Oak Thistle LLC Sells 5,478 Shares of GE Aerospace $GE

Key Points

• Oak Thistle LLC cut its GE Aerospace stake by 58.1% in Q4, selling 5,478 shares and leaving it with 3,945 shares valued at about $1.215 million.
• Company insiders sold a total of 37,398 shares last quarter worth approximately $11,455,491, led by SVP Russell Stokes (30,363 shares, ~$9.3M) and VP Robert Giglietti (3,035 shares, ~$927K); insiders now own about 0.19% of the stock.
• Analysts' consensus is a "Moderate Buy" with a $350.88 price target, while GE recently beat Q results (EPS $1.57 vs. $1.43, revenue up 17.6%), set FY2026 guidance of 7.10–7.40 EPS, and raised its quarterly dividend to $0.47.

Oak Thistle LLC decreased its stake in shares of GE Aerospace (NYSE:GE - Free Report) by 58.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 3,945 shares of the company's stock after selling 5,478 shares during the quarter. Oak Thistle LLC's holdings in GE Aerospace were worth $1,215,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the stock. REAP Financial Group LLC bought a new position in GE Aerospace during the third quarter valued at $25,000. Marquette Asset Management LLC bought a new position in GE Aerospace during the third quarter valued at $26,000. Lavaca Capital LLC lifted its position in GE Aerospace by 1,666.7% during the second quarter. Lavaca Capital LLC now owns 106 shares of the company's stock valued at $27,000 after purchasing an additional 100 shares during the last quarter. Barnes Dennig Private Wealth Management LLC lifted its position in GE Aerospace by 147.2% during the third quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company's stock valued at $27,000 after purchasing an additional 53 shares during the last quarter. Finally, Roble Belko & Company Inc lifted its position in GE Aerospace by 98.1% during the third quarter. Roble Belko & Company Inc now owns 103 shares of the company's stock valued at $31,000 after purchasing an additional 51 shares during the last quarter. Institutional investors own 74.77% of the company's stock.

Analysts Set New Price Targets

GE has been the subject of several research reports. Deutsche Bank Aktiengesellschaft increased their price objective 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. UBS Group set a $374.00 price objective on shares of GE Aerospace and gave the company a "buy" rating in a research report on Friday, January 23rd. The Goldman Sachs Group increased their price objective on shares of GE Aerospace from $338.00 to $350.00 and gave the company a "buy" rating in a research report on Friday, January 23rd. TD Cowen lowered their price objective on shares of GE Aerospace from $350.00 to $330.00 and set a "buy" rating for the company in a research report on Wednesday. Finally, JPMorgan Chase & Co. increased their price objective 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 investment analyst has rated the stock with a Strong Buy rating, fifteen 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, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $350.88.

Insider Transactions at GE Aerospace

In other news, SVP Russell Stokes sold 30,363 shares of the firm's stock in a transaction dated Friday, January 30th. The shares were sold at an average price of $306.47, for a total value of $9,305,348.61. Following the completion of the sale, the senior vice president owned 150,434 shares in the company, valued at approximately $46,103,507.98. This trade represents a 16.79% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, VP Robert M. Giglietti sold 3,035 shares of the firm's stock in a transaction dated Friday, January 30th. The stock was sold at an average price of $305.51, for a total transaction of $927,222.85. Following the completion of the sale, the vice president owned 10,583 shares of the company's stock, valued at $3,233,212.33. This trade represents a 22.29% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 37,398 shares of company stock worth $11,455,491. 0.19% of the stock is currently owned by insiders.

Trending Headlines about GE Aerospace

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

• Positive Sentiment: Jim Cramer publicly called GE Aerospace a buy, arguing continued Boeing production will sustain engine demand — a high-visibility endorsement that can drive retail interest and short-term inflows. Jim Cramer on GE Aerospace: “I Think the Stock Is a Buy”
• Positive Sentiment: GE Aerospace was also featured among Jim Cramer’s top stock calls in a broader discussion about the bond market — reinforcing the same bullish narrative and increasing media-driven attention. Jim Cramer’s 5 Stock Calls and the Impact of Bond Market
• Positive Sentiment: Barron’s reported commercial aerospace stocks rallied after a U.S. cease-fire announcement easing geopolitical risks — a tailwind for engine demand and order visibility that directly benefits GE Aerospace. Why GE Aerospace Stock Is Having Its Best Day In Nearly a Year
• Positive Sentiment: Seeking Alpha published a bullish, long-term cash-flow thesis arguing the market underestimates GE Aerospace’s multi-decade free cash flow potential — supportive for longer-term valuation expansion. GE Aerospace: The Market Is Missing The Multi-Decade Cash Flow Engine
• Positive Sentiment: Market commentary listing “3 Reasons We Love GE Aerospace” highlights fundamentals and makes a buy-case to investors, reinforcing demand for the shares among retail and model-driven funds. 3 Reasons We Love GE Aerospace (GE)
• Neutral Sentiment: An analysis comparing valuations across the GE spin-offs (GE Aerospace, GE Vernova, others) gives investors context on relative multiples — useful for re-rating debates but not an immediate catalyst. The GE Family Divided: Comparing Valuations, Growth Rates, and Analyst Sentiment Across 3 Sectors
• Neutral Sentiment: Broader industrials/stock-pick lists and local PR (coverage of GE’s 747 flying laboratory visiting Cincinnati) increase visibility but are unlikely to move fundamentals materially. 1 Industrials Stock on Our Buy List and 2 We Turn Down GE Aerospace’s 747 flight test plane visits Cincinnati
• Negative Sentiment: TD Cowen trimmed its price target from $350 to $330 while keeping a Buy rating — a modest negative signal that reduces upside expectations even though the analyst remains constructive. TD Cowen Adjusts Price Target on GE Aerospace to $330 from $350; Maintains Buy Rating

GE Aerospace Price Performance

GE Aerospace stock opened at $312.94 on Friday. The firm has a 50-day moving average price of $311.73 and a 200-day moving average price of $306.62. The firm has a market capitalization of $328.22 billion, a PE ratio of 38.45, a price-to-earnings-growth ratio of 2.85 and a beta of 1.43. The company has a current ratio of 1.04, a quick ratio of 0.74 and a debt-to-equity ratio of 1.00. GE Aerospace has a 12-month low of $175.05 and a 12-month high of $348.48.

GE Aerospace (NYSE:GE - Get Free Report) last released its earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.43 by $0.14. The firm had revenue of $11.90 billion during the quarter, compared to analyst estimates 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 was up 17.6% on a year-over-year basis. During the same quarter last year, the business earned $1.32 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, equities research analysts forecast that GE Aerospace will post 5.4 EPS for the current year.

GE Aerospace Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, April 27th. Stockholders of record on Monday, March 9th will be issued a $0.47 dividend. This is a boost 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 dividend yield of 0.6%. GE Aerospace's dividend payout ratio (DPR) is 23.10%.

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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