Nisa Investment Advisors LLC Raises Holdings in GE Aerospace $GE

Nisa Investment Advisors LLC boosted its position in GE Aerospace (NYSE:GE) by 5.3% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 236,760 shares of the company’s stock after purchasing an additional 11,890 shares during the quarter. Nisa Investment Advisors LLC’s holdings in GE Aerospace were worth $73,015,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. REAP Financial Group LLC purchased a new stake in shares of GE Aerospace during the third quarter worth $25,000. Marquette Asset Management LLC acquired a new stake in shares of GE Aerospace in the third quarter valued at about $26,000. Lavaca Capital LLC lifted its stake in shares of GE Aerospace by 1,666.7% in the second quarter. Lavaca Capital LLC now owns 106 shares of the company’s stock worth $27,000 after buying an additional 100 shares in the last quarter. Barnes Dennig Private Wealth Management LLC lifted its stake in shares of GE Aerospace by 147.2% in the third quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company’s stock worth $27,000 after buying an additional 53 shares in the last quarter. Finally, Roble Belko & Company Inc boosted its position in GE Aerospace by 98.1% during the third quarter. Roble Belko & Company Inc now owns 103 shares of the company’s stock worth $31,000 after acquiring an additional 51 shares during the last quarter. Hedge funds and other institutional investors own 74.77% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on GE. JPMorgan Chase & Co. upped their price objective on shares of GE Aerospace from $325.00 to $335.00 and gave the company an “overweight” rating in a research note on Monday, January 26th. The Goldman Sachs Group boosted their target price on GE Aerospace from $338.00 to $350.00 and gave the stock a “buy” rating in a report on Friday, January 23rd. UBS Group set a $374.00 price target on GE Aerospace and gave the company a “buy” rating in a research report on Friday, January 23rd. Zacks Research cut GE Aerospace from a “strong-buy” rating to a “hold” rating in a report on Tuesday, March 24th. Finally, BNP Paribas Exane reduced their price objective on GE Aerospace from $305.00 to $290.00 and set an “underperform” rating on the stock in a research report on Friday, January 23rd. Sixteen equities research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $329.44.

Insider Activity at GE Aerospace

In other GE Aerospace news, VP Robert M. Giglietti sold 3,035 shares of the firm’s stock in a transaction 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 sale, the vice president owned 10,583 shares of the company’s stock, valued at $3,233,212.33. This trade represents a 22.29% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Russell Stokes sold 30,363 shares of GE Aerospace stock in a transaction 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 sale, the senior vice president owned 150,434 shares in the company, valued at $46,103,507.98. This represents a 16.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 37,398 shares of company stock worth $11,455,491. Insiders own 0.19% of the company’s stock.

Trending Headlines about GE Aerospace

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

• Positive Sentiment: Expanded supply‑chain footprint — GE Aerospace said it is widening its global aviation supply‑chain network, which should help secure parts, reduce lead times and support production ramp for commercial and defense engines. That underpins medium‑term revenue and delivery targets. GE Aerospace Expands Global Aviation Supply Chain Network
• Positive Sentiment: Shows up in GARP lists — GE appears in recent GARP (growth at a reasonable price) stock coverage, reinforcing investor interest from growth/value managers who favor companies with solid earnings momentum and reasonable valuations. This can support longer‑term demand for the shares. 4 GARP Stocks That Investors Can Scoop Up
• Positive Sentiment: Proxy/activist context — ADL and JLens urged shareholders to vote AGAINST a proxy proposal they say could harm GE’s defense business, signaling support from influential investor groups for GE’s existing defense strategy; a favorable vote outcome would remove near‑term policy uncertainty. ADL and JLens Urge GE Aerospace Shareholders to Vote AGAINST Proposal 7
• Neutral Sentiment: New coverage from Daiwa — Daiwa initiated coverage with a Neutral rating and a $301 price target, calling out strong fundamentals but warning that expectations already priced in the stock leave limited margin for error. The $301 target is modestly above current levels, so the report may temper some upside enthusiasm. Wall Street Split on GE Aerospace as Daiwa Sets $301 Target and Flags High Expectations
• Neutral Sentiment: Sector note: investors holding steady — BNP Paribas and other commentators say investors are generally holding their nerve in aerospace despite heightened conflict risks, implying demand for aerospace names like GE remains intact unless risks escalate. Investors hold their nerve on aerospace amid conflict risks: BNP Paribas
• Negative Sentiment: Short‑term geopolitical sell‑off — Earlier market moves knocked down several aerospace and industrial names after a geopolitical escalation headline; that produced intra‑day pressure on GE shares and highlights how sensitive the stock can be to conflict news even when fundamentals remain strong. Graham Corporation, Keysight, Flowserve, MasTec, and GE Aerospace Shares Plummet, What You Need To Know
• Negative Sentiment: Technical/strategy critique — Some chart analysts have flagged GE’s setup as less attractive than peers, which could trigger tactical selling by short‑term technical traders if momentum stalls. Dell, GE Aerospace: Only one has ‘one of the worst setups’ possible

GE Aerospace Trading Up 3.7%

Shares of GE opened at $283.28 on Wednesday. GE Aerospace has a 12-month low of $159.36 and a 12-month high of $348.48. The firm has a market capitalization of $297.10 billion, a P/E ratio of 34.80, a P/E/G ratio of 2.52 and a beta of 1.36. The firm has a 50-day moving average price of $312.48 and a 200 day moving average price of $306.82. 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 earnings results on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, topping 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 company had revenue of $11.90 billion for the quarter, compared to the consensus estimate of $11.27 billion. During the same period in the previous year, the firm earned $1.32 earnings per share. GE Aerospace’s quarterly 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. Sell-side analysts forecast that GE Aerospace will post 5.4 EPS for the current year.

GE Aerospace Increases Dividend

The firm also recently disclosed 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 boost from GE Aerospace’s previous quarterly dividend of $0.36. This represents a $1.88 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Monday, March 9th. GE Aerospace’s payout ratio is currently 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.