Pinnacle Holdings LLC Takes $453,000 Position in GE Aerospace $GE

Pinnacle Holdings LLC purchased a new position in shares of GE Aerospace (NYSE:GE) during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor purchased 1,506 shares of the company’s stock, valued at approximately $453,000.

Other institutional investors have also made changes to their positions in the company. Bare Financial Services Inc increased 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 purchasing an additional 43 shares in the last quarter. REAP Financial Group LLC acquired a new stake in shares of GE Aerospace in the 3rd quarter valued at $25,000. Marquette Asset Management LLC bought a new stake in shares of GE Aerospace during the third quarter worth $26,000. Lavaca Capital LLC lifted its stake in shares of GE Aerospace by 1,666.7% during the second quarter. Lavaca Capital LLC now owns 106 shares of the company’s stock valued at $27,000 after acquiring an additional 100 shares during the period. Finally, Barnes Dennig Private Wealth Management LLC boosted its holdings in GE Aerospace by 147.2% in the third 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. 74.77% of the stock is owned by institutional investors.

Insider Buying and Selling at GE Aerospace

In other GE Aerospace news, 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 transaction of $927,222.85. Following the sale, 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 position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, SVP Amy L. Gowder sold 4,000 shares of the 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 transaction, the senior vice president owned 16,535 shares of the company’s stock, valued at approximately $5,055,245.55. This represents a 19.48% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 37,398 shares of company stock worth $11,455,491. Insiders own 0.21% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on GE shares. Citigroup restated a “buy” rating and set a $380.00 target price (up from $378.00) on shares of GE Aerospace in a research report on Friday, January 23rd. Wall Street Zen cut shares of GE Aerospace from a “buy” rating to a “hold” rating in a research report on Saturday, February 21st. Zacks Research upgraded GE Aerospace from a “hold” rating to a “strong-buy” rating in a report on Tuesday, January 27th. TD Cowen lifted their price objective on shares of GE Aerospace from $330.00 to $350.00 and gave the stock a “buy” rating in a research note on Wednesday, January 14th. Finally, Deutsche Bank Aktiengesellschaft upped their target price on shares of GE Aerospace from $375.00 to $387.00 and gave the company a “buy” rating in a research note on Friday, January 23rd. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $331.12.

GE Aerospace News Summary

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

• Positive Sentiment: Sanford C. Bernstein raised its price target to $405 and kept an “outperform” rating, citing the company’s strong Q4 results and momentum in widebody services and LEAP engine growth; the new target implies meaningful upside versus current levels. GE Aerospace (GE) Stock Climbs Following Bernstein’s $405 Price Target Upgrade
• Positive Sentiment: Q4 results beat expectations with revenue and EPS upside driven by services (widebody aftermarket) and LEAP engine growth — reinforcing the company’s top‑line momentum and FY26 EPS guidance range. Q4 recap and catalyst summary
• Positive Sentiment: GE is involved in a DoD/Palantir partnership for J85 engine support (data/AI for spare‑parts forecasting and supply visibility), highlighting defense/commercial crossover for aftermarket digital services. That contract could expand serviceable revenue and operational efficiency. Palantir Stock Rises on Iran Conflict—But Here’s the Real Story
• Positive Sentiment: A GE supplier won a JobsOhio grant to expand and add ~300 jobs in the Cincinnati area, which supports regional supply‑chain capacity for GE engines and services. GE Aerospace supplier gets JobsOhio grant for 300‑job expansion
• Neutral Sentiment: Analyst commentary and roundups (Zacks, Seeking Alpha) emphasize that recent upgrades and positive headlines matter but investors should separate short‑term momentum from long‑term fundamentals; these pieces are more interpretive than news‑moving. GE Aerospace: A Steady Trend Not Driven By Hype
• Neutral Sentiment: Market commentary highlights that analyst upgrades can drive short‑term flows but investors should evaluate whether growth and margin improvements justify the current multiple. Should You Invest in GE (GE) Based on Bullish Wall Street Views?
• Negative Sentiment: An AviationWeek opinion argues that a diversified corporate model can hold back aerospace firms; such commentary raises questions about capital allocation and focus—issues investors watch when valuation is high. Opinion: The Diversified Model Is Holding Back Aerospace Companies
• Negative Sentiment: Elevated valuation metrics (P/E ~41, PEG ~3.2) make the stock more susceptible to pullbacks and profit‑taking after recent gains, which helps explain downward pressure despite positive news.

GE Aerospace Trading Down 3.3%

Shares of NYSE:GE opened at $334.16 on Wednesday. The company’s fifty day simple moving average is $318.82 and its 200 day simple moving average is $302.82. GE Aerospace has a 12 month low of $159.36 and a 12 month high of $348.48. The firm has a market cap of $350.47 billion, a price-to-earnings ratio of 41.05, a PEG ratio of 3.19 and a beta of 1.36. 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 (NYSE:GE) last announced its earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.43 by $0.14. The business had revenue of $11.90 billion for the quarter, compared to analyst estimates of $11.27 billion. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.GE Aerospace’s revenue for the quarter was up 17.6% compared to the same quarter last year. During the same quarter last year, the firm earned $1.32 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, research analysts forecast that GE Aerospace will post 5.4 EPS for the current fiscal year.

GE Aerospace Increases Dividend

The firm also recently announced 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 0.6%. This is an increase from GE Aerospace’s previous quarterly dividend of $0.36. The ex-dividend date of this dividend is Monday, March 9th. GE Aerospace’s payout ratio is 17.69%.

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.