Silvant Capital Management LLC Increases Position in GE Aerospace $GE

Silvant Capital Management LLC boosted its stake in GE Aerospace (NYSE:GE) by 1.6% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 281,716 shares of the company’s stock after purchasing an additional 4,509 shares during the quarter. GE Aerospace comprises approximately 3.1% of Silvant Capital Management LLC’s holdings, making the stock its 8th largest holding. Silvant Capital Management LLC’s holdings in GE Aerospace were worth $105,286,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also made changes to their positions in the company. LaSalle St. Investment Advisors LLC grew its position in shares of GE Aerospace by 31.7% during the second quarter. LaSalle St. Investment Advisors LLC now owns 1,130 shares of the company’s stock valued at $422,000 after purchasing an additional 272 shares in the last quarter. Ceredex Value Advisors LLC purchased a new stake in shares of GE Aerospace in the second quarter worth about $16,197,000. Kilter Group LLC lifted its position in shares of GE Aerospace by 29.6% in the second quarter. Kilter Group LLC now owns 241 shares of the company’s stock worth $90,000 after buying an additional 55 shares in the last quarter. Portfolio Design Labs LLC lifted its position in shares of GE Aerospace by 2.7% in the second quarter. Portfolio Design Labs LLC now owns 9,179 shares of the company’s stock worth $3,430,000 after buying an additional 237 shares in the last quarter. Finally, Ninepoint Partners LP bought a new position in GE Aerospace during the second quarter valued at approximately $586,000. Institutional investors own 74.77% of the company’s stock.

Wall Street Analysts Forecast Growth

GE has been the subject of several research analyst reports. Royal Bank Of Canada restated an “outperform” rating and set a $400.00 price target (up from $355.00) on shares of GE Aerospace in a report on Wednesday, July 15th. Wall Street Zen cut GE Aerospace from a “buy” rating to a “hold” rating in a report on Monday, April 27th. Wells Fargo & Company reiterated an “overweight” rating and set a $390.00 target price on shares of GE Aerospace in a research report on Monday, July 20th. UBS Group raised their target price on shares of GE Aerospace from $426.00 to $435.00 and gave the company a “buy” rating in a report on Friday, July 17th. Finally, Sanford C. Bernstein set a $421.00 price target on shares of GE Aerospace and gave the stock an “outperform” rating in a research report on Thursday, July 23rd. Sixteen analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, GE Aerospace has an average rating of “Moderate Buy” and an average price target of $390.59.

Insiders Place Their Bets

In other GE Aerospace news, SVP Mohamed Ali sold 8,096 shares of the business’s 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 owned 20,666 shares in the company, valued at $7,309,770.86. The trade was a 28.15% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 0.19% of the stock is owned by company insiders.

Key Stories 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 Price Performance

NYSE:GE opened at $345.21 on Friday. The firm has a market capitalization of $358.18 billion, a price-to-earnings ratio of 40.66, a PEG ratio of 2.60 and a beta of 1.36. GE Aerospace has a 1 year low of $266.14 and a 1 year high of $388.84. The business has a 50 day simple moving average of $360.82 and a 200-day simple moving average of $326.69. The company has a debt-to-equity ratio of 0.96, a current ratio of 0.98 and a quick ratio of 0.67.

GE Aerospace (NYSE:GE) last released its earnings results on Thursday, July 16th. The company reported $2.02 earnings per share for the quarter, beating the consensus estimate of $1.86 by $0.16. The firm had revenue of $12.63 billion for the quarter, compared to the consensus estimate of $11.87 billion. GE Aerospace had a return on equity of 40.56% and a net margin of 17.72%.The company’s revenue for the quarter was up 21.1% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.66 EPS. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. Equities analysts forecast that GE Aerospace will post 7.91 EPS for the current year.

GE Aerospace Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, July 27th. Shareholders of record on Monday, July 6th were paid 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 payout ratio 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.