SMART Wealth LLC Has $918,000 Stock Holdings in GE Aerospace $GE

SMART Wealth LLC increased its stake in GE Aerospace (NYSE:GE) by 176.8% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 3,233 shares of the company’s stock after purchasing an additional 2,065 shares during the period. SMART Wealth LLC’s holdings in GE Aerospace were worth $918,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. High Falls Advisors Inc raised its position in shares of GE Aerospace by 3.0% in the 4th quarter. High Falls Advisors Inc now owns 1,069 shares of the company’s stock valued at $329,000 after buying an additional 31 shares in the last quarter. Wolff Wiese Magana LLC boosted its position in shares of GE Aerospace by 1.0% during the 4th quarter. Wolff Wiese Magana LLC now owns 3,474 shares of the company’s stock worth $1,070,000 after acquiring an additional 33 shares in the last quarter. Montz Harcus Wealth Management LLC increased its stake in GE Aerospace by 3.6% in the fourth quarter. Montz Harcus Wealth Management LLC now owns 947 shares of the company’s stock valued at $292,000 after acquiring an additional 33 shares during the last quarter. Darwin Wealth Management LLC increased its stake in GE Aerospace by 2.0% in the fourth quarter. Darwin Wealth Management LLC now owns 1,699 shares of the company’s stock valued at $523,000 after acquiring an additional 33 shares during the last quarter. Finally, LRI Investments LLC raised its position in GE Aerospace by 1.4% during the fourth quarter. LRI Investments LLC now owns 2,390 shares of the company’s stock valued at $736,000 after purchasing an additional 33 shares in the last quarter. Institutional investors and hedge funds own 74.77% of the company’s stock.

GE Aerospace News Roundup

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

• Positive Sentiment: GE Aerospace was highlighted as a strong aerospace and defense name, with articles pointing to ongoing commercial and defense momentum, continued investment, and shareholder returns as reasons investors may still see upside. GE Aerospace vs. Textron: Which Aerospace & Defense Stock Has Greater Upside?
• Positive Sentiment: Another note framed GE Aerospace as a partner in next-generation silicon carbide power technology, reinforcing the company’s role in advanced aerospace and defense electrification and supporting its innovation narrative. Wolfspeed Jumps as Investors Revisit GE Partnership and Look Past Resale Overhang
• Positive Sentiment: Investor sentiment around aerospace stocks remains constructive, helped by broader market risk appetite and strength in growth/technology names, which can spill over into GE Aerospace as a leading industrial aerospace beneficiary.
• Neutral Sentiment: One article compared GE Aerospace with Textron, presenting GE as a quality growth-and-return story versus TXT’s valuation angle; this is more of a relative-stock discussion than a new catalyst. GE Aerospace vs. Textron: Which Aerospace & Defense Stock Has Greater Upside?
• Negative Sentiment: A Seeking Alpha piece argued that GE Aerospace’s defense fundamentals may not justify its elevated share price near recent highs, raising valuation concerns that could weigh on the stock if investors focus on stretched expectations. The Great Disconnect: Why GE Aerospace’s Defense Fundamentals Don’t Justify A $369 Price Tag

Analyst Upgrades and Downgrades

Several analysts recently weighed in on GE shares. Sanford C. Bernstein upped their price objective on GE Aerospace from $374.00 to $405.00 and gave the stock an “outperform” rating in a research report on Tuesday, March 3rd. Royal Bank Of Canada reiterated an “outperform” rating and issued a $355.00 target price on shares of GE Aerospace in a research report on Wednesday, May 20th. Citigroup lowered their target price on GE Aerospace from $380.00 to $353.00 and set a “buy” rating for the company in a research note on Wednesday, April 1st. Morgan Stanley dropped their target price on shares of GE Aerospace from $425.00 to $400.00 and set an “overweight” rating for the company in a report on Wednesday, April 22nd. Finally, President Capital reduced 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 note on Wednesday, April 22nd. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, GE Aerospace has a consensus rating of “Moderate Buy” and an average target price of $348.22.

GE Aerospace Stock Performance

Shares of GE opened at $372.94 on Wednesday. The company has a current ratio of 1.01, a quick ratio of 0.70 and a debt-to-equity ratio of 0.99. The firm’s fifty day simple moving average is $317.60 and its two-hundred day simple moving average is $313.43. GE Aerospace has a 12 month low of $243.34 and a 12 month high of $379.67. The stock has a market capitalization of $389.10 billion, a P/E ratio of 45.93, a price-to-earnings-growth ratio of 3.31 and a beta of 1.37.

GE Aerospace (NYSE:GE) last announced its quarterly earnings data on Tuesday, April 21st. The company reported $1.86 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.60 by $0.26. GE Aerospace had a return on equity of 37.99% and a net margin of 17.86%.The company had revenue of $11.61 billion for the quarter, compared to the consensus estimate of $11.61 billion. During the same period in the previous year, the business earned $1.49 EPS. The firm’s 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. As a group, analysts predict that GE Aerospace will post 7.48 EPS for the current year.

GE Aerospace Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, July 27th. Shareholders of record on Monday, July 6th will be issued a dividend of $0.47 per share. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date is Monday, July 6th. GE Aerospace’s dividend payout ratio is presently 23.15%.

About GE Aerospace

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.