Landscape Capital Management L.L.C. Acquires 7,820 Shares of GE Aerospace $GE

Key Points

• Landscape Capital Management increased its stake in GE Aerospace by 55.8%, buying 7,820 shares to hold 21,827 shares worth $6.566 million per its latest 13F filing.
• Insiders have been net sellers, offloading 37,398 shares (~$11.46M) in the last quarter, including SVP Amy L. Gowder (4,000 shares) and VP Robert M. Giglietti (3,035 shares), leaving insiders with about 0.21% ownership.
• Company updates: GE Aerospace beat quarterly EPS estimates ($1.57 vs. $1.43), set FY2026 guidance of 7.10–7.40 EPS, raised its quarterly dividend to $0.47 (annualized $1.88), and holds an average analyst rating of "Moderate Buy" with a $331.12 target.

Landscape Capital Management L.L.C. grew its holdings in shares of GE Aerospace (NYSE:GE - Free Report) by 55.8% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 21,827 shares of the company's stock after buying an additional 7,820 shares during the period. Landscape Capital Management L.L.C.'s holdings in GE Aerospace were worth $6,566,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Diversified Trust Co raised its holdings in GE Aerospace by 21.3% in the third quarter. Diversified Trust Co now owns 32,021 shares of the company's stock worth $9,633,000 after purchasing an additional 5,625 shares in the last quarter. Cadinha & Co. LLC boosted its holdings in shares of GE Aerospace by 154.8% during the 3rd quarter. Cadinha & Co. LLC now owns 97,280 shares of the company's stock valued at $29,264,000 after buying an additional 59,106 shares in the last quarter. Police & Firemen s Retirement System of New Jersey grew its position in shares of GE Aerospace by 1.8% in the 2nd quarter. Police & Firemen s Retirement System of New Jersey now owns 159,682 shares of the company's stock worth $41,101,000 after buying an additional 2,779 shares during the period. Czech National Bank grew its position in shares of GE Aerospace by 3.3% in the 3rd quarter. Czech National Bank now owns 269,330 shares of the company's stock worth $81,020,000 after buying an additional 8,668 shares during the period. Finally, Phoenix Financial Ltd. increased its stake in shares of GE Aerospace by 34.3% in the 3rd quarter. Phoenix Financial Ltd. now owns 22,632 shares of the company's stock worth $6,808,000 after acquiring an additional 5,775 shares in the last quarter. Institutional investors own 74.77% of the company's stock.

Insider Buying and Selling

In other GE Aerospace news, SVP Amy L. Gowder sold 4,000 shares of the business's stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $305.73, for a total transaction of $1,222,920.00. Following the completion of the sale, the senior vice president directly owned 16,535 shares in the company, valued at approximately $5,055,245.55. The trade was a 19.48% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, VP Robert M. Giglietti sold 3,035 shares of the stock in a transaction on Friday, January 30th. The shares were sold at an average price of $305.51, for a total value of $927,222.85. Following the transaction, the vice president directly owned 10,583 shares in the company, valued at $3,233,212.33. The trade was a 22.29% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 37,398 shares of company stock worth $11,455,491. 0.21% of the stock is owned by insiders.

Wall Street Analyst Weigh In

Several equities research analysts recently commented on the stock. Wall Street Zen lowered shares of GE Aerospace from a "buy" rating to a "hold" rating in a research note on Saturday, February 21st. BNP Paribas Exane decreased their target price on shares of GE Aerospace from $305.00 to $290.00 and set an "underperform" rating for the company in a research note on Friday, January 23rd. Wolfe Research boosted their price target on GE Aerospace from $340.00 to $360.00 and gave the stock an "outperform" rating in a research report on Monday, January 12th. Deutsche Bank Aktiengesellschaft upped their price target on GE Aerospace from $375.00 to $387.00 and gave the stock a "buy" rating in a research note on Friday, January 23rd. Finally, The Goldman Sachs Group lifted their price objective on GE Aerospace from $338.00 to $350.00 and gave the company a "buy" rating in a research note on Friday, January 23rd. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average target price of $331.12.

GE Aerospace Stock Performance

NYSE GE traded down $2.24 during trading hours on Friday, hitting $304.46. The company's stock had a trading volume of 853,248 shares, compared to its average volume of 5,524,606. GE Aerospace has a 12 month low of $159.36 and a 12 month high of $348.48. The company's 50 day simple moving average is $320.45 and its two-hundred day simple moving average is $305.10. The company has a debt-to-equity ratio of 1.00, a current ratio of 1.04 and a quick ratio of 0.74. The company has a market cap of $319.32 billion, a P/E ratio of 37.38, a price-to-earnings-growth ratio of 3.00 and a beta of 1.36.

GE Aerospace (NYSE:GE - Get Free Report) last posted its earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.43 by $0.14. The business had revenue of $11.90 billion for the quarter, compared to analysts' expectations of $11.27 billion. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The business's revenue for the quarter was up 17.6% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.32 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, sell-side analysts expect that GE Aerospace will post 5.4 EPS for the current fiscal year.

GE Aerospace Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, April 27th. Investors of record on Monday, March 9th will be given a dividend of $0.47 per share. This represents a $1.88 dividend on an annualized basis and a yield of 0.6%. This is a positive change from GE Aerospace's previous quarterly dividend of $0.36. The ex-dividend date is Monday, March 9th. GE Aerospace's payout ratio is currently 23.10%.

Trending Headlines about GE Aerospace

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

• Positive Sentiment: Expanded AI partnership with Palantir to optimize engine supply chains and improve U.S. Air Force fleet readiness — a revenue/contract tailwind and operational efficiency play that Wall Street views bullishly. GE Aerospace And Palantir Extend AI Deal For U.S. Air Force Readiness
• Positive Sentiment: $1 billion U.S. manufacturing investment and hiring of ~5,000 workers — expands capacity, shortens supply chains and supports long‑term organic growth in engines and services. GE Aerospace to invest $1 billion in U.S. manufacturing, hire 5,000 workers
• Neutral Sentiment: Local capital deployment: GE plans to spend $115M in the Greater Cincinnati region as part of the broader manufacturing and supply‑chain program — supportive for execution but incremental to near‑term earnings. GE Aerospace invest $115M in region
• Neutral Sentiment: Inclusion in thematic lists (3D printing and advanced manufacturing) highlights optional upside narratives around production tech exposure, but these are longer‑term thematic drivers. Top 3D Printing Stocks to Buy Now for Solid Long-Term Returns
• Negative Sentiment: FAA airworthiness directive on certain GEnx HPC stage‑5 blisks (quality escape tied to a forged ingot) raises the prospect of higher near‑term shop visits, replacement costs and customer disruption — the primary reason the stock moved lower today. GE Aerospace slides as FAA directive on GEnx components adds new maintenance overhang
• Negative Sentiment: Short‑term selling pressure amplified by profit‑taking after a strong run and the company’s premium valuation — makes GE more sensitive to operational headlines like the FAA action. GE Aerospace slides as FAA directive on GEnx components adds new maintenance overhang

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.

Want to see what other hedge funds are holding GE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for GE Aerospace (NYSE:GE - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.