WCM Investment Management LLC Cuts Stock Holdings in GE Aerospace $GE

WCM Investment Management LLC reduced its position in GE Aerospace (NYSE:GE) by 1.4% in the third quarter, Holdings Channel.com reports. The fund owned 2,354,225 shares of the company’s stock after selling 34,427 shares during the period. GE Aerospace makes up about 1.4% of WCM Investment Management LLC’s investment portfolio, making the stock its 26th largest position. WCM Investment Management LLC’s holdings in GE Aerospace were worth $691,271,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. Brighton Jones LLC increased its holdings in GE Aerospace by 25.3% in the 4th quarter. Brighton Jones LLC now owns 12,008 shares of the company’s stock worth $2,003,000 after buying an additional 2,421 shares in the last quarter. Revolve Wealth Partners LLC lifted its position in GE Aerospace by 7.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 2,251 shares of the company’s stock valued at $375,000 after purchasing an additional 150 shares in the last quarter. Sivia Capital Partners LLC lifted its position in shares of GE Aerospace by 4.6% during the 2nd quarter. Sivia Capital Partners LLC now owns 4,337 shares of the company’s stock valued at $1,116,000 after buying an additional 191 shares in the last quarter. Accel Wealth Management bought a new position in shares of GE Aerospace in the second quarter worth approximately $223,000. Finally, Wealthcare Advisory Partners LLC boosted its holdings in GE Aerospace by 1.7% in the 2nd quarter. Wealthcare Advisory Partners LLC now owns 14,860 shares of the company’s stock worth $3,825,000 after buying an additional 243 shares during the period. 74.77% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, SVP Russell Stokes sold 8,000 shares of the firm’s stock in a transaction on Wednesday, November 19th. The stock was sold at an average price of $297.71, for a total value of $2,381,680.00. Following the completion of the sale, the senior vice president directly owned 150,434 shares in the company, valued at $44,785,706.14. This trade represents a 5.05% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Insiders own 0.21% of the company’s stock.

GE Aerospace Trading Up 0.7%

GE stock opened at $308.93 on Tuesday. The firm has a fifty day moving average price of $305.67 and a 200 day moving average price of $294.43. GE Aerospace has a fifty-two week low of $159.36 and a fifty-two week high of $332.79. The firm has a market cap of $325.86 billion, a PE ratio of 37.95, a price-to-earnings-growth ratio of 2.83 and a beta of 1.40. 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 released its quarterly earnings data on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, beating 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 analyst estimates of $11.27 billion. During the same quarter last year, the business 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 anticipate that GE Aerospace will post 5.4 earnings per share for the current fiscal year.

GE Aerospace Announces Dividend

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

Wall Street Analyst Weigh In

A number of equities analysts have recently weighed in on the company. Deutsche Bank Aktiengesellschaft upped their price objective on GE Aerospace from $375.00 to $387.00 and gave the stock a “buy” rating in a research note on Friday, January 23rd. Bank of America upped their price target on GE Aerospace from $310.00 to $365.00 and gave the stock a “buy” rating in a research note on Monday, October 27th. TD Cowen lifted their price objective on shares of GE Aerospace from $330.00 to $350.00 and gave the company a “buy” rating in a research report on Wednesday, January 14th. Weiss Ratings restated a “buy (b)” rating on shares of GE Aerospace in a research report on Thursday, January 22nd. Finally, Wall Street Zen raised shares of GE Aerospace from a “hold” rating to a “buy” rating in a research note on Saturday, January 24th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $319.00.

Trending Headlines about GE Aerospace

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

• Positive Sentiment: Moody’s upgraded GE Aerospace’s senior unsecured ratings to A2, which improves the company’s credit profile and can lower funding costs and reduce perceived financial risk. Moody’s upgrades GE Aerospace senior unsecured ratings to A2
• Positive Sentiment: JPMorgan raised its price target after GE signaled it expects low double‑digit growth in 2026, reinforcing bullish analyst sentiment and supporting higher valuation multiples. JPMorgan Increases PT on GE Aerospace
• Positive Sentiment: Coverage/market commentary is constructive: outlets and commentators (including a recent “Bull of the Day” piece and Jim Cramer) flagged GE as a buying opportunity, which can attract retail and momentum flows. Bull of the Day: GE Aerospace (GE)
• Positive Sentiment: GE is expanding R&D and partnerships in Singapore to co‑develop AI and propulsion tech, supporting long‑term product pipeline and international collaboration. GE Aerospace To Establish Aerospace Research Partnership In Singapore
• Neutral Sentiment: Current Chemicals launched as an independent specialty materials manufacturer building on a 75‑year GE legacy — a legacy divestiture/partnering development that may be neutral to slightly positive for focus but has limited near‑term earnings impact on GE Aerospace. Current Chemicals Launches as Independent Specialty Materials Manufacturer
• Negative Sentiment: Boeing and GE have identified a potential durability issue with a seal on the engine that will power the 777X; the companies are analyzing the problem. This is an operational risk that could lead to inspections, design changes, or delivery delays for 777X operators if the issue proves substantive. Boeing, GE identify potential engine seal issue on 777X, Bloomberg News reports

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.