Landscape Capital Management L.L.C. Boosts Holdings in GE Aerospace $GE

Landscape Capital Management L.L.C. boosted its holdings in shares of GE Aerospace (NYSE:GE) by 55.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 21,827 shares of the company’s stock after buying an additional 7,820 shares during the quarter. Landscape Capital Management L.L.C.’s holdings in GE Aerospace were worth $6,566,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Bare Financial Services Inc increased its stake in shares of GE Aerospace by 81.1% in the 2nd quarter. Bare Financial Services Inc now owns 96 shares of the company’s stock worth $25,000 after purchasing an additional 43 shares in the last quarter. REAP Financial Group LLC purchased a new position in GE Aerospace during the third quarter valued at $25,000. Marquette Asset Management LLC bought a new stake in GE Aerospace during the third quarter valued at about $26,000. Lavaca Capital LLC increased its position in GE Aerospace by 1,666.7% in 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. Finally, Barnes Dennig Private Wealth Management LLC raised its stake in shares of GE Aerospace by 147.2% in 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 during the period. 74.77% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at GE Aerospace

In other GE Aerospace news, SVP Russell Stokes sold 30,363 shares of the 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 transaction, the senior vice president owned 150,434 shares in the company, valued at $46,103,507.98. This trade represents a 16.79% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 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 completion of 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 37,398 shares of company stock valued at $11,455,491 over the last 90 days. 0.21% of the stock is owned by corporate insiders.

GE Aerospace Price Performance

GE Aerospace stock traded down $2.24 during midday trading on Friday, reaching $304.46. 853,248 shares of the stock traded hands, compared to its average volume of 5,524,606. The stock has a market cap of $319.32 billion, a P/E ratio of 37.38, a PEG ratio of 3.00 and a beta of 1.36. The stock’s fifty day moving average is $320.45 and its 200-day moving average is $305.10. The company has a quick ratio of 0.74, a current ratio of 1.04 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.

GE Aerospace (NYSE:GE) last released its quarterly earnings data 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. The business had revenue of $11.90 billion for the quarter, compared to the consensus estimate of $11.27 billion. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.The company’s revenue was up 17.6% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.32 EPS. 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 year.

GE Aerospace Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, April 27th. Investors of record on Monday, March 9th will be paid a dividend of $0.47 per share. The ex-dividend date of this dividend is Monday, March 9th. This is a positive change from GE Aerospace’s previous quarterly dividend of $0.36. This represents a $1.88 dividend on an annualized basis and a yield of 0.6%. GE Aerospace’s payout ratio is currently 23.10%.

Key Stories Impacting GE Aerospace

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

• Positive Sentiment: Expanded AI partnership with Palantir to optimize engine supply chains and improve U.S. Air Force fleet readiness — a revenue/contract tailwind and operational efficiency play that Wall Street views bullishly. GE Aerospace And Palantir Extend AI Deal For U.S. Air Force Readiness
• Positive Sentiment: $1 billion U.S. manufacturing investment and hiring of ~5,000 workers — expands capacity, shortens supply chains and supports long‑term organic growth in engines and services. GE Aerospace to invest $1 billion in U.S. manufacturing, hire 5,000 workers
• Neutral Sentiment: Local capital deployment: GE plans to spend $115M in the Greater Cincinnati region as part of the broader manufacturing and supply‑chain program — supportive for execution but incremental to near‑term earnings. GE Aerospace invest $115M in region
• Neutral Sentiment: Inclusion in thematic lists (3D printing and advanced manufacturing) highlights optional upside narratives around production tech exposure, but these are longer‑term thematic drivers. Top 3D Printing Stocks to Buy Now for Solid Long-Term Returns
• Negative Sentiment: FAA airworthiness directive on certain GEnx HPC stage‑5 blisks (quality escape tied to a forged ingot) raises the prospect of higher near‑term shop visits, replacement costs and customer disruption — the primary reason the stock moved lower today. GE Aerospace slides as FAA directive on GEnx components adds new maintenance overhang
• Negative Sentiment: Short‑term selling pressure amplified by profit‑taking after a strong run and the company’s premium valuation — makes GE more sensitive to operational headlines like the FAA action. GE Aerospace slides as FAA directive on GEnx components adds new maintenance overhang

Analysts Set New Price Targets

A number of research firms have recently weighed in on GE. Sanford C. Bernstein lifted their price objective on GE Aerospace from $374.00 to $405.00 and gave the company an “outperform” rating in a research report on Tuesday, March 3rd. Weiss Ratings restated a “buy (b)” rating on shares of GE Aerospace in a research note on Thursday, January 22nd. TD Cowen lifted 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. Morgan Stanley initiated coverage on GE Aerospace in a report on Friday, February 20th. They set an “overweight” rating and a $425.00 price target on the stock. Finally, Wall Street Zen lowered GE Aerospace from a “buy” rating to a “hold” rating in a research note on Saturday, February 21st. 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. According to data from MarketBeat.com, GE Aerospace presently has an average rating of “Moderate Buy” and an average price target of $331.12.

GE Aerospace Company 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.