Hennion & Walsh Asset Management Inc. Buys 9,095 Shares of GE Aerospace $GE

Hennion & Walsh Asset Management Inc. raised its stake in GE Aerospace (NYSE:GE) by 30.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 38,568 shares of the company’s stock after purchasing an additional 9,095 shares during the period. Hennion & Walsh Asset Management Inc.’s holdings in GE Aerospace were worth $11,880,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in GE. Brighton Jones LLC grew its stake in shares of GE Aerospace by 25.3% in the 4th 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 during the period. Revolve Wealth Partners LLC raised its stake in GE Aerospace by 7.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 2,251 shares of the company’s stock worth $375,000 after buying an additional 150 shares during the period. Sivia Capital Partners LLC raised its stake in GE Aerospace by 4.6% during the 2nd quarter. Sivia Capital Partners LLC now owns 4,337 shares of the company’s stock worth $1,116,000 after buying an additional 191 shares during the period. Northwestern Mutual Wealth Management Co. boosted its holdings in GE Aerospace by 11.3% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 130,198 shares of the company’s stock worth $33,512,000 after acquiring an additional 13,212 shares in the last quarter. Finally, Stablepoint Partners LLC boosted its holdings in GE Aerospace by 6.5% in the second quarter. Stablepoint Partners LLC now owns 1,859 shares of the company’s stock worth $478,000 after acquiring an additional 114 shares in the last quarter. Institutional investors and hedge funds own 74.77% of the company’s stock.

Insider Activity at GE Aerospace

In other GE Aerospace news, SVP Amy L. Gowder sold 4,000 shares of GE Aerospace stock in a transaction 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 directly owned 16,535 shares of the company’s stock, valued at $5,055,245.55. The trade was a 19.48% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Russell Stokes sold 30,363 shares of the company’s stock in a transaction on Friday, January 30th. The stock was 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 SEC filing for this sale provides additional information. In the last three months, insiders sold 37,398 shares of company stock valued at $11,455,491. 0.19% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on the company. Susquehanna reissued a “positive” rating and issued a $380.00 price objective on shares of GE Aerospace in a research note on Thursday, January 15th. Deutsche Bank Aktiengesellschaft upped their target price on GE Aerospace from $375.00 to $387.00 and gave the stock a “buy” rating in a research report on Friday, January 23rd. UBS Group set a $374.00 price target on shares of GE Aerospace and gave the company a “buy” rating in a research report on Friday, January 23rd. The Goldman Sachs Group boosted their price target on shares of GE Aerospace from $338.00 to $350.00 and gave the company a “buy” rating in a research note on Friday, January 23rd. Finally, Citigroup restated a “buy” rating and set a $380.00 price objective (up from $378.00) on shares of GE Aerospace in a report on Friday, January 23rd. Sixteen investment analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, GE Aerospace has a consensus rating of “Moderate Buy” and a consensus price target of $331.12.

Key Headlines Impacting GE Aerospace

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

• Positive Sentiment: Jim Cramer singled out GE Aerospace as a “huge winner,” which has driven investor interest and helped the stock’s recent outperformance. Read More.
• Positive Sentiment: GE Aerospace is planning a €110 million European site expansion with workforce development — a capacity and supply-chain investment that supports higher production for recovering commercial aviation demand. Read More.
• Positive Sentiment: Market commentary highlights aviation strength as a tailwind for GE Aerospace and S&P futures, reinforcing demand expectations for engines, services and aftermarket revenue. Read More.
• Neutral Sentiment: An industry comparison reviews how GE’s engine families stack up against Rolls‑Royce’s Trent series — useful context on competitiveness but not an immediate catalyst unless product wins or specs change market share. Read More.
• Negative Sentiment: Zacks Research downgraded GE Aerospace from “strong-buy” to “hold,” a change that can pressure sentiment and trigger short-term selling by momentum-focused investors. Read More.
• Negative Sentiment: Competitive dynamics: coverage of RTX/Pratt & Whitney highlights how rival engine programs and strong aftermarket services at competitors could limit GE Aerospace’s share gains and margin expansion in some segments. Read More.

GE Aerospace Price Performance

GE stock opened at $283.00 on Monday. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.74 and a current ratio of 1.04. The business has a 50-day simple moving average of $314.11 and a two-hundred day simple moving average of $306.87. The company has a market capitalization of $296.81 billion, a P/E ratio of 34.77, a price-to-earnings-growth ratio of 2.61 and a beta of 1.36. 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 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 firm had revenue of $11.90 billion during the quarter, compared to the consensus estimate of $11.27 billion. During the same period in the prior year, the business posted $1.32 earnings per share. The company’s quarterly 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. Research analysts expect that GE Aerospace will post 5.4 EPS for the current fiscal year.

GE Aerospace Increases Dividend

The business also recently declared 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. This represents a $1.88 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend is Monday, March 9th. This is an increase from GE Aerospace’s previous quarterly dividend of $0.36. GE Aerospace’s payout ratio is currently 23.10%.

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.