GE Aerospace $GE Shares Acquired by Mar Vista Investment Partners LLC

Posted by Francis Steltz on Aug 19th, 2026

Mar Vista Investment Partners LLC boosted its stake in GE Aerospace (NYSE:GE – Free Report) by 1.5% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 130,318 shares of the company’s stock after purchasing an additional 1,973 shares during the quarter. GE Aerospace comprises about 4.8% of Mar Vista Investment Partners LLC’s investment portfolio, making the stock its 5th largest holding. Mar Vista Investment Partners LLC’s holdings in GE Aerospace were worth $48,704,000 as of its most recent filing with the Securities and Exchange Commission.

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

GE Aerospace Stock Performance

Shares of GE opened at $375.04 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 twelve month low of $263.80 and a twelve month high of $388.84. The firm’s 50 day moving average price is $359.82 and its two-hundred day moving average price is $326.01. The firm has a market cap of $389.12 billion, a P/E ratio of 44.17, a PEG ratio of 2.69 and a beta of 1.36.

GE Aerospace (NYSE:GE – Get Free Report) last issued its quarterly earnings data on Thursday, July 16th. The company reported $2.02 earnings per share (EPS) for the quarter, topping 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 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 earnings per share. The firm’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. On average, analysts forecast that GE Aerospace will post 7.91 EPS for the current fiscal year.

GE Aerospace Dividend Announcement

The business also recently announced 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 dividend on an annualized basis and a yield of 0.5%. GE Aerospace’s dividend payout ratio is presently 22.14%.

Analysts Set New Price Targets

Several research analysts recently weighed in on GE shares. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $450.00 price objective on shares of GE Aerospace in a research note on Monday, July 27th. UBS Group upped their target price 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 reiterated a “buy” rating and issued a $380.00 target price (up from $330.00) on shares of GE Aerospace in a report on Monday, July 13th. Citigroup reissued a “buy” rating and set a $431.00 price target (up from $353.00) on shares of GE Aerospace in a research report on Wednesday, July 1st. Finally, BNP Paribas Exane decreased their price target on shares of GE Aerospace from $300.00 to $270.00 and set an “underperform” rating for the company in a report on Thursday, May 14th. Sixteen investment 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 MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $390.59.

Get Our Latest Stock Report on GE Aerospace

Insider Transactions at GE Aerospace

In other GE Aerospace news, SVP Mohamed Ali sold 8,096 shares of the stock in a transaction dated 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 completion of 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 position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 0.19% of the company’s stock.

More GE Aerospace News

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?

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.