Sharpepoint LLC Trims Holdings in GE Aerospace $GE

Sharpepoint LLC decreased its position in shares of GE Aerospace (NYSE:GE) by 75.0% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 3,712 shares of the company’s stock after selling 11,123 shares during the quarter. Sharpepoint LLC’s holdings in GE Aerospace were worth $1,053,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Brighton Jones LLC raised its position in GE Aerospace by 25.3% during the 4th quarter. Brighton Jones LLC now owns 12,008 shares of the company’s stock worth $2,003,000 after buying an additional 2,421 shares during the last quarter. Revolve Wealth Partners LLC boosted its holdings in shares of GE Aerospace by 7.1% in 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 boosted its holdings in shares of GE Aerospace by 4.6% in the 2nd quarter. Sivia Capital Partners LLC now owns 4,337 shares of the company’s stock valued at $1,116,000 after acquiring an additional 191 shares during the last quarter. Main Street Financial Solutions LLC increased its stake in shares of 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 acquiring an additional 4,584 shares during the period. Finally, HUB Investment Partners LLC increased its stake in shares of 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 acquiring an additional 366 shares during the period. Hedge funds and other institutional investors own 74.77% of the company’s stock.

Analyst Ratings Changes

A number of research firms recently issued reports on GE. TD Cowen restated a “buy” rating and set a $380.00 target price (up from $330.00) on shares of GE Aerospace in a research report on Monday. Jefferies Financial Group increased their price target on GE Aerospace from $365.00 to $455.00 and gave the stock a “buy” rating in a research report on Thursday, July 2nd. Sanford C. Bernstein reiterated an “outperform” rating on shares of GE Aerospace in a research note on Tuesday. Weiss Ratings cut GE Aerospace from a “buy (b)” rating to a “buy (b-)” rating in a report on Monday, June 1st. Finally, Morgan Stanley lowered their target price on GE Aerospace from $425.00 to $400.00 and set an “overweight” rating on the stock in a research note on Wednesday, April 22nd. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, GE Aerospace presently has a consensus rating of “Moderate Buy” and an average target price of $365.61.

GE Aerospace Price Performance

NYSE:GE opened at $360.09 on Thursday. The company has a debt-to-equity ratio of 0.99, a current ratio of 1.01 and a quick ratio of 0.70. The company has a 50 day moving average price of $334.41 and a 200-day moving average price of $318.09. GE Aerospace has a 1-year low of $254.66 and a 1-year high of $382.97. The firm has a market cap of $375.69 billion, a price-to-earnings ratio of 44.35, a price-to-earnings-growth ratio of 3.13 and a beta of 1.35.

GE Aerospace (NYSE:GE) last announced its quarterly earnings results on Tuesday, April 21st. The company reported $1.86 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.60 by $0.26. The firm had revenue of $11.61 billion for the quarter, compared to the consensus estimate of $11.61 billion. GE Aerospace had a net margin of 17.86% and a return on equity of 37.99%. The firm’s quarterly revenue was up 24.6% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.49 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Equities research analysts forecast that GE Aerospace will post 7.49 EPS for the current year.

GE Aerospace Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, July 27th. Stockholders of record on Monday, July 6th will be paid a dividend of $0.47 per share. This represents a $1.88 annualized dividend and a dividend yield of 0.5%. The ex-dividend date of this dividend is Monday, July 6th. GE Aerospace’s dividend payout ratio is presently 23.15%.

Key Stories Impacting GE Aerospace

Here are the key news stories impacting GE Aerospace this week:

• Positive Sentiment: RBC Capital Markets said GE Aerospace could raise 2026 adjusted EBIT guidance by about $500 million, citing strong commercial services demand and capacity constraints, which supports the stock ahead of earnings. GE Aerospace Could Raise 2026 Guidance by $500 Million, RBC Says Ahead of Earnings
• Positive Sentiment: Analysts and market commentary remain constructive heading into tomorrow’s earnings release, with reports saying GE Aerospace could deliver strong Q2 results, helping reinforce bullish sentiment. What To Expect From GE Aerospace’s (GE) Q2 Earnings
• Positive Sentiment: GE Aerospace announced work tied to the UK’s AW149 helicopter engines, including selecting StandardAero to build and maintain them, highlighting continued defense and aftermarket opportunities. GE Aerospace Picks StandardAero To Build, Maintain UK’s AW149 Engines
• Neutral Sentiment: Options traders are pricing in a sizeable post-earnings move, showing elevated expectations and potentially more volatility after results. Options Traders Brace for GE Earnings – Here’s the Expected Stock Range
• Neutral Sentiment: Broader market coverage notes GE Aerospace earnings are due and that the stock has already had a strong run this year, which means investors are watching closely for confirmation. Dow Jones Futures: Apple, Google Mask Dell, Sandisk, Micron Sell-Off; J.B. Hunt Jumps Late
• Negative Sentiment: Some reports warn that GE Aerospace faces a high bar into earnings and that its valuation could limit further upside if results or guidance fail to exceed expectations. GE Aerospace faces high bar heading into earnings: BNP Paribas

GE Aerospace 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.