GE Aerospace $GE Shares Sold by Bristol Gate Capital Partners Inc.

Bristol Gate Capital Partners Inc. decreased its holdings in shares of GE Aerospace (NYSE:GE) by 26.7% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 312,260 shares of the company’s stock after selling 113,581 shares during the quarter. GE Aerospace makes up approximately 5.5% of Bristol Gate Capital Partners Inc.’s holdings, making the stock its 2nd biggest holding. Bristol Gate Capital Partners Inc.’s holdings in GE Aerospace were worth $93,934,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently added to or reduced their stakes in GE. Bare Financial Services Inc lifted its holdings in shares of GE Aerospace by 81.1% in the second quarter. Bare Financial Services Inc now owns 96 shares of the company’s stock valued at $25,000 after buying an additional 43 shares during the period. REAP Financial Group LLC purchased a new position in GE Aerospace in the third quarter valued at about $25,000. Marquette Asset Management LLC acquired a new position in shares of GE Aerospace during the 3rd quarter worth $26,000. Lavaca Capital LLC boosted its stake in shares of GE Aerospace by 1,666.7% during the 2nd quarter. Lavaca Capital LLC now owns 106 shares of the company’s stock worth $27,000 after acquiring an additional 100 shares in the last quarter. Finally, Barnes Dennig Private Wealth Management LLC increased its holdings in shares of GE Aerospace by 147.2% during the 3rd quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company’s stock valued at $27,000 after acquiring an additional 53 shares during the last quarter. Institutional investors and hedge funds own 74.77% of the company’s stock.

GE Aerospace Price Performance

NYSE GE opened at $341.55 on Friday. GE Aerospace has a 52-week low of $159.36 and a 52-week high of $348.48. 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 $317.81 and a 200 day simple moving average of $301.43. The stock has a market cap of $358.22 billion, a price-to-earnings ratio of 41.96, a PEG ratio of 3.15 and a beta of 1.40.

GE Aerospace (NYSE:GE) last announced its 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 firm 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 for the quarter was up 17.6% compared to the same quarter last year. During the same period in the prior year, the business earned $1.32 EPS. 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 fiscal year.

GE Aerospace Increases Dividend

The firm also recently declared 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 a boost from GE Aerospace’s previous quarterly dividend of $0.36. The ex-dividend date of this dividend is Monday, March 9th. This represents a $1.88 annualized dividend and a yield of 0.6%. GE Aerospace’s payout ratio is presently 17.69%.

Wall Street Analysts Forecast Growth

A number of research firms have issued reports on GE. UBS Group set a $374.00 price target on shares of GE Aerospace and gave the company a “buy” rating in a report on Friday, January 23rd. JPMorgan Chase & Co. increased their target price on GE Aerospace from $325.00 to $335.00 and gave the stock an “overweight” rating in a report on Monday, January 26th. Morgan Stanley began coverage on shares of GE Aerospace in a research report on Friday, February 20th. They issued an “overweight” rating and a $425.00 price target on the stock. The Goldman Sachs Group lifted their price target on GE Aerospace from $338.00 to $350.00 and gave the company a “buy” rating in a report on Friday, January 23rd. Finally, Citigroup reiterated a “buy” rating and issued a $380.00 price objective (up from $378.00) on shares of GE Aerospace in a research report on Friday, January 23rd. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $329.29.

Key Stories Impacting GE Aerospace

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

• Positive Sentiment: Q4 beat and forward guidance: GE Aerospace reported EPS and revenue above expectations and set FY2026 guidance of $7.10–$7.40, reinforcing growth and margin outlook for the next year.
• Positive Sentiment: AI/data partnership with Palantir to support USAF training-fleet readiness — strengthens digital analytics for engine health and could improve aftermarket services and contract wins. GE Aerospace Partners With Palantir on AI Jet Engine Contract
• Positive Sentiment: Won first digital TrueChoice Defense deal for the J85 engine — a foothold for digital aftermarket solutions in military engines that can scale to other platforms. GE wins first digital TrueChoice Defense deal for J85 engine
• Positive Sentiment: Aftermarket/MRO expansion: Coverage highlights GE’s >$1B investments to scale MRO capacity as LEAP deliveries and shop visits rise — supports higher recurring aftermarket revenue and margins. Can GE’s Growth Investments Create Long-Term Value for Investors?
• Positive Sentiment: Market momentum/coverage: Recent pieces note GE stock reaching new highs and being in buy zones after recovery from a sell-off — positive technical and sentiment signal for momentum investors. GE Stock Jets To A New High. A Natural Gas Name Joins It.
• Positive Sentiment: Industry tailwinds: A new additive manufacturing industry report cites expanding use of metal/polymer 3D printing across aerospace and names GE Aerospace among key adopters — potential cost and supply-chain advantages. AM Applications (Metal and Polymer Parts) Industry Research Report 2025-2034
• Neutral Sentiment: GE expands use of Aireon space-based ADS‑B data — operational improvement for traffic/flight monitoring; helpful but incremental to near-term financials. Press Release: GE expands use of Aireon’s space-based ADS-B data
• Neutral Sentiment: Recruiting/PR: Military Officer Leadership Program and facility “behind the scenes” coverage improve talent pipeline and brand but have limited immediate financial impact. Military Officer Leadership Program though GE Aerospace Behind the scenes of GE Aerospace facility
• Negative Sentiment: Valuation/questions: Commentary in Forbes asks whether the rally makes GE too expensive for new buyers — raises short-term risk if growth or margin execution slips. GE Stock Is Soaring—Is It Too Late To Jump In?
• Negative Sentiment: Macro/market skepticism: Broader warnings about AI-driven market froth (Michael Burry commentary) can pressure high‑multiple industrials if risk appetite falls. ‘Big Short’ Investor Michael Burry Draws Parallel Between Nvidia and This 1920s Era Hot Stock

Insider Buying and Selling at GE Aerospace

In other GE Aerospace news, SVP Amy L. Gowder sold 4,000 shares of the business’s stock in a transaction that occurred on 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 transaction, the senior vice president 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 document filed with the Securities & Exchange Commission, which is available through this link. Also, VP Robert M. Giglietti sold 3,035 shares of the company’s 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 sale, the vice president directly owned 10,583 shares in the company, valued at $3,233,212.33. This trade represents a 22.29% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 37,398 shares of company stock worth $11,455,491 over the last ninety days. 0.21% of the stock is currently owned by corporate insiders.

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.