GE Aerospace $GE Stock: Bahl & Gaynor LLC Grows Position

Key Points

• Bahl & Gaynor increased its GE Aerospace stake by 37.4% in the third quarter, adding 71,432 shares to hold 262,215 shares valued at about $81.9 million. Institutional investors collectively own 74.77% of the stock.
• Analyst sentiment is broadly positive: 16 analysts rate GE a Buy, three a Hold and one a Sell, giving it a “Moderate Buy” consensus and an average price target of $373.45; some firms recently lowered their targets.
• GE Aerospace beat quarterly earnings and revenue expectations, with EPS of $2.25 and revenue up 24.7% year over year. The article also cites strong defense and propulsion demand as a potential driver of low-double-digit segment growth in 2026.

Bahl & Gaynor LLC boosted its holdings in GE Aerospace (NYSE:GE - Free Report) by 37.4% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 262,215 shares of the company's stock after buying an additional 71,432 shares during the period. Bahl & Gaynor LLC's holdings in GE Aerospace were worth $81,887,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. GK Wealth Management LLC acquired a new position in shares of GE Aerospace in the 3rd quarter valued at $25,000. Clark Wealth Partners increased its holdings in shares of GE Aerospace by 70.1% during the 3rd quarter. Clark Wealth Partners now owns 114 shares of the company's stock worth $36,000 after buying an additional 47 shares during the last quarter. Paladin Partners LLC acquired a new stake in shares of GE Aerospace during the 2nd quarter worth $38,000. Parvin Asset Management LLC acquired a new stake in shares of GE Aerospace during the 2nd quarter worth $41,000. Finally, Markowski Investments purchased a new position in shares of GE Aerospace in the 2nd quarter worth $46,000. Institutional investors and hedge funds own 74.77% of the company's stock.

Wall Street Analysts Forecast Growth

A number of research analysts recently weighed in on GE shares. BNP Paribas Exane reduced their target price on GE Aerospace from $305.00 to $280.00 and set an "underperform" rating on the stock in a report on Wednesday, October 21st. Weiss Ratings restated a "buy (b)" rating on shares of GE Aerospace in a research note on Thursday, October 15th. UBS Group restated a "buy" rating and issued a $380.00 price objective (up from $377.00) on shares of GE Aerospace in a report on Wednesday, October 21st. HC Wainwright set a $375.00 price objective on GE Aerospace in a research note on Wednesday, October 21st. Finally, Susquehanna reduced their price objective on GE Aerospace from $430.00 to $400.00 and set a "positive" rating on the stock in a research note on Wednesday, October 21st. Sixteen analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus price target of $373.45.

Insider Buying and Selling at GE Aerospace

In other news, VP Robert Giglietti sold 14,796 shares of the company's stock in a transaction dated Wednesday, November 4th. The stock was sold at an average price of $332.54, for a total value of $4,920,261.84. Following the completion of the sale, the vice president owned 20,201 shares of the company's stock, valued at $6,717,640.54. This represents a 42.28% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.19% of the stock is owned by insiders.

Key Headlines Impacting GE Aerospace

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

• Positive Sentiment: Defense and propulsion growth: Robust demand, rising orders and key defense contracts are supporting the segment’s low-double-digit growth outlook for 2026, providing a potential business-growth catalyst. Zacks article
• Positive Sentiment: Analyst outlook remains bullish: Despite GE Aerospace lagging the broader market over the past year, Wall Street analysts cited in the report remain optimistic about its prospects. Barchart article
• Neutral Sentiment: Charitable donations: GE Aerospace donated more than $1 million to veteran and military charities in the U.S. and U.K.—a reputational positive, but not a direct earnings catalyst. Military.com article
• Neutral Sentiment: Industrial fund selling: GE was the largest stock sale reported by the Industrial Select SPDR, which sold holdings across all 83 positions. Because the fund exited everything, the sale may reflect broad portfolio changes rather than a GE-specific view. Yahoo Finance article
• Negative Sentiment: Correction may weigh on sentiment: A Motley Fool article describes GE Aerospace shares as being in a correction, a near-term headwind, though it argues patient investors could be rewarded over the longer term. Motley Fool article

GE Aerospace Stock Performance

Shares of GE stock opened at $338.41 on Wednesday. The company's fifty day simple moving average is $314.60 and its 200-day simple moving average is $323.43. GE Aerospace has a 52 week low of $268.91 and a 52 week high of $388.84. The company has a current ratio of 0.98, a quick ratio of 0.68 and a debt-to-equity ratio of 0.96. The company has a market cap of $349.70 billion, a PE ratio of 39.03, a P/E/G ratio of 2.28 and a beta of 1.43.

GE Aerospace (NYSE:GE - Get Free Report) last announced its quarterly earnings results on Tuesday, October 20th. The company reported $2.25 earnings per share for the quarter, topping analysts' consensus estimates of $2.01 by $0.24. GE Aerospace had a net margin of 17.31% and a return on equity of 44.43%. The firm had revenue of $13.29 billion during the quarter, compared to analysts' expectations of $12.88 billion. During the same period in the prior year, the company earned $1.66 EPS. The firm's revenue was up 24.7% on a year-over-year basis. As a group, equities research analysts anticipate that GE Aerospace will post 8.16 EPS for the current year.

GE Aerospace Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, October 26th. Shareholders of record on Monday, October 5th were paid a dividend of $0.47 per share. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date was Monday, October 5th. GE Aerospace's payout ratio is currently 21.68%.

About GE Aerospace

GE Aerospace NYSE: GE designs, manufactures and services engines and related systems for commercial and military aircraft. Its offerings include aircraft engines, components, avionics and other integrated systems, along with maintenance, repair and overhaul services and digital solutions that support aircraft operations. The company serves airlines, aircraft manufacturers, governments and defense organizations around the world. Its business combines original equipment production with long-term aftermarket support, including parts and technical services for engines already in operation.

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