Plato Investment Management Ltd acquired a new stake in shares of GE Aerospace (NYSE:GE – Free Report) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 32,722 shares of the company’s stock, valued at approximately $12,158,000. GE Aerospace makes up 0.7% of Plato Investment Management Ltd’s investment portfolio, making the stock its 24th largest holding.
Other large investors have also recently made changes to their positions in the company. Brighton Jones LLC grew its holdings in GE Aerospace by 25.3% during the 4th quarter. Brighton Jones LLC now owns 12,008 shares of the company’s stock valued at $2,003,000 after buying an additional 2,421 shares in the last quarter. Revolve Wealth Partners LLC boosted its position in shares of GE Aerospace by 7.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 2,251 shares of the company’s stock valued at $375,000 after acquiring an additional 150 shares during the last quarter. Sivia Capital Partners LLC grew its holdings in shares of GE Aerospace by 4.6% in the second quarter. Sivia Capital Partners LLC now owns 4,337 shares of the company’s stock valued at $1,116,000 after purchasing an additional 191 shares in the last quarter. Main Street Financial Solutions LLC increased its position in GE Aerospace by 348.6% in the second quarter. Main Street Financial Solutions LLC now owns 5,899 shares of the company’s stock worth $1,518,000 after purchasing an additional 4,584 shares during the last quarter. Finally, HUB Investment Partners LLC increased its position in GE Aerospace by 4.2% in the second quarter. HUB Investment Partners LLC now owns 9,035 shares of the company’s stock worth $2,326,000 after purchasing an additional 366 shares during the last quarter. 74.77% of the stock is owned by institutional investors.
Analysts Set New Price Targets
GE has been the subject of a number of analyst reports. Citigroup reaffirmed a “buy” rating and issued a $431.00 price target (up from $353.00) on shares of GE Aerospace in a report on Wednesday, July 1st. TD Cowen reaffirmed a “buy” rating and issued a $380.00 price objective (up from $330.00) on shares of GE Aerospace in a research note on Monday, July 13th. JPMorgan Chase & Co. boosted their target price on GE Aerospace from $335.00 to $400.00 and gave the company an “overweight” rating in a research report on Monday, July 20th. BNP Paribas Exane decreased their price target on GE Aerospace from $300.00 to $270.00 and set an “underperform” rating on the stock in a report on Thursday, May 14th. Finally, UBS Group raised their price target on GE Aerospace from $426.00 to $435.00 and gave the stock a “buy” rating in a research report on Friday, July 17th. Sixteen research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, GE Aerospace has an average rating of “Moderate Buy” and an average target price of $390.59.
Insider Buying and Selling
In other GE Aerospace news, SVP Mohamed Ali sold 8,096 shares of the stock in a transaction 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 sale, the senior vice president owned 20,666 shares in the company, valued at $7,309,770.86. This trade represents a 28.15% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.19% of the stock is owned by company insiders.
GE Aerospace Stock Performance
GE Aerospace stock opened at $368.12 on Monday. The company has a debt-to-equity ratio of 0.96, a current ratio of 0.98 and a quick ratio of 0.67. The firm has a market capitalization of $381.94 billion, a P/E ratio of 43.36, a price-to-earnings-growth ratio of 2.69 and a beta of 1.36. GE Aerospace has a 1-year low of $263.80 and a 1-year high of $388.84. The company’s 50-day moving average is $357.99 and its 200 day moving average is $324.92.
GE Aerospace (NYSE:GE – Get Free Report) last announced its earnings results on Thursday, July 16th. The company reported $2.02 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.86 by $0.16. The business had revenue of $12.63 billion during the quarter, compared to analyst estimates of $11.87 billion. GE Aerospace had a return on equity of 40.56% and a net margin of 17.72%.The company’s revenue for the quarter was up 21.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.66 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. Research analysts forecast that GE Aerospace will post 7.91 EPS for the current year.
GE Aerospace Dividend Announcement
The firm also recently disclosed a quarterly dividend, which was paid on Monday, July 27th. Shareholders of record on Monday, July 6th were given a $0.47 dividend. This represents a $1.88 annualized dividend and a yield of 0.5%. The ex-dividend date of this dividend was Monday, July 6th. GE Aerospace’s dividend payout ratio is 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
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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