Comerica Bank Trims Holdings in GE Aerospace $GE

Key Points

• Comerica Bank trimmed its stake in GE Aerospace by 4.0% in Q4, selling 8,015 shares and leaving it with 194,407 shares valued at about $59.88 million.
• GE Aerospace beat Q1 expectations with $1.86 EPS (vs. $1.60 est.) and 24.6% revenue growth, and set FY2026 guidance of $7.10–$7.40 EPS (analysts average ~$7.45).
• The company raised its quarterly dividend to $0.47 (annualized $1.88, yield ~0.7%), while market sentiment remains mixed—positive endorsements and upgrades from some firms but analyst downgrades, geopolitical/jet‑fuel risks, and insider selling (~37,398 shares over 90 days) weigh on the stock.

Comerica Bank cut its stake in GE Aerospace (NYSE:GE - Free Report) by 4.0% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 194,407 shares of the company's stock after selling 8,015 shares during the quarter. Comerica Bank's holdings in GE Aerospace were worth $59,883,000 at the end of the most recent quarter.

Several other hedge funds also recently made changes to their positions in GE. Brighton Jones LLC grew its position in shares of GE Aerospace by 25.3% in the fourth quarter. Brighton Jones LLC now owns 12,008 shares of the company's stock valued at $2,003,000 after purchasing an additional 2,421 shares in the last quarter. Revolve Wealth Partners LLC grew its position in shares of GE Aerospace by 7.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 2,251 shares of the company's stock valued at $375,000 after purchasing an additional 150 shares in the last quarter. Sivia Capital Partners LLC grew its position in shares of GE Aerospace by 4.6% in the second quarter. Sivia Capital Partners LLC now owns 4,337 shares of the company's stock valued at $1,116,000 after purchasing an additional 191 shares in the last quarter. Main Street Financial Solutions LLC grew its position in shares of GE Aerospace by 348.6% in the second quarter. Main Street Financial Solutions LLC now owns 5,899 shares of the company's stock valued at $1,518,000 after purchasing an additional 4,584 shares in the last quarter. Finally, HUB Investment Partners LLC grew its position in shares of GE Aerospace by 4.2% in the second quarter. HUB Investment Partners LLC now owns 9,035 shares of the company's stock valued at $2,326,000 after purchasing an additional 366 shares in the last quarter. 74.77% of the stock is currently owned by hedge funds and other institutional investors.

GE Aerospace Price Performance

NYSE: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 P/E/G ratio of 2.65 and a beta of 1.43. GE Aerospace has a 52-week low of $196.86 and a 52-week high of $348.48. The stock has a fifty day moving average of $308.80 and a 200 day moving average of $306.67. The company has a debt-to-equity ratio of 0.99, a quick ratio of 0.70 and a current ratio of 1.01.

GE Aerospace (NYSE:GE - Get Free Report) last posted its quarterly earnings data on Tuesday, April 21st. The company reported $1.86 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.60 by $0.26. The company had revenue of $11.61 billion during the quarter, compared to analyst estimates of $11.61 billion. GE Aerospace had a return on equity of 37.99% and a net margin of 17.86%.The firm's quarterly revenue was up 24.6% on a year-over-year basis. During the same quarter last year, the company earned $1.49 earnings per share. 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 fiscal 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 paid a dividend of $0.47 per share. 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 dividend payout ratio is presently 23.15%.

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

Insiders Place Their Bets

In other GE Aerospace news, SVP Russell Stokes sold 30,363 shares of GE Aerospace stock in a transaction dated 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 completion of the sale, the senior vice president owned 150,434 shares of the company's stock, valued at $46,103,507.98. The trade was a 16.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, VP Robert M. Giglietti sold 3,035 shares of GE Aerospace stock in a transaction dated Friday, January 30th. The stock was sold at an average price of $305.51, for a total value of $927,222.85. Following the sale, the vice president directly owned 10,583 shares of the company's stock, valued at approximately $3,233,212.33. This trade represents a 22.29% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 37,398 shares of company stock valued at $11,455,491 over the last 90 days. Insiders own 0.19% of the company's stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on GE shares. Deutsche Bank Aktiengesellschaft lifted their price target on GE Aerospace from $375.00 to $387.00 and gave the company a "buy" rating in a research report on Friday, January 23rd. Wolfe Research lifted their price objective on GE Aerospace from $340.00 to $360.00 and gave the company an "outperform" rating in a research note on Monday, January 12th. BNP Paribas Exane lifted their price objective on GE Aerospace from $290.00 to $300.00 and gave the company an "underperform" rating in a research note on Wednesday, April 22nd. The Goldman Sachs Group lifted their price objective on GE Aerospace from $338.00 to $350.00 and gave the company a "buy" rating in a research note on Friday, January 23rd. Finally, UBS Group dropped their price objective on GE Aerospace from $357.00 to $350.00 and set a "buy" rating for the company in a research note on Wednesday, April 22nd. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average 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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