Lansing Street Advisors Has $322,000 Holdings in GE Aerospace $GE

Lansing Street Advisors lessened its position in shares of GE Aerospace (NYSE:GE) by 65.1% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,046 shares of the company’s stock after selling 1,950 shares during the period. Lansing Street Advisors’ holdings in GE Aerospace were worth $322,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also bought and sold shares of GE. REAP Financial Group LLC bought a new position in shares of GE Aerospace in the 3rd quarter worth about $25,000. Marquette Asset Management LLC bought a new stake in shares of GE Aerospace during the 3rd quarter valued at about $26,000. Barnes Dennig Private Wealth Management LLC grew its stake in GE Aerospace by 147.2% during the third quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company’s stock worth $27,000 after purchasing an additional 53 shares during the period. Roble Belko & Company Inc grew its stake in GE Aerospace by 98.1% during the third quarter. Roble Belko & Company Inc now owns 103 shares of the company’s stock worth $31,000 after purchasing an additional 51 shares during the period. Finally, Abich Financial Wealth Management LLC bought a new stake in GE Aerospace in the third quarter worth approximately $32,000. Institutional investors and hedge funds own 74.77% of the company’s stock.

Wall Street Analysts Forecast Growth

GE has been the topic of a number of research analyst reports. Susquehanna restated a “positive” rating and set a $380.00 price target on shares of GE Aerospace in a report on Thursday, January 15th. Sanford C. Bernstein lifted their price objective on shares of GE Aerospace from $374.00 to $405.00 and gave the company an “outperform” rating in a research note on Tuesday, March 3rd. TD Cowen dropped their target price on shares of GE Aerospace from $350.00 to $330.00 and set a “buy” rating on the stock in a research report on Wednesday, April 8th. Morgan Stanley began coverage on shares of GE Aerospace in a research note on Friday, February 20th. They set an “overweight” rating and a $425.00 target price on the stock. Finally, Daiwa Securities Group began coverage on shares of GE Aerospace in a report on Tuesday, March 31st. They issued a “neutral” rating and a $301.00 price target for the company. One investment 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 issued a Sell rating to the company’s stock. Based on data from MarketBeat, GE Aerospace has an average rating of “Moderate Buy” and a consensus target price of $350.88.

Insiders Place Their Bets

In other news, VP Robert M. Giglietti sold 3,035 shares of the business’s stock in a transaction dated 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 directly owned 10,583 shares of the company’s stock, valued at $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 available at this link. Also, 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 transaction of $1,222,920.00. Following the completion of the sale, 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 disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 37,398 shares of company stock worth $11,455,491. Insiders own 0.19% of the company’s stock.

Key Stories Impacting GE Aerospace

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

• Positive Sentiment: GE Aerospace and Hindustan Aeronautics Limited (HAL) have moved significantly closer to a co-production agreement for the F414 (INS6) jet engine, including agreement on technical transfer terms — a potential multi-year revenue, manufacturing and spares aftermarket opportunity that strengthens GE’s defense backlog and localization in a large market. Article Title
• Positive Sentiment: Separately, GE Aerospace and the Indian Air Force/partners are setting up in‑country engine maintenance depots (F404/F404‑IN20) and repair facilities for the Tejas fleet — this expands lucrative aftermarket services and recurring revenue from MRO (maintenance, repair, overhaul). Article Title
• Positive Sentiment: GE is accelerating AI and platform investments from its Bengaluru center to speed enterprise platforms, analytics and engineering workflows — initiatives that could improve development cycles, fuel aftermarket efficiency, and enhance margins over time. Article Title
• Positive Sentiment: J.P. Morgan upgraded GE Aerospace to a Buy, providing an institutional endorsement that can attract demand from discretionary investors and supports near-term sentiment. Article Title
• Neutral Sentiment: Analyst coverage (Zacks, others) is flagging GE as positioned to beat upcoming earnings again based on revenue and margin trends; investors should watch the next report and FY2026 guidance vs. expectations. Article Title
• Negative Sentiment: Some market commentary questions whether GE’s strong run (large one‑year gains) leaves the shares fully priced, raising valuation risk if growth or execution slows — a reminder to weigh upside from deals against a rich multiple. Article Title

GE Aerospace Stock Up 1.9%

Shares of NYSE:GE opened at $317.86 on Wednesday. The business’s 50 day simple moving average is $311.98 and its two-hundred day simple moving average is $306.98. The firm has a market cap of $333.37 billion, a P/E ratio of 39.05, a PEG ratio of 2.91 and a beta of 1.43. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.74 and a current ratio of 1.04. GE Aerospace has a 52-week low of $176.02 and a 52-week high of $348.48.

GE Aerospace (NYSE:GE) last released its quarterly earnings data on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, beating the consensus estimate of $1.43 by $0.14. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.The firm had revenue of $11.90 billion during the quarter, compared to the consensus estimate of $11.27 billion. During the same quarter in the previous year, the company posted $1.32 earnings per share. The company’s quarterly revenue was up 17.6% on a year-over-year basis. 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 fiscal year.

GE Aerospace Increases Dividend

The firm also recently declared 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 is Monday, March 9th. This represents a $1.88 dividend on an annualized basis and a yield of 0.6%. GE Aerospace’s dividend payout ratio (DPR) is presently 23.10%.

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.