S&CO Inc. purchased a new stake in GE Aerospace (NYSE:GE – Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 35,671 shares of the company’s stock, valued at approximately $13,331,000.
Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Burkett Financial Services LLC grew its holdings in GE Aerospace by 28.9% during the second quarter. Burkett Financial Services LLC now owns 125 shares of the company’s stock worth $47,000 after acquiring an additional 28 shares during the period. High Falls Advisors Inc lifted its holdings in GE Aerospace by 3.0% in the fourth quarter. High Falls Advisors Inc now owns 1,069 shares of the company’s stock valued at $329,000 after acquiring an additional 31 shares during the period. Gradient Investments LLC boosted its position in GE Aerospace by 4.4% in the 2nd quarter. Gradient Investments LLC now owns 765 shares of the company’s stock worth $286,000 after purchasing an additional 32 shares in the last quarter. LRI Investments LLC boosted its position in GE Aerospace by 1.4% in the 4th quarter. LRI Investments LLC now owns 2,390 shares of the company’s stock worth $736,000 after purchasing an additional 33 shares in the last quarter. Finally, Saxon Interests Inc. boosted its position in GE Aerospace by 2.5% in the 4th quarter. Saxon Interests Inc. now owns 1,351 shares of the company’s stock worth $416,000 after purchasing an additional 33 shares in the last quarter. 74.77% of the stock is owned by institutional investors and hedge funds.
Insider Buying and Selling
In other GE Aerospace news, SVP Mohamed Ali sold 8,096 shares of the business’s stock in a transaction on Friday, July 24th. The stock was sold at an average price of $353.71, for a total transaction of $2,863,636.16. Following the transaction, the senior vice president owned 20,666 shares of the company’s stock, valued at approximately $7,309,770.86. The trade was a 28.15% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Insiders own 0.19% of the company’s stock.
GE Aerospace Stock Performance
GE Aerospace (NYSE:GE – Get Free Report) last released its quarterly earnings data on Thursday, July 16th. The company reported $2.02 EPS for the quarter, beating analysts’ consensus estimates of $1.86 by $0.16. The company had revenue of $12.63 billion during the quarter, compared to the consensus estimate of $11.87 billion. GE Aerospace had a net margin of 17.72% and a return on equity of 40.56%. GE Aerospace’s quarterly revenue was up 21.1% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.66 EPS. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. As a group, equities research analysts expect that GE Aerospace will post 7.91 earnings per share for the current fiscal year.
GE Aerospace Announces Dividend
The business also recently disclosed a quarterly dividend, which was paid on Monday, July 27th. Investors of record on Monday, July 6th were given a dividend of $0.47 per share. The ex-dividend date was Monday, July 6th. This represents a $1.88 dividend on an annualized basis and a yield of 0.5%. GE Aerospace’s dividend payout ratio (DPR) is presently 22.14%.
Key GE Aerospace News
Here are the key news stories impacting GE Aerospace this week:
- Positive Sentiment: Analyst commentary remains favorable after GE Aerospace’s recent earnings beat. The company exceeded quarterly EPS and revenue expectations, while year-over-year revenue growth, stronger execution and resilient commercial-engine service demand support a higher valuation. One fair-value estimate reportedly rose from approximately $350 to $405 per share. General Electric Stock Gets Fair Value Boost After Q2 Driven Analyst Revisions
- Positive Sentiment: GE Aerospace’s engine-order momentum and expanding backlog are reinforcing the long-term growth outlook. Commentary points to sustained commercial aviation demand, rising engine deliveries and a growing services opportunity, although supply-chain constraints are limiting the pace at which the company can fulfill orders. Can GE Aerospace Sustain Its Surge in Engine Orders?
- Positive Sentiment: Defense and propulsion operations continue to benefit from strong demand, major contracts and a solid project pipeline, supporting revenue, orders and profitability. Investors are watching whether this defense momentum can persist alongside commercial aerospace growth. Strength in Defense and Propulsion Unit Drives GE Aerospace
- Neutral Sentiment: GE Aerospace is being highlighted as a leading aerospace stock, but its elevated valuation—following a substantial rally—means investors may require continued earnings and order growth to justify further upside. Is GE Aerospace One of the Best Aerospace Stocks to Own?
- Negative Sentiment: A proposed Cabin Air Safety Act could indirectly increase compliance, monitoring and maintenance requirements for GE Aerospace and other engine or aircraft-system suppliers if enacted. The bill would require onboard sensors and stricter procedures for detecting engine-oil or hydraulic-fluid fumes, but it is only at the proposal stage and has limited immediate financial impact. Cabin Air Safety Act of 2026
- Negative Sentiment: A senior GE Aerospace executive’s reported multimillion-dollar stock sale may create a modest near-term sentiment headwind, although insider sales do not necessarily indicate a change in the company’s operating outlook. Top GE Aerospace Executive Executes Major Stock Sale
Analyst Upgrades and Downgrades
Several equities analysts have recently weighed in on the stock. JPMorgan Chase & Co. lifted their target price on shares of GE Aerospace from $335.00 to $400.00 and gave the company an “overweight” rating in a report on Monday, July 20th. Citigroup reissued a “buy” rating and set a $431.00 price target (up from $353.00) on shares of GE Aerospace in a report on Wednesday, July 1st. Seaport Research Partners assumed coverage on shares of GE Aerospace in a research report on Tuesday, May 26th. They set a “buy” rating and a $375.00 price target on the stock. Wells Fargo & Company reaffirmed an “overweight” rating and issued a $390.00 price objective on shares of GE Aerospace in a report on Monday, July 20th. Finally, Sanford C. Bernstein set a $421.00 price objective on shares of GE Aerospace and gave the stock an “outperform” rating in a research report on Thursday, July 23rd. Sixteen equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $390.59.
Read Our Latest Stock Report on GE
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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