2,485 Shares in GE Aerospace $GE Bought by Locust Wood Capital Advisers LLC

Locust Wood Capital Advisers LLC bought a new stake in GE Aerospace (NYSE:GE) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 2,485 shares of the company’s stock, valued at approximately $748,000.

A number of other institutional investors and hedge funds have also recently bought and sold shares of GE. Bare Financial Services Inc boosted 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 worth $25,000 after buying an additional 43 shares during the last quarter. Marquette Asset Management LLC bought a new position in shares of GE Aerospace during the third quarter valued at approximately $26,000. 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 valued at $27,000 after purchasing an additional 100 shares during the period. Barnes Dennig Private Wealth Management LLC increased its holdings 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 valued at $27,000 after purchasing an additional 53 shares during the period. Finally, IMG Wealth Management Inc. boosted its stake in GE Aerospace by 113.5% during the 2nd quarter. IMG Wealth Management Inc. now owns 111 shares of the company’s stock valued at $29,000 after purchasing an additional 59 shares in the last quarter. Institutional investors and hedge funds 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: Q4 results beat: GE reported $1.57 EPS vs. $1.40 consensus and $11.90B revenue vs. $11.27B expected, with strong margins and ROE — confirms execution and supports earnings multiple. View Press Release
• Positive Sentiment: Upbeat 2026 profit outlook: GE said 2026 profit will top estimates, driven by high‑margin aftermarket parts & services as airlines prioritize maintenance amid aircraft supply constraints — supports revenue visibility and cash flow. GE Aerospace forecasts 2026 profit above estimates on aftermarket strength
• Positive Sentiment: Defense technology exposure: Collaboration with Lockheed Martin on a rotating detonation ramjet highlights defense R&D and potential long‑term TAM expansion beyond commercial aftermarket. Lockheed Martin and GE Aerospace Showcase Rotating Detonation Ramjet
• Positive Sentiment: Cash flow/dividend upside narrative: Commentaries note rising free cash flow could support a larger dividend over time, which would appeal to income‑oriented investors. GE Aerospace dividend could soar as free cash flow takes flight
• Neutral Sentiment: Analyst previews & model updates: Several outlets summarized recent analyst forecast changes ahead of the print — useful for tracking consensus shifts but not a single catalyst. GE Aerospace Gears Up For Q4 Print; Here Are The Recent Forecast Changes From Wall Street’s Most Accurate Analysts
• Neutral Sentiment: Local partnerships & talent pipeline: University of Cincinnati extension can help engineering recruitment/innovation but is a longer‑term operational positive. GE Aerospace Foundation extends partnership with top Cincinnati university
• Negative Sentiment: Momentum/valuation risk: Commentary notes GE’s stock has lost some bullish momentum and carries a high P/E vs. historical norms — the market will be sensitive to 2026 guidance execution and any signs of margin or backlog weakness. GE’s stock has lost its bullish momentum. Can earnings provide the jolt it needs?

Analyst Upgrades and Downgrades

A number of research firms have recently issued reports on GE. BNP Paribas Exane increased their target price on GE Aerospace from $275.00 to $305.00 and gave the company an “underperform” rating in a report on Thursday, January 8th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of GE Aerospace in a report on Wednesday, October 8th. Sanford C. Bernstein restated an “outperform” rating on shares of GE Aerospace in a research note on Monday, October 27th. 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. Finally, The Goldman Sachs Group lifted their price objective on GE Aerospace from $271.00 to $305.00 and gave the stock a “buy” rating in a research note on Friday, October 10th. Sixteen investment analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $314.00.

Insider Activity at GE Aerospace

In other news, SVP Russell Stokes sold 8,000 shares of GE Aerospace stock in a transaction on Wednesday, November 19th. The shares were sold at an average price of $297.71, for a total transaction of $2,381,680.00. Following the completion of the sale, the senior vice president directly owned 150,434 shares of the company’s stock, valued at approximately $44,785,706.14. The trade was a 5.05% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. 0.21% of the stock is owned by company insiders.

GE Aerospace Price Performance

Shares of GE stock opened at $318.71 on Thursday. The business has a fifty day simple moving average of $305.49 and a 200 day simple moving average of $291.81. The company has a market cap of $336.18 billion, a P/E ratio of 42.55, a P/E/G ratio of 2.13 and a beta of 1.40. GE Aerospace has a twelve month low of $159.36 and a twelve month high of $332.79. The company has a quick ratio of 0.76, a current ratio of 1.08 and a debt-to-equity ratio of 0.99.

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, beating the consensus estimate of $1.40 by $0.17. The company had revenue of $11.90 billion during the quarter, compared to analysts’ expectations of $11.27 billion. GE Aerospace had a return on equity of 34.01% and a net margin of 18.34%. On average, sell-side analysts forecast that GE Aerospace will post 5.4 EPS for the current fiscal year.

GE Aerospace Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, January 26th. Shareholders of record on Monday, December 29th will be issued a dividend of $0.36 per share. The ex-dividend date of this dividend is Monday, December 29th. This represents a $1.44 dividend on an annualized basis and a yield of 0.5%. GE Aerospace’s payout ratio is presently 19.23%.

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.