TD Waterhouse Canada Inc. Has $72.25 Million Stock Position in GE Aerospace $GE

TD Waterhouse Canada Inc. lifted its stake in GE Aerospace (NYSE:GE) by 2.1% in the third quarter, Holdings Channel.com reports. The firm owned 239,952 shares of the company’s stock after acquiring an additional 4,888 shares during the quarter. TD Waterhouse Canada Inc.’s holdings in GE Aerospace were worth $72,246,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in GE. Marquette Asset Management LLC bought a new stake in GE Aerospace in the third quarter worth $26,000. Barnes Dennig Private Wealth Management LLC grew its holdings 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 worth $27,000 after purchasing an additional 53 shares in the last quarter. Bare Financial Services Inc boosted its position in shares of GE Aerospace by 81.1% during the 2nd quarter. Bare Financial Services Inc now owns 96 shares of the company’s stock valued at $25,000 after acquiring an additional 43 shares in the last quarter. Roble Belko & Company Inc raised its holdings in shares of 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 in the last quarter. Finally, Lavaca Capital LLC boosted its stake in shares of GE Aerospace by 1,666.7% in the 2nd quarter. Lavaca Capital LLC now owns 106 shares of the company’s stock valued at $27,000 after purchasing an additional 100 shares in the last quarter. 74.77% of the stock is owned by hedge funds and other institutional investors.

GE Aerospace Stock Performance

Shares of GE Aerospace stock opened at $292.16 on Thursday. The company has a 50 day moving average of $304.83 and a 200-day moving average of $293.35. The company has a market cap of $308.17 billion, a PE ratio of 35.89, a price-to-earnings-growth ratio of 2.77 and a beta of 1.40. GE Aerospace has a 1-year low of $159.36 and a 1-year high of $332.79. 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 posted its earnings results on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, topping the consensus estimate of $1.43 by $0.14. The business had revenue of $11.90 billion for the quarter, compared to the consensus estimate of $11.27 billion. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The firm’s revenue was up 17.6% compared to the same quarter last year. During the same period last year, the company earned $1.32 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, equities research analysts forecast that GE Aerospace will post 5.4 earnings per share for the current fiscal year.

GE Aerospace Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Monday, January 26th. Shareholders of record on Monday, December 29th were paid a dividend of $0.36 per share. The ex-dividend date was Monday, December 29th. This represents a $1.44 annualized dividend and a yield of 0.5%. GE Aerospace’s dividend payout ratio (DPR) is 17.69%.

Key Headlines Impacting GE Aerospace

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

• Positive Sentiment: Successful hybrid‑electric engine tests with NASA (demonstrated core functions of the prototype and a narrowbody hybrid‑electric ground test), reinforcing GE Aerospace’s technology edge and long‑term growth potential. NASA, GE Aerospace Hybrid Engine Under HyTEC Program
• Positive Sentiment: Citi added GE to its high‑conviction focus list and laid out an ambitious path to a much larger market cap, giving investors a bullish, long‑term thesis from a major bank. Citi adds GE to high-conviction focus list
• Positive Sentiment: JPMorgan raised its price target to $335, signalling confidence in GE Aerospace’s revenue and profit trajectory; analyst PT increases can support the stock once sentiment normalizes. JPMorgan Boosts GE Aerospace Price Target
• Positive Sentiment: Commentary from The Motley Fool argues the market overreacted to near‑term margin noise and that the developments are long‑term positives for the business. The Market Is Wrong to Sell Off GE Aerospace Stock
• Neutral Sentiment: Coverage roundup / analyst optimism — media pieces note that many sell‑side analysts remain constructive, which dampens downside risk but doesn’t eliminate short‑term volatility. Is GE a Buy as Wall Street Analysts Look Optimistic?
• Neutral Sentiment: Delta Airlines reached a settlement involving GEnx engines amid unrelated defense tests reporting, a transactional update that is not expected to materially change GE Aerospace’s core commercial aftermarket trajectory. Delta Airlines Settles on GE GEnx Engines
• Neutral Sentiment: GE Appliances announced new U.S. water‑filter manufacturing initiatives — relevant to the broader GE ecosystem but largely unrelated to GE Aerospace’s aerospace earnings drivers. GE Appliances Announces Water Filter Manufacturing
• Negative Sentiment: Near‑term margin pressure cited after recent updates appears to have triggered the sell‑off; that short‑term profitability concern is the main driver of today’s weakness even as longer‑term catalysts remain intact. The Market Is Wrong to Sell Off GE Aerospace Stock

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on GE shares. BNP Paribas Exane dropped their price target on GE Aerospace from $305.00 to $290.00 and set an “underperform” rating for the company in a report on Friday, January 23rd. The Goldman Sachs Group lifted their target price on shares of GE Aerospace from $338.00 to $350.00 and gave the stock a “buy” rating in a report on Friday, January 23rd. TD Cowen upped their price target on GE Aerospace from $330.00 to $350.00 and gave the company a “buy” rating in a research note on Wednesday, January 14th. Citigroup reaffirmed a “buy” rating and set a $380.00 price objective (up previously from $378.00) on shares of GE Aerospace in a research note on Friday, January 23rd. Finally, Sanford C. Bernstein reissued an “outperform” rating on shares of GE Aerospace in a research report on Monday, October 27th. Sixteen analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $319.00.

Insider Buying and Selling at GE Aerospace

In related news, SVP Russell Stokes sold 8,000 shares of GE Aerospace stock in a transaction on Wednesday, November 19th. The stock was sold at an average price of $297.71, for a total transaction of $2,381,680.00. Following the sale, the senior vice president directly owned 150,434 shares in the company, valued at approximately $44,785,706.14. This trade represents a 5.05% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. 0.21% of the stock is owned by insiders.

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.