PensionDanmark Pensionsforsikringsaktieselskab raised its stake in shares of GE Aerospace (NYSE:GE – Free Report) by 8.5% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 223,915 shares of the company’s stock after buying an additional 17,577 shares during the period. GE Aerospace accounts for approximately 0.7% of PensionDanmark Pensionsforsikringsaktieselskab’s portfolio, making the stock its 24th biggest holding. PensionDanmark Pensionsforsikringsaktieselskab’s holdings in GE Aerospace were worth $83,684,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Brighton Jones LLC raised its stake in shares of GE Aerospace by 25.3% in the 4th quarter. Brighton Jones LLC now owns 12,008 shares of the company’s stock valued at $2,003,000 after acquiring an additional 2,421 shares in the last quarter. Revolve Wealth Partners LLC boosted its position in 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 purchasing an additional 150 shares during the period. Sivia Capital Partners LLC grew its holdings in GE Aerospace by 4.6% during the second quarter. Sivia Capital Partners LLC now owns 4,337 shares of the company’s stock valued at $1,116,000 after purchasing an additional 191 shares during the last quarter. Main Street Financial Solutions LLC raised its position in shares of 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 during the period. Finally, HUB Investment Partners LLC raised its position in shares of GE Aerospace by 4.2% in the second quarter. HUB Investment Partners LLC now owns 9,035 shares of the company’s stock valued at $2,326,000 after purchasing an additional 366 shares during the period. Institutional investors and hedge funds own 74.77% of the company’s stock.
Insider Transactions at GE Aerospace
In other news, SVP Mohamed Ali sold 8,096 shares of the stock in a transaction on 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 transaction, 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 sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. 0.19% of the stock is owned by company insiders.
GE Aerospace Trading Down 1.8%
GE Aerospace (NYSE:GE – Get Free Report) last announced its quarterly earnings data on Thursday, July 16th. The company reported $2.02 earnings per share for the quarter, topping the consensus estimate of $1.86 by $0.16. The company had revenue of $12.63 billion for the quarter, compared to analyst estimates of $11.87 billion. GE Aerospace had a return on equity of 40.56% and a net margin of 17.72%.GE Aerospace’s revenue for the quarter was up 21.1% compared to the same quarter last year. During the same quarter last year, the firm earned $1.66 EPS. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. As a group, research analysts predict that GE Aerospace will post 7.91 earnings per share for the current year.
GE Aerospace Announces Dividend
The firm also recently declared a quarterly dividend, which was paid on Monday, July 27th. Shareholders of record on Monday, July 6th were issued a $0.47 dividend. This represents a $1.88 annualized dividend and a yield of 0.5%. The ex-dividend date of this dividend was Monday, July 6th. GE Aerospace’s payout ratio is 22.14%.
Analyst Upgrades and Downgrades
Several analysts recently issued reports on the stock. Morgan Stanley decreased their price objective on shares of GE Aerospace from $425.00 to $400.00 and set an “overweight” rating for the company in a report on Wednesday, April 22nd. Sanford C. Bernstein set a $421.00 target price on shares of GE Aerospace and gave the stock an “outperform” rating in a research report on Thursday, July 23rd. Citigroup restated a “buy” rating and set a $431.00 price target (up from $353.00) on shares of GE Aerospace in a report on Wednesday, July 1st. Weiss Ratings raised GE Aerospace from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, July 17th. Finally, JPMorgan Chase & Co. lifted their price objective on GE Aerospace from $335.00 to $400.00 and gave the stock an “overweight” rating in a research note on Monday, July 20th. Sixteen 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. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $390.59.
Check Out Our Latest Report on GE Aerospace
Trending Headlines about GE Aerospace
Here are the key news stories impacting GE Aerospace this week:
- Positive Sentiment: Analysts remain broadly bullish on GE Aerospace, citing its strong share-price performance, expected earnings growth and favorable long-term aviation recovery prospects. The company’s exposure to commercial engines and its large installed base support recurring services revenue. GE Aerospace Stock: Analyst Estimates & Ratings
- Positive Sentiment: Strength in the commercial engines business—particularly services, spare parts and LEAP engine deliveries—continues to support GE’s growth outlook. Major orders and improving aircraft utilization could help sustain momentum through 2026. Strength in Commercial Engines Unit Drives GE Aerospace: Can It Sustain?
- Positive Sentiment: Industry commentary highlights GE Aerospace’s central position in the aviation recovery, supported by demand for new engines, aftermarket services and rising airline capacity. Why GE Aerospace Sits at the Center of the Aviation Recovery
- Neutral Sentiment: GE Aerospace’s recent earnings exceeded expectations, with quarterly revenue up 21.1% year over year and EPS above consensus. However, its 2026 earnings guidance remains below some analyst estimates, making execution and future guidance important catalysts.
- Negative Sentiment: Honeywell Aerospace’s decision to reduce its full-year 2026 guidance weighs on sentiment toward aerospace suppliers, particularly as other peers are raising forecasts. The development raises concerns about uneven demand and execution across the sector, even though GE’s commercial-engine trends remain stronger. Honeywell Aerospace Stock Plunges
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.
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