GE Aerospace $GE Shares Sold by Tema Etfs LLC

Tema Etfs LLC reduced its stake in shares of GE Aerospace (NYSE:GE) by 6.3% during the fourth quarter, Holdings Channel.com reports. The firm owned 31,998 shares of the company’s stock after selling 2,162 shares during the period. Tema Etfs LLC’s holdings in GE Aerospace were worth $9,856,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also bought and sold shares of the stock. Jacobsen Capital Management increased its stake in GE Aerospace by 1.4% during the 3rd quarter. Jacobsen Capital Management now owns 2,295 shares of the company’s stock valued at $690,000 after buying an additional 32 shares during the period. Harfst & Associates Inc. lifted its stake in shares of GE Aerospace by 0.4% in the 3rd quarter. Harfst & Associates Inc. now owns 7,444 shares of the company’s stock worth $2,239,000 after acquiring an additional 33 shares during the period. Ledyard National Bank boosted its holdings in shares of GE Aerospace by 1.2% in the third quarter. Ledyard National Bank now owns 2,754 shares of the company’s stock valued at $828,000 after acquiring an additional 33 shares in the last quarter. Hardy Reed LLC boosted its holdings in shares of GE Aerospace by 0.7% in the third quarter. Hardy Reed LLC now owns 4,999 shares of the company’s stock valued at $1,504,000 after acquiring an additional 33 shares in the last quarter. Finally, Wolff Wiese Magana LLC increased its stake in shares of GE Aerospace by 1.0% during the fourth quarter. Wolff Wiese Magana LLC now owns 3,474 shares of the company’s stock valued at $1,070,000 after acquiring an additional 33 shares during the period. Institutional investors and hedge funds own 74.77% of the company’s stock.

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 stock was sold at an average price of $305.73, for a total value of $1,222,920.00. Following the transaction, the senior vice president owned 16,535 shares in the company, valued at $5,055,245.55. This represents a 19.48% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, SVP Russell Stokes sold 30,363 shares of the stock in a transaction that occurred on Friday, January 30th. The stock was sold at an average price of $306.47, for a total transaction of $9,305,348.61. Following the completion of the sale, the senior vice president directly owned 150,434 shares of the company’s stock, valued at $46,103,507.98. This trade represents a 16.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 37,398 shares of company stock valued at $11,455,491 in the last 90 days. 0.19% of the stock is currently owned by corporate insiders.

GE Aerospace Stock Up 3.4%

NYSE GE opened at $293.34 on Thursday. The company has a debt-to-equity ratio of 1.00, a current ratio of 1.04 and a quick ratio of 0.74. The company’s 50 day simple moving average is $311.98 and its 200 day simple moving average is $306.72. GE Aerospace has a 12 month low of $159.36 and a 12 month high of $348.48. The company has a market capitalization of $307.66 billion, a P/E ratio of 36.04, a PEG ratio of 2.62 and a beta of 1.36.

GE Aerospace (NYSE:GE) last issued its earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share for the quarter, topping analysts’ consensus estimates of $1.43 by $0.14. The firm had revenue of $11.90 billion during the quarter, compared to analysts’ expectations of $11.27 billion. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The firm’s revenue for the quarter was up 17.6% compared to the same quarter last year. During the same period last year, the firm posted $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Equities research analysts expect that GE Aerospace will post 5.4 earnings per share 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. Shareholders 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. The ex-dividend date of this dividend is Monday, March 9th. This represents a $1.88 annualized dividend and a yield of 0.6%. GE Aerospace’s dividend payout ratio (DPR) is presently 23.10%.

Analyst Ratings Changes

Several brokerages recently commented on GE. Citigroup dropped their target price on GE Aerospace from $380.00 to $353.00 and set a “buy” rating on the stock in a report on Wednesday. Wall Street Zen raised GE Aerospace from a “hold” rating to a “buy” rating in a research note on Saturday, March 21st. JPMorgan Chase & Co. lifted their price target on GE Aerospace from $325.00 to $335.00 and gave the company an “overweight” rating in a research report on Monday, January 26th. Morgan Stanley initiated coverage on GE Aerospace in a research note on Friday, February 20th. They issued an “overweight” rating and a $425.00 price objective on the stock. Finally, Weiss Ratings restated a “buy (b)” rating on shares of GE Aerospace in a report on Thursday, January 22nd. Sixteen analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $343.89.

More GE Aerospace News

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

• Positive Sentiment: Large, growing backlog and stronger-than-expected results support revenue visibility and justify premium valuation — investors see persistent engine demand underpinning future cash flow. GE Aerospace Is Down 14% This Month While Its $190 Billion Backlog Keeps Growing
• Positive Sentiment: GE is ramping investments in MRO and manufacturing capacity to shorten turn times and meet heavy engine demand — a potential catalyst for margin expansion and faster revenue recognition. GE’s Investment in Manufacturing Capacity
• Positive Sentiment: Wells Fargo initiated/featured GE as an aero/defense pick and set an Overweight stance, signaling institutional buy-side support that can help the stock bid. GE, Boeing, and 3 More Aero and Defense Plays
• Positive Sentiment: GE expanded its global aviation supply-chain network and maintained industrial leadership in S&P 500 funds — enhancements to resiliency and index positioning can support demand for the stock. GE Aerospace Expands Global Aviation Supply Chain Network GE Aerospace Maintains Industrial Leadership In S&P 500 Fund
• Neutral Sentiment: Citigroup trimmed its price target to $353 but kept a Buy rating — reduces upside but leaves analyst support intact. Citigroup Adjusts GE Aerospace Price Target
• Neutral Sentiment: Daiwa initiated coverage with a Neutral rating and a $301 target, highlighting that strong fundamentals leave limited margin for error — contributes to mixed analyst signals. Wall Street Split on GE Aerospace as Daiwa Sets $301 Target
• Negative Sentiment: Broader market/geopolitical volatility (reports of conflict-related threats) has pressured aero/defense names and contributed to recent intra-month weakness — a risk to short-term sentiment. Shares Plummet Amid Geopolitical Headlines

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.