Jackson Square Capital LLC Purchases 1,734 Shares of GE Aerospace $GE

Jackson Square Capital LLC lifted its position in GE Aerospace (NYSE:GE) by 19.2% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 10,788 shares of the company’s stock after purchasing an additional 1,734 shares during the quarter. Jackson Square Capital LLC’s holdings in GE Aerospace were worth $3,323,000 at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in the company. Franklin Street Advisors Inc. NC bought a new stake in shares of GE Aerospace in the fourth quarter worth about $332,000. Ledyard National Bank increased its holdings in shares of GE Aerospace by 1.6% in the fourth quarter. Ledyard National Bank now owns 2,798 shares of the company’s stock worth $862,000 after purchasing an additional 44 shares during the last quarter. Capital Investment Advisory Services LLC increased its holdings in shares of GE Aerospace by 2.7% in the fourth quarter. Capital Investment Advisory Services LLC now owns 9,014 shares of the company’s stock worth $2,776,000 after purchasing an additional 235 shares during the last quarter. Prime Capital Investment Advisors LLC increased its holdings in shares of GE Aerospace by 5.0% in the fourth quarter. Prime Capital Investment Advisors LLC now owns 53,639 shares of the company’s stock worth $16,522,000 after purchasing an additional 2,534 shares during the last quarter. Finally, Stone House Investment Management LLC increased its holdings in shares of GE Aerospace by 37.7% in the fourth quarter. Stone House Investment Management LLC now owns 848 shares of the company’s stock worth $261,000 after purchasing an additional 232 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 that occurred 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 completion of the transaction, the vice president owned 10,583 shares in the company, valued at $3,233,212.33. The trade was a 22.29% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, SVP Russell Stokes sold 30,363 shares of the business’s stock in a transaction that occurred on Friday, January 30th. The shares were sold at an average price of $306.47, for a total value of $9,305,348.61. Following the transaction, the senior vice president owned 150,434 shares of the company’s stock, valued at $46,103,507.98. This trade represents a 16.79% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 37,398 shares of company stock worth $11,455,491 over the last 90 days. Company insiders own 0.19% of the company’s stock.

Key GE Aerospace News

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

• Positive Sentiment: Geopolitical relief: President Trump’s cease-fire announcement eased immediate geopolitical risk to commercial aviation, prompting a sector-wide rally that lifted GE Aerospace shares as investors priced lower near-term demand disruption risk. Article Title
• Positive Sentiment: Fundamentals — Commercial Engines strength: Recent coverage highlights strong momentum in GE’s Commercial Engines & Services unit (big year?over?year revenue gains and surging orders), supporting revenue growth and profit outlook. That underpins the bullish case for the stock. Article Title
• Positive Sentiment: New coverage/upgrades: Wells Fargo (Overweight, $325 PT) and Daiwa initiated coverage recently, adding institutional interest and lifting sentiment around GE’s multi-year growth runway. Article Title
• Positive Sentiment: High-profile mentions: Jim Cramer and other commentators have included GE Aerospace in recent bullish lists, which can attract retail flows and attention. Article Title
• Neutral Sentiment: PR/operations: GE’s 747 flying laboratory tour and media coverage are positive for brand and program visibility but are unlikely to move fundamentals materially in the near term. Article Title
• Neutral Sentiment: Earnings preview/upcoming catalysts: Analysts expect solid near?term earnings (high single?digit EPS growth), so upcoming quarterly results and management cadence are the next major catalysts. Article Title
• Negative Sentiment: Analyst price-target trim: TD Cowen lowered its price target from $350 to $330 while keeping a Buy rating, which trims some upside expectations despite the positive thesis. Article Title
• Negative Sentiment: Political/geopolitical risk around defense sales: Coverage flags shareholder and NGO scrutiny of GE’s defense work and supply/execution issues (e.g., engine delivery delays), which pose governance and reputational risk that could pressure valuation for some investors. Article Title

Wall Street Analyst Weigh In

Several equities research analysts have recently issued reports on GE shares. Wolfe Research lifted their target price on GE Aerospace from $340.00 to $360.00 and gave the stock an “outperform” rating in a report on Monday, January 12th. Wells Fargo & Company initiated coverage on GE Aerospace in a research report on Wednesday, April 1st. They issued an “overweight” rating and a $325.00 price target for the company. Daiwa Securities Group initiated coverage on GE Aerospace in a research report on Tuesday, March 31st. They issued a “neutral” rating and a $301.00 price target for the company. Wall Street Zen upgraded GE Aerospace from a “hold” rating to a “buy” rating in a research report on Saturday, March 21st. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of GE Aerospace in a research report on Thursday, January 22nd. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, GE Aerospace currently has a consensus rating of “Moderate Buy” and a consensus target price of $350.88.

GE Aerospace Trading Up 6.7%

GE opened at $308.04 on Thursday. The firm has a market cap of $323.07 billion, a P/E ratio of 37.84, a P/E/G ratio of 2.60 and a beta of 1.43. GE Aerospace has a 12 month low of $165.70 and a 12 month high of $348.48. The company has a current ratio of 1.04, a quick ratio of 0.74 and a debt-to-equity ratio of 1.00. The stock has a 50-day moving average of $311.45 and a 200 day moving average of $306.57.

GE Aerospace (NYSE:GE) last released its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, topping the consensus estimate of $1.43 by $0.14. The company had revenue of $11.90 billion during 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%.The firm’s revenue was up 17.6% on a year-over-year basis. During the same quarter last year, the business posted $1.32 earnings per share. 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 year.

GE Aerospace Increases Dividend

The firm also recently announced 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 dividend yield of 0.6%. This is a boost 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 presently 23.10%.

About GE Aerospace

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.