GE Aerospace $GE Shares Sold by SMART Wealth LLC

SMART Wealth LLC reduced its holdings in GE Aerospace (NYSE:GE) by 74.5% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,168 shares of the company’s stock after selling 3,408 shares during the quarter. SMART Wealth LLC’s holdings in GE Aerospace were worth $360,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in the business. State Street Corp increased its position in GE Aerospace by 0.7% in the 3rd quarter. State Street Corp now owns 44,577,642 shares of the company’s stock valued at $13,425,562,000 after acquiring an additional 308,730 shares during the period. Capital World Investors boosted its stake in GE Aerospace by 16.2% during the 3rd quarter. Capital World Investors now owns 21,442,810 shares of the company’s stock valued at $6,449,731,000 after purchasing an additional 2,995,054 shares in the last quarter. Northern Trust Corp boosted its stake in GE Aerospace by 1.8% during the 3rd quarter. Northern Trust Corp now owns 10,296,945 shares of the company’s stock valued at $3,097,527,000 after purchasing an additional 181,316 shares in the last quarter. Jennison Associates LLC boosted its stake in GE Aerospace by 21.5% during the 3rd quarter. Jennison Associates LLC now owns 8,430,878 shares of the company’s stock valued at $2,536,177,000 after purchasing an additional 1,494,541 shares in the last quarter. Finally, Legal & General Group Plc boosted its stake in GE Aerospace by 8.1% during the 3rd quarter. Legal & General Group Plc now owns 6,465,804 shares of the company’s stock valued at $1,945,043,000 after purchasing an additional 484,467 shares in the last quarter. 74.77% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

GE has been the subject of a number of research reports. Zacks Research lowered GE Aerospace from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, March 24th. BNP Paribas Exane decreased their price target on GE Aerospace from $305.00 to $290.00 and set an “underperform” rating for the company in a research note on Friday, January 23rd. UBS Group set a $374.00 price target on GE Aerospace and gave the company a “buy” rating in a research note on Friday, January 23rd. Susquehanna reaffirmed a “positive” rating and set a $380.00 price target on shares of GE Aerospace in a research note on Thursday, January 15th. Finally, The Goldman Sachs Group increased their price target on GE Aerospace from $338.00 to $350.00 and gave the company a “buy” rating in a research note on Friday, January 23rd. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $350.88.

Trending Headlines about GE Aerospace

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

• Positive Sentiment: Pentagon and Trump‑era officials have asked GE Aerospace to increase military production at its Evendale facility, signaling potential near‑term defense orders and higher government work that could boost revenues and backlog. Report: Trump officials ask Evendale-based GE Aerospace to up military production
• Positive Sentiment: Wall Street commentary is broadly bullish ahead of Q1, citing GE’s large installed base, robust aftermarket demand and a healthy backlog that could produce stronger-than-expected results. That supportive analyst tone is propping sentiment. Wall Street Is Bullish on GE Aerospace Before Q1 Results — Buy GE Stock Now?
• Positive Sentiment: GE is accelerating development of the T901 engine amid budget uncertainty, which could preserve program momentum and position the company for future defense awards and long‑term revenue from military engines. GE Speeding Up T901 Development Amid Budget Uncertainty
• Neutral Sentiment: Geopolitical developments in the Middle East have lifted U.S. futures and risk appetite, providing a broader market tailwind for aerospace and defense names including GE, though effects are macro and not GE‑specific. U.S. Stock Futures Jump on Middle East Developments
• Neutral Sentiment: Q1 previews and estimate tables are circulating — consensus expectation is for solid top‑line growth driven by aftermarket and backlog, but investors will be watching key metrics (delivery timing, margins, cash flow) on the April 21 report. GE Q1 Earnings Preview: Buy the Stock Now or Wait for the Results?
• Negative Sentiment: Shares came under near‑term pressure from profit‑taking and positioning ahead of the earnings date; recent short‑term slides and de‑risking reflect sensitivity to any miss versus elevated expectations. GE Aerospace (GE) Shares Slide 5% Ahead of Q1 Earnings Report on April 21
• Negative Sentiment: Analysts and investors note valuation and cost‑pressure risks (high P/E relative to normalized growth); a few target trims and visible insider sales add caution ahead of earnings. GE Q1 Earnings Preview: Buy the Stock Now or Wait for the Results?

GE Aerospace Stock Performance

GE opened at $304.66 on Friday. The firm has a market cap of $319.53 billion, a PE ratio of 37.43, a P/E/G ratio of 2.78 and a beta of 1.43. 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 fifty day simple moving average of $311.62 and a 200-day simple moving average of $307.05. GE Aerospace has a fifty-two week low of $176.02 and a fifty-two week high of $348.48.

GE Aerospace (NYSE:GE) last released its quarterly earnings data 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 business had revenue of $11.90 billion during the quarter, compared to analyst estimates of $11.27 billion. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.The company’s revenue was up 17.6% compared to the same quarter last year. During the same period last year, the company posted $1.32 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, equities analysts predict that GE Aerospace will post 5.4 EPS for the current fiscal year.

GE Aerospace Increases Dividend

The business also recently disclosed 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. The ex-dividend date of this dividend is Monday, March 9th. This represents a $1.88 annualized dividend and a dividend yield of 0.6%. This is a boost from GE Aerospace’s previous quarterly dividend of $0.36. GE Aerospace’s dividend payout ratio is 23.10%.

Insider Transactions at GE Aerospace

In other news, VP Robert M. Giglietti sold 3,035 shares of the firm’s stock in a transaction 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 completion of the sale, the vice president directly owned 10,583 shares of the company’s stock, valued at $3,233,212.33. This trade represents a 22.29% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, SVP Russell Stokes sold 30,363 shares of the firm’s stock in a transaction on Friday, January 30th. The stock was sold at an average price of $306.47, for a total value of $9,305,348.61. Following the sale, the senior vice president directly owned 150,434 shares of the company’s stock, valued at approximately $46,103,507.98. This represents a 16.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 37,398 shares of company stock valued at $11,455,491 in the last three months. 0.19% of the stock is currently owned by corporate insiders.

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.