Strs Ohio Increases Position in GE Aerospace $GE

Key Points

• Strs Ohio raised its stake in GE Aerospace by 3.4% in Q4, buying an additional 13,517 shares to hold 415,412 shares worth about $127.96 million.
• GE Aerospace beat Q1 expectations with EPS of $1.86 versus $1.60 and revenue up 24.6% year-over-year, set FY2026 guidance of 7.10–7.40 EPS, and carries a consensus "Moderate Buy" rating with a target of about $349.89.
• Insider activity: SVP Amy L. Gowder sold 4,000 shares at an average price of $305.73, trimming her position by 19.48%; insiders own about 0.19% of the company.

Strs Ohio lifted its holdings in GE Aerospace (NYSE:GE - Free Report) by 3.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 415,412 shares of the company's stock after purchasing an additional 13,517 shares during the period. Strs Ohio's holdings in GE Aerospace were worth $127,959,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also recently modified their holdings of the company. REAP Financial Group LLC purchased a new position in shares of GE Aerospace in the 3rd quarter valued at about $25,000. Marquette Asset Management LLC purchased a new position in shares of GE Aerospace in the 3rd quarter valued at about $26,000. Barnes Dennig Private Wealth Management LLC increased its stake in shares of GE Aerospace by 147.2% in 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 in the last quarter. Roble Belko & Company Inc increased its stake in shares of GE Aerospace by 98.1% in the 3rd quarter. Roble Belko & Company Inc now owns 103 shares of the company's stock valued at $31,000 after purchasing an additional 51 shares in the last quarter. Finally, Abich Financial Wealth Management LLC purchased a new position in shares of GE Aerospace in the 3rd quarter valued at about $32,000. Hedge funds and other institutional investors own 74.77% of the company's stock.

Wall Street Analysts Forecast Growth

Several brokerages recently weighed in on GE. Weiss Ratings restated a "buy (b)" rating on shares of GE Aerospace in a research note on Thursday, January 22nd. Deutsche Bank Aktiengesellschaft lifted their price target on GE Aerospace from $375.00 to $387.00 and gave the company a "buy" rating in a research note on Friday, January 23rd. The Goldman Sachs Group lifted their price target on GE Aerospace from $338.00 to $350.00 and gave the company a "buy" rating in a research note on Friday, January 23rd. Jefferies Financial Group set a $365.00 price target on GE Aerospace in a research note on Sunday, April 26th. Finally, Zacks Research lowered GE Aerospace from a "strong-buy" rating to a "hold" rating in a research note on Tuesday, March 24th. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $349.89.

Insider Transactions at GE Aerospace

In related news, SVP Amy L. Gowder sold 4,000 shares of GE Aerospace stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $305.73, for a total value of $1,222,920.00. Following 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 SEC, which is accessible through this hyperlink. Insiders own 0.19% of the company's stock.

GE Aerospace Trading Down 1.0%

GE stock opened at $286.91 on Friday. The company has a current ratio of 1.01, a quick ratio of 0.70 and a debt-to-equity ratio of 0.99. GE Aerospace has a 12-month low of $205.56 and a 12-month high of $348.48. The stock has a market cap of $299.34 billion, a price-to-earnings ratio of 35.33, a PEG ratio of 2.69 and a beta of 1.36. The business's 50-day moving average is $305.62 and its 200 day moving average is $306.27.

GE Aerospace (NYSE:GE - Get Free Report) last posted its quarterly earnings data on Tuesday, April 21st. The company reported $1.86 earnings per share (EPS) for the quarter, topping the consensus estimate 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 for the quarter, compared to analysts' expectations of $11.61 billion. During the same period in the previous year, the firm posted $1.49 EPS. GE Aerospace's revenue was up 24.6% compared to the same quarter last year. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, sell-side analysts anticipate that GE Aerospace will post 7.46 EPS for the current fiscal year.

GE Aerospace Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, April 27th. Investors of record on Monday, March 9th were issued a $0.47 dividend. This represents a $1.88 annualized dividend and a yield of 0.7%. The ex-dividend date was Monday, March 9th. This is a positive change from GE Aerospace's previous quarterly dividend of $0.36. GE Aerospace's payout ratio is presently 23.15%.

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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