GE Aerospace $GE Shares Bought by Gables Capital Management Inc.

Posted by George Bondi on Aug 19th, 2026

Gables Capital Management Inc. lifted its stake in shares of GE Aerospace (NYSE:GE – Free Report) by 113.3% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,144 shares of the company’s stock after acquiring an additional 1,670 shares during the quarter. Gables Capital Management Inc.’s holdings in GE Aerospace were worth $1,175,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. Auto Owners Insurance Co lifted its holdings in shares of GE Aerospace by 52,247.5% during the fourth quarter. Auto Owners Insurance Co now owns 65,721,281 shares of the company’s stock valued at $2,024,413,000 after purchasing an additional 65,595,733 shares during the last quarter. Norges Bank purchased a new position in GE Aerospace in the 4th quarter worth about $4,444,736,000. Amundi increased its stake in GE Aerospace by 135.2% in the 1st quarter. Amundi now owns 6,119,975 shares of the company’s stock worth $1,736,665,000 after purchasing an additional 3,518,278 shares in the last quarter. Jennison Associates LLC raised its holdings in GE Aerospace by 37.7% during the 1st quarter. Jennison Associates LLC now owns 11,026,006 shares of the company’s stock worth $3,128,850,000 after buying an additional 3,017,937 shares during the period. Finally, Corient Private Wealth LLC raised its holdings in GE Aerospace by 382.1% during the 4th quarter. Corient Private Wealth LLC now owns 2,757,281 shares of the company’s stock worth $849,325,000 after buying an additional 2,185,321 shares during the period. 74.77% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about GE Aerospace

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

Positive Sentiment: New U.S. Air Force engine contract: GE Aerospace and Kratos Defense won an Engineering, Manufacturing and Development contract for the GEK800 engine, designated the F143-ZZ-100, as a second-source propulsion system for the Joint Air-to-Surface Standoff Missile. The award expands GE’s defense position in compact, lower-cost engines for missiles and uncrewed aircraft. How Investors Are Reacting To General Electric Winning a New U.S. Air Force Engine Contract
Positive Sentiment: Additional military-engine momentum: GE’s T901 engine cleared a preliminary flight rating for the UH-60 Black Hawk, while the company is also supplying a new engine for upgraded AH-64 Apache helicopters. These developments support longer-term military revenue and aftermarket opportunities. GE’s T901 Engine Clears Preliminary Flight Rating for UH-60 Black Hawk
Positive Sentiment: Technical and operating support: GE recently moved above its 20-day moving average, suggesting positive short-term momentum. Its latest quarterly results also exceeded earnings and revenue expectations, with revenue up sharply year over year. GE Aerospace Crossed Above the 20-Day Moving Average
Neutral Sentiment: Investor confidence remains mixed: Trian Fund Management maintained its sizable GE Aerospace position while increasing its stake in GE HealthCare, indicating continued confidence in GE’s aerospace business but no fresh buying signal for GE shares. Nelson Peltz Is Now Betting on Both Sides of GE’s Breakup
Negative Sentiment: Valuation and cost risks: Analysts note that GE’s strong commercial and defense demand, estimate beats and roughly $210 billion backlog may already be reflected in the stock’s premium valuation. Rising costs, debt and potential margin pressure could limit further near-term upside. GE Aerospace Rises 19.9% Year to Date: Is the Rally Still Worth Chasing?

Insider Buying and Selling

In related news, SVP Mohamed Ali sold 8,096 shares of the stock in a transaction that occurred on Friday, July 24th. The stock was sold at an average price of $353.71, for a total value of $2,863,636.16. Following the transaction, the senior vice president owned 20,666 shares in the company, valued at approximately $7,309,770.86. This represents a 28.15% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Corporate insiders own 0.19% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have commented on the stock. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $450.00 price objective on shares of GE Aerospace in a research note on Monday, July 27th. Morgan Stanley cut their price target on shares of GE Aerospace from $425.00 to $400.00 and set an “overweight” rating on the stock in a report on Wednesday, April 22nd. UBS Group upped their price target on shares of GE Aerospace from $426.00 to $435.00 and gave the company a “buy” rating in a research report on Friday, July 17th. Jefferies Financial Group raised their price objective on shares of GE Aerospace from $365.00 to $455.00 and gave the stock a “buy” rating in a research note on Thursday, July 2nd. Finally, TD Cowen reiterated a “buy” rating and set a $380.00 price objective (up from $330.00) on shares of GE Aerospace in a research report on Monday, July 13th. Sixteen research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, GE Aerospace presently has an average rating of “Moderate Buy” and a consensus target price of $390.59.

Read Our Latest Stock Report on GE

GE Aerospace Stock Performance

GE stock opened at $375.04 on Wednesday. The stock has a market cap of $389.12 billion, a P/E ratio of 44.17, a P/E/G ratio of 2.69 and a beta of 1.36. The company has a debt-to-equity ratio of 0.96, a quick ratio of 0.67 and a current ratio of 0.98. The firm has a 50 day simple moving average of $359.82 and a 200 day simple moving average of $326.01. GE Aerospace has a 52 week low of $263.80 and a 52 week high of $388.84.

GE Aerospace (NYSE:GE – Get Free Report) last released its earnings results on Thursday, July 16th. The company reported $2.02 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.86 by $0.16. GE Aerospace had a net margin of 17.72% and a return on equity of 40.56%. The company had revenue of $12.63 billion during the quarter, compared to the consensus estimate of $11.87 billion. During the same quarter in the prior year, the firm earned $1.66 EPS. The company’s 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. Research analysts anticipate that GE Aerospace will post 7.91 earnings per share for the current fiscal year.

GE Aerospace Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, July 27th. Investors of record on Monday, July 6th were paid a $0.47 dividend. The ex-dividend date of this dividend was Monday, July 6th. This represents a $1.88 annualized dividend and a dividend yield of 0.5%. GE Aerospace’s payout ratio is presently 22.14%.

About GE Aerospace

(Free Report)

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.