Farther Finance Advisors LLC Increases Stake in GE Aerospace $GE

Key Points

• Farther Finance Advisors LLC boosted its stake in GE Aerospace by 34.5% in Q4, owning 31,044 shares after adding 7,963, valued at about $9.56 million.
• GE Aerospace beat Q4 estimates with EPS $1.57 vs $1.43 expected and revenue of $11.90B (up 17.6% YoY), and set FY2026 guidance of $7.10–$7.40 EPS.
• The company raised its quarterly dividend to $0.47 (annualized $1.88, yield 0.6%; ex-dividend Mar 9, payable Apr 27), even as insiders sold roughly 37,398 shares (~$11.5M) last quarter and institutional ownership is about 74.8%.

Farther Finance Advisors LLC increased its position in shares of GE Aerospace (NYSE:GE - Free Report) by 34.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 31,044 shares of the company's stock after buying an additional 7,963 shares during the period. Farther Finance Advisors LLC's holdings in GE Aerospace were worth $9,563,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Brighton Jones LLC grew its stake in 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 during the last quarter. Revolve Wealth Partners LLC grew its stake in 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 during the last quarter. Sivia Capital Partners LLC grew its stake in 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 during the last quarter. Main Street Financial Solutions LLC grew its stake in 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 during the last quarter. Finally, HUB Investment Partners LLC grew its stake in 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 during the last quarter. Hedge funds and other institutional investors own 74.77% of the company's stock.

GE Aerospace Price Performance

Shares of GE stock opened at $313.95 on Thursday. GE Aerospace has a fifty-two week low of $176.02 and a fifty-two week high of $348.48. The firm has a market capitalization of $329.27 billion, a price-to-earnings ratio of 38.57, a PEG ratio of 2.96 and a beta of 1.43. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.74 and a current ratio of 1.04. The stock's 50-day simple moving average is $312.10 and its 200-day simple moving average is $307.03.

GE Aerospace (NYSE:GE - Get Free Report) last issued its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share for the quarter, topping analysts' consensus estimates of $1.43 by $0.14. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.The business had revenue of $11.90 billion for the quarter, compared to analyst estimates of $11.27 billion. During the same quarter in the previous year, the firm earned $1.32 earnings per share. The company's revenue was up 17.6% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, equities analysts forecast that GE Aerospace will post 5.4 earnings per share for the current fiscal 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 dividend of $0.47 per share. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.6%. 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. GE Aerospace's dividend payout ratio is presently 23.10%.

Insider Buying and Selling

In related news, SVP Amy L. Gowder sold 4,000 shares of GE Aerospace stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $305.73, for a total transaction of $1,222,920.00. Following the completion of the sale, the senior vice president owned 16,535 shares of the company's stock, 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 document filed with the SEC, which is available through 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 $3,233,212.33. This trade represents a 22.29% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 37,398 shares of company stock valued at $11,455,491 over the last quarter. 0.19% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

GE has been the topic of several analyst reports. Citigroup cut their target price on GE Aerospace from $380.00 to $353.00 and set a "buy" rating on the stock in a research note on Wednesday, April 1st. Wall Street Zen lowered GE Aerospace from a "buy" rating to a "hold" rating in a research note on Saturday, April 11th. Morgan Stanley initiated coverage on GE Aerospace in a research note on Friday, February 20th. They issued an "overweight" rating and a $425.00 target price on the stock. Sanford C. Bernstein lifted their target price on GE Aerospace from $374.00 to $405.00 and gave the company an "outperform" rating in a research note on Tuesday, March 3rd. Finally, BNP Paribas Exane cut their target price on GE Aerospace from $305.00 to $290.00 and set an "underperform" rating on the stock in a research note on Friday, January 23rd. 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 issued a Sell rating to the company's stock. According to MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average price target of $350.88.

GE Aerospace News Roundup

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

• Positive Sentiment: Near-final F414 co‑production deal with HAL in India — reports say GE and Hindustan Aeronautics (HAL) have agreed key tech‑transfer terms and are close to finalizing co‑production of the F414 engine, which supports multi‑year defense revenues, localized production and after‑market service opportunities. GE Aerospace, HAL near final deal on co-production of F414 jet engines
• Positive Sentiment: India market reaction — HAL’s share price jumped on the co‑production progress, signaling local investor confidence that the deal will drive long‑term service, repair and MRO revenue for GE. This underscores demand visibility outside core commercial markets. HAL Share Price Jumps to Rs. 4,215 on GE Aerospace Deal Progress
• Positive Sentiment: Analyst upgrade — J.P. Morgan issued a buy on GE Aerospace, a vote of confidence from Wall Street that can support multiple valuation re‑ratings if execution continues. GE Aerospace (GE) Gets a Buy from J.P. Morgan
• Positive Sentiment: Bullish medium‑term view from retail research — an investor piece argues GE has substantial work and backlog that should translate into multi‑year growth, supporting a constructive three‑year outlook. Where Will GE Aerospace Stock Be in 3 Years?
• Neutral Sentiment: AI and digital investments — GE’s Bengaluru center and enterprise AI programs aim to speed engineering and services efficiency; positive for margins over time but benefits are gradual and execution‑dependent. Building enterprise platforms at speed; GE Aerospace bets on AI
• Neutral Sentiment: Capital returns scrutiny — coverage notes GE has been returning significant capital to shareholders but asks whether that pace is sustainable given heavy investment and defense expansion; continuation would be shareholder‑positive but is not guaranteed. Can GE Aerospace Continue Its Robust Capital Returns to Shareholders?
• Negative Sentiment: Valuation concerns and profit‑taking — commentary asks whether the post‑run price already reflects future growth (one‑year gains ~69% in some writeups). Elevated PE and recent run make the stock vulnerable to short‑term pullbacks as investors lock in gains. Is It Too Late To Consider General Electric (GE) After A 69% One-Year Surge?
• Negative Sentiment: Today’s dip appears driven by lower volume and rotation away from high‑momentum names — despite solid fundamentals (recent earnings beat and FY26 guidance), investors may be trimming positions after a big run and weighing execution risks for new projects.

About GE Aerospace

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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