AE Wealth Management LLC Purchases 68,202 Shares of GE Aerospace $GE

Key Points

• AE Wealth Management increased its stake in GE Aerospace (NYSE:GE) by 55.3% in Q4, buying an additional 68,202 shares to hold 191,571 shares worth about $59.01 million.
• The Trump administration and the Pentagon have urged GE and other manufacturers to boost military production, signaling potential near‑term demand and government contract tailwinds for GE Aerospace.
• GE Aerospace raised its quarterly dividend from $0.36 to $0.47 (annualized $1.88, ~0.6% yield), while company insiders sold a combined 37,398 shares worth roughly $11.46 million over the last quarter.

AE Wealth Management LLC boosted its position in GE Aerospace (NYSE:GE - Free Report) by 55.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 191,571 shares of the company's stock after acquiring an additional 68,202 shares during the quarter. AE Wealth Management LLC's holdings in GE Aerospace were worth $59,010,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. REAP Financial Group LLC bought a new stake in shares of GE Aerospace during the third quarter worth $25,000. Marquette Asset Management LLC bought a new stake in shares of GE Aerospace during the third quarter worth $26,000. Barnes Dennig Private Wealth Management LLC grew its stake in shares of GE Aerospace by 147.2% during the third 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. Roble Belko & Company Inc grew its stake in shares of GE Aerospace by 98.1% during the third quarter. Roble Belko & Company Inc now owns 103 shares of the company's stock worth $31,000 after buying an additional 51 shares during the last quarter. Finally, Abich Financial Wealth Management LLC bought a new stake in shares of GE Aerospace during the third quarter worth $32,000. Institutional investors and hedge funds own 74.77% of the company's stock.

Key GE Aerospace News

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

• Positive Sentiment: Trump administration asks GE Aerospace to increase military production — potential near‑term demand boost and greater government engagement that could support revenues and backlog. Trump administration asks GE Aerospace to boost military production: REPORT
• Positive Sentiment: Pentagon in talks with automakers and manufacturers including GE to expand weapons and military supply production — another signal of possible contract opportunities and government spending tailwinds. U.S. Defense Department in Talks With GM, Ford, and GE Aerospace to Boost Military Production
• Positive Sentiment: Wall Street commentary remains broadly bullish heading into Q1 (analysts point to installed base, strong demand and solid backlog), which could limit downside if results meet expectations. Wall Street Is Bullish on GE Aerospace Before Q1 Results — Buy GE Stock Now?
• Positive Sentiment: Progress on international production/tech transfer (F414 assembly in India) and innovation initiatives (Bengaluru AI center) point to long‑term growth and localization opportunities. GE, HAL Take Step Toward Finalizing F414 Assembly In India
• Neutral Sentiment: Market discussion of a stock split and broader trader interest — informational but not an immediate earnings or fundamentals driver. GE stock split, Wall Street searches for gains: Yahoo Finance Live
• Neutral Sentiment: Wall Street estimates and analyst previews ahead of April 21 Q1 results — important context for traders but not new fundamental news. Ahead of GE (GE) Q1 Earnings: Get Ready With Wall Street Estimates for Key Metrics
• Negative Sentiment: Near‑term de‑risking ahead of Q1 and fresh valuation resets: traders are taking profits after a strong run, a recent analyst target trim and concerns around delivery/timing risk have pressured the stock. GE Aerospace slides 4.1% as investors appear to de-risk ahead of earnings amid fresh valuation resets
• Negative Sentiment: Market reaction pieces note the stock sliding versus broader markets — headline-driven selling and elevated expectations raise volatility into earnings. GE Aerospace (GE) Stock Slides as Market Rises: Facts to Know Before You Trade

Insider Activity at GE Aerospace

In related news, SVP Amy L. Gowder sold 4,000 shares of the business's stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $305.73, for a total value 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 ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, SVP Russell Stokes sold 30,363 shares of the company's stock in a transaction dated Friday, January 30th. The shares were sold at an average price of $306.47, for a total transaction of $9,305,348.61. Following the transaction, the senior vice president owned 150,434 shares in the company, valued at $46,103,507.98. This represents a 16.79% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 37,398 shares of company stock worth $11,455,491 over the last quarter. Company insiders own 0.19% of the company's stock.

Analyst Ratings Changes

A number of analysts have weighed in on GE shares. Sanford C. Bernstein boosted their target price on shares of GE Aerospace from $374.00 to $405.00 and gave the stock an "outperform" rating in a research note on Tuesday, March 3rd. The Goldman Sachs Group boosted their target price on shares of GE Aerospace from $338.00 to $350.00 and gave the stock a "buy" rating in a research note on Friday, January 23rd. UBS Group set a $374.00 target price on shares of GE Aerospace and gave the stock a "buy" rating in a research note on Friday, January 23rd. BNP Paribas Exane decreased their target price on shares of GE Aerospace from $305.00 to $290.00 and set an "underperform" rating on the stock in a research note on Friday, January 23rd. Finally, Wells Fargo & Company initiated coverage on shares of GE Aerospace in a research note on Wednesday, April 1st. They issued an "overweight" rating and a $325.00 price objective on the stock. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, GE Aerospace presently has a consensus rating of "Moderate Buy" and an average price target of $350.88.

GE Aerospace Price Performance

GE stock opened at $298.38 on Friday. The firm has a market cap of $312.94 billion, a price-to-earnings ratio of 36.66, a PEG ratio of 2.93 and a beta of 1.43. The company has a quick ratio of 0.74, a current ratio of 1.04 and a debt-to-equity ratio of 1.00. GE Aerospace has a 12-month low of $176.02 and a 12-month high of $348.48. The company's fifty day simple moving average is $311.94 and its 200 day simple moving average is $306.97.

GE Aerospace (NYSE:GE - Get Free Report) last released its earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.43 by $0.14. The business had revenue of $11.90 billion for the quarter, compared to analyst estimates 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 for the quarter was up 17.6% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, analysts expect that GE Aerospace will post 5.4 earnings per share for the current year.

GE Aerospace Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, April 27th. Investors of record on Monday, March 9th will be issued 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 annualized dividend and a yield of 0.6%. GE Aerospace's dividend payout ratio (DPR) is presently 23.10%.

GE Aerospace Company 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.

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