Hanseatic Management Services Inc. acquired a new stake in GE Aerospace (NYSE:GE – Free Report) during the first quarter, according to its most recent 13F filing with the SEC. The fund acquired 6,906 shares of the company’s stock, valued at approximately $1,960,000. GE Aerospace accounts for 1.9% of Hanseatic Management Services Inc.’s portfolio, making the stock its 18th largest holding.
Other institutional investors have also added to or reduced their stakes in the company. AIA Group Ltd lifted its stake in shares of GE Aerospace by 80.9% during the 1st quarter. AIA Group Ltd now owns 111,118 shares of the company’s stock valued at $31,532,000 after buying an additional 49,697 shares in the last quarter. Legacy Wealth Advisors LLC grew its stake in GE Aerospace by 74.9% in the 1st quarter. Legacy Wealth Advisors LLC now owns 1,487 shares of the company’s stock valued at $422,000 after buying an additional 637 shares in the last quarter. Spartan Wealth Advisory Services LLC purchased a new position in GE Aerospace in the 1st quarter valued at approximately $1,268,000. Ascent Wealth Partners LLC raised its holdings in GE Aerospace by 40.8% during the 1st quarter. Ascent Wealth Partners LLC now owns 2,864 shares of the company’s stock valued at $813,000 after acquiring an additional 830 shares during the period. Finally, Paces Ferry Wealth Advisors LLC raised its holdings in GE Aerospace by 22.7% during the 1st quarter. Paces Ferry Wealth Advisors LLC now owns 1,083 shares of the company’s stock valued at $307,000 after acquiring an additional 200 shares during the period. 74.77% of the stock is owned by hedge funds and other institutional investors.
Key GE Aerospace News
Here are the key news stories impacting GE Aerospace this week:
- Positive Sentiment: GE Aerospace beat Q2 estimates, posting $2.02 EPS on $12.63 billion in revenue, and raised its FY 2026 outlook to $7.65-$7.85 EPS, signaling stronger profit, cash flow, and demand momentum. Article: GE Aerospace lifts 2026 forecast as airlines keep up maintenance spending
- Positive Sentiment: Several reports highlighted resilient commercial services and maintenance demand, which supports the company’s longer-term earnings power and helped analysts say the stock may still have room to run. Article: GE Q2 Earnings Call Points to a Higher 2026 Ceiling
- Positive Sentiment: UBS raised its price target on GE Aerospace to $435 and reiterated a buy rating, reinforcing the view that fundamentals remain strong after earnings.
- Positive Sentiment: The CFM LEAP 1B durability kit was approved, a product and aftermarket development that may help support future engine service revenue. Article: GE Aerospace Says CFM Leap 1B Durability Kit Approved
- Neutral Sentiment: CEO Larry Culp said there are “no victory laps,” suggesting management sees execution and supply chain issues as the main challenge even after a record quarter. Article: GE Aerospace Has a Record Quarter. Larry Culp Says ‘No Victory Laps’
- Neutral Sentiment: Some coverage noted that backlog remains huge, but slowing order growth and ongoing delivery constraints are tempering enthusiasm and keeping valuation concerns in focus. Article: GE boosts profit outlook but stock falls as booming order growth cools
- Negative Sentiment: The stock is under pressure because investors appear to be taking profits after a strong run and are worried the valuation is already rich, even with the improved guidance. Article: GE Aerospace Q2 earnings top estimates as commercial services drive growth
GE Aerospace Stock Performance
GE Aerospace (NYSE:GE – Get Free Report) last announced its quarterly earnings results on Thursday, July 16th. The company reported $2.02 EPS for the quarter, beating the consensus estimate of $1.86 by $0.16. GE Aerospace had a net margin of 17.72% and a return on equity of 40.56%. The firm had revenue of $12.63 billion during the quarter, compared to the consensus estimate of $11.87 billion. During the same period last year, the firm earned $1.66 EPS. The business’s quarterly revenue was up 21.1% compared to the same quarter last year. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. As a group, analysts expect that GE Aerospace will post 7.93 earnings per share for the current fiscal year.
GE Aerospace Dividend Announcement
The firm also recently disclosed a quarterly dividend, which will be paid on Monday, July 27th. Investors of record on Monday, July 6th will be given a $0.47 dividend. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date is Monday, July 6th. GE Aerospace’s dividend payout ratio (DPR) is 22.14%.
Wall Street Analysts Forecast Growth
A number of equities analysts have recently commented on the company. BNP Paribas Exane cut their price target on GE Aerospace from $300.00 to $270.00 and set an “underperform” rating for the company in a report on Thursday, May 14th. Royal Bank Of Canada reiterated an “outperform” rating and issued a $400.00 price target (up from $355.00) on shares of GE Aerospace in a research report on Wednesday. Citigroup reiterated a “buy” rating and set a $431.00 price objective (up from $353.00) on shares of GE Aerospace in a research note on Wednesday, July 1st. Sanford C. Bernstein reissued an “outperform” rating on shares of GE Aerospace in a report on Tuesday. Finally, TD Cowen restated a “buy” rating and issued a $380.00 target price (up from $330.00) on shares of GE Aerospace in a research note on Monday, July 13th. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, two have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, GE Aerospace presently has a consensus rating of “Moderate Buy” and an average target price of $370.33.
Read Our Latest Research Report on GE Aerospace
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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