Donaldson Capital Management LLC Buys 6,907 Shares of GE Aerospace $GE

Donaldson Capital Management LLC grew its stake in shares of GE Aerospace (NYSE:GE) by 37.5% in the 3rd quarter, Holdings Channel.com reports. The fund owned 25,315 shares of the company’s stock after acquiring an additional 6,907 shares during the period. Donaldson Capital Management LLC’s holdings in GE Aerospace were worth $7,615,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of GE. Jacobsen Capital Management raised its holdings in GE Aerospace by 1.4% in the third quarter. Jacobsen Capital Management now owns 2,295 shares of the company’s stock worth $690,000 after buying an additional 32 shares during the last quarter. Harfst & Associates Inc. increased its position in shares of GE Aerospace by 0.4% during the third quarter. Harfst & Associates Inc. now owns 7,444 shares of the company’s stock valued at $2,239,000 after acquiring an additional 33 shares in the last quarter. RMG Wealth Management LLC increased its position in shares of GE Aerospace by 8.3% during the third quarter. RMG Wealth Management LLC now owns 442 shares of the company’s stock valued at $132,000 after acquiring an additional 34 shares in the last quarter. Grove Bank & Trust raised its holdings in GE Aerospace by 1.0% in the 3rd quarter. Grove Bank & Trust now owns 3,537 shares of the company’s stock worth $1,064,000 after acquiring an additional 35 shares during the last quarter. Finally, JDM Financial Group LLC lifted its position in GE Aerospace by 12.9% in the 3rd quarter. JDM Financial Group LLC now owns 306 shares of the company’s stock valued at $92,000 after acquiring an additional 35 shares in the last quarter. Hedge funds and other institutional investors own 74.77% of the company’s stock.

More GE Aerospace News

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

• Positive Sentiment: Q4 results and FY‑2026 guidance: GE Aerospace reported a Q4 beat on revenue and EPS and set FY‑2026 EPS guidance of $7.10–$7.40, giving investors better near‑term visibility and supporting the stock’s strength.
• Positive Sentiment: Analyst upgrade — Zacks: Zacks moved GE Aerospace from “hold” to “strong‑buy,” which can attract buying interest and validate recent operational momentum. Zacks Research Upgrade
• Positive Sentiment: Bullish media/analyst commentary: High‑profile bulls including Jim Cramer and several bullish writeups (e.g., The Motley Fool) argue the market is underpricing GE’s longer‑term margin and growth potential, which can support short‑term rallies. Jim Cramer Insists Market is Wrong About GE Aerospace (GE) The Market Is Wrong to Sell Off GE Aerospace Stock After the Latest Update: Here’s Why
• Positive Sentiment: R&D and propulsion technology progress: Multiple reports detail GE Aerospace’s advances in hybrid‑electric systems and engine‑efficiency modeling (University of Melbourne partnership, ground tests of narrowbody hybrid systems, hybrid‑electric engine tests). These developments support long‑term addressable market expansion and sustainability-driven demand. University of Melbourne and GE Aerospace Partner to Revolutionize Jet Engine Efficiency with Frontier Supercomputer Simulations GE Tests Hybrid Electric Engine Tech GE Aerospace Demonstrates Narrowbody Hybrid Electric Engine System in Ground Test
• Neutral Sentiment: Annual reports released: GE Aerospace and GE Vernova published annual reports that include investor messages — useful for due diligence but not an immediate catalyst. GE Aerospace and GE Vernova Issue Their Annual Reports. They Contain Messages for Investors.
• Neutral Sentiment: Analyst Q&A / call coverage: Post‑earnings analyst Q&A pieces and call‑summary articles (e.g., Yahoo Finance’s top questions) provide color and can influence intraday flows but are informational rather than structural catalysts. GE Aerospace’s Q4 Earnings Call: Our Top 5 Analyst Questions
• Neutral Sentiment: Related GE unit news — GE Vernova and GE Appliances: Strong results at GE Vernova underline positive group dynamics but are distinct businesses; GE Appliances’ J.D. Power recognition is brand‑positive but owned by Haier, so limited direct impact on GE Aerospace. GE Vernova’s Q4 Was Strong—But the Backlog Number Matters More GE Appliances Recognized as the #1 Most Reliable Appliance Brand in the J.D. Power 2025 U.S. Appliance Reliability & Service Study
• Negative Sentiment: Global minimum tax impact: A global minimum‑tax deal will increase GE Aerospace’s tax payments to Singapore, reducing after‑tax margins and cash flow from that jurisdiction — this is the primary near‑term negative headline investors are pricing in. Global Minimum Tax Deal Makes GE Aerospace Pay More to Singapore

Insider Buying and Selling at GE Aerospace

In other news, SVP Russell Stokes sold 8,000 shares of GE Aerospace stock in a transaction on Wednesday, November 19th. The shares were sold at an average price of $297.71, for a total transaction of $2,381,680.00. Following the transaction, the senior vice president owned 150,434 shares in the company, valued at $44,785,706.14. This trade represents a 5.05% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. 0.21% of the stock is owned by corporate insiders.

GE Aerospace Stock Up 2.7%

GE stock opened at $306.89 on Friday. The company has a market cap of $323.71 billion, a price-to-earnings ratio of 37.70, a P/E/G ratio of 2.76 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. The business’s 50-day moving average is $305.38 and its two-hundred day moving average is $293.89. GE Aerospace has a fifty-two week low of $159.36 and a fifty-two week high of $332.79.

GE Aerospace (NYSE:GE) last released its quarterly earnings results 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 firm had revenue of $11.90 billion during the quarter, compared to analyst estimates of $11.27 billion. During the same quarter in the prior year, the firm earned $1.32 EPS. The business’s revenue for the quarter 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. As a group, analysts forecast that GE Aerospace will post 5.4 earnings per share for the current year.

GE Aerospace Dividend Announcement

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

Wall Street Analysts Forecast Growth

Several analysts have commented on the company. Weiss Ratings reiterated a “buy (b)” rating on shares of GE Aerospace in a research note on Thursday, January 22nd. UBS Group set a $374.00 price target on GE Aerospace and gave the company a “buy” rating in a report on Friday, January 23rd. Wolfe Research lifted their price objective on GE Aerospace from $340.00 to $360.00 and gave the stock an “outperform” rating in a report on Monday, January 12th. Royal Bank Of Canada boosted their target price on GE Aerospace from $300.00 to $340.00 and gave the stock an “outperform” rating in a research report on Friday, October 17th. Finally, Citigroup reaffirmed a “buy” rating and set a $380.00 price target (up previously from $378.00) on shares of GE Aerospace in a report on Friday, January 23rd. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, one has issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $319.00.

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.