GE Aerospace $GE Shares Sold by Syon Capital LLC

Syon Capital LLC cut its position in shares of GE Aerospace (NYSE:GE) by 11.1% during the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 12,807 shares of the company’s stock after selling 1,606 shares during the period. Syon Capital LLC’s holdings in GE Aerospace were worth $4,786,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Auto Owners Insurance Co raised its position in shares of GE Aerospace by 52,247.5% in the fourth quarter. Auto Owners Insurance Co now owns 65,721,281 shares of the company’s stock worth $2,024,413,000 after acquiring an additional 65,595,733 shares during the period. State Street Corp increased its stake in shares of 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 purchasing an additional 663,160 shares in the last quarter. Geode Capital Management LLC increased its stake in shares of 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 purchasing an additional 312,880 shares in the last quarter. Norges Bank acquired a new position in GE Aerospace in the 4th quarter worth about $4,444,736,000. Finally, Morgan Stanley grew its holdings in GE Aerospace by 2.4% in the fourth quarter. Morgan Stanley now owns 13,924,762 shares of the company’s stock valued at $4,289,245,000 after purchasing an additional 332,380 shares during the period. Institutional investors and hedge funds own 74.77% of the company’s stock.

Insider Buying and Selling

In other GE Aerospace news, SVP Mohamed Ali sold 8,096 shares of the stock in a transaction dated 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 completion of the sale, 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 position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.19% of the company’s stock.

GE Aerospace Trading Up 1.1%

Shares of GE stock opened at $333.17 on Friday. GE Aerospace has a fifty-two week low of $268.91 and a fifty-two week high of $388.84. The company has a debt-to-equity ratio of 0.96, a quick ratio of 0.67 and a current ratio of 0.98. The stock’s fifty day moving average is $357.97 and its two-hundred day moving average is $328.66. The firm has a market capitalization of $345.68 billion, a P/E ratio of 39.24, a PEG ratio of 2.41 and a beta of 1.35.

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

GE Aerospace Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, July 27th. Investors 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 0.6%. The ex-dividend date of this dividend was Monday, July 6th. GE Aerospace’s dividend payout ratio is currently 22.14%.

Analysts Set New Price Targets

GE has been the topic of a number of recent analyst reports. Citigroup reiterated 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. BNP Paribas Exane reduced their price objective on shares of GE Aerospace from $300.00 to $270.00 and set an “underperform” rating for the company in a research report on Thursday, May 14th. Weiss Ratings raised shares of GE Aerospace from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, July 17th. JPMorgan Chase & Co. lifted their target price on shares of GE Aerospace from $335.00 to $400.00 and gave the company an “overweight” rating in a research report on Monday, July 20th. Finally, Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $450.00 target price on shares of GE Aerospace in a research note on Monday, July 27th. Sixteen equities research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus 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: GE secured a U.S. Navy performance-based logistics contract worth up to approximately $2.87 billion through 2031 to support 17 components for F414 engines used on F/A-18 Super Hornet and EA-18G Growler aircraft. The award improves long-term revenue visibility and strengthens GE’s higher-margin defense aftermarket business. GE Draws $2.87 Billion for USN Engine Support
• Positive Sentiment: South Korea selected GE’s LM2500+G4 marine gas turbines to power six next-generation KDDX destroyers, representing an order for 12 engines and expanding GE’s international naval propulsion presence. South Korea Selects GE Aerospace Engines
• Positive Sentiment: GE delivered three F404 engines to India’s Hindustan Aeronautics in August for the LCA Tejas program. The shipment helps address supply shortages and supports future engine revenue, though Tejas production is still awaiting additional supplies. GE Aerospace Delivers Three F404 Engines to HAL
• Positive Sentiment: GE won a Pentagon contract to build a Mach 5 hypersonic test vehicle and continues work on the XA102 adaptive combat engine. These programs could create longer-term growth opportunities in advanced defense propulsion. GE Aerospace Wins Hypersonic Test Vehicle Contract
• Positive Sentiment: GE’s commercial engines business continues to benefit from strong orders and deliveries, with reported revenue growth of 27% and 2026 sales projected to increase about 20%. The company also previously raised its full-year 2026 outlook after beating quarterly earnings and revenue estimates. GE Rides on Commercial Engines Unit Strength
• Negative Sentiment: Despite the positive contract flow, GE trades at roughly 39 times earnings and has declined about 12.7% over the past month, remaining well below its 12-month high. Investors may be concerned that the valuation leaves limited room for execution, supply-chain, or delivery disappointments. How Long Would You Wait for GE Aerospace Stock to Come Back?

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.