Douglas Lane & Associates LLC Sells 52,466 Shares of GE Aerospace $GE

Key Points

• Douglas Lane & Associates reduced its GE stake by 11.5%, selling 52,466 shares in Q4 and ending the period with 405,720 shares worth about $124.97 million (1.7% of its portfolio, its 9th largest position).
• Operational/financial update: GE Aerospace beat Q4 estimates with $1.57 EPS (vs. $1.43 expected) and $11.90B revenue, set FY2026 guidance of $7.10–$7.40 EPS, and raised its quarterly dividend to $0.47 (annualized $1.88, yield ~0.6%).
• Market sentiment: Analysts hold a consensus "Moderate Buy" with a $350.88 price target after several upgrades and higher targets, even as insiders and some institutions have been net sellers recently (insiders sold ~37,398 shares in the past 90 days).

Douglas Lane & Associates LLC reduced its position in shares of GE Aerospace (NYSE:GE - Free Report) by 11.5% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 405,720 shares of the company's stock after selling 52,466 shares during the period. GE Aerospace comprises about 1.7% of Douglas Lane & Associates LLC's investment portfolio, making the stock its 9th biggest position. Douglas Lane & Associates LLC's holdings in GE Aerospace were worth $124,974,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in GE. Diversified Trust Co raised its stake in shares of GE Aerospace by 21.3% in the third quarter. Diversified Trust Co now owns 32,021 shares of the company's stock worth $9,633,000 after acquiring an additional 5,625 shares during the last quarter. Cadinha & Co. LLC raised its stake in shares of GE Aerospace by 154.8% in the third quarter. Cadinha & Co. LLC now owns 97,280 shares of the company's stock worth $29,264,000 after acquiring an additional 59,106 shares during the last quarter. Czech National Bank raised its stake in shares of GE Aerospace by 3.3% in the third quarter. Czech National Bank now owns 269,330 shares of the company's stock worth $81,020,000 after acquiring an additional 8,668 shares during the last quarter. Phoenix Financial Ltd. raised its stake in shares of GE Aerospace by 34.3% in the third quarter. Phoenix Financial Ltd. now owns 22,632 shares of the company's stock worth $6,808,000 after acquiring an additional 5,775 shares during the last quarter. Finally, Integrity Financial Corp WA bought a new position in shares of GE Aerospace in the third quarter worth about $481,000. 74.77% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

GE has been the subject of a number of research analyst reports. Weiss Ratings reaffirmed a "buy (b)" rating on shares of GE Aerospace in a research note on Thursday, January 22nd. Wall Street Zen upgraded shares of GE Aerospace from a "hold" rating to a "buy" rating in a research report on Saturday, March 21st. Deutsche Bank Aktiengesellschaft lifted their price target on shares of GE Aerospace from $375.00 to $387.00 and gave the stock a "buy" rating in a research report on Friday, January 23rd. JPMorgan Chase & Co. lifted their price target on shares of GE Aerospace from $325.00 to $335.00 and gave the stock an "overweight" rating in a research report on Monday, January 26th. Finally, Wells Fargo & Company initiated coverage on shares of GE Aerospace in a report on Wednesday, April 1st. They set an "overweight" rating and a $325.00 price objective for the company. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat, GE Aerospace presently has a consensus rating of "Moderate Buy" and a consensus price target of $350.88.

Insider Activity at GE Aerospace

In other 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 value of $1,222,920.00. Following the completion of the transaction, the senior vice president owned 16,535 shares in the company, valued at $5,055,245.55. This represents 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 through the SEC website. Also, VP Robert M. Giglietti sold 3,035 shares of the company's stock in a transaction that occurred on Friday, January 30th. The shares were sold at an average price of $305.51, for a total transaction of $927,222.85. Following the completion of the transaction, the vice president owned 10,583 shares of the company's stock, valued at $3,233,212.33. This trade represents a 22.29% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 37,398 shares of company stock worth $11,455,491. 0.19% of the stock is currently owned by company insiders.

GE Aerospace Stock Up 1.6%

Shares of NYSE GE opened at $312.94 on Friday. The stock has a market cap of $328.22 billion, a P/E ratio of 38.45, a P/E/G ratio of 2.85 and a beta of 1.43. The firm has a 50 day moving average price of $311.73 and a 200 day moving average price of $306.62. 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 has a 52-week low of $175.05 and a 52-week high of $348.48.

GE Aerospace (NYSE:GE - Get Free Report) last issued its quarterly earnings data 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 firm had revenue of $11.90 billion during the quarter, compared to analysts' expectations 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 for the quarter was up 17.6% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Analysts expect that GE Aerospace will post 5.4 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 issued a dividend of $0.47 per share. This is an increase from GE Aerospace's previous quarterly dividend of $0.36. This represents a $1.88 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date is Monday, March 9th. GE Aerospace's dividend payout ratio is presently 23.10%.

Key Headlines Impacting GE Aerospace

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

• Positive Sentiment: Jim Cramer publicly called GE Aerospace a buy, arguing continued Boeing production will sustain engine demand — a high-visibility endorsement that can drive retail interest and short-term inflows. Jim Cramer on GE Aerospace: “I Think the Stock Is a Buy”
• Positive Sentiment: GE Aerospace was also featured among Jim Cramer’s top stock calls in a broader discussion about the bond market — reinforcing the same bullish narrative and increasing media-driven attention. Jim Cramer’s 5 Stock Calls and the Impact of Bond Market
• Positive Sentiment: Barron’s reported commercial aerospace stocks rallied after a U.S. cease-fire announcement easing geopolitical risks — a tailwind for engine demand and order visibility that directly benefits GE Aerospace. Why GE Aerospace Stock Is Having Its Best Day In Nearly a Year
• Positive Sentiment: Seeking Alpha published a bullish, long-term cash-flow thesis arguing the market underestimates GE Aerospace’s multi-decade free cash flow potential — supportive for longer-term valuation expansion. GE Aerospace: The Market Is Missing The Multi-Decade Cash Flow Engine
• Positive Sentiment: Market commentary listing “3 Reasons We Love GE Aerospace” highlights fundamentals and makes a buy-case to investors, reinforcing demand for the shares among retail and model-driven funds. 3 Reasons We Love GE Aerospace (GE)
• Neutral Sentiment: An analysis comparing valuations across the GE spin-offs (GE Aerospace, GE Vernova, others) gives investors context on relative multiples — useful for re-rating debates but not an immediate catalyst. The GE Family Divided: Comparing Valuations, Growth Rates, and Analyst Sentiment Across 3 Sectors
• Neutral Sentiment: Broader industrials/stock-pick lists and local PR (coverage of GE’s 747 flying laboratory visiting Cincinnati) increase visibility but are unlikely to move fundamentals materially. 1 Industrials Stock on Our Buy List and 2 We Turn Down GE Aerospace’s 747 flight test plane visits Cincinnati
• Negative Sentiment: TD Cowen trimmed its price target from $350 to $330 while keeping a Buy rating — a modest negative signal that reduces upside expectations even though the analyst remains constructive. TD Cowen Adjusts Price Target on GE Aerospace to $330 from $350; Maintains Buy Rating

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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