Waverly Advisors LLC Increases Stake in GE Aerospace $GE

Posted by Brian Himes on Sep 9th, 2026

Waverly Advisors LLC raised its stake in GE Aerospace (NYSE:GE – Free Report) by 3.8% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 59,822 shares of the company’s stock after acquiring an additional 2,203 shares during the period. Waverly Advisors LLC’s holdings in GE Aerospace were worth $22,357,000 as of its most recent SEC filing.

Several other hedge funds have also modified their holdings of GE. Blueline Advisors LLC purchased a new position in shares of GE Aerospace in the 4th quarter worth $25,000. Ankerstar Wealth LLC bought a new stake in shares of GE Aerospace in the 4th quarter valued at approximately $31,000. Tucker Asset Management LLC purchased a new stake in GE Aerospace during the 4th quarter valued at $32,000. Paladin Partners LLC bought a new stake in shares of GE Aerospace in the 2nd quarter worth about $38,000. Finally, Lifetime Wealth Management P.C. bought a new stake in GE Aerospace in the fourth quarter worth about $40,000. 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 expects the acquisition to be accretive to adjusted earnings per share and free cash flow in the first year, while maintaining its existing capital-allocation plans. GE will fund approximately $7 billion with cash and the remainder with new debt. GE Aerospace CPP acquisition announcement
Positive Sentiment: CPP produces highly engineered castings and sub-assemblies used in commercial and military aircraft, helicopters and industrial gas turbines. Its more than 20 facilities and approximately 6,600 employees would give GE greater control over capacity for engine blades, vanes and other mission-critical components. Reuters CPP acquisition article
Positive Sentiment: Vertical integration could reduce supply-chain constraints, improve manufacturing quality and accelerate new engine technologies. It also strengthens GE’s ability to serve its large installed engine base and capitalize on long-term commercial and defense backlogs.
Positive Sentiment: A separate financing agreement with Avianca will support CFM56 engine maintenance, repair and overhaul services at GE Aerospace’s Celma facility in Brazil, reinforcing demand for GE’s aftermarket business. Avianca GE Aerospace MRO financing article
Neutral Sentiment: The transaction is expected to close in the second half of 2027 and remains subject to regulatory approvals and customary conditions. GE has been a CPP customer for more than 15 years, which may support integration, but the deal’s benefits are not immediate.
Negative Sentiment: The purchase price values CPP at roughly 18 times expected 2027 EBITDA including synergies, raising concerns that GE is paying a premium. The deal will also add debt and carries execution and integration risks; some analysts argue its strategic benefits may outweigh near-term EPS accretion rather than represent a low-risk financial transaction. Seeking Alpha GE Aerospace acquisition analysis

GE Aerospace Stock Performance

Shares of GE opened at $334.41 on Wednesday. The company has a debt-to-equity ratio of 0.96, a quick ratio of 0.67 and a current ratio of 0.98. GE Aerospace has a one year low of $268.91 and a one year high of $388.84. The stock has a market cap of $346.97 billion, a P/E ratio of 39.39, a P/E/G ratio of 2.46 and a beta of 1.35. The stock has a 50-day moving average of $355.84 and a two-hundred day moving average of $328.91.

GE Aerospace (NYSE:GE – Get Free Report) last issued its quarterly earnings results on Thursday, July 16th. The company reported $2.02 earnings per share for the quarter, topping the consensus estimate of $1.86 by $0.16. The company had revenue of $12.63 billion for 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 company earned $1.66 EPS. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. As a group, research analysts predict that GE Aerospace will post 7.91 EPS for the current year.

GE Aerospace Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, July 27th. Shareholders of record on Monday, July 6th were paid 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 dividend yield of 0.6%. GE Aerospace’s dividend payout ratio (DPR) is presently 22.14%.

Wall Street Analyst Weigh In

GE has been the subject of a number of recent analyst reports. Weiss Ratings raised shares of GE Aerospace from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, July 17th. UBS Group increased their price objective on shares of GE Aerospace from $426.00 to $435.00 and gave the company a “buy” rating in a research note on Friday, July 17th. TD Cowen reissued a “buy” rating and set a $380.00 price objective (up from $330.00) on shares of GE Aerospace in a report on Monday, July 13th. Wells Fargo & Company reissued an “overweight” rating and issued a $390.00 price objective on shares of GE Aerospace in a research note on Monday, July 20th. Finally, The Goldman Sachs Group reiterated a “buy” rating and issued a $410.00 target price on shares of GE Aerospace in a report on Monday, July 20th. Sixteen equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $390.59.

Read Our Latest Report on GE Aerospace

Insider Buying and Selling at GE Aerospace

In other news, SVP Mohamed Ali sold 8,096 shares of the business’s stock in a transaction dated 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 completion of the transaction, the senior vice president owned 20,666 shares of the company’s stock, valued at $7,309,770.86. The trade was a 28.15% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Insiders own 0.19% of the company’s stock.

GE Aerospace Profile

(Free Report)

GE Aerospace (NYSE:GE) is a global aerospace company that designs, develops, manufactures and services aircraft engines and related systems. Its portfolio serves commercial aviation, military and defense, business and general aviation, and other aerospace markets.

The company’s products and services include commercial and military aircraft engines, integrated engine systems, avionics, mechanical systems and digital solutions. GE Aerospace also provides maintenance, repair, overhaul, spare parts, technical support and other lifecycle services for aircraft propulsion and related equipment.

GE Aerospace traces its roots to the aviation activities of General Electric, which began developing aircraft engines during World War I.