Gunderson Capital Management Inc. Buys 4,653 Shares of GE Aerospace $GE

Gunderson Capital Management Inc. lifted its stake in GE Aerospace (NYSE:GE) by 23.3% in the 4th quarter, Holdings Channel.com reports. The firm owned 24,609 shares of the company’s stock after buying an additional 4,653 shares during the quarter. GE Aerospace makes up 3.4% of Gunderson Capital Management Inc.’s holdings, making the stock its 14th largest holding. Gunderson Capital Management Inc.’s holdings in GE Aerospace were worth $7,580,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of GE. Brighton Jones LLC increased its stake in GE Aerospace by 25.3% during the 4th quarter. Brighton Jones LLC now owns 12,008 shares of the company’s stock valued at $2,003,000 after purchasing an additional 2,421 shares in the last quarter. Revolve Wealth Partners LLC raised its holdings in GE Aerospace by 7.1% in the fourth 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 last quarter. Sivia Capital Partners LLC lifted its stake in shares of GE Aerospace by 4.6% in the second 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 in the last quarter. Smith Moore & CO. grew its holdings in shares of GE Aerospace by 16.1% during the second quarter. Smith Moore & CO. now owns 6,592 shares of the company’s stock valued at $1,697,000 after buying an additional 914 shares during the last quarter. Finally, Shelton Capital Management grew its holdings in shares of GE Aerospace by 22.8% during the second quarter. Shelton Capital Management now owns 7,669 shares of the company’s stock valued at $1,974,000 after buying an additional 1,425 shares during the last quarter. Institutional investors own 74.77% of the company’s stock.

Insiders Place Their Bets

In other GE Aerospace news, SVP Amy L. Gowder sold 4,000 shares of the firm’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $305.73, for a total transaction of $1,222,920.00. Following the sale, the senior vice president directly owned 16,535 shares of the company’s stock, valued at $5,055,245.55. This trade represents a 19.48% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Robert M. Giglietti sold 3,035 shares of the business’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 completion of the transaction, the vice president owned 10,583 shares in the company, 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. In the last quarter, insiders sold 37,398 shares of company stock worth $11,455,491. Corporate insiders own 0.19% of the company’s stock.

GE Aerospace Price Performance

NYSE GE opened at $283.28 on Wednesday. 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 12 month low of $159.36 and a 12 month high of $348.48. The stock has a market cap of $297.10 billion, a price-to-earnings ratio of 34.80, a PEG ratio of 2.52 and a beta of 1.36. The company’s 50 day moving average is $312.48 and its two-hundred day moving average is $306.82.

GE Aerospace (NYSE:GE) last posted its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share for the quarter, topping analysts’ consensus estimates of $1.43 by $0.14. The business had revenue of $11.90 billion during the quarter, compared to analyst estimates of $11.27 billion. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The company’s revenue was up 17.6% on a year-over-year basis. During the same period in the prior year, the business posted $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, research analysts anticipate that GE Aerospace will post 5.4 earnings per share for the current year.

GE Aerospace Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, April 27th. Investors of record on Monday, March 9th will be issued a $0.47 dividend. The ex-dividend date of this dividend is Monday, March 9th. This represents a $1.88 annualized dividend and a yield of 0.7%. This is an increase from GE Aerospace’s previous quarterly dividend of $0.36. GE Aerospace’s payout ratio is currently 23.10%.

Analyst Ratings Changes

A number of equities analysts recently weighed in on GE shares. BNP Paribas Exane decreased their price objective on shares of GE Aerospace from $305.00 to $290.00 and set an “underperform” rating for the company in a report on Friday, January 23rd. Wall Street Zen upgraded GE Aerospace from a “hold” rating to a “buy” rating in a research note on Saturday, March 21st. The Goldman Sachs Group lifted their target price on GE Aerospace from $338.00 to $350.00 and gave the stock a “buy” rating in a report on Friday, January 23rd. Susquehanna restated a “positive” rating and issued a $380.00 price target on shares of GE Aerospace in a research note on Thursday, January 15th. Finally, UBS Group set a $374.00 price target on GE Aerospace and gave the company a “buy” rating in a report on Friday, January 23rd. Sixteen analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, GE Aerospace has a consensus rating of “Moderate Buy” and a consensus price target of $329.44.

GE Aerospace News Roundup

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

• Positive Sentiment: Expanded supply‑chain footprint — GE Aerospace said it is widening its global aviation supply‑chain network, which should help secure parts, reduce lead times and support production ramp for commercial and defense engines. That underpins medium‑term revenue and delivery targets. GE Aerospace Expands Global Aviation Supply Chain Network
• Positive Sentiment: Shows up in GARP lists — GE appears in recent GARP (growth at a reasonable price) stock coverage, reinforcing investor interest from growth/value managers who favor companies with solid earnings momentum and reasonable valuations. This can support longer‑term demand for the shares. 4 GARP Stocks That Investors Can Scoop Up
• Positive Sentiment: Proxy/activist context — ADL and JLens urged shareholders to vote AGAINST a proxy proposal they say could harm GE’s defense business, signaling support from influential investor groups for GE’s existing defense strategy; a favorable vote outcome would remove near‑term policy uncertainty. ADL and JLens Urge GE Aerospace Shareholders to Vote AGAINST Proposal 7
• Neutral Sentiment: New coverage from Daiwa — Daiwa initiated coverage with a Neutral rating and a $301 price target, calling out strong fundamentals but warning that expectations already priced in the stock leave limited margin for error. The $301 target is modestly above current levels, so the report may temper some upside enthusiasm. Wall Street Split on GE Aerospace as Daiwa Sets $301 Target and Flags High Expectations
• Neutral Sentiment: Sector note: investors holding steady — BNP Paribas and other commentators say investors are generally holding their nerve in aerospace despite heightened conflict risks, implying demand for aerospace names like GE remains intact unless risks escalate. Investors hold their nerve on aerospace amid conflict risks: BNP Paribas
• Negative Sentiment: Short‑term geopolitical sell‑off — Earlier market moves knocked down several aerospace and industrial names after a geopolitical escalation headline; that produced intra‑day pressure on GE shares and highlights how sensitive the stock can be to conflict news even when fundamentals remain strong. Graham Corporation, Keysight, Flowserve, MasTec, and GE Aerospace Shares Plummet, What You Need To Know
• Negative Sentiment: Technical/strategy critique — Some chart analysts have flagged GE’s setup as less attractive than peers, which could trigger tactical selling by short‑term technical traders if momentum stalls. Dell, GE Aerospace: Only one has ‘one of the worst setups’ possible

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.