Geneva Partners LLC Buys New Holdings in GE Aerospace $GE

Geneva Partners LLC purchased a new position in GE Aerospace (NYSE:GE) in the second quarter, Holdings Channel reports. The fund purchased 2,400 shares of the company’s stock, valued at approximately $897,000.

A number of other institutional investors also recently added to or reduced their stakes in the company. Auto Owners Insurance Co increased its position in shares of GE Aerospace by 52,247.5% in the 4th quarter. Auto Owners Insurance Co now owns 65,721,281 shares of the company’s stock valued at $2,024,413,000 after purchasing an additional 65,595,733 shares during the last quarter. Norges Bank purchased a new stake in shares of GE Aerospace during the 4th quarter worth $4,444,736,000. Amundi lifted its position in shares of GE Aerospace by 135.2% during the 1st quarter. Amundi now owns 6,119,975 shares of the company’s stock worth $1,736,665,000 after purchasing an additional 3,518,278 shares during the last quarter. Jennison Associates LLC grew 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 worth $3,128,850,000 after purchasing an additional 3,017,937 shares in the last quarter. Finally, Corient Private Wealth LLC grew its stake in shares of GE Aerospace by 382.1% during the fourth 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 in the last quarter. Hedge funds and other institutional investors own 74.77% of the company’s stock.

Analyst Ratings Changes

Several equities analysts recently commented on GE shares. Susquehanna reissued a “positive” rating and issued a $430.00 target price (up from $380.00) on shares of GE Aerospace in a report on Thursday, July 9th. 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 report on Thursday, May 14th. Weiss Ratings raised GE Aerospace from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, July 17th. Sanford C. Bernstein set a $421.00 price objective on GE Aerospace and gave the company an “outperform” rating in a report on Thursday, July 23rd. Finally, Citigroup reissued a “buy” rating and set a $431.00 target price (up from $353.00) on shares of GE Aerospace in a research report on Wednesday, July 1st. Sixteen equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $390.59.

Insider Activity

In related news, SVP Mohamed Ali sold 8,096 shares of the company’s stock in a transaction dated 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 directly owned 20,666 shares of the company’s stock, valued at $7,309,770.86. This represents a 28.15% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 0.19% of the stock is currently owned by company insiders.

Key Headlines Impacting GE Aerospace

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?

GE Aerospace Trading Down 5.0%

NYSE GE opened at $356.33 on Thursday. The firm’s fifty day moving average price is $360.56 and its 200 day moving average price is $326.42. GE Aerospace has a 12 month low of $263.81 and a 12 month high of $388.84. The company has a debt-to-equity ratio of 0.96, a current ratio of 0.98 and a quick ratio of 0.67. The company has a market capitalization of $369.72 billion, a price-to-earnings ratio of 41.97, a price-to-earnings-growth ratio of 2.74 and a beta of 1.36.

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

GE Aerospace Dividend Announcement

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

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.