GE Aerospace $GE Shares Purchased by West Family Investments Inc.

West Family Investments Inc. boosted its holdings in shares of GE Aerospace (NYSE:GE) by 86.8% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 4,721 shares of the company’s stock after purchasing an additional 2,194 shares during the quarter. GE Aerospace makes up approximately 0.5% of West Family Investments Inc.’s holdings, making the stock its 25th largest holding. West Family Investments Inc.’s holdings in GE Aerospace were worth $1,764,000 as of its most recent SEC filing.

Other institutional investors also recently made changes to their positions in the company. Brighton Jones LLC grew its position in shares of GE Aerospace by 25.3% during the fourth 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 in the last quarter. Revolve Wealth Partners LLC increased its stake in shares of GE Aerospace by 7.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 2,251 shares of the company’s stock worth $375,000 after buying an additional 150 shares during the last quarter. Sivia Capital Partners LLC raised its holdings in GE Aerospace by 4.6% in the second 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 in the last quarter. Main Street Financial Solutions LLC raised its holdings in GE Aerospace by 348.6% in the second quarter. Main Street Financial Solutions LLC now owns 5,899 shares of the company’s stock valued at $1,518,000 after acquiring an additional 4,584 shares in the last quarter. Finally, HUB Investment Partners LLC raised its holdings in GE Aerospace by 4.2% in the second quarter. HUB Investment Partners LLC now owns 9,035 shares of the company’s stock valued at $2,326,000 after acquiring an additional 366 shares in the last quarter. 74.77% of the stock is owned by institutional investors and hedge funds.

GE Aerospace Stock Down 5.0%

NYSE:GE opened at $356.33 on Thursday. 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 50 day moving average of $360.56 and a 200-day moving average of $326.42. The firm has a market capitalization of $369.72 billion, a PE ratio of 41.97, a price-to-earnings-growth ratio of 2.74 and a beta of 1.36. GE Aerospace has a 52 week low of $263.81 and a 52 week 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 the consensus estimate of $1.86 by $0.16. GE Aerospace had a return on equity of 40.56% and a net margin of 17.72%.The business had revenue of $12.63 billion for the quarter, compared to the consensus estimate of $11.87 billion. During the same quarter last year, the business posted $1.66 EPS. The business’s revenue was up 21.1% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. Analysts predict that GE Aerospace will post 7.91 EPS for the current year.

GE Aerospace Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, July 27th. Stockholders of record on Monday, July 6th were issued a dividend of $0.47 per share. The ex-dividend date of this dividend was Monday, July 6th. This represents a $1.88 annualized dividend and a dividend yield of 0.5%. GE Aerospace’s payout ratio is 22.14%.

GE Aerospace News Roundup

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

• Positive Sentiment: New JASSM engine contract expands GE’s defense opportunity. The U.S. Air Force selected the GE Aerospace-Kratos F143-ZZ-100 engine as a second-source propulsion system for the Joint Air-to-Surface Standoff Missile program. The Engineering, Manufacturing and Development award strengthens GE’s position in compact, lower-cost engines for long-range missiles and uncrewed aircraft. US Air Force adds GE-Kratos F143 as second engine source for JASSM
• Positive Sentiment: T901 engine progress supports military growth. GE’s T901 engine cleared a preliminary flight rating for the U.S. Army’s UH-60 Black Hawk, marking progress toward broader deployment and potential recurring defense revenue. GE’s T901 engine clears preliminary flight rating for UH-60 Black Hawk
• Positive Sentiment: Technology and government engagement reinforce GE’s strategic positioning. GE highlighted Bengaluru-led hybrid-electric flight and other innovation efforts, while a visit from Sen. Jon Husted and a senior Pentagon official underscored the company’s importance to U.S. aerospace and defense priorities. GE Aerospace Bengaluru innovation
• Neutral Sentiment: Operational momentum remains strong. Recent coverage points to robust commercial and defense demand, a backlog of roughly $210 billion, repeated earnings beats and raised guidance. However, these positives are already reflected in GE’s approximately 19.9% year-to-date advance. Hold GE Aerospace Even as Wall Street Remains Bullish
• Negative Sentiment: Valuation is limiting near-term upside. Analysts remain broadly bullish, but commentary warns that GE may be priced for near-perfect execution. Rising costs, debt and potential margin pressure could make it difficult for future results to justify the stock’s elevated valuation. GE Aerospace Rises 19.9% YTD: Is the Rally Still Worth Chasing?

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on the stock. Seaport Research Partners started coverage on shares of GE Aerospace in a report on Tuesday, May 26th. They set a “buy” rating and a $375.00 price objective for the company. TD Cowen restated a “buy” rating and issued a $380.00 target price (up from $330.00) on shares of GE Aerospace in a research note on Monday, July 13th. 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. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $400.00 price target (up from $355.00) on shares of GE Aerospace in a research report on Wednesday, July 15th. Finally, BNP Paribas Exane decreased their price target on GE Aerospace from $300.00 to $270.00 and set an “underperform” rating for the company in a research note on Thursday, May 14th. Sixteen research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $390.59.

Insider Activity

In other news, SVP Mohamed Ali sold 8,096 shares of the company’s stock in a transaction dated 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 completion of the transaction, the senior vice president owned 20,666 shares in the company, valued at approximately $7,309,770.86. This represents a 28.15% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.19% of the company’s stock.

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.