Howard Financial Services LTD. Acquires 2,916 Shares of GE Aerospace $GE

Howard Financial Services LTD. raised its holdings in GE Aerospace (NYSE:GE) by 207.2% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 4,323 shares of the company’s stock after acquiring an additional 2,916 shares during the period. Howard Financial Services LTD.’s holdings in GE Aerospace were worth $1,332,000 at the end of the most recent reporting period.

A number of other large investors have also recently modified their holdings of the business. DAVENPORT & Co LLC grew its stake in GE Aerospace by 2.7% in the 4th quarter. DAVENPORT & Co LLC now owns 28,792 shares of the company’s stock worth $8,869,000 after buying an additional 758 shares in the last quarter. Amplius Wealth Advisors LLC raised its position in shares of GE Aerospace by 5.0% during the 4th quarter. Amplius Wealth Advisors LLC now owns 1,027 shares of the company’s stock valued at $316,000 after buying an additional 49 shares in the last quarter. Abound Wealth Management raised its position in shares of GE Aerospace by 385.0% during the 4th quarter. Abound Wealth Management now owns 2,333 shares of the company’s stock valued at $719,000 after buying an additional 1,852 shares in the last quarter. Meadowbrook Wealth Management LLC lifted its holdings in shares of GE Aerospace by 3.3% during the 4th quarter. Meadowbrook Wealth Management LLC now owns 11,400 shares of the company’s stock worth $3,512,000 after acquiring an additional 360 shares during the last quarter. Finally, Focus Financial Network Inc. lifted its holdings in shares of GE Aerospace by 13.6% during the 4th quarter. Focus Financial Network Inc. now owns 5,840 shares of the company’s stock worth $1,799,000 after acquiring an additional 699 shares during the last quarter. Institutional investors own 74.77% of the company’s stock.

GE Aerospace Price Performance

GE stock opened at $290.28 on Wednesday. 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 has a 52 week low of $159.36 and a 52 week high of $348.48. The firm’s fifty day moving average is $316.10 and its 200 day moving average is $306.66. The firm has a market cap of $304.44 billion, a P/E ratio of 35.66, a P/E/G ratio of 2.69 and a beta of 1.36.

GE Aerospace (NYSE:GE) last posted its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share for the quarter, topping 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 business had revenue of $11.90 billion during the quarter, compared to the consensus estimate of $11.27 billion. During the same period in the previous year, the firm posted $1.32 earnings per share. The firm’s revenue for the quarter was up 17.6% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Research analysts predict that GE Aerospace will post 5.4 earnings per share for the current year.

GE Aerospace Increases Dividend

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

Insider Activity at GE Aerospace

In other GE Aerospace news, SVP Russell Stokes sold 30,363 shares of GE Aerospace stock in a transaction that occurred on 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 transaction, the senior vice president directly owned 150,434 shares of the company’s stock, valued at $46,103,507.98. The trade was a 16.79% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Amy L. Gowder sold 4,000 shares of the business’s stock in a transaction that occurred on 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 completion of the sale, the senior vice president owned 16,535 shares of the company’s stock, valued at $5,055,245.55. The trade was a 19.48% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 37,398 shares of company stock worth $11,455,491 in the last ninety days. 0.19% of the stock is owned by company insiders.

Key Stories Impacting GE Aerospace

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

• Positive Sentiment: GE Aerospace’s strong fundamentals remain supportive: the company beat quarterly EPS and revenue estimates and set FY2026 EPS guidance that implies continued growth, reinforcing the bull case for engine demand and margins. GE Aerospace stock climbs to start the week: What’s happening today?
• Positive Sentiment: GE Aerospace is increasing manufacturing capacity to meet demand — a €110 million European investment is targeted at boosting engine output, which should help clear backlogs and support revenue visibility. GE Aerospace Targets Increased Engine Output With €110 Million European Investment
• Positive Sentiment: Sector peers showing margin resilience and sustained aerospace demand (e.g., Howmet) help the narrative that pricing power and strong book-to-bill trends are durable for engine and aerospace suppliers. HWM’s EBITDA Momentum Picks Up: Is Margin Expansion Sustainable?
• Neutral Sentiment: Short-term market moves and risk-off/risk-on swings influenced the stock; early-week strength was partially driven by a broader market rally following signs of de‑escalation in the Middle East. GE Aerospace Stock Climbs To Start The Week: What’s Happening Today?
• Neutral Sentiment: Broader GE-family news (not GE Aerospace ticker) around GE Vernova’s AI-driven demand narrative and index moves is bullish for the industrial thesis but has limited direct impact on GE Aerospace’s standalone fundamentals. Investors should treat GEV headlines as related context, not direct drivers for GE (GE). GE Vernova: AI’s Thirst for Power Creates a New Class of Winner
• Negative Sentiment: Technical and valuation pressure: GE is trading below both its 50‑day and 200‑day moving averages, volume is below average, and the stock’s high P/E raises sensitivity to any slowdown or execution concerns — factors that can cause intraday pullbacks.
• Negative Sentiment: Profit‑taking after the recent run-up is likely contributing to today’s decline; near-term swings may persist until fresh catalysts (order cadence, production ramp updates, or macro stability) provide clearer direction.

Analysts Set New Price Targets

GE has been the topic of a number of research analyst reports. Wall Street Zen raised GE Aerospace from a “hold” rating to a “buy” rating in a research note on Saturday. Zacks Research raised GE Aerospace from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, January 27th. Citigroup reiterated a “buy” rating and issued a $380.00 price objective (up from $378.00) on shares of GE Aerospace in a report on Friday, January 23rd. TD Cowen increased their price objective on GE Aerospace from $330.00 to $350.00 and gave the company a “buy” rating in a research report on Wednesday, January 14th. Finally, Morgan Stanley started coverage on GE Aerospace in a report on Friday, February 20th. They set an “overweight” rating and a $425.00 price objective on the stock. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average 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.