Douglass Winthrop Advisors LLC Has $2.39 Million Position in GE Aerospace $GE

Douglass Winthrop Advisors LLC lifted its holdings in GE Aerospace (NYSE:GE) by 73.5% in the 3rd quarter, Holdings Channel.com reports. The firm owned 7,955 shares of the company’s stock after buying an additional 3,371 shares during the quarter. Douglass Winthrop Advisors LLC’s holdings in GE Aerospace were worth $2,393,000 as of its most recent SEC filing.

Other large investors have also bought and sold shares of the company. Norges Bank bought a new position in GE Aerospace in the second quarter valued at approximately $3,408,828,000. Capital World Investors increased its position 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 acquiring an additional 2,995,054 shares in the last quarter. Jennison Associates LLC increased its position in shares of GE Aerospace by 21.5% during the third quarter. Jennison Associates LLC now owns 8,430,878 shares of the company’s stock worth $2,536,177,000 after acquiring an additional 1,494,541 shares in the last quarter. Vanguard Group Inc. raised its holdings in shares of GE Aerospace by 1.6% during the second quarter. Vanguard Group Inc. now owns 91,989,511 shares of the company’s stock worth $23,677,180,000 after acquiring an additional 1,482,069 shares during the period. Finally, Lazard Asset Management LLC raised its holdings in shares of GE Aerospace by 4,253.7% during the second quarter. Lazard Asset Management LLC now owns 796,422 shares of the company’s stock worth $204,991,000 after acquiring an additional 778,129 shares during the period. 74.77% of the stock is owned by institutional investors.

GE Aerospace Stock Down 0.4%

GE Aerospace stock opened at $325.08 on Thursday. The company has a market cap of $340.94 billion, a P/E ratio of 39.94, a price-to-earnings-growth ratio of 3.02 and a beta of 1.36. GE Aerospace has a 1-year low of $159.36 and a 1-year high of $348.48. The company has a fifty day simple moving average of $320.48 and a 200 day simple moving average of $305.09. 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 (NYSE:GE) last issued its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share (EPS) for the quarter, beating the consensus estimate 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 for the quarter, compared to analyst estimates of $11.27 billion. During the same period in the previous year, the business earned $1.32 EPS. The company’s revenue 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. Research analysts anticipate that GE Aerospace will post 5.4 earnings per share for the current fiscal year.

GE Aerospace Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, April 27th. Investors of record on Monday, March 9th will be issued a dividend of $0.47 per share. The ex-dividend date is Monday, March 9th. This is a boost from GE Aerospace’s previous quarterly dividend of $0.36. This represents a $1.88 annualized dividend and a yield of 0.6%. GE Aerospace’s dividend payout ratio is currently 23.10%.

More GE Aerospace News

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

• Positive Sentiment: GE Aerospace announced a US$1 billion 2026 investment program to expand and modernize multiple U.S. manufacturing sites, target higher jet‑engine output for commercial and defense customers, and support suppliers — a move that underpins future revenue and backlog execution. GE Aerospace’s US$1b Bet On U.S. Capacity And Backlog Execution
• Positive Sentiment: Coverage pieces are bullishly framing the $1B push as a clear reason to buy — analysts and commentators point to capacity expansion and defense exposure as drivers for longer‑term upside. A $1 Billion Reason to Buy GE Aerospace Stock Now
• Positive Sentiment: Company is deploying the $1B across dozens of sites (announcements cite investments in ~30 communities across 17 states) — concentrated capital spending that should improve throughput and create jobs, supporting both commercial and defense delivery cadence. GE Aerospace invests $1B package in 30 communities across 17 states
• Positive Sentiment: Local capex items: specific site investments include Terre Haute (~$15M), Lynn (~$42M), Limestone County/Huntsville (~$55M) and West Michigan (~$60M, incl. $10M for Grand Rapids avionics) — concrete, near‑term deployments of the broader program. GE Aerospace to invest about $15 million in Terre Haute plant
• Positive Sentiment: Short interest fell sharply in late February (down ~27% from mid‑February), reducing one potential source of downside pressure and suggesting fewer forced sellers as the company executes on backlog. Short interest decline reported
• Neutral Sentiment: Analysis pieces (Forbes, market commentary) highlight that GE’s stock has outperformed recently on strong commercial orders and defense wins — these explain the prior rally but also raise expectations that the market may be pricing in aggressive execution. What’s Behind GE Stock’s Massive Rally?
• Neutral Sentiment: Macro/defense context: defense spending and geopolitical tensions are cited as tailwinds for defense suppliers (including GE’s defense engine business), which may support multiple expansion but also adds sensitivity to news flow and volatility. Why This Defense ETF Could Keep Rallying as the Iran Conflict Escalates (GE)

Insider Activity at GE Aerospace

In related news, VP Robert M. Giglietti sold 3,035 shares of the stock in a transaction that occurred 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 transaction, the vice president directly owned 10,583 shares of the company’s stock, valued at approximately $3,233,212.33. This represents a 22.29% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, SVP Russell Stokes sold 30,363 shares of the firm’s stock in a transaction that occurred on Friday, January 30th. The shares were sold at an average price of $306.47, for a total value of $9,305,348.61. Following the completion of the transaction, the senior vice president 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. Over the last ninety days, insiders sold 37,398 shares of company stock valued at $11,455,491. Insiders own 0.21% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages recently weighed in on GE. Citigroup reaffirmed a “buy” rating and issued a $380.00 target price (up from $378.00) on shares of GE Aerospace in a research note on Friday, January 23rd. Deutsche Bank Aktiengesellschaft lifted their price target on GE Aerospace from $375.00 to $387.00 and gave the company a “buy” rating in a research note on Friday, January 23rd. JPMorgan Chase & Co. boosted their price target on GE Aerospace from $325.00 to $335.00 and gave the company an “overweight” rating in a report on Monday, January 26th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of GE Aerospace in a research report on Thursday, January 22nd. Finally, UBS Group set a $374.00 target price on GE Aerospace and gave the company a “buy” rating in a research report on Friday, January 23rd. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, one has given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $331.12.

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.