Van Diest Capital LLC Grows Stake in GE Aerospace $GE

Van Diest Capital LLC increased its holdings in shares of GE Aerospace (NYSE:GE) by 153.8% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,464 shares of the company’s stock after purchasing an additional 1,493 shares during the quarter. Van Diest Capital LLC’s holdings in GE Aerospace were worth $699,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Blueline Advisors LLC bought a new position in GE Aerospace in the 4th quarter worth approximately $25,000. Ankerstar Wealth LLC purchased a new stake in GE Aerospace during the 4th quarter valued at approximately $31,000. Tucker Asset Management LLC bought a new stake in shares of GE Aerospace during the fourth quarter valued at approximately $32,000. Lifetime Wealth Management P.C. bought a new stake in shares of GE Aerospace during the fourth quarter valued at approximately $40,000. Finally, Beaird Harris Wealth Management LLC lifted its holdings in shares of GE Aerospace by 72.0% in the third quarter. Beaird Harris Wealth Management LLC now owns 141 shares of the company’s stock worth $42,000 after buying an additional 59 shares in the last quarter. Institutional investors own 74.77% of the company’s stock.

GE Aerospace News Roundup

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

• Positive Sentiment: GE Aerospace and CFM announced commitments for about 1,800 engines, highlighted by IndiGo’s order for more than 1,000 LEAP-1A engines — the largest single LEAP order ever and a major backlog booster. GE Aerospace Wraps Historic Farnborough Airshow
• Positive Sentiment: The company also won additional widebody engine business, including GEnx-1B orders for Philippine Airlines and AerCap, reinforcing demand in the commercial services and engines franchise. GE Aerospace Wraps Historic Farnborough Airshow
• Positive Sentiment: GE Aerospace said FAA and EASA certified durability upgrades for the LEAP-1B engine, which should reduce maintenance burden and improve engine time on wing — a favorable sign for margins and aftermarket revenue. GE Aerospace Concludes Farnborough Airshow with Record Engine Orders, Durability Advances and Hybrid Electric Flight Milestones
• Positive Sentiment: Management also highlighted a milestone in hybrid-electric flight above 30,000 feet and new defense-related collaborations, signaling continued investment in future aerospace technologies and military demand. GE Aerospace Wraps Historic Farnborough Airshow
• Neutral Sentiment: Several analyst notes and stock-trend articles are also keeping GE in focus, but the main stock-moving catalyst today appears to be the company’s strong order announcements and product-certificate news. GE Aerospace (GE) Is a Trending Stock: Facts to Know Before Betting on It

GE Aerospace Stock Up 1.4%

Shares of GE opened at $353.71 on Friday. 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 stock has a market capitalization of $367.00 billion, a price-to-earnings ratio of 41.66, a price-to-earnings-growth ratio of 2.70 and a beta of 1.35. GE Aerospace has a 1 year low of $261.71 and a 1 year high of $382.97. The business’s 50 day simple moving average is $341.50 and its 200-day simple moving average is $319.67.

GE Aerospace (NYSE:GE) last posted its 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 analyst estimates of $11.87 billion. During the same period last year, the firm posted $1.66 earnings per share. GE Aerospace’s revenue for the quarter 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. As a group, equities analysts expect that GE Aerospace will post 7.91 earnings per share for the current fiscal year.

GE Aerospace Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, July 27th. Shareholders of record on Monday, July 6th will be given a dividend of $0.47 per share. The ex-dividend date is Monday, July 6th. This represents a $1.88 annualized dividend and a yield of 0.5%. GE Aerospace’s dividend payout ratio (DPR) is 22.14%.

Wall Street Analysts Forecast Growth

GE has been the subject of a number of research reports. TD Cowen restated a “buy” rating and set a $380.00 target price (up from $330.00) on shares of GE Aerospace in a research report on Monday, July 13th. Jefferies Financial Group lifted their price target on shares of GE Aerospace from $365.00 to $455.00 and gave the company a “buy” rating in a report on Thursday, July 2nd. Daiwa Securities Group started coverage on shares of GE Aerospace in a research note on Tuesday, March 31st. They issued a “neutral” rating and a $301.00 price target on the stock. JPMorgan Chase & Co. increased their price objective on shares of GE Aerospace from $335.00 to $400.00 and gave the company an “overweight” rating in a report on Monday, July 20th. Finally, UBS Group raised their price objective on GE Aerospace from $426.00 to $435.00 and gave the company a “buy” rating in a research report on Friday, July 17th. Sixteen research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $386.88.

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.