5,139 Shares in GE Aerospace $GE Acquired by South Shore Capital Advisors

South Shore Capital Advisors acquired a new stake in shares of GE Aerospace (NYSE:GE) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 5,139 shares of the company’s stock, valued at approximately $1,605,000. GE Aerospace accounts for about 1.1% of South Shore Capital Advisors’ holdings, making the stock its 22nd biggest position.

A number of other hedge funds have also recently modified their holdings of the business. Amundi boosted its stake in GE Aerospace by 135.2% during the first quarter. Amundi now owns 6,119,975 shares of the company’s stock worth $1,736,665,000 after acquiring an additional 3,518,278 shares in the last quarter. Jupiter Topco LLC purchased a new stake in shares of GE Aerospace in the 2nd quarter worth approximately $1,283,858,000. Wellington Management Group LLP increased its holdings in shares of GE Aerospace by 97.3% during the second quarter. Wellington Management Group LLP now owns 6,797,935 shares of the company’s stock valued at $2,540,592,000 after acquiring an additional 3,352,432 shares in the last quarter. Jennison Associates LLC boosted its stake in GE Aerospace by 37.7% in the 1st quarter. Jennison Associates LLC now owns 11,026,006 shares of the company’s stock worth $3,128,850,000 after purchasing an additional 3,017,937 shares in the last quarter. Finally, State Street Corp grew its position in GE Aerospace by 2.6% during the 2nd quarter. State Street Corp now owns 46,497,628 shares of the company’s stock valued at $17,377,559,000 after purchasing an additional 1,160,584 shares during the last quarter. Institutional investors own 74.77% of the company’s stock.

GE Aerospace News Roundup

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

• Positive Sentiment: GE Aerospace reported adjusted earnings of $2.25 per share, above the approximately $2.01–$2.02 consensus, while revenue reached about $14.1 billion, up roughly 16%–25% year over year and ahead of estimates. GE Aerospace Q3 Earnings and Revenues Top Estimates
• Positive Sentiment: Orders surged 49% to $19 billion, led by commercial engines and services, pushing the backlog above $170 billion and supporting expectations for sustained future growth. General Electric: 3 Key Takeaways for Long-Term Investors
• Positive Sentiment: Management raised its 2026 outlook for the second time, now targeting adjusted EPS of $8.00–$8.10, revenue growth of approximately 19%–20%, operating profit of $10.9–$11.0 billion and free cash flow of $9.1–$9.4 billion. Bank of America reiterated its Buy rating and $405 price target. GE Aerospace Buy Rating Reiterated
• Neutral Sentiment: Unusually heavy options activity included approximately 20,557 call contracts, about 38% above typical volume, indicating increased speculative interest but not a clear fundamental signal.
• Negative Sentiment: Cash flow was the main concern: operating cash flow declined year over year, while higher engine-related costs pressured the market’s reaction to the beat-and-raise report. GE Aerospace Stock Sinks as Cash Flow Concerns Arise
• Negative Sentiment: Investors remain concerned that high fuel prices could reduce airline capacity and eventually slow demand for new engines and aftermarket services, GE’s key profit engine. GE’s elevated valuation leaves less room for execution or cost disappointments.

Analyst Ratings Changes

Several research analysts have issued reports on GE shares. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of GE Aerospace in a report on Friday. 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 report on Friday, July 17th. Citigroup reiterated a “buy” rating and set a $431.00 target price (up from $353.00) on shares of GE Aerospace in a research note on Wednesday, July 1st. Jefferies Financial Group set a $435.00 target price on GE Aerospace and gave the company a “buy” rating in a research note on Wednesday, September 23rd. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and set a $410.00 price target on shares of GE Aerospace in a report on Monday, July 20th. Seventeen investment analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $387.37.

Insider Activity

In related news, SVP Mohamed Ali sold 8,096 shares of the firm’s stock in a transaction that occurred 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 owned 20,666 shares of the company’s stock, valued at approximately $7,309,770.86. This trade represents a 28.15% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Insiders own 0.19% of the company’s stock.

GE Aerospace Stock Performance

GE stock traded down $11.85 on Tuesday, hitting $299.43. The company had a trading volume of 5,449,095 shares, compared to its average volume of 5,076,087. 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 has a 12-month low of $268.91 and a 12-month high of $388.84. The stock has a market cap of $310.68 billion, a price-to-earnings ratio of 35.25, a P/E/G ratio of 2.29 and a beta of 1.38. The stock’s 50-day simple moving average is $328.69 and its 200 day simple moving average is $328.81.

GE Aerospace (NYSE:GE) last released its quarterly earnings results on Tuesday, October 20th. The company reported $2.25 earnings per share for the quarter, beating the consensus estimate of $2.01 by $0.24. The firm had revenue of $13.29 billion for the quarter, compared to analysts’ expectations of $12.88 billion. GE Aerospace had a return on equity of 40.56% and a net margin of 17.72%. The company’s revenue was up 24.7% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.66 EPS. As a group, equities research analysts expect that GE Aerospace will post 7.91 earnings per share for the current fiscal year.

GE Aerospace Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, October 26th. Stockholders of record on Monday, October 5th will be given a dividend of $0.47 per share. The ex-dividend date of this dividend is Monday, October 5th. This represents a $1.88 annualized dividend and a dividend yield of 0.6%. GE Aerospace’s dividend payout ratio is presently 22.14%.

About GE Aerospace

GE Aerospace (NYSE: GE) is a global aerospace company that designs, develops, manufactures and services aircraft engines and related systems. Its products support commercial air transport, business and general aviation, military aircraft, and other defense applications. The company also provides engine components, avionics, mechanical systems, digital solutions and maintenance, repair and overhaul services.

GE Aerospace serves airlines, aircraft operators, leasing companies, airframers and government customers worldwide.