Themes Management Co LLC Buys 10,202 Shares of GE Aerospace $GE

Posted by Stephan Jacobs on Jul 26th, 2026

Themes Management Co LLC boosted its stake in GE Aerospace (NYSE:GE – Free Report) by 62.3% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 26,572 shares of the company’s stock after buying an additional 10,202 shares during the period. GE Aerospace makes up 4.7% of Themes Management Co LLC’s portfolio, making the stock its largest holding. Themes Management Co LLC’s holdings in GE Aerospace were worth $7,540,000 as of its most recent filing with the SEC.

Several other large investors have also recently bought and sold shares of the stock. Blueline Advisors LLC bought a new stake in shares of GE Aerospace during the fourth quarter worth approximately $25,000. Ankerstar Wealth LLC bought a new position in shares of GE Aerospace during the fourth quarter worth approximately $31,000. Tucker Asset Management LLC acquired a new stake in GE Aerospace during the 4th quarter worth approximately $32,000. Lifetime Wealth Management P.C. acquired a new stake in GE Aerospace during the 4th quarter worth approximately $40,000. Finally, Beaird Harris Wealth Management LLC boosted its stake in GE Aerospace by 72.0% in the 3rd quarter. Beaird Harris Wealth Management LLC now owns 141 shares of the company’s stock valued at $42,000 after purchasing an additional 59 shares during the period. 74.77% of the stock is owned by institutional investors.

GE Aerospace Stock Performance

Shares of GE Aerospace stock opened at $353.71 on Friday. The company has a 50 day moving average of $341.50 and a 200-day moving average of $319.67. GE Aerospace has a 1-year low of $261.71 and a 1-year high of $382.97. The company has a current ratio of 0.98, a quick ratio of 0.67 and a debt-to-equity ratio of 0.96. The company has a market cap of $367.00 billion, a PE ratio of 41.66, a price-to-earnings-growth ratio of 2.70 and a beta of 1.35.

GE Aerospace (NYSE:GE – Get Free Report) last posted its quarterly earnings results on Thursday, July 16th. The company reported $2.02 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.86 by $0.16. The business had revenue of $12.63 billion for the quarter, compared to analyst estimates of $11.87 billion. GE Aerospace had a net margin of 17.72% and a return on equity of 40.56%. The firm’s revenue for the quarter was up 21.1% on a year-over-year basis. During the same quarter last year, the business posted $1.66 EPS. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. As a group, equities research analysts forecast that GE Aerospace will post 7.91 earnings per share for the current fiscal year.

GE Aerospace Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, July 27th. Shareholders of record on Monday, July 6th will be issued a $0.47 dividend. 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 dividend payout ratio (DPR) is currently 22.14%.

Analyst Ratings Changes

A number of brokerages have commented on GE. Seaport Research Partners assumed coverage on GE Aerospace in a report on Tuesday, May 26th. They issued a “buy” rating and a $375.00 price objective on the stock. Sanford C. Bernstein set a $421.00 target price on GE Aerospace and gave the stock an “outperform” rating in a report on Thursday. JPMorgan Chase & Co. boosted 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. Jefferies Financial Group boosted their target price on shares of GE Aerospace from $365.00 to $455.00 and gave the company a “buy” rating in a research report on Thursday, July 2nd. Finally, The Goldman Sachs Group restated a “buy” rating and issued a $410.00 price target on shares of GE Aerospace in a research note on Monday, July 20th. Sixteen analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, GE Aerospace presently has a consensus rating of “Moderate Buy” and a consensus target price of $386.88.

Read Our Latest Report on GE

Trending Headlines about GE Aerospace

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 Company Profile

(Free Report)

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.