Anchyra Partners LLC Makes New Investment in GE Aerospace $GE

Key Points

• Anchyra Partners LLC acquired a new stake of 5,665 shares in GE Aerospace in Q4, valued at about $1.745 million, and institutional investors now own roughly 74.8% of the stock.
• GE Aerospace beat Q1 expectations with $1.86 EPS and $11.61 billion in revenue (up 24.6% YoY) and set FY‑2026 guidance of 7.10–7.40 EPS (consensus ~7.45).
• The company raised its quarterly dividend to $0.47 (annualized $1.88, ~0.7% yield), while insiders sold about 37,398 shares last quarter totaling roughly $11.46 million.

Anchyra Partners LLC acquired a new stake in shares of GE Aerospace (NYSE:GE - Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 5,665 shares of the company's stock, valued at approximately $1,745,000.

Several other large investors have also recently made changes to their positions in GE. REAP Financial Group LLC bought a new position in GE Aerospace during the third quarter valued at approximately $25,000. Marquette Asset Management LLC purchased a new position in GE Aerospace during the 3rd quarter valued at approximately $26,000. Barnes Dennig Private Wealth Management LLC increased its stake in 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 acquiring an additional 53 shares during the last quarter. Roble Belko & Company Inc raised its holdings 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 worth $31,000 after acquiring an additional 51 shares in the last quarter. Finally, Abich Financial Wealth Management LLC purchased a new stake in shares of GE Aerospace during the 3rd quarter worth approximately $32,000. 74.77% of the stock is owned by institutional investors.

GE Aerospace Trading Up 0.0%

Shares of GE opened at $284.61 on Monday. The firm has a market capitalization of $296.94 billion, a price-to-earnings ratio of 35.05, a PEG ratio of 2.65 and a beta of 1.43. The company has a debt-to-equity ratio of 0.99, a current ratio of 1.01 and a quick ratio of 0.70. GE Aerospace has a 1-year low of $196.86 and a 1-year high of $348.48. The company has a 50-day moving average of $308.80 and a 200 day moving average of $306.67.

GE Aerospace (NYSE:GE - Get Free Report) last issued its earnings results on Tuesday, April 21st. The company reported $1.86 EPS for the quarter, topping analysts' consensus estimates of $1.60 by $0.26. The business had revenue of $11.61 billion for the quarter, compared to the consensus estimate of $11.61 billion. GE Aerospace had a net margin of 17.86% and a return on equity of 37.99%. The company's revenue for the quarter was up 24.6% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.49 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, research analysts expect that GE Aerospace will post 7.45 EPS for the current year.

GE Aerospace Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, April 27th. Investors of record on Monday, March 9th will be paid a $0.47 dividend. This represents a $1.88 annualized dividend and a yield of 0.7%. This is an increase from GE Aerospace's previous quarterly dividend of $0.36. The ex-dividend date of this dividend is Monday, March 9th. GE Aerospace's payout ratio is currently 23.15%.

Insider Buying and Selling

In other GE Aerospace news, SVP Russell Stokes sold 30,363 shares of the firm's stock in a transaction on Friday, January 30th. The stock was sold at an average price of $306.47, for a total transaction of $9,305,348.61. Following the transaction, the senior vice president directly owned 150,434 shares in the company, valued at $46,103,507.98. This trade represents a 16.79% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, VP Robert M. Giglietti sold 3,035 shares of the company's stock in a transaction on Friday, January 30th. The stock was sold at an average price of $305.51, for a total value of $927,222.85. Following the completion of the sale, the vice president owned 10,583 shares of the company's stock, valued at $3,233,212.33. This represents a 22.29% 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 over the last quarter. 0.19% of the stock is owned by corporate insiders.

Trending Headlines about GE Aerospace

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

• Positive Sentiment: High-profile endorsement: Jim Cramer said he’d be a buyer based on GE Aerospace’s earnings where “every key line was above expectations,” giving retail momentum to the stock. Jim Cramer on GE Aerospace: “I’d Be a Buyer Down Here”
• Positive Sentiment: Institutional support/buy-the-dip narrative: Citi and other outlets counseled investors to view the pullback after earnings as a buying opportunity, citing continued demand and solid fundamentals. GE Stock Drops After Earnings. Citi Says Buy the Dip.
• Positive Sentiment: New coverage with an upside view: Wells Fargo initiated coverage with an Overweight and $325 target, signaling confidence in longer‑term LEAP engine ramps. Wells Fargo Asserts GE Aerospace Growth Prospects on Leap SV Ramp
• Neutral Sentiment: Price-target tweak but mixed signal: BNP Paribas Exane raised its target to $300 while keeping an “underperform” rating — modestly higher target but continued caution from that shop. BNP Paribas Adjusts Price Target on GE Aerospace
• Neutral Sentiment: Macro/market context: MarketBeat’s week review notes a constructive earnings backdrop but warns oil/commodity volatility could matter if geopolitical tensions resume — a background risk for aerospace names. MarketBeat Week in Review – 04/20 - 04/24
• Negative Sentiment: Analyst downgrades and pessimistic forecasts: Reports show an analyst downgrade that knocked shares lower (trading down ~3.7% in one headline) and UBS issued a pessimistic price forecast, pressuring sentiment. GE Aerospace Trading Down 3.7% Following Analyst Downgrade UBS Group Issues Pessimistic Forecast for GE Aerospace
• Negative Sentiment: Guidance disappointed some investors: coverage notes the company’s cautious outlook after Q1 led to the initial selloff despite strong results — a key driver for short‑term weakness. Why GE Aerospace Stock Is Trading Lower Today
• Negative Sentiment: Operational headwind — jet fuel/geo risk: Analysis highlights that higher jet fuel prices and possible supply disruptions tied to geopolitical tensions (Iran) tighten airline economics, which can slow airline orders/usage and weigh on engine aftermarket demand. How the Iran Conflict Is Squeezing GE Aerospace's Outlook

Wall Street Analysts Forecast Growth

A number of research firms have recently commented on GE. Daiwa Securities Group assumed coverage on GE Aerospace in a research report on Tuesday, March 31st. They set a "neutral" rating and a $301.00 target price for the company. President Capital decreased their price target on shares of GE Aerospace from $355.00 to $342.00 and set a "buy" rating on the stock in a research note on Wednesday, April 22nd. Wells Fargo & Company assumed coverage on shares of GE Aerospace in a research report on Wednesday, April 1st. They set an "overweight" rating and a $325.00 price objective for the company. Zacks Research cut shares of GE Aerospace from a "strong-buy" rating to a "hold" rating in a research note on Tuesday, March 24th. Finally, BNP Paribas Exane boosted their target price on shares of GE Aerospace from $290.00 to $300.00 and gave the stock an "underperform" rating in a report on Wednesday, April 22nd. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus price target of $349.89.

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.

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