Indivisible Partners Makes New $1.24 Million Investment in GE Aerospace $GE

Key Points

• Indivisible Partners opened a new position in GE Aerospace of 4,021 shares worth about $1.24 million during Q4, contributing to overall institutional ownership of roughly 74.77%.
• Strong quarterly results: GE Aerospace reported $1.86 EPS versus a $1.60 estimate and $11.61B revenue (up 24.6% YoY), and set FY‑2026 guidance of 7.10–7.40 EPS.
• Dividend raised: the company increased its quarterly payout to $0.47 from $0.36 (annualized $1.88, yield ~0.7%), while analysts maintain a consensus rating of "Moderate Buy" with an average target near $349.89.

Indivisible Partners bought a new position in shares of GE Aerospace (NYSE:GE - Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 4,021 shares of the company's stock, valued at approximately $1,239,000.

Other institutional investors and hedge funds also recently modified their holdings of the company. REAP Financial Group LLC bought a new position in shares of GE Aerospace during the third quarter worth about $25,000. Marquette Asset Management LLC bought a new position in shares of GE Aerospace during the third quarter worth about $26,000. Barnes Dennig Private Wealth Management LLC grew its position 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 acquiring an additional 53 shares during the last quarter. Roble Belko & Company Inc grew its position 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 acquiring an additional 51 shares during the last quarter. Finally, Abich Financial Wealth Management LLC bought a new position in shares of GE Aerospace during the third quarter worth about $32,000. 74.77% of the stock is owned by institutional investors and hedge funds.

GE Aerospace Stock Performance

Shares of GE opened at $286.81 on Wednesday. GE Aerospace has a 52-week low of $205.92 and a 52-week high of $348.48. The company has a quick ratio of 0.70, a current ratio of 1.01 and a debt-to-equity ratio of 0.99. The firm has a 50-day moving average price of $304.50 and a 200 day moving average price of $306.28. The firm has a market capitalization of $299.24 billion, a PE ratio of 35.32, a P/E/G ratio of 2.61 and a beta of 1.36.

GE Aerospace (NYSE:GE - Get Free Report) last posted its quarterly earnings data on Tuesday, April 21st. The company reported $1.86 earnings per share for the quarter, beating the consensus estimate of $1.60 by $0.26. GE Aerospace had a net margin of 17.86% and a return on equity of 37.99%. The company had revenue of $11.61 billion during the quarter, compared to analyst estimates of $11.61 billion. During the same quarter last year, the firm posted $1.49 EPS. The business's revenue for the quarter was up 24.6% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, sell-side analysts anticipate that GE Aerospace will post 7.46 earnings per share for the current fiscal year.

GE Aerospace Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, April 27th. Stockholders of record on Monday, March 9th were given a dividend of $0.47 per share. This is a positive change from GE Aerospace's previous quarterly dividend of $0.36. The ex-dividend date was Monday, March 9th. This represents a $1.88 annualized dividend and a dividend yield of 0.7%. GE Aerospace's payout ratio is 23.15%.

More GE Aerospace News

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

• Positive Sentiment: GE signed an F404 engine deal with Türkiye’s TAI to power the country’s advanced jet trainer — a direct commercial win that supports aftermarket revenue, production cadence and geopolitical diversification for GE Aerospace. TAI, GE Aerospace ink F404 engine deal for Türkiye's advanced jet trainer
• Positive Sentiment: Recent quarterly results and outlook remain a tailwind: GE Aerospace beat EPS estimates, reported strong year‑over‑year revenue growth, and set FY‑2026 EPS guidance (7.10–7.40), supporting higher valuation expectations and investor confidence. (Company reports)
• Positive Sentiment: Heightened investor interest in defense names — including reported congressional buying and signs of stabilization in aerospace & defense ETFs — is lifting the group and benefiting prime defense suppliers like GE Aerospace. Congressman Buys Defense Stocks As Middle East Tensions Continues: Here Are The Companies Defense Stocks Are Stabilizing. When to Buy.
• Neutral Sentiment: Market commentary is mixed on valuation — some analysts ask whether GE’s strong multi‑year rally leaves upside limited in the near term, making the stock more sensitive to execution and guidance beats. Is It Too Late To Consider General Electric (GE) After Its Strong Multi Year Rally?
• Neutral Sentiment: Leadership change: Gayatri Rath has exited GE Aerospace after five years; this appears to be a routine personnel move rather than a strategic shift, but investors will watch any follow‑up on succession and continuity. Gayatri Rath exits GE Aerospace after five-year stint
• Negative Sentiment: Technicals and valuation risks: the stock still trades below its 50‑ and 200‑day moving averages and carries a relatively rich P/E and PEG versus some industrial peers, leaving room for short‑term pullbacks if broader market sentiment cools.

Analyst Ratings Changes

Several equities analysts have recently commented on the stock. Daiwa Securities Group assumed coverage on shares of GE Aerospace in a research report on Tuesday, March 31st. They set a "neutral" rating and a $301.00 price target for the company. Deutsche Bank Aktiengesellschaft increased their target price on shares of GE Aerospace from $375.00 to $387.00 and gave the company a "buy" rating in a research report on Friday, January 23rd. Zacks Research lowered shares of GE Aerospace from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, March 24th. Wells Fargo & Company began coverage on shares of GE Aerospace in a research report on Wednesday, April 1st. They issued an "overweight" rating and a $325.00 target price for the company. Finally, JPMorgan Chase & Co. increased their target price on shares of GE Aerospace from $325.00 to $335.00 and gave the company an "overweight" rating in a research report on Monday, January 26th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average price target of $349.89.

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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