Sandhill Capital Partners LLC Has $59.12 Million Stock Holdings in GE Aerospace $GE

Key Points

• Sandhill Capital cut its GE Aerospace stake by 33.8% in Q3 and now holds 196,540 shares worth about $59.12 million, representing roughly 4.1% of the fund and its seventh-largest position.
• Company insiders have been net sellers — senior VPs Russell Stokes and Amy L. Gowder sold shares recently, and insiders disposed of 37,398 shares (~$11.46 million) in the past 90 days, leaving insiders with about 0.21% ownership.
• GE Aerospace beat Q4 expectations (EPS $1.57 vs. $1.43 consensus), raised FY‑2026 guidance to $7.10–$7.40, and increased the quarterly dividend to $0.47, though the stock trades near 52‑week highs and faces valuation concerns despite mostly positive analyst ratings.

Sandhill Capital Partners LLC cut its position in GE Aerospace (NYSE:GE - Free Report) by 33.8% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 196,540 shares of the company's stock after selling 100,490 shares during the quarter. GE Aerospace makes up about 4.1% of Sandhill Capital Partners LLC's holdings, making the stock its 7th biggest position. Sandhill Capital Partners LLC's holdings in GE Aerospace were worth $59,123,000 at the end of the most recent reporting period.

Several other institutional investors have also recently bought and sold shares of the company. Bare Financial Services Inc grew its position in shares of GE Aerospace by 81.1% in the second quarter. Bare Financial Services Inc now owns 96 shares of the company's stock valued at $25,000 after purchasing an additional 43 shares during the last quarter. REAP Financial Group LLC bought a new position in shares of GE Aerospace in the third quarter worth about $25,000. Marquette Asset Management LLC acquired a new position in shares of GE Aerospace during the 3rd quarter worth about $26,000. Lavaca Capital LLC boosted its stake in GE Aerospace by 1,666.7% during the 2nd 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 period. Finally, Barnes Dennig Private Wealth Management LLC boosted its stake in GE Aerospace by 147.2% during the 3rd 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 period. Institutional investors own 74.77% of the company's stock.

Insider Activity

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 transaction of $9,305,348.61. Following the completion of the transaction, the senior vice president directly 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 position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Amy L. Gowder sold 4,000 shares of GE Aerospace stock in a transaction dated 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 sale, the senior vice president owned 16,535 shares in the company, valued at approximately $5,055,245.55. This trade represents a 19.48% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 37,398 shares of company stock worth $11,455,491. 0.21% of the stock is currently owned by corporate insiders.

GE Aerospace Price Performance

Shares of GE stock opened at $322.69 on Monday. GE Aerospace has a 12 month low of $159.36 and a 12 month high of $348.48. The company has a market capitalization of $338.44 billion, a P/E ratio of 39.64, a P/E/G ratio of 2.98 and a beta of 1.36. The stock has a 50 day moving average of $319.65 and a two-hundred day moving average of $304.15. 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 (NYSE:GE - Get Free Report) last released its quarterly earnings data on Thursday, January 22nd. The company reported $1.57 earnings per share (EPS) for the quarter, beating analysts' consensus estimates 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 return on equity of 35.52% and a net margin of 18.98%.GE Aerospace's quarterly revenue was up 17.6% on a year-over-year basis. During the same period in the previous year, the business posted $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, equities analysts expect that GE Aerospace will post 5.4 EPS for the current year.

GE Aerospace Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, April 27th. Shareholders 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 of this dividend is Monday, March 9th. This represents a $1.88 annualized dividend and a yield of 0.6%. GE Aerospace's payout ratio is presently 23.10%.

GE Aerospace News Summary

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

• Positive Sentiment: Quarterly beat and raised guidance — GE topped Q4 estimates and set FY‑2026 EPS guidance at $7.10–$7.40, underpinning the long‑term bull case for engine and systems demand. GE Aerospace (GE) Stock Declines 4% Amid Profit-Taking Despite Strong Earnings
• Positive Sentiment: Analyst upgrades and bullish research continue — at least one upgrade/positive note has supported investor conviction that GE’s commercial and defense engines will drive earnings growth. GE Aerospace NYSE: GE Stock Price Up 1.8% on Analyst Upgrade
• Positive Sentiment: Sector tailwinds — strong commercial aerospace demand and rising engine product sales across the supply base add structural support to GE’s outlook. Howmet Gains From Strength in Commercial Aerospace: Will the Momentum Last?
• Neutral Sentiment: Macro / market context — broader market moves and economic data (e.g., jobs, oil) are creating intermittent volatility that can amplify stock swings. Dow Jones Futures Rise, Oil Prices Fall After Latest Spike; Broadcom, Nvidia In Focus
• Negative Sentiment: Profit‑taking after a large rally — traders are locking gains after roughly a 70%+ run, triggering a pullback even though earnings were strong. GE Aerospace (GE) Stock Declines 4% Amid Profit-Taking Despite Strong Earnings
• Negative Sentiment: Valuation concerns — several commentaries note GE is trading near 52‑week highs after a steep rally, prompting value‑focused investors to call the stock pricey and urging caution. Is GE Stock Flying Too High? Is General Electric (GE) Pricing In Too Much Optimism After Its 1 Year 67% Rally

Wall Street Analyst Weigh In

GE has been the topic of several recent analyst reports. Deutsche Bank Aktiengesellschaft lifted their price target on GE Aerospace from $375.00 to $387.00 and gave the stock a "buy" rating in a research report on Friday, January 23rd. Weiss Ratings restated a "buy (b)" rating on shares of GE Aerospace in a research note on Thursday, January 22nd. Zacks Research raised shares of GE Aerospace from a "hold" rating to a "strong-buy" rating in a research report on Tuesday, January 27th. Morgan Stanley began coverage on shares of GE Aerospace in a research note on Friday, February 20th. They set an "overweight" rating and a $425.00 target price for the company. Finally, Susquehanna reissued a "positive" rating and issued a $380.00 price target on shares of GE Aerospace in a report on Thursday, January 15th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company has a consensus rating of "Moderate Buy" and an average target price of $331.12.

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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