HighTower Advisors LLC grew its stake in shares of GE Aerospace (NYSE:GE – Free Report) by 7.8% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 509,793 shares of the company’s stock after acquiring an additional 36,887 shares during the period. HighTower Advisors LLC’s holdings in GE Aerospace were worth $190,525,000 at the end of the most recent reporting period.
Other large investors have also recently made changes to their positions in the company. Blueline Advisors LLC bought a new position in GE Aerospace in the 4th quarter worth about $25,000. Ankerstar Wealth LLC bought a new stake in shares of GE Aerospace during the fourth quarter valued at about $31,000. Tucker Asset Management LLC bought a new stake in shares of GE Aerospace during the fourth quarter valued at about $32,000. Paladin Partners LLC purchased a new stake in shares of GE Aerospace in the second quarter worth about $38,000. Finally, Lifetime Wealth Management P.C. purchased a new stake in shares of GE Aerospace in the fourth quarter worth about $40,000. 74.77% of the stock is owned by institutional investors.
Insider Activity at GE Aerospace
In other GE Aerospace news, SVP Mohamed Ali sold 8,096 shares of the firm’s 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 sale, the senior vice president owned 20,666 shares of the company’s stock, valued at $7,309,770.86. This trade represents a 28.15% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.19% of the stock is currently owned by insiders.
GE Aerospace Trading Down 0.1%
NYSE GE opened at $336.66 on Monday. The stock’s 50-day simple moving average is $357.33 and its two-hundred day simple moving average is $328.81. GE Aerospace has a twelve month low of $268.91 and a twelve month high of $388.84. The company has a quick ratio of 0.67, a current ratio of 0.98 and a debt-to-equity ratio of 0.96. The company has a market capitalization of $349.30 billion, a price-to-earnings ratio of 39.65, a PEG ratio of 2.46 and a beta of 1.35.
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 analysts’ consensus estimates of $1.86 by $0.16. The firm 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%. The business’s quarterly revenue was up 21.1% on a year-over-year basis. During the same period in the previous year, the business posted $1.66 EPS. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. Research analysts forecast that GE Aerospace will post 7.91 EPS for the current fiscal year.
GE Aerospace Dividend Announcement
The company also recently announced a quarterly dividend, which was paid on Monday, July 27th. Stockholders of record on Monday, July 6th were issued a $0.47 dividend. The ex-dividend date was Monday, July 6th. This represents a $1.88 annualized dividend and a dividend yield of 0.6%. GE Aerospace’s dividend payout ratio (DPR) is currently 22.14%.
GE Aerospace News Summary
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 Ratings Changes
GE has been the subject of a number of analyst reports. Sanford C. Bernstein set a $421.00 price objective on shares of GE Aerospace and gave the company an “outperform” rating in a research report on Thursday, July 23rd. JPMorgan Chase & Co. upped their target price on shares of GE Aerospace from $335.00 to $400.00 and gave the stock an “overweight” rating in a report on Monday, July 20th. The Goldman Sachs Group reiterated a “buy” rating and issued a $410.00 target price on shares of GE Aerospace in a research note on Monday, July 20th. Weiss Ratings raised shares of GE Aerospace from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, July 17th. Finally, UBS Group boosted their price target on shares of GE Aerospace from $426.00 to $435.00 and gave the company a “buy” rating in a research report on Friday, July 17th. Sixteen equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, GE Aerospace has a consensus rating of “Moderate Buy” and a consensus price target of $390.59.
View Our Latest Analysis on GE Aerospace
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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