Harbor Investment Advisory LLC lifted its position in GE Aerospace (NYSE:GE – Free Report) by 321.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 10,250 shares of the company’s stock after purchasing an additional 7,820 shares during the period. Harbor Investment Advisory LLC’s holdings in GE Aerospace were worth $3,157,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other institutional investors and hedge funds have also recently modified their holdings of the company. Brighton Jones LLC increased its stake in GE Aerospace by 25.3% in the 4th quarter. Brighton Jones LLC now owns 12,008 shares of the company’s stock worth $2,003,000 after buying an additional 2,421 shares in the last quarter. Revolve Wealth Partners LLC lifted its position in shares of GE Aerospace by 7.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 2,251 shares of the company’s stock valued at $375,000 after acquiring an additional 150 shares in the last quarter. Sivia Capital Partners LLC lifted 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 in the last quarter. Connor Clark & Lunn Investment Management Ltd. bought a new position in shares of GE Aerospace in the second quarter worth about $341,000. Finally, Inspire Advisors LLC bought a new position in shares of GE Aerospace in the second quarter worth about $246,000. 74.77% of the stock is currently owned by institutional investors.
Insider Buying and Selling at GE Aerospace
In other news, SVP Amy L. Gowder sold 4,000 shares of the company’s stock in a transaction dated 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 directly owned 16,535 shares in the company, valued at approximately $5,055,245.55. This represents a 19.48% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Russell Stokes sold 30,363 shares of the stock in a transaction dated Friday, January 30th. The shares were sold at an average price of $306.47, for a total transaction of $9,305,348.61. Following the completion of the transaction, the senior vice president directly 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 37,398 shares of company stock worth $11,455,491 over the last 90 days. 0.21% of the stock is owned by insiders.
GE Aerospace Stock Performance
GE Aerospace (NYSE:GE – Get Free Report) last issued its quarterly earnings data on Thursday, January 22nd. The company reported $1.57 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.43 by $0.14. The business had revenue of $11.90 billion for the quarter, compared to analysts’ expectations of $11.27 billion. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.The company’s revenue for the quarter was up 17.6% on a year-over-year basis. During the same period in the prior year, the firm earned $1.32 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, research analysts predict that GE Aerospace will post 5.4 EPS for the current fiscal year.
GE Aerospace Increases Dividend
The firm 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 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. The ex-dividend date is Monday, March 9th. GE Aerospace’s dividend payout ratio (DPR) is 23.10%.
Key Stories Impacting GE Aerospace
Here are the key news stories impacting GE Aerospace this week:
- Positive Sentiment: Analysts highlight GE’s stronger growth profile and major engine wins versus peers, supporting longer‑term revenue and margin upside. GE Aerospace vs. Textron
- Positive Sentiment: Planned capital investments — >€110M aimed at expanding European manufacturing capacity (plus additional U.S. facility investments and new hires) signal management is scaling production to meet engine/order backlog and aftermarket demand. That should support revenue growth over the next several years. GE Aerospace to Invest €110M
- Positive Sentiment: Local site investments and planned hiring (including Newark and three U.S. facilities) reinforce the capex program and capacity buildout to support future engine production and services revenue. GE Aerospace investing more in Newark site
- Neutral Sentiment: GE is on investor radars and trending in market news feeds — increased attention can amplify volatility but doesn’t by itself change fundamentals. Why These 5 Stocks Are On Investors’ Radars
- Neutral Sentiment: Coverage pieces noting investor interest and attention toward GE can drive short-term flows but largely reflect existing fundamentals and guidance. GE Aerospace is Attracting Investor Attention
- Negative Sentiment: Market reacted to the capex announcements with near-term selling, reflecting concerns about higher near‑term cash outflows, margin pressure and GE’s premium valuation vs. some peers. That contributed to the recent pullback. GE Pours €110M Into European Facilities
- Negative Sentiment: Some investor commentary recommends allocating to other mega‑caps after GE’s pullback, signaling rotation risk and comparative valuation concerns that can keep selling pressure on the shares. My Top 2 Megacap Stocks to Buy After GE’s Pullback
- Negative Sentiment: TipRanks and other reports tie the stock dip directly to the investment announcement, underscoring that markets are weighing near‑term costs against long‑term growth. Investment and Stock Drop
Wall Street Analysts Forecast Growth
Several analysts recently issued reports on GE shares. Zacks Research raised GE Aerospace from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, January 27th. Deutsche Bank Aktiengesellschaft upped 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. Sanford C. Bernstein increased their price objective on shares of GE Aerospace from $374.00 to $405.00 and gave the company an “outperform” rating in a report on Tuesday, March 3rd. Morgan Stanley initiated coverage on shares of GE Aerospace in a report on Friday, February 20th. They issued an “overweight” rating and a $425.00 target price on the stock. Finally, BNP Paribas Exane dropped their target price on shares of GE Aerospace from $305.00 to $290.00 and set an “underperform” rating for the company in a research report on Friday, January 23rd. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, one has issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $331.12.
Check Out Our Latest Stock Report on GE Aerospace
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.
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