Envestnet Asset Management Inc. Grows Stock Position in GE Aerospace $GE

Envestnet Asset Management Inc. boosted its holdings in GE Aerospace (NYSE:GE) by 4.1% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 1,404,246 shares of the company’s stock after acquiring an additional 55,149 shares during the period. Envestnet Asset Management Inc.’s holdings in GE Aerospace were worth $422,425,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Brighton Jones LLC increased its stake in shares of GE Aerospace by 25.3% during the 4th quarter. Brighton Jones LLC now owns 12,008 shares of the company’s stock worth $2,003,000 after purchasing an additional 2,421 shares in the last quarter. Revolve Wealth Partners LLC lifted its stake in GE Aerospace by 7.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 2,251 shares of the company’s stock valued at $375,000 after buying an additional 150 shares in the last quarter. Sivia Capital Partners LLC grew its holdings in 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 during the last quarter. DAVENPORT & Co LLC increased its position in GE Aerospace by 0.9% during the second quarter. DAVENPORT & Co LLC now owns 26,948 shares of the company’s stock worth $6,936,000 after buying an additional 244 shares in the last quarter. Finally, SteelPeak Wealth LLC raised its holdings in shares of GE Aerospace by 202.2% in the second quarter. SteelPeak Wealth LLC now owns 8,735 shares of the company’s stock worth $2,248,000 after acquiring an additional 5,845 shares during the last quarter. Institutional investors and hedge funds own 74.77% of the company’s stock.

GE Aerospace Trading Down 0.5%

Shares of GE stock opened at $308.23 on Thursday. The firm’s 50-day simple moving average is $306.23 and its 200-day simple moving average is $294.85. The company has a debt-to-equity ratio of 1.00, a current ratio of 1.04 and a quick ratio of 0.74. GE Aerospace has a 1-year low of $159.36 and a 1-year high of $332.79. The firm has a market cap of $323.27 billion, a P/E ratio of 37.87, a PEG ratio of 2.86 and a beta of 1.40.

GE Aerospace (NYSE:GE) last released its earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.43 by $0.14. The firm had revenue of $11.90 billion during 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%. GE Aerospace’s revenue was up 17.6% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, equities analysts forecast that GE Aerospace will post 5.4 EPS for the current year.

GE Aerospace Dividend Announcement

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

Insider Activity at GE Aerospace

In other news, SVP Amy L. Gowder sold 4,000 shares of GE Aerospace stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $305.73, for a total value of $1,222,920.00. Following the transaction, the senior vice president directly 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 transaction was disclosed in a document filed with the SEC, which is available at this link. Also, SVP Russell Stokes sold 30,363 shares of the business’s stock in a transaction dated 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 sale, the senior vice president 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 SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 45,398 shares of company stock worth $13,837,171. 0.21% of the stock is owned by insiders.

GE Aerospace News Summary

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

• Positive Sentiment: GE announced up to a $300M, multi‑year upgrade to its Singapore engine‑repair site to add AI, automation and predictive maintenance — a move that should expand MRO capacity, improve margins on aftermarket services and strengthen APAC customer ties. Read More.
• Positive Sentiment: Moody’s upgraded GE Aerospace’s senior unsecured rating to A2, reducing perceived funding risk and supporting valuation and refinancing flexibility. Read More.
• Positive Sentiment: JPMorgan raised its price target after GE signaled low double‑digit growth for 2026 — a catalyst for analyst upgrades and investor confidence in earnings momentum. Read More.
• Positive Sentiment: Recent quarterly results beat estimates and management set FY‑2026 EPS guidance that implies continued strong aftermarket and engine sales growth — a fundamental tailwind behind the stock’s outperformance this past year. Read More.
• Positive Sentiment: GE and NASA completed a successful hybrid‑electric ground test, showing ongoing R&D progress that could open longer‑term product and services opportunities. Read More.
• Neutral Sentiment: Two recent Seeking Alpha pieces present mixed views (one calls GE a “big buy opportunity,” another’s quant model says “hold”) — signals of differing time horizons among retail/quant investors rather than new fundamental data. Read More. Read More.
• Neutral Sentiment: Coverage of GE’s role helping other aerospace names rally is supportive context for strong end markets but is peripheral to GE’s core financials. Read More.
• Negative Sentiment: Boeing and GE are analyzing a potential durability issue with a seal on 777X engines — a technical concern that could weigh on near‑term delivery schedules, warranty/repair work and sentiment until resolved. Read More.
• Negative Sentiment: Several senior GE Aerospace insiders sold shares last week (combined sales reported in the tens of thousands of shares), which can be read as profit‑taking and has pressured near‑term sentiment despite no public company explanation. Read More.

Analyst Upgrades and Downgrades

GE has been the topic of a number of analyst reports. 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. Wolfe Research raised their price target on shares of GE Aerospace from $340.00 to $360.00 and gave the stock an “outperform” rating in a research note on Monday, January 12th. Zacks Research raised shares of GE Aerospace from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, January 27th. Weiss Ratings reissued a “buy (b)” rating on shares of GE Aerospace in a research note 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 investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, GE Aerospace has a consensus rating of “Moderate Buy” and a consensus price target of $319.00.

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.