GE Aerospace $GE Shares Sold by Providence First Trust Co

Providence First Trust Co decreased its position in GE Aerospace (NYSE:GE) by 56.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,450 shares of the company’s stock after selling 5,653 shares during the quarter. Providence First Trust Co’s holdings in GE Aerospace were worth $1,371,000 at the end of the most recent quarter.

A number of other institutional investors also recently added to or reduced their stakes in GE. Vanguard Group Inc. increased its position in shares of GE Aerospace by 0.8% in the 4th quarter. Vanguard Group Inc. now owns 92,731,541 shares of the company’s stock valued at $28,564,097,000 after purchasing an additional 699,364 shares during the last quarter. State Street Corp grew its stake in shares of GE Aerospace by 0.7% during the third quarter. State Street Corp now owns 44,577,642 shares of the company’s stock worth $13,425,562,000 after purchasing an additional 308,730 shares in the last quarter. Capital World Investors grew its stake in shares of GE Aerospace by 16.2% during the third quarter. Capital World Investors now owns 21,442,810 shares of the company’s stock worth $6,449,731,000 after purchasing an additional 2,995,054 shares in the last quarter. Northern Trust Corp increased its holdings in GE Aerospace by 1.8% in the third quarter. Northern Trust Corp now owns 10,296,945 shares of the company’s stock valued at $3,097,527,000 after buying an additional 181,316 shares during the last quarter. Finally, Jennison Associates LLC raised its stake in GE Aerospace by 21.5% in the third quarter. Jennison Associates LLC now owns 8,430,878 shares of the company’s stock valued at $2,536,177,000 after buying an additional 1,494,541 shares in the last quarter. Hedge funds and other institutional investors own 74.77% of the company’s stock.

GE Aerospace News Summary

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

• Positive Sentiment: GE signed an F404 engine deal with Türkiye’s TAI to power the country’s advanced jet trainer — a direct commercial win that supports aftermarket revenue, production cadence and geopolitical diversification for GE Aerospace. TAI, GE Aerospace ink F404 engine deal for Türkiye’s advanced jet trainer
• Positive Sentiment: Recent quarterly results and outlook remain a tailwind: GE Aerospace beat EPS estimates, reported strong year‑over‑year revenue growth, and set FY‑2026 EPS guidance (7.10–7.40), supporting higher valuation expectations and investor confidence. (Company reports)
• Positive Sentiment: Heightened investor interest in defense names — including reported congressional buying and signs of stabilization in aerospace & defense ETFs — is lifting the group and benefiting prime defense suppliers like GE Aerospace. Congressman Buys Defense Stocks As Middle East Tensions Continues: Here Are The Companies Defense Stocks Are Stabilizing. When to Buy.
• Neutral Sentiment: Market commentary is mixed on valuation — some analysts ask whether GE’s strong multi‑year rally leaves upside limited in the near term, making the stock more sensitive to execution and guidance beats. Is It Too Late To Consider General Electric (GE) After Its Strong Multi Year Rally?
• Neutral Sentiment: Leadership change: Gayatri Rath has exited GE Aerospace after five years; this appears to be a routine personnel move rather than a strategic shift, but investors will watch any follow‑up on succession and continuity. Gayatri Rath exits GE Aerospace after five-year stint
• Negative Sentiment: Technicals and valuation risks: the stock still trades below its 50‑ and 200‑day moving averages and carries a relatively rich P/E and PEG versus some industrial peers, leaving room for short‑term pullbacks if broader market sentiment cools.

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on GE. Sanford C. Bernstein lifted their price target on GE Aerospace from $374.00 to $405.00 and gave the stock an “outperform” rating in a report on Tuesday, March 3rd. Deutsche Bank Aktiengesellschaft raised their target price on GE Aerospace from $375.00 to $387.00 and gave the stock a “buy” rating in a research report on Friday, January 23rd. Morgan Stanley decreased their target price on GE Aerospace from $425.00 to $400.00 and set an “overweight” rating for the company in a research note on Wednesday, April 22nd. BNP Paribas Exane increased their price target on shares of GE Aerospace from $290.00 to $300.00 and gave the company an “underperform” rating in a research note on Wednesday, April 22nd. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of GE Aerospace in a report on Thursday, January 22nd. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $349.89.

GE Aerospace Stock Performance

Shares of GE stock opened at $286.81 on Wednesday. The stock’s 50-day moving average is $304.50 and its two-hundred day moving average is $306.28. The firm has a market cap of $299.24 billion, a price-to-earnings ratio of 35.32, a PEG ratio of 2.61 and a beta of 1.36. GE Aerospace has a 1 year low of $205.92 and a 1 year high of $348.48. The company has a debt-to-equity ratio of 0.99, a quick ratio of 0.70 and a current ratio of 1.01.

GE Aerospace (NYSE:GE) last posted its earnings results on Tuesday, April 21st. The company reported $1.86 earnings per share for the quarter, beating the consensus estimate of $1.60 by $0.26. The business had revenue of $11.61 billion during the quarter, compared to the consensus estimate of $11.61 billion. GE Aerospace had a return on equity of 37.99% and a net margin of 17.86%.The business’s quarterly revenue was up 24.6% on a year-over-year basis. During the same period in the previous year, the business earned $1.49 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Analysts predict that GE Aerospace will post 7.46 earnings per share for the current year.

GE Aerospace Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, April 27th. Stockholders of record on Monday, March 9th were issued a $0.47 dividend. The ex-dividend date of this dividend was Monday, March 9th. This is an increase from GE Aerospace’s previous quarterly dividend of $0.36. This represents a $1.88 annualized dividend and a dividend yield of 0.7%. GE Aerospace’s dividend payout ratio is currently 23.15%.

GE Aerospace 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.