Journey Advisory Group LLC Lowers Stock Holdings in GE Aerospace $GE

Journey Advisory Group LLC reduced its holdings in GE Aerospace (NYSE:GE) by 5.9% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 29,364 shares of the company’s stock after selling 1,842 shares during the quarter. Journey Advisory Group LLC’s holdings in GE Aerospace were worth $8,333,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently added to or reduced their stakes in the company. Allworth Financial LP raised its holdings in shares of GE Aerospace by 7.6% in the 4th quarter. Allworth Financial LP now owns 76,867 shares of the company’s stock worth $23,677,000 after purchasing an additional 5,434 shares during the period. Dara Capital US Inc. purchased a new stake in shares of GE Aerospace during the 4th quarter worth about $2,527,000. NewEdge Wealth LLC grew its holdings in shares of GE Aerospace by 92.2% during the 4th quarter. NewEdge Wealth LLC now owns 20,142 shares of the company’s stock worth $6,204,000 after purchasing an additional 9,663 shares during the period. CenterBook Partners LP increased its position in GE Aerospace by 892.6% during the 4th quarter. CenterBook Partners LP now owns 49,788 shares of the company’s stock worth $15,336,000 after purchasing an additional 44,772 shares in the last quarter. Finally, Ascentis Independent Advisors increased its position in GE Aerospace by 207.3% during the 1st quarter. Ascentis Independent Advisors now owns 4,317 shares of the company’s stock worth $1,225,000 after purchasing an additional 2,912 shares in the last quarter. 74.77% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of brokerages have weighed in on GE. President Capital reduced their price target on shares of GE Aerospace from $355.00 to $342.00 and set a “buy” rating on the stock in a research report on Wednesday, April 22nd. Wells Fargo & Company assumed coverage on shares of GE Aerospace in a research report on Wednesday, April 1st. They issued an “overweight” rating and a $325.00 price objective for the company. 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. Zacks Research downgraded shares of GE Aerospace from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, March 24th. Finally, Morgan Stanley reduced their target price on shares of GE Aerospace from $425.00 to $400.00 and set an “overweight” rating on the stock in a report on Wednesday, April 22nd. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, two have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $365.61.

GE Aerospace Stock Performance

Shares of NYSE:GE opened at $360.09 on Thursday. The company has a market cap of $375.69 billion, a P/E ratio of 44.35, a PEG ratio of 3.13 and a beta of 1.35. The company has a debt-to-equity ratio of 0.99, a quick ratio of 0.70 and a current ratio of 1.01. GE Aerospace has a one year low of $254.66 and a one year high of $382.97. The business’s 50-day simple moving average is $334.41 and its 200 day simple moving average is $318.09.

GE Aerospace (NYSE:GE) last released its quarterly earnings results on Tuesday, April 21st. The company reported $1.86 EPS for the quarter, topping the consensus estimate of $1.60 by $0.26. The firm had revenue of $11.61 billion for the quarter, compared to analyst estimates of $11.61 billion. GE Aerospace had a return on equity of 37.99% and a net margin of 17.86%.GE Aerospace’s revenue for the quarter was up 24.6% on a year-over-year basis. During the same period in the previous year, the company posted $1.49 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, sell-side analysts forecast that GE Aerospace will post 7.49 earnings per share for the current fiscal year.

GE Aerospace Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, July 27th. Stockholders of record on Monday, July 6th will be given a dividend of $0.47 per share. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend is Monday, July 6th. GE Aerospace’s payout ratio is presently 23.15%.

Key Stories Impacting GE Aerospace

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

• Positive Sentiment: RBC Capital Markets said GE Aerospace could raise 2026 adjusted EBIT guidance by about $500 million, citing strong commercial services demand and capacity constraints, which supports the stock ahead of earnings. GE Aerospace Could Raise 2026 Guidance by $500 Million, RBC Says Ahead of Earnings
• Positive Sentiment: Analysts and market commentary remain constructive heading into tomorrow’s earnings release, with reports saying GE Aerospace could deliver strong Q2 results, helping reinforce bullish sentiment. What To Expect From GE Aerospace’s (GE) Q2 Earnings
• Positive Sentiment: GE Aerospace announced work tied to the UK’s AW149 helicopter engines, including selecting StandardAero to build and maintain them, highlighting continued defense and aftermarket opportunities. GE Aerospace Picks StandardAero To Build, Maintain UK’s AW149 Engines
• Neutral Sentiment: Options traders are pricing in a sizeable post-earnings move, showing elevated expectations and potentially more volatility after results. Options Traders Brace for GE Earnings – Here’s the Expected Stock Range
• Neutral Sentiment: Broader market coverage notes GE Aerospace earnings are due and that the stock has already had a strong run this year, which means investors are watching closely for confirmation. Dow Jones Futures: Apple, Google Mask Dell, Sandisk, Micron Sell-Off; J.B. Hunt Jumps Late
• Negative Sentiment: Some reports warn that GE Aerospace faces a high bar into earnings and that its valuation could limit further upside if results or guidance fail to exceed expectations. GE Aerospace faces high bar heading into earnings: BNP Paribas

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.