GE Aerospace $GE Stock Position Reduced by Strategic Financial Services Inc.

Strategic Financial Services Inc. cut its stake in shares of GE Aerospace (NYSE:GE) by 63.7% during the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 4,524 shares of the company’s stock after selling 7,955 shares during the period. Strategic Financial Services Inc.’s holdings in GE Aerospace were worth $1,691,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the stock. Burkett Financial Services LLC boosted its stake in shares of GE Aerospace by 28.9% during the 2nd quarter. Burkett Financial Services LLC now owns 125 shares of the company’s stock valued at $47,000 after buying an additional 28 shares during the period. BOK Financial Private Wealth Inc. increased its stake in shares of GE Aerospace by 3.2% in the second quarter. BOK Financial Private Wealth Inc. now owns 960 shares of the company’s stock worth $359,000 after acquiring an additional 30 shares during the last quarter. High Falls Advisors Inc increased its stake in shares of GE Aerospace by 3.0% in the fourth quarter. High Falls Advisors Inc now owns 1,069 shares of the company’s stock worth $329,000 after acquiring an additional 31 shares during the last quarter. Gradient Investments LLC raised its holdings in shares of GE Aerospace by 4.4% during the second quarter. Gradient Investments LLC now owns 765 shares of the company’s stock worth $286,000 after acquiring an additional 32 shares in the last quarter. Finally, Kinloch Capital LLC raised its holdings in shares of GE Aerospace by 3.1% during the second quarter. Kinloch Capital LLC now owns 1,079 shares of the company’s stock worth $403,000 after acquiring an additional 32 shares in the last quarter. Institutional investors and hedge funds own 74.77% of the company’s stock.

Insider Buying and Selling at GE Aerospace

In other news, SVP Mohamed Ali sold 8,096 shares of the 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 transaction, the senior vice president owned 20,666 shares of the company’s stock, valued at approximately $7,309,770.86. This represents a 28.15% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. 0.19% of the stock is owned by corporate insiders.

GE Aerospace Stock Down 0.1%

GE Aerospace stock opened at $336.66 on Monday. The company has a market capitalization of $349.30 billion, a P/E ratio of 39.65, a P/E/G ratio of 2.46 and a beta of 1.35. The firm’s fifty day simple moving average is $357.33 and its 200-day simple moving average is $328.81. The company has a current ratio of 0.98, a quick ratio of 0.67 and a debt-to-equity ratio of 0.96. GE Aerospace has a 1-year low of $268.91 and a 1-year high of $388.84.

GE Aerospace (NYSE:GE) last released its quarterly earnings data on Thursday, July 16th. The company reported $2.02 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.86 by $0.16. The business had revenue of $12.63 billion during 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%. GE Aerospace’s quarterly revenue was up 21.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.66 EPS. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. Sell-side analysts forecast that GE Aerospace will post 7.91 earnings per share for the current fiscal year.

GE Aerospace Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, July 27th. Shareholders of record on Monday, July 6th were given a $0.47 dividend. The ex-dividend date of this dividend was Monday, July 6th. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.6%. GE Aerospace’s payout ratio is currently 22.14%.

Key GE Aerospace News

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.

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on GE shares. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $450.00 price objective on shares of GE Aerospace in a research report on Monday, July 27th. Sanford C. Bernstein set a $421.00 target price on GE Aerospace and gave the stock an “outperform” rating in a research report on Thursday, July 23rd. Seaport Research Partners began coverage on GE Aerospace in a research note on Tuesday, May 26th. They set a “buy” rating and a $375.00 price target for the company. Susquehanna reiterated a “positive” rating and set a $430.00 price target (up from $380.00) on shares of GE Aerospace in a report on Thursday, July 9th. Finally, Jefferies Financial Group boosted their price target on GE Aerospace from $365.00 to $455.00 and gave the company a “buy” rating in a research note on Thursday, July 2nd. Sixteen investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, GE Aerospace has a consensus rating of “Moderate Buy” and an average target price of $390.59.

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.