Silvant Capital Management LLC Purchases 8,808 Shares of GE Aerospace $GE

Key Points

• Silvant Capital Management increased its GE Aerospace stake by 3.6%, buying 8,808 shares to hold 254,167 shares worth $76.46M (GE is ~2.7% of its portfolio and its 11th largest position), while institutional investors own about 74.77% of the stock.
• Analysts show a consensus Moderate Buy rating with a $331.12 price target (16 Buys, 1 Strong Buy, 1 Hold, 1 Sell), and firms like Citigroup, Deutsche Bank and UBS recently reiterated or raised buy ratings and targets.
• GE beat quarterly expectations (EPS $1.57 vs $1.43; revenue $11.90B), set FY2026 guidance of 7.10–7.40 EPS and raised its quarterly dividend to $0.47, though insiders have sold roughly 37,398 shares (~$11.46M) in the past 90 days.

Silvant Capital Management LLC lifted its position in shares of GE Aerospace (NYSE:GE - Free Report) by 3.6% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 254,167 shares of the company's stock after acquiring an additional 8,808 shares during the quarter. GE Aerospace makes up approximately 2.7% of Silvant Capital Management LLC's portfolio, making the stock its 11th biggest position. Silvant Capital Management LLC's holdings in GE Aerospace were worth $76,460,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of GE. Brighton Jones LLC raised its position in GE Aerospace by 25.3% in the fourth quarter. Brighton Jones LLC now owns 12,008 shares of the company's stock valued at $2,003,000 after purchasing an additional 2,421 shares during the last quarter. Revolve Wealth Partners LLC grew its holdings in shares of GE Aerospace by 7.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 2,251 shares of the company's stock worth $375,000 after purchasing an additional 150 shares during the last quarter. Sivia Capital Partners LLC increased its stake in shares of GE Aerospace by 4.6% in the second quarter. Sivia Capital Partners LLC now owns 4,337 shares of the company's stock valued at $1,116,000 after buying an additional 191 shares during the period. Connor Clark & Lunn Investment Management Ltd. bought a new position in GE Aerospace in the 2nd quarter valued at approximately $341,000. Finally, Raiffeisen Bank International AG raised its holdings in GE Aerospace by 9.8% in the 2nd quarter. Raiffeisen Bank International AG now owns 3,804 shares of the company's stock valued at $952,000 after buying an additional 340 shares during the last quarter. Institutional investors own 74.77% of the company's stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on GE shares. Weiss Ratings reissued a "buy (b)" rating on shares of GE Aerospace in a report on Thursday, January 22nd. Wall Street Zen lowered shares of GE Aerospace from a "buy" rating to a "hold" rating in a report on Saturday, February 21st. Citigroup reissued a "buy" rating and issued a $380.00 price objective (up from $378.00) on shares of GE Aerospace in a research note on Friday, January 23rd. Deutsche Bank Aktiengesellschaft raised their target price on GE Aerospace from $375.00 to $387.00 and gave the stock a "buy" rating in a research report on Friday, January 23rd. Finally, UBS Group set a $374.00 target price on GE Aerospace and gave the stock a "buy" rating in a report on Friday, January 23rd. One 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's stock. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus price target of $331.12.

Insider Transactions at GE Aerospace

In related news, SVP Russell Stokes sold 30,363 shares of the firm'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 transaction of $9,305,348.61. Following the completion of the sale, the senior vice president owned 150,434 shares of the company's stock, valued at $46,103,507.98. This trade represents a 16.79% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, VP Robert M. Giglietti sold 3,035 shares of GE Aerospace stock in a transaction that occurred on Friday, January 30th. The stock was sold at an average price of $305.51, for a total value of $927,222.85. Following the completion of the sale, the vice president owned 10,583 shares of the company's stock, valued at approximately $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. In the last ninety days, insiders sold 37,398 shares of company stock valued at $11,455,491. Corporate insiders own 0.21% of the company's stock.

GE Aerospace Stock Down 0.6%

GE Aerospace stock opened at $302.11 on Wednesday. The firm has a market cap of $316.86 billion, a price-to-earnings ratio of 37.11, a PEG ratio of 2.81 and a beta of 1.36. GE Aerospace has a 52-week low of $159.36 and a 52-week high of $348.48. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.74 and a current ratio of 1.04. The firm has a 50 day moving average price of $319.12 and a two-hundred day moving average price of $306.15.

GE Aerospace (NYSE:GE - Get Free Report) last posted its quarterly earnings data on Thursday, January 22nd. The company reported $1.57 earnings per share for the quarter, topping the consensus estimate of $1.43 by $0.14. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The company had revenue of $11.90 billion during the quarter, compared to analysts' expectations of $11.27 billion. During the same period in the prior year, the company posted $1.32 earnings per share. GE Aerospace's revenue for the quarter was up 17.6% compared to the same quarter last year. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Equities analysts predict 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 dividend of $0.47 per share. This represents a $1.88 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date is Monday, March 9th. This is an increase from GE Aerospace's previous quarterly dividend of $0.36. GE Aerospace's dividend payout ratio (DPR) is 23.10%.

Key Stories Impacting GE Aerospace

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

• Positive Sentiment: Expanded Palantir partnership — GE is deepening use of Palantir’s AI to predict equipment failures, untangle supply chains and improve military aircraft readiness, which can raise margins, reduce downtime and lengthen customer stickiness. Palantir and GE Aerospace Are Working Together on Military Aircraft. Is PLTR or GE Stock a Better Buy Here?
• Positive Sentiment: Defense & Propulsion momentum — Analyst coverage highlights rising orders and major defense contracts for GE’s propulsion business, supporting steady revenue growth and higher spare‑parts demand. That underpins the company’s defense tailwind. GE's Defense & Propulsion Unit Gains Momentum: Can It Sustain?
• Positive Sentiment: U.S. manufacturing reinvestment — GE announced multi‑site investments (Indiana, Batesville, Hooksett) as part of a ~$1B U.S. manufacturing push and plans to hire ~5,000 workers, which should boost capacity and supply resilience for engines and components. GE Aerospace Invests $65M in Indiana GE Aerospace to invest $12 million in Hooksett plant
• Positive Sentiment: Operational contract — GE won work to boost J85 engine readiness, a concrete aftermarket/maintenance win that supports recurring revenue and spare‑parts sales. GE Aerospace Awarded Contract to Boost J85 Engine Readiness
• Neutral Sentiment: Investor comparisons to Palantir/NVDA — Several pieces contrast GE’s steadier, cash‑rich aerospace profile with higher‑growth AI/defense software plays; this frames GE as lower‑volatility income/industrial exposure versus pure software upside. Palantir and GE Aerospace Are Working Together on Military Aircraft. Is PLTR or GE Stock a Better Buy Here?
• Negative Sentiment: Rare‑earth / metallization risks — Broader coverage warns that heavy reliance on critical magnet and rare‑earth supply chains (largely China‑dominated) could raise costs or bottlenecks for advanced defense and civilian systems, a potential headwind for margins and delivery timelines. The Invisible Metals Powering a Trillion-Dollar Economy
• Negative Sentiment: Valuation and balance‑sheet considerations — GE Aerospace trades at a premium (PE ~37, PEG ~2.8) with modest liquidity metrics (quick ratio ~0.74) and leverage (debt/equity ~1.0); strong operational news may already be priced in, leaving the stock sensitive to guidance misses or macro shocks.

GE Aerospace 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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