GE Aerospace $GE Stock Sold by Confluence Wealth Services Inc.

Confluence Wealth Services Inc. reduced its holdings in shares of GE Aerospace (NYSE:GE) by 15.2% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 13,337 shares of the company’s stock after selling 2,399 shares during the period. Confluence Wealth Services Inc.’s holdings in GE Aerospace were worth $4,165,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of GE. State Street Corp raised its stake in shares of GE Aerospace by 2.6% in the 2nd quarter. State Street Corp now owns 46,497,628 shares of the company’s stock valued at $17,377,559,000 after acquiring an additional 1,160,584 shares during the period. Jennison Associates LLC lifted its holdings in shares of GE Aerospace by 37.7% during the 1st quarter. Jennison Associates LLC now owns 11,026,006 shares of the company’s stock valued at $3,128,850,000 after acquiring an additional 3,017,937 shares in the last quarter. Bank of America Corp DE boosted its position in GE Aerospace by 10.0% during the 1st quarter. Bank of America Corp DE now owns 7,664,679 shares of the company’s stock worth $2,175,006,000 after purchasing an additional 695,731 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its position in GE Aerospace by 6.3% during the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 7,251,603 shares of the company’s stock worth $2,710,142,000 after purchasing an additional 427,820 shares during the period. Finally, Wellington Management Group LLP boosted its position in GE Aerospace by 97.3% during the 2nd quarter. Wellington Management Group LLP now owns 6,797,935 shares of the company’s stock worth $2,540,592,000 after purchasing an additional 3,352,432 shares during the period. 74.77% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other news, VP Robert Giglietti sold 14,796 shares of GE Aerospace stock in a transaction dated Wednesday, November 4th. The stock was sold at an average price of $332.54, for a total transaction of $4,920,261.84. Following the sale, the vice president directly owned 20,201 shares of the company’s stock, valued at approximately $6,717,640.54. The trade was a 42.28% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 0.19% of the company’s stock.

GE Aerospace News Summary

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

• Positive Sentiment: Defense and propulsion growth: Robust demand, rising orders and key defense contracts are supporting the segment’s low-double-digit growth outlook for 2026, providing a potential business-growth catalyst. Zacks article
• Positive Sentiment: Analyst outlook remains bullish: Despite GE Aerospace lagging the broader market over the past year, Wall Street analysts cited in the report remain optimistic about its prospects. Barchart article
• Neutral Sentiment: Charitable donations: GE Aerospace donated more than $1 million to veteran and military charities in the U.S. and U.K.—a reputational positive, but not a direct earnings catalyst. Military.com article
• Neutral Sentiment: Industrial fund selling: GE was the largest stock sale reported by the Industrial Select SPDR, which sold holdings across all 83 positions. Because the fund exited everything, the sale may reflect broad portfolio changes rather than a GE-specific view. Yahoo Finance article
• Negative Sentiment: Correction may weigh on sentiment: A Motley Fool article describes GE Aerospace shares as being in a correction, a near-term headwind, though it argues patient investors could be rewarded over the longer term. Motley Fool article

GE Aerospace Price Performance

GE opened at $338.41 on Wednesday. GE Aerospace has a twelve month low of $268.91 and a twelve month high of $388.84. The firm has a market cap of $349.70 billion, a price-to-earnings ratio of 39.03, a PEG ratio of 2.28 and a beta of 1.43. The company has a current ratio of 0.98, a quick ratio of 0.68 and a debt-to-equity ratio of 0.96. The company has a fifty day simple moving average of $314.60 and a 200 day simple moving average of $323.43.

GE Aerospace (NYSE:GE) last issued its quarterly earnings data on Tuesday, October 20th. The company reported $2.25 EPS for the quarter, topping analysts’ consensus estimates of $2.01 by $0.24. GE Aerospace had a net margin of 17.31% and a return on equity of 44.43%. The firm had revenue of $13.29 billion for the quarter, compared to analyst estimates of $12.88 billion. During the same quarter in the previous year, the business posted $1.66 EPS. The firm’s revenue was up 24.7% compared to the same quarter last year. Equities research analysts expect that GE Aerospace will post 8.16 EPS for the current fiscal year.

GE Aerospace Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, October 26th. Stockholders of record on Monday, October 5th were paid a dividend of $0.47 per share. The ex-dividend date was Monday, October 5th. This represents a $1.88 annualized dividend and a dividend yield of 0.6%. GE Aerospace’s dividend payout ratio (DPR) is currently 21.68%.

Analyst Ratings Changes

GE has been the subject of several recent research reports. UBS Group reiterated a “buy” rating and issued a $380.00 price target (up from $377.00) on shares of GE Aerospace in a report on Wednesday, October 21st. Melius Research set a $350.00 price objective on GE Aerospace and gave the stock a “hold” rating in a research note on Monday, September 14th. Sanford C. Bernstein set a $376.00 target price on GE Aerospace in a research report on Friday, October 23rd. The Goldman Sachs Group reiterated a “buy” rating and issued a $410.00 target price on shares of GE Aerospace in a research note on Monday, July 20th. Finally, Guggenheim set a $380.00 target price on GE Aerospace in a research note on Wednesday, October 21st. Sixteen investment analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $373.45.

GE Aerospace Profile

GE Aerospace (NYSE: GE) designs, manufactures and services engines and related systems for commercial and military aircraft. Its offerings include aircraft engines, components, avionics and other integrated systems, along with maintenance, repair and overhaul services and digital solutions that support aircraft operations. The company serves airlines, aircraft manufacturers, governments and defense organizations around the world. Its business combines original equipment production with long-term aftermarket support, including parts and technical services for engines already in operation.