GE Aerospace $GE Shares Sold by Bfsg LLC

Key Points

• Bfsg LLC cut its GE Aerospace stake by 88.1% in Q4, selling 3,589 shares and leaving 485 shares valued at about $149,000, according to its SEC filing.
• Company insiders have been net sellers — VP Robert M. Giglietti sold 3,035 shares and SVP Russell Stokes sold 30,363 shares (insiders sold 37,398 shares worth roughly $11.46M over the last 90 days), leaving insiders with about 0.19% ownership.
• Analysts remain broadly favorable with a consensus of "Moderate Buy" and an average price target of $350.88; GE also beat Q results, set FY2026 guidance of 7.10–7.40 EPS, and raised its quarterly dividend to $0.47.

Bfsg LLC lowered its position in GE Aerospace (NYSE:GE - Free Report) by 88.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 485 shares of the company's stock after selling 3,589 shares during the quarter. Bfsg LLC's holdings in GE Aerospace were worth $149,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in GE. REAP Financial Group LLC acquired a new position in shares of GE Aerospace during the third quarter worth about $25,000. Marquette Asset Management LLC acquired a new position in shares of GE Aerospace during the third quarter worth about $26,000. Barnes Dennig Private Wealth Management LLC lifted its stake in shares of GE Aerospace by 147.2% during the third quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company's stock worth $27,000 after purchasing an additional 53 shares in the last quarter. Roble Belko & Company Inc lifted its stake in shares of GE Aerospace by 98.1% during the third quarter. Roble Belko & Company Inc now owns 103 shares of the company's stock worth $31,000 after purchasing an additional 51 shares in the last quarter. Finally, Lavaca Capital LLC lifted its stake in shares of GE Aerospace by 1,666.7% during the second quarter. Lavaca Capital LLC now owns 106 shares of the company's stock worth $27,000 after purchasing an additional 100 shares in the last quarter. Institutional investors and hedge funds own 74.77% of the company's stock.

Analysts Set New Price Targets

Several research analysts recently commented on GE shares. Daiwa Securities Group started coverage on GE Aerospace in a research note on Tuesday, March 31st. They issued a "neutral" rating and a $301.00 price target on the stock. TD Cowen cut their price target on GE Aerospace from $350.00 to $330.00 and set a "buy" rating on the stock in a research note on Wednesday. UBS Group set a $374.00 price target on GE Aerospace and gave the stock a "buy" rating in a research note on Friday, January 23rd. Wells Fargo & Company started coverage on GE Aerospace in a research note on Wednesday, April 1st. They issued an "overweight" rating and a $325.00 price target on the stock. Finally, Wall Street Zen cut GE Aerospace from a "buy" rating to a "hold" rating in a research note on Saturday. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus price target of $350.88.

Key GE Aerospace News

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

• Positive Sentiment: Defense & Propulsion momentum — GE Aerospace's Defense & Propulsion unit is winning contracts, building backlog and showing margin improvement, supporting near-term earnings visibility and cash flow expectations. GE Gains From Strength in Defense & Propulsion Unit
• Positive Sentiment: AI partnership and manufacturing productivity — Coverage highlights GE Aerospace teaming with Ford on AI initiatives to boost efficiency and margins, a signal that industrials can leverage AI to defend margins versus software peers. This supports longer-term margin expansion. AI Makes Strange Bedfellows of Ford and GE Aerospace
• Positive Sentiment: Bullish media and analyst voices — Prominent commentators (e.g., Jim Cramer) and bullish analyst write-ups highlight durable demand for engines as aircraft production continues, adding retail investor interest. Jim Cramer on GE Aerospace
• Positive Sentiment: Long-term cash-flow thesis — Deep-dive bullish pieces argue the market is underestimating GE Aerospace’s multi-decade free cash flow potential, which underpins higher valuation upside if execution continues. The Market Is Missing The Multi-Decade Cash Flow Engine
• Neutral Sentiment: Nassau toxic-site study — GE Aerospace will contribute a study toward a cleanup plan for a toxic site in Nassau. It’s a local environmental/regulatory headline; likely manageable but worth monitoring for scope/cost implications. GE Aerospace study to contribute to cleanup plan for toxic Nassau site
• Neutral Sentiment: Relative valuations across GE spinoffs — Analysis comparing GE’s spun-off businesses underscores differing growth/valuation profiles; useful context but not an immediate catalyst for GE Aerospace. The GE Family Divided
• Negative Sentiment: Analyst/broker optimism questioned — Coverage noting that the average brokerage recommendation rates GE as a Buy but warns that sell‑side optimism may be overstated; that can prompt short-term volatility if analysts trim ratings or investors reassess expectations. GE Is Considered a Good Investment by Brokers

Insider Activity

In other news, VP Robert M. Giglietti sold 3,035 shares of the company's stock in a transaction that occurred on Friday, January 30th. The stock was 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 directly owned 10,583 shares of the company's stock, valued at approximately $3,233,212.33. This represents a 22.29% decrease in their ownership of the stock. The transaction 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 the company's 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 transaction, the senior vice president directly owned 150,434 shares of the company's stock, valued at $46,103,507.98. This trade represents a 16.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 37,398 shares of company stock valued at $11,455,491. 0.19% of the stock is currently owned by insiders.

GE Aerospace Stock Down 1.5%

Shares of GE Aerospace stock opened at $308.43 on Friday. The firm has a market cap of $323.48 billion, a P/E ratio of 37.89, a P/E/G ratio of 2.89 and a beta of 1.43. The business has a 50-day moving average price of $311.76 and a 200 day moving average price of $306.67. GE Aerospace has a fifty-two week low of $175.05 and a fifty-two week high of $348.48. 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 posted its earnings results on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, beating the consensus estimate of $1.43 by $0.14. The company had revenue of $11.90 billion during the quarter, compared to analyst estimates of $11.27 billion. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.The business's revenue was up 17.6% compared to the same quarter last year. During the same period in the prior year, the company earned $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, sell-side analysts forecast that GE Aerospace will post 5.4 earnings per share for the current fiscal year.

GE Aerospace Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, April 27th. Stockholders of record on Monday, March 9th will be issued a dividend of $0.47 per share. This represents a $1.88 annualized dividend and a dividend yield of 0.6%. This is a boost 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 currently 23.10%.

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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