Apollon Wealth Management LLC Boosts Stake in GE Aerospace $GE

Key Points

• Apollon Wealth Management increased its stake in GE Aerospace by 52.6% in Q4 to 41,846 shares, valued at about $12.89 million.
• GE Aerospace beat Q4 estimates (EPS $1.57 vs. $1.43 consensus; revenue $11.90B, +17.6% Y/Y), set FY2026 guidance of $7.10–$7.40 EPS, and raised its quarterly dividend to $0.47 (from $0.36).
• Insiders have been net sellers recently—37,398 shares sold in the last three months (≈$11.46 million), including notable sales by SVPs Amy L. Gowder and Russell Stokes.

Apollon Wealth Management LLC grew its stake in GE Aerospace (NYSE:GE - Free Report) by 52.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 41,846 shares of the company's stock after buying an additional 14,425 shares during the period. Apollon Wealth Management LLC's holdings in GE Aerospace were worth $12,890,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. State Street Corp raised its holdings in shares of GE Aerospace by 0.7% during the third quarter. State Street Corp now owns 44,577,642 shares of the company's stock worth $13,425,562,000 after purchasing an additional 308,730 shares during the last quarter. Capital World Investors raised its holdings in shares of GE Aerospace by 16.2% during the third quarter. Capital World Investors now owns 21,442,810 shares of the company's stock worth $6,449,731,000 after purchasing an additional 2,995,054 shares during the last quarter. Northern Trust Corp raised its holdings in shares of GE Aerospace by 1.8% during the third quarter. Northern Trust Corp now owns 10,296,945 shares of the company's stock worth $3,097,527,000 after purchasing an additional 181,316 shares during the last quarter. Jennison Associates LLC raised its holdings in shares of GE Aerospace by 21.5% during the third quarter. Jennison Associates LLC now owns 8,430,878 shares of the company's stock worth $2,536,177,000 after purchasing an additional 1,494,541 shares during the last quarter. Finally, Legal & General Group Plc raised its holdings in shares of GE Aerospace by 8.1% during the third quarter. Legal & General Group Plc now owns 6,465,804 shares of the company's stock worth $1,945,043,000 after purchasing an additional 484,467 shares during the last quarter. Hedge funds and other institutional investors own 74.77% of the company's stock.

Insider Activity

In related news, SVP Amy L. Gowder sold 4,000 shares of the company's stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $305.73, for a total transaction of $1,222,920.00. Following the sale, the senior vice president directly owned 16,535 shares of the company's stock, valued at $5,055,245.55. This represents a 19.48% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Russell Stokes sold 30,363 shares of the stock in a transaction that occurred on 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 completion of the sale, the senior vice president directly owned 150,434 shares in the company, valued at approximately $46,103,507.98. This represents a 16.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 37,398 shares of company stock valued at $11,455,491. Company insiders own 0.19% of the company's stock.

Key GE Aerospace News

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

• Positive Sentiment: Defense & Propulsion momentum — GE Aerospace's Defense & Propulsion unit is winning contracts, building backlog and showing margin improvement, supporting near-term earnings visibility and cash flow expectations. GE Gains From Strength in Defense & Propulsion Unit
• Positive Sentiment: AI partnership and manufacturing productivity — Coverage highlights GE Aerospace teaming with Ford on AI initiatives to boost efficiency and margins, a signal that industrials can leverage AI to defend margins versus software peers. This supports longer-term margin expansion. AI Makes Strange Bedfellows of Ford and GE Aerospace
• Positive Sentiment: Bullish media and analyst voices — Prominent commentators (e.g., Jim Cramer) and bullish analyst write-ups highlight durable demand for engines as aircraft production continues, adding retail investor interest. Jim Cramer on GE Aerospace
• Positive Sentiment: Long-term cash-flow thesis — Deep-dive bullish pieces argue the market is underestimating GE Aerospace’s multi-decade free cash flow potential, which underpins higher valuation upside if execution continues. The Market Is Missing The Multi-Decade Cash Flow Engine
• Neutral Sentiment: Nassau toxic-site study — GE Aerospace will contribute a study toward a cleanup plan for a toxic site in Nassau. It’s a local environmental/regulatory headline; likely manageable but worth monitoring for scope/cost implications. GE Aerospace study to contribute to cleanup plan for toxic Nassau site
• Neutral Sentiment: Relative valuations across GE spinoffs — Analysis comparing GE’s spun-off businesses underscores differing growth/valuation profiles; useful context but not an immediate catalyst for GE Aerospace. The GE Family Divided
• Negative Sentiment: Analyst/broker optimism questioned — Coverage noting that the average brokerage recommendation rates GE as a Buy but warns that sell‑side optimism may be overstated; that can prompt short-term volatility if analysts trim ratings or investors reassess expectations. GE Is Considered a Good Investment by Brokers

GE Aerospace Price Performance

GE Aerospace stock opened at $308.43 on Friday. The company's 50 day simple moving average is $311.76 and its 200-day simple moving average is $306.67. The company has a market capitalization of $323.48 billion, a price-to-earnings ratio of 37.89, a price-to-earnings-growth ratio of 2.89 and a beta of 1.43. GE Aerospace has a 1 year low of $175.05 and a 1 year 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.

GE Aerospace (NYSE:GE - Get Free Report) last released its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.43 by $0.14. The business had revenue of $11.90 billion for the quarter, compared to the consensus estimate of $11.27 billion. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The business's revenue was up 17.6% on a year-over-year basis. During the same period in the previous year, the firm earned $1.32 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, equities research analysts expect that GE Aerospace will post 5.4 earnings per share for the current year.

GE Aerospace Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, April 27th. Stockholders of record on Monday, March 9th will be paid a $0.47 dividend. This is a positive change 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 dividend yield of 0.6%. GE Aerospace's payout ratio is presently 23.10%.

Analyst Ratings Changes

A number of research analysts have weighed in on the stock. BNP Paribas Exane cut their price objective on shares of GE Aerospace from $305.00 to $290.00 and set an "underperform" rating for the company in a report on Friday, January 23rd. Susquehanna reaffirmed a "positive" rating and issued a $380.00 price objective on shares of GE Aerospace in a report on Thursday, January 15th. Weiss Ratings reaffirmed a "buy (b)" rating on shares of GE Aerospace in a report on Thursday, January 22nd. UBS Group set a $374.00 price objective on shares of GE Aerospace and gave the company a "buy" rating in a report on Friday, January 23rd. Finally, JPMorgan Chase & Co. lifted their price objective on shares of GE Aerospace from $325.00 to $335.00 and gave the company an "overweight" rating in a report on Monday, January 26th. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, GE Aerospace presently has an average rating of "Moderate Buy" and an average price target of $350.88.

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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