Mount Vernon Associates Inc. MD Takes $3.48 Million Position in GE Aerospace $GE

Key Points

• Mount Vernon Associates Inc. MD bought a new stake of 11,293 shares (≈$3.48 million) in GE Aerospace in Q4, representing about 2.3% of its holdings and the fund’s 11th-largest position.
• GE Aerospace beat estimates with $1.57 EPS vs. $1.43 expected and revenue of $11.90 billion (up 17.6% YoY), and set FY2026 guidance of 7.10–7.40 EPS.
• The company raised its quarterly dividend to $0.47 per share (annualized $1.88, ~0.6% yield), and analysts maintain a consensus “Moderate Buy” rating with an average price target near $350.88.

Mount Vernon Associates Inc. MD acquired a new stake in GE Aerospace (NYSE:GE - Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 11,293 shares of the company's stock, valued at approximately $3,479,000. GE Aerospace accounts for about 2.3% of Mount Vernon Associates Inc. MD's holdings, making the stock its 11th biggest position.

Other institutional investors and hedge funds have also modified their holdings of the company. REAP Financial Group LLC acquired a new position in shares of GE Aerospace in the 3rd quarter valued at about $25,000. Marquette Asset Management LLC acquired a new position in GE Aerospace in the 3rd quarter worth about $26,000. Lavaca Capital LLC raised its holdings in GE Aerospace by 1,666.7% in the 2nd quarter. Lavaca Capital LLC now owns 106 shares of the company's stock worth $27,000 after purchasing an additional 100 shares during the period. Barnes Dennig Private Wealth Management LLC raised its holdings in GE Aerospace by 147.2% in the 3rd 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 during the period. Finally, Roble Belko & Company Inc raised its holdings in GE Aerospace by 98.1% in the 3rd quarter. Roble Belko & Company Inc now owns 103 shares of the company's stock worth $31,000 after purchasing an additional 51 shares during the period. Institutional investors and hedge funds own 74.77% of the company's stock.

GE Aerospace Price Performance

NYSE:GE opened at $308.04 on Thursday. GE Aerospace has a 12 month low of $165.70 and a 12 month high of $348.48. The stock has a 50 day moving average of $311.45 and a two-hundred day moving average of $306.57. The company has a current ratio of 1.04, a quick ratio of 0.74 and a debt-to-equity ratio of 1.00. The firm has a market cap of $323.07 billion, a P/E ratio of 37.84, a price-to-earnings-growth ratio of 2.60 and a beta of 1.43.

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

GE Aerospace Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, April 27th. Shareholders of record on Monday, March 9th will be paid a dividend of $0.47 per share. This is an increase from GE Aerospace's previous quarterly dividend of $0.36. The ex-dividend date is Monday, March 9th. This represents a $1.88 annualized dividend and a yield of 0.6%. GE Aerospace's dividend payout ratio (DPR) is presently 23.10%.

Key Headlines Impacting GE Aerospace

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

• Positive Sentiment: Geopolitical relief: President Trump’s cease-fire announcement eased immediate geopolitical risk to commercial aviation, prompting a sector-wide rally that lifted GE Aerospace shares as investors priced lower near-term demand disruption risk. Article Title
• Positive Sentiment: Fundamentals — Commercial Engines strength: Recent coverage highlights strong momentum in GE’s Commercial Engines & Services unit (big year‑over‑year revenue gains and surging orders), supporting revenue growth and profit outlook. That underpins the bullish case for the stock. Article Title
• Positive Sentiment: New coverage/upgrades: Wells Fargo (Overweight, $325 PT) and Daiwa initiated coverage recently, adding institutional interest and lifting sentiment around GE’s multi-year growth runway. Article Title
• Positive Sentiment: High-profile mentions: Jim Cramer and other commentators have included GE Aerospace in recent bullish lists, which can attract retail flows and attention. Article Title
• Neutral Sentiment: PR/operations: GE’s 747 flying laboratory tour and media coverage are positive for brand and program visibility but are unlikely to move fundamentals materially in the near term. Article Title
• Neutral Sentiment: Earnings preview/upcoming catalysts: Analysts expect solid near‑term earnings (high single‑digit EPS growth), so upcoming quarterly results and management cadence are the next major catalysts. Article Title
• Negative Sentiment: Analyst price-target trim: TD Cowen lowered its price target from $350 to $330 while keeping a Buy rating, which trims some upside expectations despite the positive thesis. Article Title
• Negative Sentiment: Political/geopolitical risk around defense sales: Coverage flags shareholder and NGO scrutiny of GE’s defense work and supply/execution issues (e.g., engine delivery delays), which pose governance and reputational risk that could pressure valuation for some investors. Article Title

Analysts Set New Price Targets

A number of equities analysts recently weighed in on the company. Wolfe Research upped their price target on GE Aerospace from $340.00 to $360.00 and gave the stock an "outperform" rating in a report on Monday, January 12th. Wall Street Zen raised GE Aerospace from a "hold" rating to a "buy" rating in a report on Saturday, March 21st. TD Cowen reduced their price target on GE Aerospace from $350.00 to $330.00 and set a "buy" rating for the company in a report on Wednesday. Susquehanna reaffirmed a "positive" rating and issued a $380.00 price target on shares of GE Aerospace in a report on Thursday, January 15th. Finally, The Goldman Sachs Group upped their price target on GE Aerospace from $338.00 to $350.00 and gave the stock a "buy" rating in a report on Friday, January 23rd. 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 company. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $350.88.

Insiders Place Their Bets

In other GE Aerospace news, SVP Amy L. Gowder sold 4,000 shares of the business's stock in a transaction that occurred on Monday, February 2nd. The stock was 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Russell Stokes sold 30,363 shares of the business's stock in a transaction that occurred on Friday, January 30th. The stock was sold at an average price of $306.47, for a total value of $9,305,348.61. Following the sale, the senior vice president owned 150,434 shares of the company's stock, valued at approximately $46,103,507.98. This trade represents a 16.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 37,398 shares of company stock worth $11,455,491. Corporate insiders own 0.19% of the company's stock.

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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