Penobscot Investment Management Company Inc. Raises Stock Holdings in GE Aerospace $GE

Penobscot Investment Management Company Inc. grew its stake in GE Aerospace (NYSE:GE) by 22.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 13,779 shares of the company’s stock after acquiring an additional 2,520 shares during the quarter. Penobscot Investment Management Company Inc.’s holdings in GE Aerospace were worth $4,244,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Brighton Jones LLC lifted its position in GE Aerospace by 25.3% during the fourth quarter. Brighton Jones LLC now owns 12,008 shares of the company’s stock worth $2,003,000 after buying an additional 2,421 shares during the period. Revolve Wealth Partners LLC lifted its position in 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 buying an additional 150 shares during the period. Sivia Capital Partners LLC lifted its position in GE Aerospace by 4.6% during the second quarter. Sivia Capital Partners LLC now owns 4,337 shares of the company’s stock worth $1,116,000 after buying an additional 191 shares during the period. Main Street Financial Solutions LLC lifted its position in GE Aerospace by 348.6% during the second quarter. Main Street Financial Solutions LLC now owns 5,899 shares of the company’s stock worth $1,518,000 after buying an additional 4,584 shares during the period. Finally, HUB Investment Partners LLC lifted its position in GE Aerospace by 4.2% during the second quarter. HUB Investment Partners LLC now owns 9,035 shares of the company’s stock worth $2,326,000 after buying an additional 366 shares during the period. 74.77% of the stock is currently owned by hedge funds and other institutional investors.

GE Aerospace Price Performance

GE stock opened at $286.78 on Wednesday. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.74 and a current ratio of 1.04. GE Aerospace has a 1 year low of $182.10 and a 1 year high of $348.48. The firm has a market cap of $300.78 billion, a P/E ratio of 35.23, a price-to-earnings-growth ratio of 2.83 and a beta of 1.43. The stock has a 50-day simple moving average of $310.78 and a 200-day simple moving average of $307.09.

GE Aerospace (NYSE:GE) last posted its earnings results on Tuesday, April 21st. The company reported $1.86 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.60 by $0.26. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.The business had revenue of $11.61 billion during the quarter, compared to analyst estimates of $11.61 billion. During the same quarter last year, the firm earned $1.49 earnings per share. The company’s revenue for the quarter 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, equities analysts predict that GE Aerospace will post 7.43 earnings per share for the current fiscal year.

GE Aerospace Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, April 27th. Stockholders of record on Monday, March 9th will be paid a $0.47 dividend. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.7%. This is an increase from GE Aerospace’s previous quarterly dividend of $0.36. The ex-dividend date is Monday, March 9th. GE Aerospace’s payout ratio is 23.10%.

Insider Activity

In other news, VP Robert M. Giglietti sold 3,035 shares of the stock in a transaction dated 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 in the company, valued at approximately $3,233,212.33. This trade represents a 22.29% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Amy L. Gowder sold 4,000 shares of the stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $305.73, for a total value of $1,222,920.00. Following the completion of the sale, the senior vice president owned 16,535 shares of the company’s stock, valued at approximately $5,055,245.55. This trade represents a 19.48% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 37,398 shares of company stock worth $11,455,491. 0.19% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

GE has been the topic of several recent analyst reports. Deutsche Bank Aktiengesellschaft increased 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. Wells Fargo & Company initiated coverage on GE Aerospace in a research report on Wednesday, April 1st. They set an “overweight” rating and a $325.00 target price on the stock. Wall Street Zen upgraded GE Aerospace from a “hold” rating to a “buy” rating in a research report on Sunday. TD Cowen reduced their target price on GE Aerospace from $350.00 to $330.00 and set a “buy” rating on the stock in a research report on Wednesday, April 8th. Finally, Daiwa Securities Group started coverage on GE Aerospace in a research report on Tuesday, March 31st. They set a “neutral” rating and a $301.00 target price on the stock. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, GE Aerospace has an average rating of “Moderate Buy” and a consensus price target of $350.88.

Trending Headlines about GE Aerospace

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

• Positive Sentiment: Q1 beat and heavy orders: GE reported Q1 adjusted EPS of $1.86 and revenue above expectations, with orders surging (~87% y/y) and a large commercial services backlog that supports medium‑term growth. RTT News — Q1 Adj. Profit Rises
• Positive Sentiment: Strong commercial & military demand: Multiple reports cite robust commercial-engine and services demand driving top-line strength and a deeper order book, supporting longer-term growth momentum. Bloomberg — Tops Estimates
• Neutral Sentiment: Analyst reaction mixed but generally constructive: TD Cowen kept a Buy rating on GE while trimming its price target to $330 from $350, reflecting confidence in earnings visibility but some valuation/near-term risk adjustment. TipRanks — TD Cowen Rating
• Negative Sentiment: Fuel-cost headwinds: Management warned that rising jet fuel costs are pressuring margins and could moderate airline demand growth, a key profitability risk cited by several outlets. Quartz — Warns on Oil Prices
• Negative Sentiment: Geopolitical risk weighed: Management highlighted Middle East tensions as a near-term risk to travel volumes and supply chains; that caution contributed to the stock pullback despite the beat. Benzinga — Middle East Risk Warning
• Negative Sentiment: Guidance slightly light vs. street: GE reaffirmed FY26 EPS guidance of $7.10–$7.40, which sits just below consensus (~$7.45), leaving room for analyst revisions and giving traders a reason to sell into the print. MarketBeat — Guidance & Transcript

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.