Sirios Capital Management L P Sells 18,146 Shares of GE Aerospace $GE

Sirios Capital Management L P lessened its stake in GE Aerospace (NYSE:GE) by 31.0% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 40,383 shares of the company’s stock after selling 18,146 shares during the quarter. GE Aerospace makes up about 1.6% of Sirios Capital Management L P’s holdings, making the stock its 23rd largest position. Sirios Capital Management L P’s holdings in GE Aerospace were worth $12,148,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also bought and sold shares of the company. REAP Financial Group LLC bought a new position in shares of GE Aerospace during the 3rd quarter worth $25,000. Marquette Asset Management LLC bought a new stake in shares of GE Aerospace in the third quarter valued at approximately $26,000. Barnes Dennig Private Wealth Management LLC lifted its stake in shares of 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 buying an additional 53 shares in the last quarter. Bare Financial Services Inc boosted its holdings in GE Aerospace by 81.1% in the 2nd quarter. Bare Financial Services Inc now owns 96 shares of the company’s stock worth $25,000 after buying an additional 43 shares during the period. Finally, Roble Belko & Company Inc boosted its holdings in GE Aerospace by 98.1% in the 3rd quarter. Roble Belko & Company Inc now owns 103 shares of the company’s stock worth $31,000 after buying an additional 51 shares during the period. Institutional investors own 74.77% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have recently commented on GE shares. Susquehanna reaffirmed a “positive” rating and issued a $380.00 price target on shares of GE Aerospace in a report on Thursday, January 15th. Citigroup restated 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. Wolfe Research lifted their target price on GE Aerospace from $340.00 to $360.00 and gave the company an “outperform” rating in a report on Monday, January 12th. Morgan Stanley started coverage on shares of GE Aerospace in a report on Friday, February 20th. They issued an “overweight” rating and a $425.00 price target on the stock. Finally, Zacks Research raised shares of GE Aerospace from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, January 27th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, GE Aerospace currently has an average rating of “Moderate Buy” and a consensus target price of $331.12.

More GE Aerospace News

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

• Positive Sentiment: GE continues capacity buildout with another investment at its Batesville site, signaling continued manufacturing expansion and localized production for engines/components. GE Aerospace investing another $18 million in Batesville site
• Positive Sentiment: GE boosts CFM56 turbine-blade manufacturing — an operational move to raise throughput on a high-volume engine family, supporting aftermarket revenue and parts availability. GE Aerospace Boosts CFM56 Turbine Blade Manufacturing
• Positive Sentiment: Planned investments in Illinois and Greater Cincinnati (including a reported $9M and $115M respectively) and a broader $1B U.S. manufacturing push (and hiring 5,000) reinforce long-term capacity, supply-chain resilience and secular aftermarket growth. GE Aerospace to invest $9 million in 2 Illinois facilities
• Positive Sentiment: GE and Palantir extend their AI partnership to improve U.S. Air Force readiness and predictive maintenance — a revenue and margin lever in defense services and digital aftermarket offerings. GE Aerospace And Palantir Extend AI Deal For U.S. Air Force Readiness
• Positive Sentiment: Joint engine research with Airbus Helicopters advances technology partnerships that can lead to future programs and content wins. GE Aerospace, Airbus Helicopters Advance Joint Engine Research
• Neutral Sentiment: Coverage pieces (e.g., 3D-printing stock lists, “buy the dip” analyses) highlight positive structural narratives for GE but are opinion pieces rather than new company-specific catalysts. Top 3D Printing Stocks to Buy Now
• Neutral Sentiment: Small reported congressional insider sale (Rep. Austin Scott) is noted by media but is immaterial to company fundamentals. Rep. Austin Scott Has Sold Up to $30K Worth Of GE Aerospace Stock
• Negative Sentiment: FAA airworthiness directive on certain GEnx HPC stage-5 blisks introduces near-term inspection/replacement costs and scheduling disruption for airline customers — a clear short-term earnings and cash-flow overhang if shop visits rise. GE Aerospace slides as FAA directive on GEnx components adds new maintenance overhang
• Negative Sentiment: Broader market pressure — rising oil/prices and profit-taking after a strong run — is weighing on cyclicals and premium-valuation aerospace names, amplifying pullbacks. Should You Buy the Dip in GE Aerospace Stock Today?

Insider Activity at GE Aerospace

In other news, SVP Russell Stokes sold 30,363 shares of the company’s stock in a transaction dated Friday, January 30th. The stock was 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 directly owned 150,434 shares in the company, valued at approximately $46,103,507.98. This represents a 16.79% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Amy L. Gowder sold 4,000 shares of the stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $305.73, for a total value of $1,222,920.00. Following the transaction, the senior vice president owned 16,535 shares in the company, valued at $5,055,245.55. This trade represents a 19.48% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 37,398 shares of company stock valued at $11,455,491 over the last 90 days. 0.21% of the stock is owned by insiders.

GE Aerospace Price Performance

GE Aerospace stock opened at $299.25 on Friday. The stock has a market cap of $313.85 billion, a price-to-earnings ratio of 36.76, a PEG ratio of 2.83 and a beta of 1.36. The company has a quick ratio of 0.74, a current ratio of 1.04 and a debt-to-equity ratio of 1.00. The business has a 50-day simple moving average of $320.02 and a 200 day simple moving average of $305.32. GE Aerospace has a 52 week low of $159.36 and a 52 week high of $348.48.

GE Aerospace (NYSE:GE) last issued its quarterly earnings data on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, topping the consensus estimate of $1.43 by $0.14. The company had revenue of $11.90 billion during the quarter, compared to analyst estimates of $11.27 billion. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.GE Aerospace’s revenue was up 17.6% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, research analysts forecast 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 given a $0.47 dividend. This represents a $1.88 annualized dividend and a yield of 0.6%. This is a boost from GE Aerospace’s previous quarterly dividend of $0.36. The ex-dividend date is Monday, March 9th. GE Aerospace’s dividend payout ratio (DPR) is presently 23.10%.

GE Aerospace Company 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.