GE Aerospace $GE Shares Sold by Wilmington Savings Fund Society FSB

Key Points

• Wilmington Savings Fund Society FSB cut its stake in GE Aerospace by 23.0% in Q3, selling 8,195 shares and leaving 27,507 shares valued at $8.275 million.
• GE Aerospace beat Q results with EPS of $1.57 vs. $1.43 expected and revenue of $11.90B (up 17.6% YoY), issued FY2026 guidance of 7.10–7.40 EPS, and raised its quarterly dividend to $0.47 from $0.36.
• Insiders sold 37,398 shares (~$11.46M) over the past 90 days while institutional ownership remains high at 74.77%; analysts maintain a "Moderate Buy" consensus with a $331.12 average target.

Wilmington Savings Fund Society FSB cut its stake in GE Aerospace (NYSE:GE - Free Report) by 23.0% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 27,507 shares of the company's stock after selling 8,195 shares during the quarter. Wilmington Savings Fund Society FSB's holdings in GE Aerospace were worth $8,275,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of the company. Diversified Trust Co grew its stake in GE Aerospace by 21.3% during the 3rd quarter. Diversified Trust Co now owns 32,021 shares of the company's stock valued at $9,633,000 after acquiring an additional 5,625 shares in the last quarter. Cadinha & Co. LLC lifted its stake in GE Aerospace by 154.8% in the 3rd quarter. Cadinha & Co. LLC now owns 97,280 shares of the company's stock worth $29,264,000 after purchasing an additional 59,106 shares in the last quarter. Czech National Bank boosted its holdings in shares of GE Aerospace by 3.3% during the 3rd quarter. Czech National Bank now owns 269,330 shares of the company's stock worth $81,020,000 after purchasing an additional 8,668 shares during the last quarter. Phoenix Financial Ltd. boosted its holdings in shares of GE Aerospace by 34.3% during the 3rd quarter. Phoenix Financial Ltd. now owns 22,632 shares of the company's stock worth $6,808,000 after purchasing an additional 5,775 shares during the last quarter. Finally, Integrity Financial Corp WA purchased a new stake in shares of GE Aerospace in the third quarter valued at approximately $481,000. 74.77% of the stock is currently owned by hedge funds and other institutional investors.

GE Aerospace Stock Down 0.6%

GE stock opened at $302.11 on Wednesday. GE Aerospace has a one year low of $159.36 and a one year high of $348.48. The firm has a market cap of $316.86 billion, a PE ratio of 37.11, a PEG ratio of 2.81 and a beta of 1.36. The firm's 50 day moving average price is $319.12 and its 200-day moving average price is $306.15. 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 (NYSE:GE - Get Free Report) last issued its quarterly earnings data 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. 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 firm's revenue for the quarter was up 17.6% compared to the same quarter last year. During the same period in the prior year, the business posted $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, equities research analysts anticipate that GE Aerospace will post 5.4 EPS for the current year.

GE Aerospace Increases Dividend

The firm also recently declared 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. The ex-dividend date is Monday, March 9th. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.6%. This is a boost from GE Aerospace's previous quarterly dividend of $0.36. GE Aerospace's dividend payout ratio (DPR) is currently 23.10%.

Key GE Aerospace News

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

• Positive Sentiment: Major Europe investment and hiring: GE Aerospace plans to invest more than $127M in European manufacturing and MRO capacity and hire 1,000+ workers in 2026, which should boost production throughput and support commercial and defense aftermarket revenue growth. Article Title
• Positive Sentiment: U.S. manufacturing expansion and hiring push: Multiple US investments (Indiana $65M, Batesville $18M, Hooksett $12M) are part of a ~$1B manufacturing/supplier program and support hiring >5,000 workers — improves supply resilience and capacity to meet strong engine demand. Article Title
• Positive Sentiment: Defense & Propulsion momentum: The defense unit is seeing rising orders and major contracts, underpinning a steady growth outlook and recurring aftermarket spares revenue that should support margins over time. Article Title
• Neutral Sentiment: Palantir partnership expands military AI use: GE is deepening use of Palantir’s agentic AI to predict failures, optimize spares and improve readiness — this can lower operating costs and improve fleet availability, but benefits will accrue over time and are shared with partners. Article Title
• Negative Sentiment: Rare‑earth policy shift could raise defense costs: U.S. moves to reduce reliance on Chinese-origin rare earths and newly favored domestic metallization/awards will force supply-chain changes from 2027 onward; that could increase input costs and compliance complexity for defense engines and systems, pressuring near‑term margins. Article Title

Insider Buying and Selling

In other GE Aerospace news, VP Robert M. Giglietti sold 3,035 shares of the stock in a transaction dated 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 ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, SVP Russell Stokes sold 30,363 shares of the business'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 transaction 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 trade represents a 16.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 37,398 shares of company stock valued at $11,455,491. 0.21% of the stock is currently owned by insiders.

Analysts Set New Price Targets

Several research firms recently commented on GE. Citigroup reaffirmed a "buy" rating and issued a $380.00 price target (up from $378.00) on shares of GE Aerospace in a report on Friday, January 23rd. Deutsche Bank Aktiengesellschaft upped their target price on GE Aerospace from $375.00 to $387.00 and gave the company a "buy" rating in a report on Friday, January 23rd. Susquehanna reaffirmed a "positive" rating and issued a $380.00 target price on shares of GE Aerospace in a research note on Thursday, January 15th. Sanford C. Bernstein lifted their price target on GE Aerospace from $374.00 to $405.00 and gave the stock an "outperform" rating in a report on Tuesday, March 3rd. Finally, UBS Group set a $374.00 price target on shares of GE Aerospace and gave the company a "buy" rating in a research report on Friday, January 23rd. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $331.12.

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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