Vaughan Nelson Investment Management L.P. Purchases 2,110 Shares of GE Aerospace $GE

Vaughan Nelson Investment Management L.P. grew its position in GE Aerospace (NYSE:GE) by 2.4% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 91,065 shares of the company’s stock after buying an additional 2,110 shares during the period. Vaughan Nelson Investment Management L.P.’s holdings in GE Aerospace were worth $28,051,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Jacobsen Capital Management increased its position in shares of GE Aerospace by 1.4% during the third quarter. Jacobsen Capital Management now owns 2,295 shares of the company’s stock worth $690,000 after acquiring an additional 32 shares in the last quarter. Harfst & Associates Inc. grew its stake in shares of GE Aerospace by 0.4% during the 3rd quarter. Harfst & Associates Inc. now owns 7,444 shares of the company’s stock worth $2,239,000 after acquiring an additional 33 shares in the last quarter. Ledyard National Bank raised its holdings in shares of GE Aerospace by 1.2% in the third quarter. Ledyard National Bank now owns 2,754 shares of the company’s stock valued at $828,000 after purchasing an additional 33 shares during the last quarter. Hardy Reed LLC raised its holdings in shares of GE Aerospace by 0.7% in the third quarter. Hardy Reed LLC now owns 4,999 shares of the company’s stock valued at $1,504,000 after purchasing an additional 33 shares during the last quarter. Finally, Wolff Wiese Magana LLC lifted its position in shares of GE Aerospace by 1.0% in the fourth quarter. Wolff Wiese Magana LLC now owns 3,474 shares of the company’s stock worth $1,070,000 after purchasing an additional 33 shares in the last quarter. Institutional investors own 74.77% of the company’s stock.

GE Aerospace Trading Up 3.7%

Shares of NYSE:GE opened at $283.28 on Wednesday. GE Aerospace has a 52-week low of $159.36 and a 52-week high of $348.48. The company has a market capitalization of $297.10 billion, a P/E ratio of 34.80, a price-to-earnings-growth ratio of 2.52 and a beta of 1.36. The company has a 50-day simple moving average of $312.48 and a 200 day simple moving average of $306.82. 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 (NYSE:GE) last announced its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share for the quarter, topping analysts’ consensus estimates of $1.43 by $0.14. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.The firm had revenue of $11.90 billion for the quarter, compared to the consensus estimate of $11.27 billion. During the same quarter in the previous year, the business earned $1.32 earnings per share. The business’s 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 earnings per share for the current year.

GE Aerospace Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, April 27th. Stockholders of record on Monday, March 9th will be given a $0.47 dividend. The ex-dividend date of this dividend is Monday, March 9th. This is a boost from GE Aerospace’s previous quarterly dividend of $0.36. This represents a $1.88 annualized dividend and a dividend yield of 0.7%. GE Aerospace’s payout ratio is currently 23.10%.

Key Stories Impacting GE Aerospace

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

• Positive Sentiment: GE Aerospace says it is expanding its global aviation supply‑chain network, which should support aftermarket growth and revenue visibility for engines and MRO services. This is a direct operational positive for GE’s aerospace segment. Article Title
• Positive Sentiment: GE appears on recent investor screens (GARP lists) as a growth-at-a-reasonable-price candidate, which can attract buy‑and‑hold and strategy‑focused flows. Inclusion in thematic/analyst roundups can help underlying demand for the shares. Article Title
• Neutral Sentiment: A Pentagon insider was named chair of REalloys as the U.S. pushes onshoring of rare‑earths — relevant to defense supply chains but only indirectly related to GE Aerospace. This is a sector development to monitor for long‑term defense supply stability rather than an immediate catalyst for GE. Article Title
• Neutral Sentiment: BNP Paribas commentary suggests many investors are holding positions in aerospace despite conflict risks — a sign of sector resilience that can limit downside in GE absent worse news. Article Title
• Negative Sentiment: Daiwa initiated coverage of GE Aerospace with a Neutral rating and a $301 price target, warning that strong fundamentals are already priced in and highlighting fuel‑price risks — the $301 target sits below many street estimates and could cap upside or prompt some profit‑taking. Article Title
• Negative Sentiment: Geopolitical headlines (threats to Iranian energy infrastructure) sparked an afternoon selloff across aerospace/industrial names, and GE shares moved lower alongside peers as investors priced in conflict-driven demand and supply risks. This macro/sector flow is a short‑term negative. Article Title
• Negative Sentiment: ADL and JLens are urging shareholders to vote AGAINST Proposal 7 at GE’s annual meeting, introducing governance/ESG activism that could create distraction or investor uncertainty if it gains traction. Article Title

Insider Activity

In other news, VP Robert M. Giglietti sold 3,035 shares of the firm’s stock in a transaction dated Friday, January 30th. The shares were 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 in the company, valued at approximately $3,233,212.33. This trade represents a 22.29% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, SVP Russell Stokes sold 30,363 shares of GE Aerospace stock in a transaction dated Friday, January 30th. The stock was sold at an average price of $306.47, for a total transaction of $9,305,348.61. Following the sale, 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 37,398 shares of company stock valued at $11,455,491 over the last ninety days. 0.19% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

GE has been the topic of several recent research reports. UBS Group set a $374.00 price target on shares of GE Aerospace and gave the company a “buy” rating in a research note on Friday, January 23rd. JPMorgan Chase & Co. raised their price objective on GE Aerospace from $325.00 to $335.00 and gave the company an “overweight” rating in a report on Monday, January 26th. Sanford C. Bernstein lifted their target price on GE Aerospace from $374.00 to $405.00 and gave the company an “outperform” rating in a research report on Tuesday, March 3rd. Deutsche Bank Aktiengesellschaft upped their target price on GE Aerospace from $375.00 to $387.00 and gave the stock a “buy” rating in a report on Friday, January 23rd. Finally, Wall Street Zen upgraded GE Aerospace from a “hold” rating to a “buy” rating in a research note on Saturday, March 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’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $329.44.

About GE Aerospace

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.