WINTON GROUP Ltd Sells 2,883 Shares of GE Aerospace $GE

WINTON GROUP Ltd lowered its stake in GE Aerospace (NYSE:GE) by 14.5% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 17,001 shares of the company’s stock after selling 2,883 shares during the quarter. WINTON GROUP Ltd’s holdings in GE Aerospace were worth $5,114,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Brighton Jones LLC boosted its holdings in GE Aerospace by 25.3% during the fourth 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 during the last quarter. Revolve Wealth Partners LLC increased its stake in shares of GE Aerospace by 7.1% in the 4th 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 during the last quarter. Sivia Capital Partners LLC increased its stake in shares of GE Aerospace by 4.6% in the 2nd 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 during the last quarter. Penserra Capital Management LLC raised its position in shares of GE Aerospace by 126.7% in the 2nd quarter. Penserra Capital Management LLC now owns 204 shares of the company’s stock valued at $52,000 after acquiring an additional 114 shares during the period. Finally, Connor Clark & Lunn Investment Management Ltd. acquired a new stake in shares of GE Aerospace in the 2nd quarter valued at approximately $341,000. 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 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 completion of the transaction, the senior vice president directly owned 16,535 shares in the company, valued at $5,055,245.55. This represents a 19.48% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, VP Robert M. Giglietti sold 3,035 shares of the firm’s stock in a transaction dated Friday, January 30th. The shares were sold at an average price of $305.51, for a total value of $927,222.85. Following the completion of the transaction, the vice president owned 10,583 shares of the company’s stock, valued at $3,233,212.33. The trade was a 22.29% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 37,398 shares of company stock worth $11,455,491. Insiders own 0.21% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on GE shares. Sanford C. Bernstein boosted 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. Citigroup reiterated a “buy” rating and issued a $380.00 target price (up from $378.00) on shares of GE Aerospace in a report on Friday, January 23rd. Zacks Research raised shares of GE Aerospace from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, January 27th. BNP Paribas Exane lowered their price objective 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. Finally, Susquehanna restated a “positive” rating and issued a $380.00 price objective on shares of GE Aerospace in a research report on Thursday, January 15th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, one has given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, GE Aerospace has an average rating of “Moderate Buy” and an average target price of $331.12.

GE Aerospace Trading Down 0.4%

NYSE:GE opened at $321.67 on Tuesday. GE Aerospace has a twelve month low of $159.36 and a twelve month high of $348.48. The company has a quick ratio of 0.74, a current ratio of 1.04 and a debt-to-equity ratio of 1.00. The business has a 50 day moving average price of $319.85 and a two-hundred day moving average price of $304.52. The company has a market cap of $337.37 billion, a P/E ratio of 39.52, a price-to-earnings-growth ratio of 2.98 and a beta of 1.36.

GE Aerospace (NYSE:GE) last issued its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share 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 analysts’ expectations of $11.27 billion. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The business’s quarterly revenue was up 17.6% on a year-over-year basis. During the same period last year, the business earned $1.32 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, analysts expect that GE Aerospace will post 5.4 EPS 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. Investors of record on Monday, March 9th will be given a $0.47 dividend. This represents a $1.88 dividend on an annualized basis and a yield of 0.6%. This is an increase from GE Aerospace’s previous quarterly dividend of $0.36. The ex-dividend date of this dividend is Monday, March 9th. GE Aerospace’s payout ratio is 17.69%.

Trending Headlines about GE Aerospace

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

• Positive Sentiment: GE said it will invest an additional $1 billion in U.S. manufacturing and its supplier base this year to boost engine production capacity, signaling management confidence in demand recovery and future revenue growth. Read More.
• Positive Sentiment: Multiple site-specific investments were announced (examples include a $48M boost in Asheville and $160M of upgrades across four North Carolina plants), showing direct capacity and tooling upgrades across GE’s U.S. footprint. Read More.
• Positive Sentiment: Additional local investments reported include—examples—$60M in Wilmington, $45M in Auburn, $33M in Greenville, $65M across Indianapolis/Lafayette/Terre Haute, $10M in Madisonville and $2M in the Rockford area, reflecting widespread, targeted capacity builds. Read More.
• Positive Sentiment: Operational momentum: Commercial Engines & Services revenue jumped ~24% in Q4, underlining robust engine demand that the new investments aim to serve. This supports the case for higher medium-term earnings if delivery constraints are eased. Read More.
• Positive Sentiment: Bernstein reaffirmed a buy rating on GE Aerospace, providing third-party analyst support that can help stabilize investor sentiment amid the spending announcement. Read More.
• Neutral Sentiment: Contextual pieces comparing long-term shareholder returns against peers (Boeing, Rolls-Royce) offer perspective on past performance but don’t change near-term fundamentals. Read More.
• Negative Sentiment: Potential near-term downside: the incremental ~$1B+ of capex and upgrades could pressure free cash flow and near-term margins until higher production and deliveries materialize; investors are balancing that timing risk against demand visibility.

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.