GE Aerospace $GE Shares Purchased by Penobscot Investment Management Company Inc.

Penobscot Investment Management Company Inc. raised its holdings in GE Aerospace (NYSE:GE) by 22.4% during the fourth quarter, HoldingsChannel.com reports. The firm owned 13,779 shares of the company’s stock after buying an additional 2,520 shares during the period. Penobscot Investment Management Company Inc.’s holdings in GE Aerospace were worth $4,244,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. REAP Financial Group LLC purchased a new position in shares of GE Aerospace during the 3rd quarter valued at approximately $25,000. Marquette Asset Management LLC bought a new position in GE Aerospace during the 3rd quarter valued at $26,000. Barnes Dennig Private Wealth Management LLC boosted its stake in GE Aerospace by 147.2% during 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 during the last quarter. Roble Belko & Company Inc boosted its stake in GE Aerospace by 98.1% during 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 during the last quarter. Finally, Abich Financial Wealth Management LLC bought a new position in GE Aerospace during the 3rd quarter valued at $32,000. 74.77% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of research analysts have commented on GE shares. Sanford C. Bernstein increased 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. Citigroup reduced their price objective on shares of GE Aerospace from $380.00 to $353.00 and set a “buy” rating on the stock in a research note on Wednesday, April 1st. The Goldman Sachs Group increased their price objective on shares of GE Aerospace from $338.00 to $350.00 and gave the company a “buy” rating in a research note on Friday, January 23rd. Zacks Research downgraded shares of GE Aerospace from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, March 24th. Finally, Wolfe Research lifted their target price on GE Aerospace from $340.00 to $360.00 and gave the stock an “outperform” rating in a research report on Monday, January 12th. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, three have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, GE Aerospace has a consensus rating of “Moderate Buy” and an average target price of $350.88.

Insider Buying and Selling

In related news, SVP Amy L. Gowder sold 4,000 shares of the firm’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $305.73, for a total value of $1,222,920.00. Following the sale, the senior vice president owned 16,535 shares of the company’s stock, valued at approximately $5,055,245.55. This trade represents a 19.48% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through 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 value of $927,222.85. Following the completion of the sale, the vice president directly owned 10,583 shares in the company, valued at approximately $3,233,212.33. This trade represents a 22.29% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 37,398 shares of company stock valued at $11,455,491. Insiders own 0.19% of the company’s stock.

GE Aerospace Price Performance

Shares of GE opened at $286.78 on Wednesday. The firm has a market cap of $300.78 billion, a price-to-earnings ratio of 35.23, a PEG ratio of 2.83 and a beta of 1.43. The stock has a 50 day moving average of $310.78 and a 200-day moving average of $307.09. The company has a current ratio of 1.04, a quick ratio of 0.74 and a debt-to-equity ratio of 1.00. GE Aerospace has a 52 week low of $182.10 and a 52 week high of $348.48.

GE Aerospace (NYSE:GE) last issued its earnings results on Tuesday, April 21st. The company reported $1.86 EPS for the quarter, topping the consensus estimate of $1.60 by $0.26. The company had revenue of $11.61 billion during the quarter, compared to analyst estimates of $11.61 billion. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.The business’s revenue was up 24.6% on a year-over-year basis. During the same quarter last year, the firm earned $1.49 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, analysts forecast that GE Aerospace will post 7.43 EPS for the current year.

GE Aerospace Increases Dividend

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

Trending Headlines about GE Aerospace

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

• Positive Sentiment: Q1 beat and heavy orders: GE reported Q1 adjusted EPS of $1.86 and revenue above expectations, with orders surging (~87% y/y) and a large commercial services backlog that supports medium?term growth. RTT News — Q1 Adj. Profit Rises
• Positive Sentiment: Strong commercial & military demand: Multiple reports cite robust commercial-engine and services demand driving top-line strength and a deeper order book, supporting longer-term growth momentum. Bloomberg — Tops Estimates
• Neutral Sentiment: Analyst reaction mixed but generally constructive: TD Cowen kept a Buy rating on GE while trimming its price target to $330 from $350, reflecting confidence in earnings visibility but some valuation/near-term risk adjustment. TipRanks — TD Cowen Rating
• Negative Sentiment: Fuel-cost headwinds: Management warned that rising jet fuel costs are pressuring margins and could moderate airline demand growth, a key profitability risk cited by several outlets. Quartz — Warns on Oil Prices
• Negative Sentiment: Geopolitical risk weighed: Management highlighted Middle East tensions as a near-term risk to travel volumes and supply chains; that caution contributed to the stock pullback despite the beat. Benzinga — Middle East Risk Warning
• Negative Sentiment: Guidance slightly light vs. street: GE reaffirmed FY26 EPS guidance of $7.10–$7.40, which sits just below consensus (~$7.45), leaving room for analyst revisions and giving traders a reason to sell into the print. MarketBeat — Guidance & Transcript

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.