43,338 Shares in GE Aerospace $GE Bought by Ceredex Value Advisors LLC

Ceredex Value Advisors LLC bought a new position in GE Aerospace (NYSE:GE) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 43,338 shares of the company’s stock, valued at approximately $16,197,000.

A number of other institutional investors have also recently modified their holdings of GE. Auto Owners Insurance Co boosted its position in shares of GE Aerospace by 52,247.5% during the 4th quarter. Auto Owners Insurance Co now owns 65,721,281 shares of the company’s stock worth $2,024,413,000 after purchasing an additional 65,595,733 shares in the last quarter. Norges Bank acquired a new stake in shares of GE Aerospace in the fourth quarter valued at approximately $4,444,736,000. Amundi grew its holdings in GE Aerospace by 135.2% during the 1st quarter. Amundi now owns 6,119,975 shares of the company’s stock valued at $1,736,665,000 after buying an additional 3,518,278 shares during the last quarter. Jennison Associates LLC boosted its stake in shares of GE Aerospace by 37.7% during the first 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 last quarter. Finally, Corient Private Wealth LLC boosted its stake in shares of GE Aerospace by 382.1% during the 4th quarter. Corient Private Wealth LLC now owns 2,757,281 shares of the company’s stock worth $849,325,000 after purchasing an additional 2,185,321 shares during the last quarter. 74.77% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

GE has been the subject of a number of recent analyst reports. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $450.00 price objective on shares of GE Aerospace in a research report on Monday, July 27th. Sanford C. Bernstein set a $421.00 price objective on shares of GE Aerospace and gave the stock an “outperform” rating in a research report on Thursday, July 23rd. BNP Paribas Exane dropped their target price on GE Aerospace from $300.00 to $270.00 and set an “underperform” rating on the stock in a report on Thursday, May 14th. Seaport Research Partners began coverage on shares of GE Aerospace in a research note on Tuesday, May 26th. They set a “buy” rating and a $375.00 price target on the stock. Finally, UBS Group lifted their price objective on GE Aerospace from $426.00 to $435.00 and gave the stock a “buy” rating in a report on Friday, July 17th. Sixteen equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $390.59.

GE Aerospace Stock Performance

GE opened at $345.21 on Friday. The business’s 50 day moving average is $360.82 and its 200-day moving average is $326.69. The company has a current ratio of 0.98, a quick ratio of 0.67 and a debt-to-equity ratio of 0.96. 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. GE Aerospace has a twelve month low of $266.14 and a twelve month high of $388.84.

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 analysts’ consensus estimates of $1.86 by $0.16. The company had revenue of $12.63 billion during the quarter, compared to analyst estimates of $11.87 billion. GE Aerospace had a return on equity of 40.56% and a net margin of 17.72%.The firm’s quarterly revenue was up 21.1% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.66 EPS. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. On average, analysts predict 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 given a $0.47 dividend. This represents a $1.88 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date was Monday, July 6th. GE Aerospace’s dividend payout ratio 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

Insider Buying and Selling at GE Aerospace

In other news, SVP Mohamed Ali sold 8,096 shares of the company’s stock in a transaction on Friday, July 24th. The stock was sold at an average price of $353.71, for a total value of $2,863,636.16. Following the completion of the sale, the senior vice president owned 20,666 shares in the company, valued at $7,309,770.86. This represents a 28.15% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. 0.19% of the stock is currently owned by company insiders.

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.