Allworth Financial LP Buys 20,125 Shares of GE Aerospace $GE

Allworth Financial LP grew its stake in GE Aerospace (NYSE:GE) by 39.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 71,433 shares of the company’s stock after buying an additional 20,125 shares during the period. Allworth Financial LP’s holdings in GE Aerospace were worth $21,488,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the stock. IFP Advisors Inc lifted its holdings in shares of GE Aerospace by 19.4% during the 3rd quarter. IFP Advisors Inc now owns 14,479 shares of the company’s stock worth $4,356,000 after acquiring an additional 2,351 shares during the last quarter. Swiss Life Asset Management Ltd raised its position in GE Aerospace by 5.1% during the third quarter. Swiss Life Asset Management Ltd now owns 435,729 shares of the company’s stock valued at $131,076,000 after purchasing an additional 21,314 shares in the last quarter. Steadtrust LLC raised its position in GE Aerospace by 36.9% during the third quarter. Steadtrust LLC now owns 1,264 shares of the company’s stock valued at $380,000 after purchasing an additional 341 shares in the last quarter. Groupama Asset Managment lifted its stake in GE Aerospace by 56.0% during the third quarter. Groupama Asset Managment now owns 17,411 shares of the company’s stock worth $5,238,000 after purchasing an additional 6,250 shares during the last quarter. Finally, Investment Research Partners LLC bought a new stake in GE Aerospace during the third quarter worth about $332,000. Institutional investors own 74.77% of the company’s stock.

GE Aerospace Stock Performance

NYSE:GE opened at $300.61 on Thursday. 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 fifty-two week low of $159.36 and a fifty-two week high of $348.48. The firm has a market cap of $315.28 billion, a PE ratio of 36.93, a price-to-earnings-growth ratio of 2.79 and a beta of 1.36. The business has a 50 day moving average price of $318.66 and a 200-day moving average price of $306.11.

GE Aerospace (NYSE:GE) last issued 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. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The company had revenue of $11.90 billion for the quarter, compared to the consensus estimate of $11.27 billion. During the same period in the previous year, the firm earned $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. Equities research analysts predict that GE Aerospace will post 5.4 earnings per share for the current year.

GE Aerospace Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, April 27th. Shareholders of record on Monday, March 9th will be given a $0.47 dividend. The ex-dividend date is Monday, March 9th. This is a positive change from GE Aerospace’s previous quarterly dividend of $0.36. 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

In related news, SVP Amy L. Gowder sold 4,000 shares of the business’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $305.73, for a total transaction of $1,222,920.00. Following the transaction, the senior vice president owned 16,535 shares in the company, valued at $5,055,245.55. The trade was a 19.48% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, VP Robert M. Giglietti sold 3,035 shares of the company’s stock in a transaction that occurred on Friday, January 30th. The shares were sold at an average price of $305.51, for a total value of $927,222.85. Following the transaction, the vice president directly owned 10,583 shares of the company’s stock, valued at $3,233,212.33. The trade was a 22.29% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 37,398 shares of company stock valued at $11,455,491. Insiders own 0.21% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on GE shares. Wall Street Zen lowered GE Aerospace from a “buy” rating to a “hold” rating in a research report on Saturday, February 21st. The Goldman Sachs Group boosted their target price on GE Aerospace from $338.00 to $350.00 and gave the stock a “buy” rating in a research report on Friday, January 23rd. 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 set a $380.00 price target (up from $378.00) on shares of GE Aerospace in a research report on Friday, January 23rd. Finally, Weiss Ratings restated a “buy (b)” rating on shares of GE Aerospace in a report on Thursday, January 22nd. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, GE Aerospace presently has a consensus rating of “Moderate Buy” and a consensus target price of $331.12.

Key GE Aerospace News

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

• Positive Sentiment: Announced a large Europe manufacturing investment to expand capacity and additive manufacturing capabilities — the program (~€110m / $127m) is expected to create 1,000+ jobs and boost production and MRO throughput across several EU sites, which supports future revenue and delivery resilience. GE Aerospace to invest more than $127M in Europe, add over 1,000 jobs
• Positive Sentiment: Expanding additive manufacturing (3D printing) footprint in Europe to shorten lead times and lower per‑engine costs — a manufacturing upgrade that can improve margins and support ramping engine production. GE Aerospace to expand additive manufacturing capability
• Positive Sentiment: Expanded partnership with Palantir to deploy agentic AI for U.S. Air Force mission readiness — this strengthens defense offerings (predictive maintenance, supply-chain optimization) and can translate into higher, stickier government contract revenue over time. GE Aerospace (GE) Expands Partnership With Palantir
• Neutral Sentiment: Local site investments (Eastleigh, Vermont) reinforce the broader Europe/U.S. manufacturing push but are incremental in dollar terms — supportive for regional capacity and hiring but limited immediate revenue impact. Aerospace firm set to invest thousands in Eastleigh site
• Neutral Sentiment: Coverage highlights Defense & Propulsion unit momentum and strong engine demand — a positive thematic backdrop, but already partly priced given recent guidance and order commentary. GE’s Defense & Propulsion Unit Gains Momentum
• Negative Sentiment: Policy-driven shift away from Chinese-origin rare-earth materials (per new U.S. compliance rules) could raise sourcing costs and complicate defense supply chains starting in 2027 — a potential margin headwind for military systems and engines that rely on permanent magnets and specialized materials. Rare Earth Shift Tests GE Aerospace Defense Supply Chain And Margins

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.