Neutral Sentiment: Commercial commitments and partner mentions (American’s long‑term commitment to CFM engines; coverage of GE in AI/infrastructure themes) underscore broader demand but are more medium‑term catalysts than immediate earnings drivers. American Makes Long-Term Commitment to GE Engines
• Negative Sentiment: Competitive pressure — RTX/Pratt & Whitney developments (new fighter engine efforts) remind investors of defense market competition that could affect future military engine awards and margin dynamics. RTX post sparks buzz as Pratt & Whitney vies to power stealthy Mach 2 jet

Insider Buying and Selling

In other GE Aerospace news, VP Robert M. Giglietti sold 3,035 shares of the company’s stock in a transaction dated Friday, January 30th. The shares were sold at an average price of $305.51, for a total value of $927,222.85. Following the sale, the vice president 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Amy L. Gowder sold 4,000 shares of GE Aerospace stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $305.73, for a total transaction of $1,222,920.00. Following the transaction, the senior vice president owned 16,535 shares of the company’s stock, valued at $5,055,245.55. The trade was a 19.48% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 37,398 shares of company stock worth $11,455,491 in the last three months. 0.21% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on GE shares. TD Cowen raised their price target on GE Aerospace from $330.00 to $350.00 and gave the stock a “buy” rating in a research report on Wednesday, January 14th. JPMorgan Chase & Co. raised their target price on shares of GE Aerospace from $325.00 to $335.00 and gave the stock an “overweight” rating in a report on Monday, January 26th. Morgan Stanley started coverage on shares of GE Aerospace in a research note on Friday. They issued an “overweight” rating and a $425.00 target price on the stock. 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 research report on Friday, January 23rd. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of GE Aerospace in a report on Thursday, January 22nd. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, GE Aerospace presently has an average rating of “Moderate Buy” and an average target price of $329.29.

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.