GE Aerospace $GE Shares Sold by Arlington Trust Co LLC

Key Points

• Q1 beat: GE Aerospace reported Q1 EPS of $1.86 vs. $1.60 expected and revenue up 24.6% year‑over‑year, and reiterated FY 2026 guidance of 7.10–7.40 EPS.
• Institutional moves: Arlington Trust cut its GE stake by 98.3% to 84 shares (worth $26,000), while large holders like Vanguard and State Street increased positions; institutional investors own about 74.77% of the stock.
• Analyst view & payout: The consensus rating is "Moderate Buy" with a $349.89 price target, and the company raised its quarterly dividend to $0.47 (annualized $1.88, ~0.6% yield).

Arlington Trust Co LLC decreased its position in shares of GE Aerospace (NYSE:GE - Free Report) by 98.3% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 84 shares of the company's stock after selling 4,966 shares during the quarter. Arlington Trust Co LLC's holdings in GE Aerospace were worth $26,000 as of its most recent filing with the SEC.

Several other hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. grew its holdings in shares of GE Aerospace by 0.8% during the fourth quarter. Vanguard Group Inc. now owns 92,731,541 shares of the company's stock worth $28,564,097,000 after purchasing an additional 699,364 shares during the last quarter. State Street Corp grew 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 grew 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 grew 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. Finally, Jennison Associates LLC grew 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. Hedge funds and other institutional investors own 74.77% of the company's stock.

Analyst Ratings Changes

Several equities analysts have issued reports on GE shares. TD Cowen dropped their price objective on GE Aerospace from $350.00 to $330.00 and set a "buy" rating on the stock in a report on Wednesday, April 8th. The Goldman Sachs Group raised their price objective on GE Aerospace from $338.00 to $350.00 and gave the stock a "buy" rating in a report on Friday, January 23rd. UBS Group dropped their price objective on GE Aerospace from $357.00 to $350.00 and set a "buy" rating on the stock in a report on Wednesday, April 22nd. Wolfe Research raised their price objective on GE Aerospace from $340.00 to $360.00 and gave the stock an "outperform" rating in a report on Monday, January 12th. Finally, BNP Paribas Exane raised their price objective on GE Aerospace from $290.00 to $300.00 and gave the stock an "underperform" rating in a report on Wednesday, April 22nd. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued 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, the company has a consensus rating of "Moderate Buy" and a consensus price target of $349.89.

GE Aerospace Price Performance

Shares of GE opened at $289.27 on Wednesday. GE Aerospace has a twelve month low of $196.86 and a twelve month high of $348.48. The stock's 50 day moving average is $307.43 and its two-hundred day moving average is $306.55. The firm has a market capitalization of $301.80 billion, a PE ratio of 35.62, a P/E/G ratio of 2.65 and a beta of 1.43. The company has a current ratio of 1.01, a quick ratio of 0.70 and a debt-to-equity ratio of 0.99.

GE Aerospace (NYSE:GE - Get Free Report) last announced its quarterly earnings data on Tuesday, April 21st. The company reported $1.86 earnings per share for the quarter, beating analysts' consensus estimates of $1.60 by $0.26. GE Aerospace had a return on equity of 37.99% and a net margin of 17.86%.The company had revenue of $11.61 billion for the quarter, compared to analyst estimates of $11.61 billion. During the same quarter in the previous year, the company earned $1.49 EPS. The firm's revenue for the quarter was up 24.6% compared to the same quarter last year. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Research analysts anticipate that GE Aerospace will post 7.45 earnings per share for the current year.

GE Aerospace Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, April 27th. Shareholders of record on Monday, March 9th were issued a $0.47 dividend. The ex-dividend date of this dividend was Monday, March 9th. This represents a $1.88 dividend on an annualized basis and a yield of 0.6%. This is a boost from GE Aerospace's previous quarterly dividend of $0.36. GE Aerospace's dividend payout ratio is presently 23.15%.

Key GE Aerospace News

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

• Positive Sentiment: Reported a strong Q1: EPS topped estimates, revenue grew ~24.6% year‑over‑year and management reaffirmed/issued FY guidance — the beat supports near‑term upside despite narrower margins. GE Aerospace posts strong Q1 beat but margins narrow
• Positive Sentiment: Pentagon added $46M to a GE engine contract — a small but direct defense win that supports aftermarket and military engine revenues. Pentagon Adds $46M to GE Engine Contract
• Positive Sentiment: Large airline orders elsewhere likely boost spare‑engine and MRO demand for GE’s CFM engine business — Panama’s Copa Airlines ordered 60 more Boeing 737 MAX jets, increasing future engine content opportunities. Panama's Copa Airlines orders 60 more Boeing 737 MAX for $13.5 bn
• Positive Sentiment: Selected Cincinnati‑Dayton for a new GE Aerospace workforce development program — improves hiring pipeline and local manufacturing capacity, supporting medium‑term execution. Cincinnati-Dayton region selected for new GE Aerospace workforce development program
• Neutral Sentiment: Valuation piece notes recent short‑term share weakness (YTD and 7‑day declines) but strong 1‑year/5‑year returns — useful context for investors weighing near‑term risk vs long‑term momentum. A Look At General Electric (GE) Valuation After Recent Share Price Weakness And Long Term Gains
• Neutral Sentiment: Comparisons with peers (Howmet) show mixed analyst views — some say Howmet offers stronger near‑term upside, which can pressure GE’s relative valuation even as aerospace demand lifts the whole sector. GE Aerospace vs. Howmet: Which Aerospace & Defense Stock Has Greater Upside? GE Aerospace vs. Howmet (Zacks)
• Neutral Sentiment: Stock‑analysis and buy/hold articles (e.g., InsiderMonkey) are publishing fresh takes — helpful for retail/institutional sentiment but not new company fundamentals. Is GE Aerospace (GE) A Good Stock To Buy Now?
• Neutral Sentiment: Broad earnings‑season coverage includes sector moves that can influence multiple industrial names; watch for follow‑on analyst updates. Earnings Season Surprises

Insider Buying and Selling at GE Aerospace

In other GE Aerospace news, SVP Amy L. Gowder sold 4,000 shares of GE Aerospace stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $305.73, for a total value of $1,222,920.00. Following the sale, the senior vice president owned 16,535 shares of the company's stock, valued at approximately $5,055,245.55. The trade was a 19.48% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Russell Stokes sold 30,363 shares of GE Aerospace stock in a transaction that occurred on Friday, January 30th. The shares were sold at an average price of $306.47, for a total value 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 $46,103,507.98. This represents a 16.79% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 37,398 shares of company stock valued at $11,455,491. 0.19% of the stock is owned by corporate insiders.

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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