Wealth Science Advisors LLC purchased a new stake in GE Aerospace (NYSE:GE – Free Report) in the fourth quarter, HoldingsChannel reports. The fund purchased 5,418 shares of the company’s stock, valued at approximately $1,669,000. GE Aerospace comprises about 1.0% of Wealth Science Advisors LLC’s investment portfolio, making the stock its 17th biggest position.
A number of other institutional investors have also recently made changes to their positions in the business. Chicago Partners Investment Group LLC lifted its holdings in shares of GE Aerospace by 0.3% in the 4th quarter. Chicago Partners Investment Group LLC now owns 19,811 shares of the company’s stock valued at $5,822,000 after acquiring an additional 51 shares during the last quarter. Quent Long Short Global Small Cap Fund LP bought a new position in shares of GE Aerospace in the 4th quarter valued at about $2,282,000. Hoey Investments Inc. lifted its holdings in shares of GE Aerospace by 0.8% in the 4th quarter. Hoey Investments Inc. now owns 34,117 shares of the company’s stock valued at $10,509,000 after acquiring an additional 287 shares during the last quarter. Turtle Creek Wealth Advisors LLC lifted its holdings in shares of GE Aerospace by 14.6% in the 4th quarter. Turtle Creek Wealth Advisors LLC now owns 4,684 shares of the company’s stock valued at $1,443,000 after acquiring an additional 595 shares during the last quarter. Finally, Nvest Wealth Strategies Inc. bought a new position in shares of GE Aerospace in the 4th quarter valued at about $58,000. Institutional investors own 74.77% of the company’s stock.
Key Headlines Impacting GE Aerospace
Here are the key news stories impacting GE Aerospace this week:
- Positive Sentiment: Analysts/strategists and media flagged the Q1 sell-off as a buying opportunity — Citi and other outlets urged “buy the dip,” arguing order growth, backlog and strong demand underpin long-term upside. Article Title
- Positive Sentiment: Bullish write-ups (Seeking Alpha, 247WallSt pieces) argue the post-earnings drop creates a tactical entry for long-term investors given robust orders, services backlog and free cash flow potential. Article Title
- Positive Sentiment: Wells Fargo initiated coverage (Overweight, $325 PT) highlighting growth from the LEAP SV ramp and projecting multi-year upside — a supportive analyst view for buyers. Article Title
- Neutral Sentiment: Some firms adjusted targets but kept mixed ratings — BNP Paribas raised its PT to $300 while maintaining an “underperform” stance, reflecting disagreement among analysts on near-term upside. Article Title
- Neutral Sentiment: Industry/service developments (e.g., AFI KLM/Woodward agreement supporting LEAP engine MRO) underscore ongoing demand for LEAP support — a structural positive for the CFM LEAP ecosystem that includes GE. Article Title
- Negative Sentiment: Investors punished the stock after management left FY guidance largely unchanged despite strong Q1 results — the lack of upside to guidance drove an initial selloff and notable market-cap loss. Article Title
- Negative Sentiment: Multiple analysts cut or lowered targets post-earnings and some downgrades followed, creating additional near-term selling pressure; one report notes GE shares traded down after an analyst downgrade. Article Title
- Negative Sentiment: Geopolitical risk: coverage highlights that the Iran conflict has tightened jet-fuel availability and raised fuel costs, which squeeze airline economics and could ultimately pressure engine demand/timing and services — a macro headwind for aerospace suppliers. Article Title
- Negative Sentiment: UBS published a more pessimistic near-term forecast for GE Aerospace, adding to analyst-driven downside narrative and weighing on sentiment. Article Title
GE Aerospace Stock Performance
GE Aerospace (NYSE:GE – Get Free Report) last posted its quarterly earnings results on Tuesday, April 21st. The company reported $1.86 earnings per share for the quarter, beating the consensus estimate of $1.60 by $0.26. GE Aerospace had a net margin of 17.86% and a return on equity of 37.99%. The firm had revenue of $11.61 billion during the quarter, compared to the consensus estimate of $11.61 billion. During the same quarter in the previous year, the firm posted $1.49 earnings per share. The company’s revenue was up 24.6% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, equities analysts forecast that GE Aerospace will post 7.38 earnings per share for the current year.
GE Aerospace Increases Dividend
The business also recently declared a quarterly dividend, which will be paid on Monday, April 27th. Stockholders of record on Monday, March 9th will be paid a dividend of $0.47 per share. This is a boost from GE Aerospace’s previous quarterly dividend of $0.36. This represents a $1.88 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Monday, March 9th. GE Aerospace’s payout ratio is presently 23.15%.
Insider Activity
In other news, VP Robert M. Giglietti sold 3,035 shares of GE Aerospace stock in a transaction that occurred on Friday, January 30th. The shares were 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 owned 10,583 shares of the company’s stock, valued at approximately $3,233,212.33. The trade was a 22.29% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, SVP Russell Stokes sold 30,363 shares of GE Aerospace stock in a transaction that occurred on 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 sale, the senior vice president directly owned 150,434 shares of the company’s stock, valued at $46,103,507.98. This represents a 16.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 37,398 shares of company stock valued at $11,455,491. Corporate insiders own 0.19% of the company’s stock.
Wall Street Analysts Forecast Growth
A number of research analysts recently commented on the stock. Weiss Ratings reaffirmed a “buy (b)” rating on shares of GE Aerospace in a report on Thursday, January 22nd. Wolfe Research raised their price objective on shares of GE Aerospace from $340.00 to $360.00 and gave the stock an “outperform” rating in a research note on Monday, January 12th. JPMorgan Chase & Co. raised their price objective on shares of GE Aerospace from $325.00 to $335.00 and gave the stock an “overweight” rating in a research note on Monday, January 26th. UBS Group decreased their price objective on shares of GE Aerospace from $357.00 to $350.00 and set a “buy” rating for the company in a research note on Wednesday. Finally, Morgan Stanley decreased their price objective on shares of GE Aerospace from $425.00 to $400.00 and set an “overweight” rating for the company in a research note on Wednesday. One research analyst has rated the stock with a Strong Buy rating, sixteen 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 stock has an average rating of “Moderate Buy” and an average target price of $349.06.
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.
See Also
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