Galvin Gaustad & Stein LLC Sells 3,665 Shares of GE Aerospace $GE

Key Points

• Galvin Gaustad & Stein LLC trimmed its stake in GE Aerospace by 4.1%$26.25M, with GE representing 2.0% of the firm's portfolio and its 8th largest position.
• Company insiders have been net sellers, offloading a total of 37,398 shares (~$11.46M) in the past 90 days, including sales by SVPs Amy L. Gowder and Russell Stokes; insiders now own just 0.19% of the stock.
• Operationally GE Aerospace beat quarterly estimates (EPS $1.57 vs. $1.43) with revenue up 17.6% to $11.90B, set FY‑2026 guidance of 7.10–7.40 EPS, raised its quarterly dividend to $0.47, and secured an Indian F404 engine depot deal that supports aftermarket growth amid generally bullish analyst sentiment (consensus "Moderate Buy", avg target ≈ $351).

Galvin Gaustad & Stein LLC trimmed its position in GE Aerospace (NYSE:GE - Free Report) by 4.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 85,228 shares of the company's stock after selling 3,665 shares during the quarter. GE Aerospace comprises 2.0% of Galvin Gaustad & Stein LLC's investment portfolio, making the stock its 8th biggest position. Galvin Gaustad & Stein LLC's holdings in GE Aerospace were worth $26,253,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of GE. State Street Corp raised its stake in shares of GE Aerospace by 0.7% in the 3rd quarter. State Street Corp now owns 44,577,642 shares of the company's stock valued at $13,425,562,000 after acquiring an additional 308,730 shares during the period. Capital World Investors raised its stake in shares of GE Aerospace by 16.2% in the 3rd quarter. Capital World Investors now owns 21,442,810 shares of the company's stock valued at $6,449,731,000 after acquiring an additional 2,995,054 shares during the period. Northern Trust Corp raised its stake in shares of GE Aerospace by 1.8% in the 3rd quarter. Northern Trust Corp now owns 10,296,945 shares of the company's stock valued at $3,097,527,000 after acquiring an additional 181,316 shares during the period. Jennison Associates LLC raised its stake in shares of GE Aerospace by 21.5% in the 3rd quarter. Jennison Associates LLC now owns 8,430,878 shares of the company's stock valued at $2,536,177,000 after acquiring an additional 1,494,541 shares during the period. Finally, Legal & General Group Plc raised its stake in shares of GE Aerospace by 8.1% in the 3rd quarter. Legal & General Group Plc now owns 6,465,804 shares of the company's stock valued at $1,945,043,000 after acquiring an additional 484,467 shares during the period. 74.77% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

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 company's stock in a transaction that occurred 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 sale, the senior vice president directly owned 150,434 shares in the company, valued at approximately $46,103,507.98. The trade was a 16.79% 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 in the last ninety days. 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: GE Aerospace signed a contract with the Indian Air Force to establish an in‑country depot to maintain F404‑IN20 engines for Tejas fighters — a move that should expand aftermarket service revenue, deepen local defense ties, and improve logistics/availability for a growing fleet. GE Aerospace, IAF to set up engine repair facility for Tejas fleet in India
• Positive Sentiment: Multiple outlets report the same F404 depot agreement and emphasize the strategic aftermarket opportunity in India — this consistency increases near‑term clarity for GE’s defense services growth in a large market. GE Aerospace to set up F404 engine depot for Indian Air Force Tejas fleet
• Positive Sentiment: GE and HAL have finalized technical talks on the larger F414 program, with a potential contract this year — that would further increase localized MRO and new engine opportunities in India. GE Aerospace, HAL finalise technical talks on F414 engines; contract likely this year
• Positive Sentiment: Analyst commentary (Zacks / Yahoo) highlights GE’s strong history of earnings surprises and positions the company as likely to beat again — a driver for multiple upward estimate revisions and investor confidence heading into upcoming reports. Why GE (GE) Could Beat Earnings Estimates Again
• Positive Sentiment: GE is scaling AI from pilots to production in India and reports cutting false alarms by over half — operational tech gains that can lower service costs and improve engine uptime, supporting margins in the services business. GE Aerospace scales AI from pilots to production; India anchors global capability
• Neutral Sentiment: Senator Kirsten Gillibrand toured GE’s research center in Niskayuna — a visibility/PR event that underscores GE’s domestic R&D footprint but has limited direct near‑term financial impact. Gillibrand tours GE Aerospace Research Center in Niskayuna
• Negative Sentiment: A short market note flagged a recent intraday share dip (reported by AmericanBankingNews) — a reminder that headline volatility can occur even amid fundamentally positive developments. GE Aerospace NYSE: GE Shares Down 1.5% - Here's What Happened

GE Aerospace Price Performance

Shares of GE opened at $311.92 on Tuesday. GE Aerospace has a fifty-two week low of $176.02 and a fifty-two week high of $348.48. The firm's 50 day moving average price is $311.82 and its 200 day moving average price is $306.82. The company has a market cap of $327.14 billion, a P/E ratio of 38.32, a PEG ratio of 2.87 and a beta of 1.43. The company has a quick ratio of 0.74, a current ratio of 1.04 and a debt-to-equity ratio of 1.00.

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

GE Aerospace Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, April 27th. Investors 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 0.6%. The ex-dividend date of this dividend is Monday, March 9th. This is an increase from GE Aerospace's previous quarterly dividend of $0.36. GE Aerospace's payout ratio is currently 23.10%.

Wall Street Analysts Forecast Growth

A number of research firms have recently issued reports on GE. Sanford C. Bernstein boosted their price target on shares of GE Aerospace from $374.00 to $405.00 and gave the company an "outperform" rating in a research note on Tuesday, March 3rd. TD Cowen reduced their price target on shares of GE Aerospace from $350.00 to $330.00 and set a "buy" rating on the stock in a research note on Wednesday, April 8th. Wells Fargo & Company began coverage on shares of GE Aerospace in a research note on Wednesday, April 1st. They issued an "overweight" rating and a $325.00 price target on the stock. Morgan Stanley began coverage on shares of GE Aerospace in a research note on Friday, February 20th. They issued an "overweight" rating and a $425.00 price target on the stock. Finally, Wolfe Research boosted their price target on shares of GE Aerospace from $340.00 to $360.00 and gave the company an "outperform" rating in a research note on Monday, January 12th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat.com, GE Aerospace presently has a consensus rating of "Moderate Buy" and an average price target of $350.88.

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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