SMART Wealth LLC Has $326,000 Position in GE Aerospace $GE

SMART Wealth LLC lessened its holdings in shares of GE Aerospace (NYSE:GE) by 73.0% in the second quarter, Holdings Channel.com reports. The fund owned 872 shares of the company’s stock after selling 2,361 shares during the quarter. SMART Wealth LLC’s holdings in GE Aerospace were worth $326,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Brighton Jones LLC grew its position in shares of GE Aerospace by 25.3% during the 4th 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 during the period. Revolve Wealth Partners LLC increased its position in shares of GE Aerospace by 7.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 2,251 shares of the company’s stock worth $375,000 after acquiring an additional 150 shares in the last quarter. Sivia Capital Partners LLC grew its holdings in shares of GE Aerospace by 4.6% during the second quarter. Sivia Capital Partners LLC now owns 4,337 shares of the company’s stock worth $1,116,000 after buying an additional 191 shares in the last quarter. Main Street Financial Solutions LLC grew its position 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 purchasing an additional 4,584 shares in the last quarter. Finally, HUB Investment Partners LLC increased its position in shares of GE Aerospace by 4.2% during the 2nd quarter. HUB Investment Partners LLC now owns 9,035 shares of the company’s stock worth $2,326,000 after purchasing an additional 366 shares during the last quarter. 74.77% of the stock is currently owned by institutional investors.

GE Aerospace Stock Performance

NYSE GE opened at $336.66 on Friday. The firm’s fifty day moving average price is $357.33 and its two-hundred day moving average price is $328.72. The stock has a market cap of $349.30 billion, a PE ratio of 39.65, a PEG ratio of 2.44 and a beta of 1.35. The company has a debt-to-equity ratio of 0.96, a quick ratio of 0.67 and a current ratio of 0.98. GE Aerospace has a fifty-two week low of $268.91 and a fifty-two week high of $388.84.

GE Aerospace (NYSE:GE) last issued its quarterly earnings data on Thursday, July 16th. The company reported $2.02 earnings per share for the quarter, topping analysts’ consensus estimates 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 quarter in the previous year, the company posted $1.66 EPS. 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, equities analysts expect that GE Aerospace will post 7.91 EPS for the current fiscal 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 paid a dividend of $0.47 per share. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend was Monday, July 6th. GE Aerospace’s dividend payout ratio (DPR) is presently 22.14%.

Insider Buying and Selling at GE Aerospace

In other news, SVP Mohamed Ali sold 8,096 shares of the business’s stock in a transaction dated Friday, July 24th. The stock was sold at an average price of $353.71, for a total transaction 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. The trade was 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.

Analysts Set New Price Targets

Several brokerages have recently weighed in on GE. Susquehanna reissued 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. Sanford C. Bernstein set a $421.00 price target on GE Aerospace and gave the company an “outperform” rating in a research note on Thursday, July 23rd. Wells Fargo & Company reissued an “overweight” rating and set a $390.00 price target on shares of GE Aerospace in a research report on Monday, July 20th. JPMorgan Chase & Co. boosted their price target on GE Aerospace from $335.00 to $400.00 and gave the company an “overweight” rating in a research note on Monday, July 20th. Finally, UBS Group increased their price objective on shares of GE Aerospace from $426.00 to $435.00 and gave the stock a “buy” rating in a research note on Friday, July 17th. Sixteen research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $390.59.

Key Stories Impacting GE Aerospace

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

• Positive Sentiment: Expanding defense demand: GE Aerospace is benefiting from U.S. Navy modernization, including a reported $2.87 billion engine-support award, as well as additional F/A-18 engine-parts work. South Korea also selected GE marine gas-turbine engines for its KDDX destroyers, adding international defense visibility. GE Draws $2.87 Billion for USN Engine Support GE Aerospace to Provide Marine Gas Turbine Engines for South Korea’s KDDX Destroyers
• Positive Sentiment: Hypersonics and next-generation engines: GE won a Pentagon/DIU contract to develop a Mach 5 hypersonic test platform and continues work on the XA102 adaptive combat engine. These programs could strengthen GE’s position in future U.S. defense spending, although near-term financial impact is likely limited. GE Aerospace Secures DIU Contract to Develop Mach 5 Hypersonic Test Platform
• Positive Sentiment: Tejas engine deliveries resumed: GE shipped three F404-IN20 engines to India’s HAL in August for the LCA Tejas Mk1A program. The deliveries help ease a prolonged supply bottleneck and support production of aircraft ordered by India’s air force. HAL Shares in Focus as GE Aerospace Delivers Three F404 Engines
• Neutral Sentiment: Operational growth initiatives: GE also shipped an X-BAT engine after ground testing and outlined plans to increase combat-engine deliveries, supporting its longer-term defense pipeline but providing limited immediate earnings detail. GE Aerospace Ships X-BAT Engine After Ground-Test Campaign
• Negative Sentiment: Valuation and interest-rate risks remain: GE has recently pulled back materially from its 52-week high while trading at a relatively elevated earnings multiple. Rising Treasury yields could pressure high-growth industrial valuations, though the stock’s defense backlog and previously raised 2026 guidance may provide support.

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.