Wrapmanager Inc. Has $1.49 Million Holdings in GE Aerospace $GE

Wrapmanager Inc. decreased its holdings in GE Aerospace (NYSE:GE) by 25.5% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 4,960 shares of the company’s stock after selling 1,694 shares during the period. Wrapmanager Inc.’s holdings in GE Aerospace were worth $1,492,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in the business. Palumbo Wealth Management LLC increased its holdings in shares of GE Aerospace by 14.8% during the 3rd quarter. Palumbo Wealth Management LLC now owns 1,266 shares of the company’s stock worth $381,000 after acquiring an additional 163 shares during the last quarter. First American Trust FSB lifted its holdings in GE Aerospace by 16.3% during the 3rd quarter. First American Trust FSB now owns 2,050 shares of the company’s stock valued at $617,000 after purchasing an additional 287 shares during the last quarter. Apriem Advisors boosted its position in GE Aerospace by 5.5% during the third quarter. Apriem Advisors now owns 1,577 shares of the company’s stock worth $474,000 after purchasing an additional 82 shares during the period. Mufg Securities Americas Inc. boosted its position in GE Aerospace by 21.0% during the third quarter. Mufg Securities Americas Inc. now owns 28,596 shares of the company’s stock worth $8,602,000 after purchasing an additional 4,962 shares during the period. Finally, Lake Street Private Wealth LLC acquired a new position in shares of GE Aerospace in the third quarter valued at $210,000. 74.77% of the stock is owned by institutional investors and hedge funds.

GE Aerospace News Roundup

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

• Positive Sentiment: United Airlines selected 300 GEnx engines to power new Boeing 787s — a large commercial engine order that increases GE Aerospace’s engine build and long-term aftermarket service revenue base and strengthens backlog. UAL Orders 300 GEnx Engines From GE Aerospace
• Positive Sentiment: Kratos and GE won a U.S. Air Force award (~$12.4M) to design the GEK1500 engine for expendable Collaborative Combat Aircraft — a defense program win that expands GE’s small-engine pipeline and could lead to larger production/service follow-ons. Kratos and GE Aerospace Win U.S. Air Force Award
• Positive Sentiment: Industry coverage notes the GE–Kratos–USAF deal expands the CCA engine agreement and leverages prior engine maturations to accelerate delivery — reinforces execution on defense R&D-to-production pipeline. GE-Kratos-USAF Deal Expands CCA Engine Agreement
• Positive Sentiment: American Airlines made a long-term commitment to GE engines (CFM LEAP family) — supports spare-parts and MRO (maintenance, repair & overhaul) revenue tail and elevates multi-year aftermarket visibility. American Makes Long-Term Commitment to GE Engines
• Positive Sentiment: Fresh analyst attention (Morgan Stanley initiation, Deutsche Bank commentary) and feature pieces on A&D winners of AI disruption are drawing investor focus to GE Aerospace’s standalone cash‑flow potential and secular tailwinds (airline demand, defense modernization). This can support multiple expansion. A Look At General Electric’s Valuation After Morgan Stanley’s Bullish Aerospace Initiation
• Neutral Sentiment: Market reports on data-center and power-transformer growth list General Electric among key suppliers — supports broader GE group demand for utility and industrial equipment, but is more directly relevant to GE Vernova than GE Aerospace. Data Center Market Competitive Analysis Report 2025
• Neutral Sentiment: Media lists and AI-era investor pieces include GE/Aerospace as a potential beneficiary — helpful for sentiment but not a direct near-term revenue catalyst. 10 Best Aerospace and Defense Stocks to Invest In
• Negative Sentiment: Competitive noise — an RTX social post highlighted Pratt & Whitney as a contender to power a new stealthy Mach‑2 jet. Wins by competitors on high-profile military platforms could pressure GE’s opportunity set and future program awards. RTX post sparks buzz as Pratt & Whitney vies to power stealthy Mach 2 jet

Wall Street Analyst Weigh In

GE has been the subject of a number of research reports. Bank of America raised their target price on shares of GE Aerospace from $310.00 to $365.00 and gave the stock a “buy” rating in a research note on Monday, October 27th. Wolfe Research increased their price target on shares of GE Aerospace from $340.00 to $360.00 and gave the company an “outperform” rating in a report on Monday, January 12th. BNP Paribas Exane cut their price objective on shares of GE Aerospace from $305.00 to $290.00 and set an “underperform” rating for the company in a research report on Friday, January 23rd. Morgan Stanley assumed coverage on GE Aerospace in a report on Friday. They set an “overweight” rating and a $425.00 price objective for the company. Finally, JPMorgan Chase & Co. upped their target price on GE Aerospace from $325.00 to $335.00 and gave the company an “overweight” rating in a research report on Monday, January 26th. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, GE Aerospace presently has a consensus rating of “Moderate Buy” and an average target price of $329.29.

GE Aerospace Price Performance

NYSE:GE opened at $338.88 on Tuesday. GE Aerospace has a 52 week low of $159.36 and a 52 week high of $344.30. The firm has a market cap of $355.42 billion, a price-to-earnings ratio of 41.63, a P/E/G ratio of 3.17 and a beta of 1.40. The firm’s 50-day simple moving average is $314.38 and its 200 day simple moving average is $299.89. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.74 and a current ratio of 1.04.

GE Aerospace (NYSE:GE) last posted its quarterly earnings data on Thursday, January 22nd. The company reported $1.57 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.43 by $0.14. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The firm had revenue of $11.90 billion during the quarter, compared to the consensus estimate of $11.27 billion. During the same quarter in the previous year, the firm posted $1.32 EPS. The business’s revenue for the quarter was up 17.6% compared to the same quarter last year. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, sell-side analysts predict that GE Aerospace will post 5.4 earnings per share for the current year.

GE Aerospace Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, April 27th. Shareholders of record on Monday, March 9th will be paid a dividend of $0.47 per share. This is a boost from GE Aerospace’s previous quarterly dividend of $0.36. The ex-dividend date is Monday, March 9th. This represents a $1.88 dividend on an annualized basis and a yield of 0.6%. GE Aerospace’s dividend payout ratio is 17.69%.

Insider Buying and Selling at GE Aerospace

In other news, SVP Amy L. Gowder sold 4,000 shares of the company’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $305.73, for a total transaction of $1,222,920.00. Following the completion of the sale, the senior vice president directly owned 16,535 shares in the company, valued at approximately $5,055,245.55. This represents a 19.48% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, VP Robert M. Giglietti sold 3,035 shares of the stock in a transaction 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 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 37,398 shares of company stock valued at $11,455,491 in the last three months. Corporate insiders own 0.21% of the company’s stock.

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.