D.A. Davidson & CO. Boosts Stock Position in GE Aerospace $GE

D.A. Davidson & CO. boosted its stake in GE Aerospace (NYSE:GE) by 4.3% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 44,651 shares of the company’s stock after acquiring an additional 1,828 shares during the period. D.A. Davidson & CO.’s holdings in GE Aerospace were worth $12,671,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in the stock. High Falls Advisors Inc raised its stake in shares of GE Aerospace by 3.0% in the 4th quarter. High Falls Advisors Inc now owns 1,069 shares of the company’s stock valued at $329,000 after purchasing an additional 31 shares in the last quarter. Wolff Wiese Magana LLC grew its stake in GE Aerospace by 1.0% in the fourth quarter. Wolff Wiese Magana LLC now owns 3,474 shares of the company’s stock worth $1,070,000 after purchasing an additional 33 shares in the last quarter. Montz Harcus Wealth Management LLC grew its stake in GE Aerospace by 3.6% in the fourth quarter. Montz Harcus Wealth Management LLC now owns 947 shares of the company’s stock worth $292,000 after purchasing an additional 33 shares in the last quarter. Darwin Wealth Management LLC increased its holdings in GE Aerospace by 2.0% in the fourth quarter. Darwin Wealth Management LLC now owns 1,699 shares of the company’s stock valued at $523,000 after buying an additional 33 shares during the last quarter. Finally, LRI Investments LLC increased its holdings in GE Aerospace by 1.4% in the fourth quarter. LRI Investments LLC now owns 2,390 shares of the company’s stock valued at $736,000 after buying an additional 33 shares during the last quarter. 74.77% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on GE shares. Susquehanna reiterated a “positive” rating and issued a $430.00 price target (up from $380.00) on shares of GE Aerospace in a report on Thursday, July 9th. President Capital reduced their price objective on GE Aerospace from $355.00 to $342.00 and set a “buy” rating on the stock in a research note on Wednesday, April 22nd. Morgan Stanley decreased their price objective on shares of GE Aerospace from $425.00 to $400.00 and set an “overweight” rating for the company in a report on Wednesday, April 22nd. Royal Bank Of Canada reiterated an “outperform” rating and set a $400.00 target price (up from $355.00) on shares of GE Aerospace in a research note on Wednesday. Finally, Weiss Ratings cut shares of GE Aerospace from a “buy (b)” rating to a “buy (b-)” rating in a report on Monday, June 1st. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, GE Aerospace has a consensus rating of “Moderate Buy” and an average target price of $365.61.

GE Aerospace Stock Down 3.9%

NYSE:GE opened at $346.16 on Friday. The company has a current ratio of 1.01, a quick ratio of 0.70 and a debt-to-equity ratio of 0.99. The stock has a 50 day moving average of $335.28 and a 200-day moving average of $318.30. The firm has a market capitalization of $361.16 billion, a PE ratio of 42.63, a price-to-earnings-growth ratio of 3.19 and a beta of 1.35. GE Aerospace has a 52 week low of $254.66 and a 52 week high of $382.97.

GE Aerospace (NYSE:GE) last announced its quarterly earnings results 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. The business had revenue of $12.63 billion for the quarter, compared to the consensus estimate of $12.24 billion. GE Aerospace had a return on equity of 37.99% and a net margin of 17.86%.The business’s revenue was up 21.1% on a year-over-year basis. During the same quarter last year, the business posted $1.66 EPS. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. Analysts predict that GE Aerospace will post 7.49 EPS for the current year.

GE Aerospace Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, July 27th. Shareholders of record on Monday, July 6th will be given a $0.47 dividend. The ex-dividend date of this dividend is Monday, July 6th. This represents a $1.88 annualized dividend and a yield of 0.5%. GE Aerospace’s dividend payout ratio (DPR) is currently 23.15%.

GE Aerospace News Summary

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

• Positive Sentiment: GE Aerospace beat Q2 expectations with adjusted EPS of $2.02 and revenue of $12.63 billion, while also lifting full-year 2026 guidance to $7.65-$7.85 EPS. GE Aerospace lifts 2026 forecast as airlines keep up maintenance spending
• Positive Sentiment: Management said repair and aftermarket demand is holding up, with airlines continuing to spend on maintenance despite higher fuel costs and fewer flight departures. GE Aerospace sees repair demand holding up despite aviation fuel shock
• Positive Sentiment: GE pushed back on Boeing-related GEnx delay concerns, saying engine shipments have increased and supply is available for months. GE Aerospace pushes back on GEnx delay concerns
• Neutral Sentiment: Analysts and earnings-call coverage highlighted strong commercial services growth and cash flow, but also noted that supply, not demand, is now the biggest growth constraint. GE Aerospace Q2 Earnings Beat on Robust Commercial Services Growth
• Negative Sentiment: The shares are under pressure because investors see the quarter as “too good to reward,” with high expectations, slower order growth, and valuation concerns limiting upside. GE boosts profit outlook but stock falls as booming order growth cools
• Negative Sentiment: GE Aerospace said supply-chain constraints and inflation will continue to weigh on results, reinforcing concerns about near-term margin pressure. GE Stock In Spotlight After Improved 2026 Outlook

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.