Schear Investment Advisers LLC Buys 3,039 Shares of GE Aerospace $GE

Schear Investment Advisers LLC lifted its stake in shares of GE Aerospace (NYSE:GE) by 36.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,440 shares of the company’s stock after purchasing an additional 3,039 shares during the quarter. GE Aerospace comprises 1.5% of Schear Investment Advisers LLC’s investment portfolio, making the stock its 20th biggest holding. Schear Investment Advisers LLC’s holdings in GE Aerospace were worth $3,524,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently made changes to their positions in the company. REAP Financial Group LLC bought a new position in GE Aerospace in the 3rd quarter valued at about $25,000. Marquette Asset Management LLC bought a new position in GE Aerospace in the 3rd quarter valued at about $26,000. Barnes Dennig Private Wealth Management LLC lifted its position in GE Aerospace by 147.2% in the 3rd quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company’s stock valued at $27,000 after acquiring an additional 53 shares in the last quarter. Roble Belko & Company Inc lifted its position in GE Aerospace by 98.1% in the 3rd quarter. Roble Belko & Company Inc now owns 103 shares of the company’s stock valued at $31,000 after acquiring an additional 51 shares in the last quarter. Finally, Abich Financial Wealth Management LLC bought a new position in GE Aerospace in the 3rd quarter valued at about $32,000. Institutional investors own 74.77% of the company’s stock.

Insider Transactions at GE Aerospace

In other news, SVP Russell Stokes sold 30,363 shares of the firm’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 transaction of $9,305,348.61. Following the completion of the sale, the senior vice president owned 150,434 shares in the company, valued at $46,103,507.98. This trade represents a 16.79% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, VP Robert M. Giglietti sold 3,035 shares of the firm’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 sale, the vice president owned 10,583 shares of the company’s stock, valued at approximately $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. Insiders sold a total of 37,398 shares of company stock worth $11,455,491 in the last quarter. Insiders own 0.19% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts recently weighed in on the stock. Wells Fargo & Company assumed coverage on shares of GE Aerospace in a research report on Wednesday, April 1st. They issued an “overweight” rating and a $325.00 price target on the stock. President Capital dropped their price target on shares of GE Aerospace from $355.00 to $342.00 and set a “buy” rating on the stock in a research report on Wednesday. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $355.00 price target on shares of GE Aerospace in a research report on Wednesday. TD Cowen dropped their price target 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. Finally, Wall Street Zen raised shares of GE Aerospace from a “hold” rating to a “buy” rating in a research report on Sunday. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, GE Aerospace presently has an average rating of “Moderate Buy” and an average target price of $348.50.

GE Aerospace Trading Down 3.7%

Shares of GE stock opened at $276.03 on Thursday. The company has a 50 day moving average of $310.02 and a 200-day moving average of $306.87. The company has a quick ratio of 0.74, a current ratio of 1.01 and a debt-to-equity ratio of 0.99. GE Aerospace has a 12-month low of $192.57 and a 12-month high of $348.48. The firm has a market cap of $289.50 billion, a P/E ratio of 33.99, a PEG ratio of 2.71 and a beta of 1.43.

GE Aerospace (NYSE:GE) last issued its quarterly earnings results on Tuesday, April 21st. The company reported $1.86 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.60 by $0.26. GE Aerospace had a net margin of 17.86% and a return on equity of 37.99%. The company had revenue of $11.61 billion during the quarter, compared to analyst estimates of $11.61 billion. During the same quarter last year, the business posted $1.49 EPS. GE Aerospace’s quarterly revenue was up 24.6% compared to the same quarter last year. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Sell-side analysts anticipate that GE Aerospace will post 7.34 earnings per share for the current year.

GE Aerospace Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, April 27th. Stockholders of record on Monday, March 9th will be paid a dividend of $0.47 per share. This represents a $1.88 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Monday, March 9th. This is an increase from GE Aerospace’s previous quarterly dividend of $0.36. GE Aerospace’s dividend payout ratio (DPR) is 23.10%.

GE Aerospace News Summary

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

• Positive Sentiment: Q1 beat on profit, revenue and orders — GE topped EPS and revenue estimates and reported a large services backlog and an 80%-plus jump in orders, supporting medium/long-term demand for engines and services. Read More.
• Positive Sentiment: Strong backlog & order growth underpin cash/earnings visibility — management highlighted a >$170B commercial services backlog, which analysts say supports FY and multi‑year cash flow. Read More.
• Positive Sentiment: Bullish analyst actions offset some selling — Wells Fargo initiated coverage with an Overweight/$325 PT and several firms reaffirmed Outperform/Buy stances, indicating continued analyst conviction at longer horizons. Read More.
• Neutral Sentiment: Workforce & MRO investments — GE announced a $30M workforce program and MRO/manufacturing investments that are constructive long-term for capacity and services but unlikely to move near-term earnings. Read More.
• Neutral Sentiment: Industry context — Peers also beat but traded down when guidance wasn’t raised, suggesting sector rotation and macro concerns are influencing moves beyond company fundamentals. Read More.
• Negative Sentiment: Unchanged/cautious guidance and fuel risk — Management kept FY outlook broadly steady and warned that higher jet fuel and weaker flight-growth assumptions could pressure margins, which disappointed investors expecting upside. Read More.
• Negative Sentiment: Geopolitical headwinds called out — Management highlighted Middle East risk as a potential downside to demand and operations, increasing uncertainty priced by the market. Read More.
• Negative Sentiment: Analyst target trims and market cap hit — Multiple shops trimmed price targets (UBS, President Capital, Morgan Stanley trims reported) and the stock gave back a large amount of market value on the earnings day, adding selling momentum. Read More.
• Negative Sentiment: Investor rotation to GE Vernova — The GE spinoff (GEV) posted a blowout quarter and raised guidance, drawing investor capital away from GE Aerospace during the same earnings window. Read More.

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.