BTG Pactual Asset Management US LLC grew its position in GE Aerospace (NYSE:GE – Free Report) by 1,014.2% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 25,995 shares of the company’s stock after purchasing an additional 23,662 shares during the quarter. BTG Pactual Asset Management US LLC’s holdings in GE Aerospace were worth $9,715,000 at the end of the most recent reporting period.
Other institutional investors have also modified their holdings of the company. Blueline Advisors LLC acquired a new stake in shares of GE Aerospace during the 4th quarter worth about $25,000. Ankerstar Wealth LLC acquired a new position in GE Aerospace in the fourth quarter valued at approximately $31,000. Paladin Partners LLC purchased a new position in GE Aerospace in the second quarter valued at approximately $38,000. Tucker Asset Management LLC purchased a new position in GE Aerospace in the fourth quarter valued at approximately $32,000. Finally, Parvin Asset Management LLC acquired a new stake in GE Aerospace during the second quarter worth approximately $41,000. 74.77% of the stock is owned by hedge funds and other institutional investors.
Analysts Set New Price Targets
Several brokerages have recently weighed in on GE. UBS Group boosted their price objective on shares of GE Aerospace from $426.00 to $435.00 and gave the stock a “buy” rating in a research report on Friday, July 17th. Weiss Ratings upgraded shares of GE Aerospace from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, July 17th. Susquehanna reissued a “positive” rating and issued a $430.00 price target (up from $380.00) on shares of GE Aerospace in a research report on Thursday, July 9th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $450.00 price objective on shares of GE Aerospace in a research note on Monday, July 27th. Finally, TD Cowen reaffirmed 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. Sixteen equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $390.59.
Insider Buying and Selling
In other GE Aerospace 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 value of $2,863,636.16. Following the transaction, the senior vice president directly owned 20,666 shares in the company, valued at approximately $7,309,770.86. The trade was a 28.15% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Corporate insiders own 0.19% of the company’s stock.
Key GE Aerospace News
Here are the key news stories impacting GE Aerospace this week:
- Positive Sentiment: LEAP engine deliveries are accelerating. GE Aerospace’s LEAP deliveries increased 41% this year, helping address a key production bottleneck for Boeing and Airbus. Continued delivery growth could support commercial-engine revenue, aftermarket services and cash flow. GE Aerospace’s LEAP Engine Deliveries Jumped 41% This Year
- Positive Sentiment: Analyst sentiment remains constructive. Wall Street’s overall view is favorable, with recent price targets generally above the current trading level. GE’s strong commercial and defense franchises, backlog and free-cash-flow generation continue to support the bullish case. Is GE Aerospace a Buy as Wall Street Analysts Look Optimistic?
- Positive Sentiment: Broad-based operating strength is drawing investor attention. A long-term investment strategy highlighted GE Aerospace as a high-quality franchise with sustainable competitive advantages, reinforcing confidence in its business momentum. Broad-Based Strength Lifts GE Aerospace Performance
- Neutral Sentiment: Margin expansion is a key execution test. GE is relying on cost controls and backlog conversion to improve profitability, but inflation and investments for growth could pressure margins in the near term. Can GE Aerospace Boost Profit Margin Amid Cost Pressures?
- Negative Sentiment: Valuation and profit-taking are weighing on the shares. GE trades at a premium valuation, and recent weakness has been attributed to investors reassessing the stock after its strong rally rather than to a new negative earnings release. Comparisons with Howmet also suggest some investors see better risk-reward elsewhere. Howmet vs. GE Aerospace
- Negative Sentiment: Insider selling is a secondary caution signal. Company insiders reported sales and no open-market purchases during the past six months, which may reinforce concerns about the stock’s elevated valuation, although the activity does not indicate a change in operating fundamentals.
GE Aerospace Price Performance
Shares of NYSE GE opened at $343.51 on Monday. The stock has a market cap of $356.41 billion, a P/E ratio of 40.46, a P/E/G ratio of 2.50 and a beta of 1.36. GE Aerospace has a twelve month low of $268.01 and a twelve month high of $388.84. The stock has a 50 day moving average of $360.35 and a two-hundred day moving average of $328.16. The company has a current ratio of 0.98, a quick ratio of 0.67 and a debt-to-equity ratio of 0.96.
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, topping analysts’ consensus estimates of $1.86 by $0.16. The business had revenue of $12.63 billion for the quarter, compared to analyst estimates of $11.87 billion. GE Aerospace had a net margin of 17.72% and a return on equity of 40.56%. The company’s revenue for the quarter was up 21.1% compared to the same quarter last year. During the same period last year, the firm posted $1.66 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. On average, research analysts forecast that GE Aerospace will post 7.91 earnings per share 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 dividend of $0.47 per share. 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 (DPR) is presently 22.14%.
About GE Aerospace
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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