SOL Capital Management CO Cuts Stake in GE Aerospace $GE

SOL Capital Management CO cut its stake in GE Aerospace (NYSE:GE) by 4.8% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 31,044 shares of the company’s stock after selling 1,576 shares during the quarter. SOL Capital Management CO’s holdings in GE Aerospace were worth $9,339,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Marquette Asset Management LLC acquired a new position in shares of GE Aerospace during the third quarter valued at approximately $26,000. Barnes Dennig Private Wealth Management LLC increased its position in shares of GE Aerospace by 147.2% during the third quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company’s stock worth $27,000 after purchasing an additional 53 shares in the last quarter. Bare Financial Services Inc raised its stake in GE Aerospace by 81.1% in the 2nd quarter. Bare Financial Services Inc now owns 96 shares of the company’s stock valued at $25,000 after purchasing an additional 43 shares during the last quarter. Roble Belko & Company Inc lifted its holdings in GE Aerospace by 98.1% in the 3rd quarter. Roble Belko & Company Inc now owns 103 shares of the company’s stock valued at $31,000 after purchasing an additional 51 shares in the last quarter. Finally, Lavaca Capital LLC boosted its stake in 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 purchasing an additional 100 shares during the last quarter. 74.77% of the stock is currently owned by institutional investors and hedge funds.

GE Aerospace News Summary

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

• Positive Sentiment: GE and Lockheed Martin showcased rotating-detonation/ramjet technology for hypersonic missiles, evidencing GE Aerospace’s advanced propulsion work and potential long-term defense contract upside. Article Title
• Positive Sentiment: GE promoted Mohamed Ali and created an expanded C-suite role to lead its enlarged commercial engines unit — a signal management is reorganizing to support commercial aftermarket and engine growth. Article Title
• Positive Sentiment: Analysts at Wolfe Research and TD Cowen raised price targets and maintained positive ratings (outperform/buy), reinforcing upward expectations for revenue and earnings momentum. Article Title
• Neutral Sentiment: Zacks highlights GE’s history of earnings surprises and frames GE as having the setup to potentially beat again — supportive context but not definitive for the next quarter. Article Title
• Neutral Sentiment: Citigroup adjusted its price target (reported change to $378), a reminder that street views vary; such PT moves can nudge intraday volatility but aren’t a direct operational change. Article Title
• Negative Sentiment: Some outlets report an analyst downgrade that briefly pressured the stock, and a Zacks piece offers a contrasting view saying GE may not have the ideal setup to beat the coming quarter — indicating uncertainty around short-term EPS results. Article Title

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently issued reports on GE shares. The Goldman Sachs Group upped their target price on shares of GE Aerospace from $271.00 to $305.00 and gave the stock a “buy” rating in a report on Friday, October 10th. JPMorgan Chase & Co. upped their price target on GE Aerospace from $275.00 to $325.00 and gave the stock an “overweight” rating in a report on Monday, October 27th. Zacks Research cut GE Aerospace from a “strong-buy” rating to a “hold” rating in a research note on Friday, September 26th. Weiss Ratings reissued a “buy (b)” rating on shares of GE Aerospace in a research report on Wednesday, October 8th. Finally, Susquehanna reaffirmed a “positive” rating and issued a $380.00 target price on shares of GE Aerospace in a report on Thursday. Sixteen research analysts have rated the stock with a Buy rating, two have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, GE Aerospace presently has a consensus rating of “Moderate Buy” and a consensus target price of $314.00.

GE Aerospace Price Performance

Shares of NYSE GE opened at $325.45 on Friday. The stock’s 50-day simple moving average is $304.98 and its 200-day simple moving average is $290.00. The company has a debt-to-equity ratio of 0.99, a quick ratio of 0.76 and a current ratio of 1.08. The firm has a market capitalization of $343.29 billion, a PE ratio of 43.45, a price-to-earnings-growth ratio of 2.19 and a beta of 1.40. GE Aerospace has a fifty-two week low of $159.36 and a fifty-two week high of $332.79.

GE Aerospace (NYSE:GE) last issued its earnings results on Tuesday, October 21st. The company reported $1.66 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.46 by $0.20. GE Aerospace had a net margin of 18.34% and a return on equity of 34.01%. The business had revenue of $11.31 billion during the quarter, compared to analysts’ expectations of $10.29 billion. During the same quarter in the prior year, the business posted $1.15 EPS. The company’s revenue for the quarter was up 26.4% on a year-over-year basis. GE Aerospace has set its FY 2025 guidance at 6.000-6.200 EPS. As a group, equities research analysts forecast that GE Aerospace will post 5.4 EPS for the current fiscal year.

GE Aerospace Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, January 26th. Shareholders of record on Monday, December 29th will be given a dividend of $0.36 per share. This represents a $1.44 annualized dividend and a dividend yield of 0.4%. The ex-dividend date is Monday, December 29th. GE Aerospace’s payout ratio is presently 19.23%.

Insider Buying and Selling at GE Aerospace

In other news, SVP Russell Stokes sold 8,000 shares of the stock in a transaction dated Wednesday, November 19th. The shares were sold at an average price of $297.71, for a total value of $2,381,680.00. Following the completion of the transaction, the senior vice president owned 150,434 shares in the company, valued at $44,785,706.14. This trade represents a 5.05% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. 0.21% of the stock is currently owned by company insiders.

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.