Donaldson Capital Management LLC Raises Stake in GE Aerospace $GE

Donaldson Capital Management LLC boosted its stake in GE Aerospace (NYSE:GE) by 19.5% in the 4th quarter, Holdings Channel reports. The firm owned 30,254 shares of the company’s stock after acquiring an additional 4,939 shares during the quarter. Donaldson Capital Management LLC’s holdings in GE Aerospace were worth $9,319,000 at the end of the most recent reporting period.

A number of other hedge funds have also added to or reduced their stakes in GE. REAP Financial Group LLC bought a new stake in GE Aerospace during the third quarter valued at approximately $25,000. Marquette Asset Management LLC purchased a new position in GE Aerospace in the 3rd quarter worth approximately $26,000. Barnes Dennig Private Wealth Management LLC increased its holdings in shares of GE Aerospace by 147.2% in the 3rd quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company’s stock worth $27,000 after buying an additional 53 shares during the last quarter. Bare Financial Services Inc increased its holdings in shares of GE Aerospace by 81.1% in the 2nd quarter. Bare Financial Services Inc now owns 96 shares of the company’s stock worth $25,000 after buying an additional 43 shares during the last quarter. Finally, Roble Belko & Company Inc raised its position in shares of GE Aerospace by 98.1% during the 3rd quarter. Roble Belko & Company Inc now owns 103 shares of the company’s stock valued at $31,000 after buying an additional 51 shares in the last quarter. Hedge funds and other institutional investors own 74.77% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on the stock. Wall Street Zen raised shares of GE Aerospace from a “hold” rating to a “buy” rating in a report on Saturday, March 21st. Citigroup restated 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. Susquehanna reaffirmed a “positive” rating and set a $380.00 price target on shares of GE Aerospace in a research note on Thursday, January 15th. The Goldman Sachs Group upped their price objective on GE Aerospace from $338.00 to $350.00 and gave the stock a “buy” rating in a report on Friday, January 23rd. Finally, UBS Group set a $374.00 price objective on GE Aerospace and gave the company a “buy” rating in a research report on Friday, January 23rd. Sixteen equities research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $331.12.

Insiders Place Their Bets

In other news, VP Robert M. Giglietti sold 3,035 shares of the 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 directly owned 10,583 shares in the company, valued at approximately $3,233,212.33. This represents a 22.29% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, SVP Amy L. Gowder sold 4,000 shares of the firm’s 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 completion of the sale, the senior vice president directly owned 16,535 shares in the company, valued at $5,055,245.55. The trade was a 19.48% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 37,398 shares of company stock valued at $11,455,491 in the last quarter. Insiders own 0.19% of the company’s stock.

Key Stories Impacting GE Aerospace

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

• Positive Sentiment: Jim Cramer singled out GE Aerospace as a “huge winner,” which has driven investor interest and helped the stock’s recent outperformance. Read More.
• Positive Sentiment: GE Aerospace is planning a €110 million European site expansion with workforce development — a capacity and supply-chain investment that supports higher production for recovering commercial aviation demand. Read More.
• Positive Sentiment: Market commentary highlights aviation strength as a tailwind for GE Aerospace and S&P futures, reinforcing demand expectations for engines, services and aftermarket revenue. Read More.
• Neutral Sentiment: An industry comparison reviews how GE’s engine families stack up against Rolls‑Royce’s Trent series — useful context on competitiveness but not an immediate catalyst unless product wins or specs change market share. Read More.
• Negative Sentiment: Zacks Research downgraded GE Aerospace from “strong-buy” to “hold,” a change that can pressure sentiment and trigger short-term selling by momentum-focused investors. Read More.
• Negative Sentiment: Competitive dynamics: coverage of RTX/Pratt & Whitney highlights how rival engine programs and strong aftermarket services at competitors could limit GE Aerospace’s share gains and margin expansion in some segments. Read More.

GE Aerospace Stock Performance

Shares of GE stock opened at $283.00 on Monday. The company has a market capitalization of $296.81 billion, a P/E ratio of 34.77, a PEG ratio of 2.61 and a beta of 1.36. GE Aerospace has a fifty-two week low of $159.36 and a fifty-two week high of $348.48. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.74 and a current ratio of 1.04. The stock has a 50 day moving average price of $314.11 and a two-hundred day moving average price of $306.87.

GE Aerospace (NYSE:GE) last issued its earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share (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 firm had revenue of $11.90 billion for the quarter, compared to analysts’ expectations of $11.27 billion. During the same quarter last year, the business earned $1.32 earnings per share. The business’s revenue was up 17.6% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Analysts expect that GE Aerospace will post 5.4 earnings per share for the current year.

GE Aerospace Increases Dividend

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

GE Aerospace 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.