GE Aerospace $GE Position Lifted by Dimensional Fund Advisors LP

Dimensional Fund Advisors LP raised its stake in GE Aerospace (NYSE:GE) by 6.2% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 2,511,413 shares of the company’s stock after purchasing an additional 146,233 shares during the period. Dimensional Fund Advisors LP owned 0.24% of GE Aerospace worth $755,386,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of the stock. Brighton Jones LLC raised its stake in GE Aerospace by 25.3% during the fourth quarter. Brighton Jones LLC now owns 12,008 shares of the company’s stock valued at $2,003,000 after buying an additional 2,421 shares in the last quarter. Revolve Wealth Partners LLC increased its holdings in shares of GE Aerospace by 7.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 2,251 shares of the company’s stock valued at $375,000 after acquiring an additional 150 shares during the last quarter. Sivia Capital Partners LLC raised its position in shares of GE Aerospace by 4.6% during the 2nd quarter. Sivia Capital Partners LLC now owns 4,337 shares of the company’s stock valued at $1,116,000 after acquiring an additional 191 shares in the last quarter. Burney Co. boosted its holdings in GE Aerospace by 31.4% in the second quarter. Burney Co. now owns 3,740 shares of the company’s stock worth $963,000 after purchasing an additional 894 shares during the period. Finally, Westside Investment Management Inc. boosted its holdings in GE Aerospace by 20.9% in the second quarter. Westside Investment Management Inc. now owns 1,506 shares of the company’s stock worth $386,000 after purchasing an additional 260 shares during the period. Institutional investors and hedge funds own 74.77% of the company’s stock.

GE Aerospace Price Performance

Shares of NYSE:GE opened at $334.16 on Wednesday. The firm’s 50 day moving average is $318.82 and its two-hundred day moving average is $302.82. The firm has a market capitalization of $350.47 billion, a P/E ratio of 41.05, a PEG ratio of 3.19 and a beta of 1.36. 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 52 week low of $159.36 and a 52 week high of $348.48.

GE Aerospace (NYSE:GE) last issued its quarterly earnings data on Thursday, January 22nd. The company reported $1.57 earnings per share (EPS) for the quarter, topping the consensus estimate 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 the consensus estimate of $11.27 billion. During the same period in the previous year, the firm posted $1.32 earnings per share. The business’s revenue was up 17.6% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Analysts anticipate that GE Aerospace will post 5.4 earnings per share for the current year.

GE Aerospace Increases Dividend

The business 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 $0.47 dividend. The ex-dividend date is Monday, March 9th. This represents a $1.88 dividend on an annualized basis and a yield of 0.6%. This is a boost from GE Aerospace’s previous quarterly dividend of $0.36. GE Aerospace’s payout ratio is currently 17.69%.

More GE Aerospace News

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

• Positive Sentiment: Sanford C. Bernstein raised its price target to $405 and kept an “outperform” rating, citing the company’s strong Q4 results and momentum in widebody services and LEAP engine growth; the new target implies meaningful upside versus current levels. GE Aerospace (GE) Stock Climbs Following Bernstein’s $405 Price Target Upgrade
• Positive Sentiment: Q4 results beat expectations with revenue and EPS upside driven by services (widebody aftermarket) and LEAP engine growth — reinforcing the company’s top‑line momentum and FY26 EPS guidance range. Q4 recap and catalyst summary
• Positive Sentiment: GE is involved in a DoD/Palantir partnership for J85 engine support (data/AI for spare‑parts forecasting and supply visibility), highlighting defense/commercial crossover for aftermarket digital services. That contract could expand serviceable revenue and operational efficiency. Palantir Stock Rises on Iran Conflict—But Here’s the Real Story
• Positive Sentiment: A GE supplier won a JobsOhio grant to expand and add ~300 jobs in the Cincinnati area, which supports regional supply‑chain capacity for GE engines and services. GE Aerospace supplier gets JobsOhio grant for 300‑job expansion
• Neutral Sentiment: Analyst commentary and roundups (Zacks, Seeking Alpha) emphasize that recent upgrades and positive headlines matter but investors should separate short‑term momentum from long‑term fundamentals; these pieces are more interpretive than news‑moving. GE Aerospace: A Steady Trend Not Driven By Hype
• Neutral Sentiment: Market commentary highlights that analyst upgrades can drive short‑term flows but investors should evaluate whether growth and margin improvements justify the current multiple. Should You Invest in GE (GE) Based on Bullish Wall Street Views?
• Negative Sentiment: An AviationWeek opinion argues that a diversified corporate model can hold back aerospace firms; such commentary raises questions about capital allocation and focus—issues investors watch when valuation is high. Opinion: The Diversified Model Is Holding Back Aerospace Companies
• Negative Sentiment: Elevated valuation metrics (P/E ~41, PEG ~3.2) make the stock more susceptible to pullbacks and profit‑taking after recent gains, which helps explain downward pressure despite positive news.

Insider Buying and Selling at GE Aerospace

In other GE Aerospace news, VP Robert M. Giglietti sold 3,035 shares of the company’s stock in a transaction that occurred 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 $3,233,212.33. This represents a 22.29% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, SVP Amy L. Gowder sold 4,000 shares of the stock in a transaction 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 transaction, the senior vice president directly owned 16,535 shares of the company’s stock, valued at approximately $5,055,245.55. The trade was a 19.48% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 37,398 shares of company stock valued at $11,455,491. Company insiders own 0.21% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have recently issued reports on GE. TD Cowen raised their price target on shares of GE Aerospace from $330.00 to $350.00 and gave the stock a “buy” rating in a research report on Wednesday, January 14th. Wall Street Zen cut shares of GE Aerospace from a “buy” rating to a “hold” rating in a report on Saturday, February 21st. Citigroup restated a “buy” rating and issued a $380.00 target price (up from $378.00) on shares of GE Aerospace in a research note on Friday, January 23rd. Susquehanna reiterated a “positive” rating and set a $380.00 price target on shares of GE Aerospace in a research report on Thursday, January 15th. Finally, 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 report on Friday, January 23rd. One research 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 stock. According to MarketBeat, GE Aerospace presently has a consensus rating of “Moderate Buy” and a consensus target price of $331.12.

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.