NewEdge Advisors LLC lowered its stake in shares of GE Aerospace (NYSE:GE – Free Report) by 9.0% during the first quarter, Holdings Channel reports. The fund owned 151,412 shares of the company’s stock after selling 14,995 shares during the period. NewEdge Advisors LLC’s holdings in GE Aerospace were worth $42,966,000 at the end of the most recent reporting period.
Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. increased its holdings in shares of GE Aerospace by 0.8% in the fourth quarter. Vanguard Group Inc. now owns 92,731,541 shares of the company’s stock valued at $28,564,097,000 after purchasing an additional 699,364 shares in the last quarter. Auto Owners Insurance Co lifted its holdings in 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 buying an additional 65,595,733 shares in the last quarter. State Street Corp boosted its position in GE Aerospace by 1.5% in the 4th quarter. State Street Corp now owns 45,240,802 shares of the company’s stock valued at $13,951,570,000 after buying an additional 663,160 shares during the last quarter. Geode Capital Management LLC boosted its position in GE Aerospace by 1.3% in the 4th quarter. Geode Capital Management LLC now owns 24,774,942 shares of the company’s stock valued at $7,615,200,000 after buying an additional 312,880 shares during the last quarter. Finally, Norges Bank acquired a new stake in shares of GE Aerospace in the 4th quarter valued at $4,444,736,000. Institutional investors and hedge funds own 74.77% of the company’s stock.
Insiders Place Their Bets
In other GE Aerospace news, SVP Mohamed Ali sold 8,096 shares of the stock in a transaction 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 sale, the senior vice president directly owned 20,666 shares in the company, 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 document filed with the SEC, which is accessible through the SEC website. Company insiders own 0.19% of the company’s stock.
GE Aerospace Stock Performance
GE Aerospace (NYSE:GE – Get Free Report) last posted 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 analyst estimates of $11.87 billion. During the same period last year, the company earned $1.66 EPS. The firm’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. Equities research analysts forecast that GE Aerospace will post 7.91 EPS for the current year.
GE Aerospace Dividend Announcement
The company also recently declared a quarterly dividend, which was paid on Monday, July 27th. Investors of record on Monday, July 6th were given a $0.47 dividend. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date was Monday, July 6th. GE Aerospace’s dividend payout ratio (DPR) is currently 22.14%.
Wall Street Analysts Forecast Growth
A number of equities research analysts have recently weighed in on the company. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $450.00 target price on shares of GE Aerospace in a research report on Monday, July 27th. Susquehanna reiterated a “positive” rating and issued a $430.00 price objective (up from $380.00) on shares of GE Aerospace in a research report on Thursday, July 9th. Wells Fargo & Company reissued an “overweight” rating and set a $390.00 price objective on shares of GE Aerospace in a report on Monday, July 20th. Royal Bank Of Canada reissued an “outperform” rating and set a $400.00 price objective (up from $355.00) on shares of GE Aerospace in a report on Wednesday, July 15th. Finally, Weiss Ratings upgraded shares of GE Aerospace from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, July 17th. Sixteen investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $390.59.
GE Aerospace News Summary
Here are the key news stories impacting GE Aerospace this week:
- Positive Sentiment: Analysts remain broadly bullish on GE Aerospace, citing its strong share-price performance, expected earnings growth and favorable long-term aviation recovery prospects. The company’s exposure to commercial engines and its large installed base support recurring services revenue. GE Aerospace Stock: Analyst Estimates & Ratings
- Positive Sentiment: Strength in the commercial engines business—particularly services, spare parts and LEAP engine deliveries—continues to support GE’s growth outlook. Major orders and improving aircraft utilization could help sustain momentum through 2026. Strength in Commercial Engines Unit Drives GE Aerospace: Can It Sustain?
- Positive Sentiment: Industry commentary highlights GE Aerospace’s central position in the aviation recovery, supported by demand for new engines, aftermarket services and rising airline capacity. Why GE Aerospace Sits at the Center of the Aviation Recovery
- Neutral Sentiment: GE Aerospace’s recent earnings exceeded expectations, with quarterly revenue up 21.1% year over year and EPS above consensus. However, its 2026 earnings guidance remains below some analyst estimates, making execution and future guidance important catalysts.
- Negative Sentiment: Honeywell Aerospace’s decision to reduce its full-year 2026 guidance weighs on sentiment toward aerospace suppliers, particularly as other peers are raising forecasts. The development raises concerns about uneven demand and execution across the sector, even though GE’s commercial-engine trends remain stronger. Honeywell Aerospace Stock Plunges
GE Aerospace 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.
Featured Articles
- Five stocks we like better than GE Aerospace
- Sandisk Just Delivered a Blowout Quarter—Here’s Why the Stock Is Falling
- 4 Oil and Gas ETF Plays as Prices Stay Sky-High
- What Tesla Stands to Lose If It Walks Away From China
- Disney Sets Up for a Magical Year in 2027
Want to see what other hedge funds are holding GE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for GE Aerospace (NYSE:GE – Free Report).
Receive News & Ratings for GE Aerospace Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for GE Aerospace and related companies with MarketBeat.com's FREE daily email newsletter.
