Vise Technologies Inc. increased its stake in shares of GE Aerospace (NYSE:GE – Free Report) by 43.6% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 51,314 shares of the company’s stock after purchasing an additional 15,583 shares during the quarter. Vise Technologies Inc.’s holdings in GE Aerospace were worth $19,177,000 at the end of the most recent quarter.
Several other institutional investors have also recently bought and sold shares of the stock. Auto Owners Insurance Co raised its position 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 worth $2,024,413,000 after acquiring an additional 65,595,733 shares during the last quarter. Norges Bank acquired a new stake in GE Aerospace in the fourth quarter worth about $4,444,736,000. Amundi raised its holdings in GE Aerospace by 135.2% during 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 during the last quarter. Jennison Associates LLC lifted its position in GE Aerospace by 37.7% during the 1st quarter. Jennison Associates LLC now owns 11,026,006 shares of the company’s stock valued at $3,128,850,000 after purchasing an additional 3,017,937 shares during the period. Finally, Corient Private Wealth LLC lifted its position 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 valued at $849,325,000 after purchasing an additional 2,185,321 shares during the period. Institutional investors own 74.77% of the company’s stock.
Wall Street Analysts Forecast Growth
Several brokerages have recently commented on GE. JPMorgan Chase & Co. lifted their price target on shares of GE Aerospace from $335.00 to $400.00 and gave the stock an “overweight” rating in a research report on Monday, July 20th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $450.00 price objective on shares of GE Aerospace in a report on Monday, July 27th. 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. Jefferies Financial Group lifted their target price on shares of GE Aerospace from $365.00 to $455.00 and gave the stock a “buy” rating in a report on Thursday, July 2nd. Finally, Seaport Research Partners began coverage on shares of GE Aerospace in a research report on Tuesday, May 26th. They set a “buy” rating and a $375.00 target price for the company. Sixteen investment 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’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $390.59.
Insiders Place Their Bets
In other news, SVP Mohamed Ali sold 8,096 shares of GE Aerospace stock in a transaction on Friday, July 24th. The shares were sold at an average price of $353.71, for a total transaction of $2,863,636.16. Following the transaction, the senior vice president directly owned 20,666 shares of the company’s stock, valued at $7,309,770.86. This trade represents a 28.15% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Company insiders own 0.19% of the company’s stock.
GE Aerospace Stock Performance
Shares of GE stock opened at $345.21 on Friday. 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 stock has a market cap of $358.18 billion, a PE ratio of 40.66, a price-to-earnings-growth ratio of 2.60 and a beta of 1.36. The stock has a 50-day moving average of $360.82 and a 200-day moving average of $326.69. GE Aerospace has a one year low of $266.14 and a one year high of $388.84.
GE Aerospace (NYSE:GE – Get Free Report) last announced its quarterly earnings results on Thursday, July 16th. The company reported $2.02 earnings per share for the quarter, beating 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 business had revenue of $12.63 billion for the quarter, compared to the consensus estimate of $11.87 billion. During the same period last year, the company posted $1.66 EPS. GE Aerospace’s revenue for the quarter was up 21.1% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. As a group, sell-side analysts expect that GE Aerospace will post 7.91 earnings per share for the current year.
GE Aerospace Announces Dividend
The company also recently announced a quarterly dividend, which was paid on Monday, July 27th. Shareholders of record on Monday, July 6th were issued a $0.47 dividend. The ex-dividend date was Monday, July 6th. This represents a $1.88 annualized dividend and a yield of 0.5%. GE Aerospace’s dividend payout ratio (DPR) is 22.14%.
Key Headlines Impacting GE Aerospace
Here are the key news stories impacting GE Aerospace this week:
- Positive Sentiment: The U.S. Air Force selected the GE Aerospace–Kratos F143 as a second engine source for the JASSM cruise missile. The award expands GE’s defense exposure and could create an additional source of future engine production and aftermarket revenue. US Air Force adds GE-Kratos F143 as second engine source for JASSM
- Positive Sentiment: A visit by Sen. Jon Husted and a senior Pentagon official highlighted GE Aerospace’s role in U.S. aerospace and defense programs. While not a new contract, the engagement underscores the company’s strategic importance as Washington emphasizes domestic defense-industrial capacity. Sen. Husted, senior Pentagon official visit GE Aerospace
- Neutral Sentiment: GE Aerospace continues investing in aviation’s longer-term evolution, including hybrid-electric flight and engineering capabilities developed by its Bengaluru team. These initiatives may support future product opportunities but are unlikely to materially affect near-term earnings. GE Aerospace Bengaluru innovation
- Neutral Sentiment: Recent commentary focuses on GE Aerospace’s aviation strategy and possible catalysts for its next growth phase, including engine demand, aftermarket services, innovation and defense opportunities. These are supportive themes, but the reports do not identify a specific near-term financial catalyst. Why GE Aerospace Remains Focused on Aviation Evolution What Could Unlock GE Aerospace’s Next Phase
- Negative Sentiment: One analysis argues GE Aerospace is priced for a margin recovery that has not yet occurred. The company is shipping engines that should generate future service revenue, but production costs are pressuring margins today; with shares trading at a high valuation, a delay in margin improvement could leave limited downside protection. GE Aerospace Stock Is Priced for a Margin Repair That Has Not Happened Yet
- Neutral Sentiment: A securities-fraud investigation notice concerns GE HealthCare Technologies (NASDAQ: GEHC), a separate company, and does not directly involve GE Aerospace or its stock. GE HealthCare securities fraud investigation
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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