Melfa Wealth Management Inc. Cuts Stock Holdings in GE Aerospace $GE

Melfa Wealth Management Inc. reduced its stake in shares of GE Aerospace (NYSE:GE) by 21.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 9,318 shares of the company’s stock after selling 2,500 shares during the quarter. GE Aerospace accounts for approximately 1.7% of Melfa Wealth Management Inc.’s portfolio, making the stock its 11th largest holding. Melfa Wealth Management Inc.’s holdings in GE Aerospace were worth $2,870,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently modified their holdings of GE. Brighton Jones LLC raised its holdings 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 buying an additional 2,421 shares during the last quarter. Revolve Wealth Partners LLC grew its holdings in GE Aerospace by 7.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 2,251 shares of the company’s stock worth $375,000 after acquiring an additional 150 shares during the last quarter. Sivia Capital Partners LLC increased its position 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 valued at $1,116,000 after acquiring an additional 191 shares during the period. Edgestream Partners L.P. increased its position in shares of GE Aerospace by 218.1% in the second quarter. Edgestream Partners L.P. now owns 9,915 shares of the company’s stock valued at $2,552,000 after acquiring an additional 6,798 shares during the period. Finally, Fisher Asset Management LLC raised its stake in shares of GE Aerospace by 21.5% during the second quarter. Fisher Asset Management LLC now owns 17,394 shares of the company’s stock valued at $4,477,000 after acquiring an additional 3,078 shares during the last quarter. Institutional investors own 74.77% of the company’s stock.

More GE Aerospace News

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

• Positive Sentiment: Wells Fargo initiated/boosted coverage, putting GE Aerospace on a recommended list and assigning an overweight / strong‑buy view with a $325 price target, which supports upside expectations from sell‑side momentum. GE, Boeing, and 3 More Aero and Defense Plays
• Positive Sentiment: Management is investing heavily in manufacturing and MRO capacity to shorten turnarounds and meet strong engine demand; coupled with a growing backlog (~$190B), that supports medium‑term revenue visibility. GE’s Investment in Manufacturing Capacity: Is It a Catalyst for Next Growth Phase?
• Positive Sentiment: Operational milestone: GE delivered a sixth F404‑IN20 engine for India’s Tejas LCA‑Mk1A program, showing progress on deliveries and contract execution. GE Aerospace delivers sixth F404‑IN20 engine for Tejas LCA‑Mk1A
• Neutral Sentiment: Citigroup lowered its price target (from $380 to $353) but kept a buy stance — a modest downward revision that tempers upside projections while still showing analyst support. Citigroup adjusts GE Aerospace price target to $353 from $380; maintains buy rating
• Neutral Sentiment: New coverage from Daiwa and other outlets increases analyst attention and may raise trading volume/volatility but doesn’t change fundamentals immediately. Daiwa Securities Group Begins Coverage on GE Aerospace (NYSE:GE)
• Neutral Sentiment: Multiple “trending” / investor‑interest writeups highlight attention to GE and sister GE Vernova, which can amplify short‑term moves as retail flows chase headlines. Here is What to Know Beyond Why GE Aerospace (GE) is a Trending Stock
• Negative Sentiment: Regulatory/contract risk: reports say GE faces penalty action for missing multiple Tejas engine delivery deadlines — a direct execution concern that can pressure near‑term sentiment and margins. GE faces penalty action for missing multiple Tejas engine deadlines
• Negative Sentiment: Shareholder activism (JLens/ADL) is pressing for an independent review of GE’s due diligence on Israel defense contracts — an ESG/governance risk that could lead to proxy fights, reputational cost or operational scrutiny. Shareholder Activism Puts GE Israel Defense Contracts And ESG Risks In Focus
• Negative Sentiment: Short‑term price pressure: commentary notes GE Aerospace is down materially this month despite backlog growth, indicating investor profit‑taking or rotation away from cyclicals. GE Aerospace Is Down 14% This Month While Its $190 Billion Backlog Keeps Growing

Insider Activity

In other news, SVP Amy L. Gowder sold 4,000 shares of the business’s 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 sale, the senior vice president owned 16,535 shares in the company, valued at approximately $5,055,245.55. The trade was a 19.48% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, VP Robert M. Giglietti sold 3,035 shares of the company’s stock in a transaction dated 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 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 SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 37,398 shares of company stock worth $11,455,491. Corporate insiders own 0.19% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on the company. BNP Paribas Exane reduced their price target on GE Aerospace from $305.00 to $290.00 and set an “underperform” rating on the stock in a report on Friday, January 23rd. Daiwa Securities Group assumed coverage on GE Aerospace in a research note on Tuesday. They set a “neutral” rating and a $301.00 target price on the stock. Zacks Research downgraded GE Aerospace from a “strong-buy” rating to a “hold” rating in a report on Tuesday, March 24th. 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 research note 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, fifteen have given a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $343.89.

GE Aerospace Stock Down 4.0%

GE stock opened at $280.92 on Friday. GE Aerospace has a fifty-two week low of $159.36 and a fifty-two week high of $348.48. The business’s 50 day moving average price is $311.70 and its two-hundred day moving average price is $306.55. 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 company has a market capitalization of $294.63 billion, a price-to-earnings ratio of 34.51, a price-to-earnings-growth ratio of 2.70 and a beta of 1.43.

GE Aerospace (NYSE:GE) last released its earnings results on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, beating analysts’ consensus estimates of $1.43 by $0.14. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.The company had revenue of $11.90 billion during the quarter, compared to analysts’ expectations of $11.27 billion. During the same quarter last year, the business posted $1.32 EPS. The firm’s revenue for the quarter 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. As a group, analysts forecast that GE Aerospace will post 5.4 earnings per share for the current fiscal year.

GE Aerospace Increases Dividend

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