MWA Asset Management Takes $1.57 Million Position in GE Aerospace $GE

Key Points

• MWA Asset Management opened a new position in GE Aerospace in Q4, buying 5,095 shares worth about $1.57 million, while other major institutions also boosted stakes — institutional ownership stands at roughly 74.77%.
• GE Aerospace beat Q1 expectations with $1.86 EPS (vs. $1.60 est.), reported revenue of $11.61 billion (up 24.6% YoY) and set FY2026 guidance of 7.10–7.40 EPS, with analysts projecting about 7.45 EPS for the year.
• Market sentiment is mixed: analyst ratings range from underperform to outperform (consensus "Moderate Buy" and $349.06 target), insiders sold shares last quarter, and short‑term concerns (guidance, jet fuel/geopolitical risks) have offset positive endorsements like buy‑the‑dip calls from Jim Cramer and Wells Fargo's Overweight initiation.

MWA Asset Management purchased a new position in shares of GE Aerospace (NYSE:GE - Free Report) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 5,095 shares of the company's stock, valued at approximately $1,569,000.

Several other hedge funds have also added to or reduced their stakes in the company. State Street Corp lifted its holdings in GE Aerospace by 0.7% during the 3rd quarter. State Street Corp now owns 44,577,642 shares of the company's stock worth $13,425,562,000 after purchasing an additional 308,730 shares during the last quarter. Capital World Investors lifted its holdings in GE Aerospace by 16.2% during the 3rd quarter. Capital World Investors now owns 21,442,810 shares of the company's stock worth $6,449,731,000 after purchasing an additional 2,995,054 shares during the last quarter. Northern Trust Corp lifted its holdings in GE Aerospace by 1.8% during the 3rd quarter. Northern Trust Corp now owns 10,296,945 shares of the company's stock worth $3,097,527,000 after purchasing an additional 181,316 shares during the last quarter. Jennison Associates LLC lifted its holdings in GE Aerospace by 21.5% during the 3rd quarter. Jennison Associates LLC now owns 8,430,878 shares of the company's stock worth $2,536,177,000 after purchasing an additional 1,494,541 shares during the last quarter. Finally, Legal & General Group Plc lifted its holdings in GE Aerospace by 8.1% during the 3rd quarter. Legal & General Group Plc now owns 6,465,804 shares of the company's stock worth $1,945,043,000 after purchasing an additional 484,467 shares during the last quarter. 74.77% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several analysts recently weighed in on GE shares. BNP Paribas Exane lifted their price target on GE Aerospace from $290.00 to $300.00 and gave the stock an "underperform" rating in a report on Wednesday. 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. Wells Fargo & Company started coverage on GE Aerospace in a report on Wednesday, April 1st. They set an "overweight" rating and a $325.00 price target for the company. Zacks Research lowered GE Aerospace from a "strong-buy" rating to a "hold" rating in a research note on Tuesday, March 24th. Finally, TD Cowen lowered their price objective on GE Aerospace from $350.00 to $330.00 and set a "buy" rating on the stock in a research note on Wednesday, April 8th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, GE Aerospace presently has an average rating of "Moderate Buy" and a consensus target price of $349.06.

Insider Transactions at GE Aerospace

In other news, SVP Amy L. Gowder sold 4,000 shares of the business's stock in a transaction 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 transaction, the senior vice president owned 16,535 shares of the company's stock, 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 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 transaction, the senior vice president directly owned 150,434 shares of the company's stock, valued at $46,103,507.98. This trade represents a 16.79% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 37,398 shares of company stock valued at $11,455,491. Corporate insiders own 0.19% of the company's stock.

GE Aerospace Trading Up 0.8%

Shares of GE opened at $284.61 on Friday. The company has a debt-to-equity ratio of 0.99, a quick ratio of 0.74 and a current ratio of 1.01. GE Aerospace has a 52-week low of $196.86 and a 52-week high of $348.48. The firm has a market cap of $296.94 billion, a price-to-earnings ratio of 35.05, a PEG ratio of 2.63 and a beta of 1.43. The business's fifty day moving average is $308.80 and its 200-day moving average is $306.61.

GE Aerospace (NYSE:GE - Get Free Report) last posted its quarterly earnings results on Tuesday, April 21st. The company reported $1.86 EPS for the quarter, topping analysts' consensus estimates of $1.60 by $0.26. GE Aerospace had a return on equity of 37.99% and a net margin of 17.86%.The company had revenue of $11.61 billion during the quarter, compared to analysts' expectations of $11.61 billion. During the same quarter in the previous year, the firm earned $1.49 EPS. GE Aerospace's revenue was up 24.6% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Equities analysts anticipate that GE Aerospace will post 7.45 EPS for the current fiscal 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. This is an increase from GE Aerospace's previous quarterly dividend of $0.36. The ex-dividend date of this dividend is Monday, March 9th. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.7%. GE Aerospace's payout ratio is presently 23.15%.

Key Stories Impacting GE Aerospace

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

• Positive Sentiment: High-profile endorsement: Jim Cramer said he’d be a buyer based on GE Aerospace’s earnings where “every key line was above expectations,” giving retail momentum to the stock. Jim Cramer on GE Aerospace: “I’d Be a Buyer Down Here”
• Positive Sentiment: Institutional support/buy-the-dip narrative: Citi and other outlets counseled investors to view the pullback after earnings as a buying opportunity, citing continued demand and solid fundamentals. GE Stock Drops After Earnings. Citi Says Buy the Dip.
• Positive Sentiment: New coverage with an upside view: Wells Fargo initiated coverage with an Overweight and $325 target, signaling confidence in longer‑term LEAP engine ramps. Wells Fargo Asserts GE Aerospace Growth Prospects on Leap SV Ramp
• Neutral Sentiment: Price-target tweak but mixed signal: BNP Paribas Exane raised its target to $300 while keeping an “underperform” rating — modestly higher target but continued caution from that shop. BNP Paribas Adjusts Price Target on GE Aerospace
• Neutral Sentiment: Macro/market context: MarketBeat’s week review notes a constructive earnings backdrop but warns oil/commodity volatility could matter if geopolitical tensions resume — a background risk for aerospace names. MarketBeat Week in Review – 04/20 - 04/24
• Negative Sentiment: Analyst downgrades and pessimistic forecasts: Reports show an analyst downgrade that knocked shares lower (trading down ~3.7% in one headline) and UBS issued a pessimistic price forecast, pressuring sentiment. GE Aerospace Trading Down 3.7% Following Analyst Downgrade UBS Group Issues Pessimistic Forecast for GE Aerospace
• Negative Sentiment: Guidance disappointed some investors: coverage notes the company’s cautious outlook after Q1 led to the initial selloff despite strong results — a key driver for short‑term weakness. Why GE Aerospace Stock Is Trading Lower Today
• Negative Sentiment: Operational headwind — jet fuel/geo risk: Analysis highlights that higher jet fuel prices and possible supply disruptions tied to geopolitical tensions (Iran) tighten airline economics, which can slow airline orders/usage and weigh on engine aftermarket demand. How the Iran Conflict Is Squeezing GE Aerospace's Outlook

About GE Aerospace

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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