SMART Wealth LLC grew its stake in shares of GE Aerospace (NYSE:GE – Free Report) by 176.8% during the 1st quarter, Holdings Channel.com reports. The firm owned 3,233 shares of the company’s stock after buying an additional 2,065 shares during the quarter. SMART Wealth LLC’s holdings in GE Aerospace were worth $918,000 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 grew its stake in GE Aerospace by 25.3% in the fourth 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 during the period. Revolve Wealth Partners LLC raised its position in shares of 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 raised its position in shares of GE Aerospace by 4.6% during the second quarter. Sivia Capital Partners LLC now owns 4,337 shares of the company’s stock worth $1,116,000 after purchasing an additional 191 shares during the period. Main Street Financial Solutions LLC lifted its holdings in shares of GE Aerospace by 348.6% in the 2nd quarter. Main Street Financial Solutions LLC now owns 5,899 shares of the company’s stock worth $1,518,000 after purchasing an additional 4,584 shares in the last quarter. Finally, HUB Investment Partners LLC lifted its holdings in shares of GE Aerospace by 4.2% in the 2nd quarter. HUB Investment Partners LLC now owns 9,035 shares of the company’s stock worth $2,326,000 after purchasing an additional 366 shares in the last quarter. Institutional investors own 74.77% of the company’s stock.
Analyst Upgrades and Downgrades
A number of brokerages have commented on GE. BNP Paribas Exane decreased their price target on shares of GE Aerospace from $300.00 to $270.00 and set an “underperform” rating for the company in a research note on Thursday, May 14th. Wells Fargo & Company initiated coverage on shares of GE Aerospace in a research note on Wednesday, April 1st. They issued an “overweight” rating and a $325.00 price objective on the stock. UBS Group reduced their price objective on shares of GE Aerospace from $357.00 to $350.00 and set a “buy” rating for the company in a report on Wednesday, April 22nd. Seaport Research Partners began coverage on shares of GE Aerospace in a research report on Tuesday, May 26th. They set a “buy” rating and a $375.00 target price for the company. Finally, Daiwa Securities Group initiated coverage on shares of GE Aerospace in a report on Tuesday, March 31st. They issued a “neutral” rating and a $301.00 target price on the stock. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, two have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $348.22.
GE Aerospace News Summary
Here are the key news stories impacting GE Aerospace this week:
- Positive Sentiment: GE Aerospace was highlighted as a strong aerospace and defense name, with articles pointing to ongoing commercial and defense momentum, continued investment, and shareholder returns as reasons investors may still see upside. GE Aerospace vs. Textron: Which Aerospace & Defense Stock Has Greater Upside?
- Positive Sentiment: Another note framed GE Aerospace as a partner in next-generation silicon carbide power technology, reinforcing the company’s role in advanced aerospace and defense electrification and supporting its innovation narrative. Wolfspeed Jumps as Investors Revisit GE Partnership and Look Past Resale Overhang
- Positive Sentiment: Investor sentiment around aerospace stocks remains constructive, helped by broader market risk appetite and strength in growth/technology names, which can spill over into GE Aerospace as a leading industrial aerospace beneficiary.
- Neutral Sentiment: One article compared GE Aerospace with Textron, presenting GE as a quality growth-and-return story versus TXT’s valuation angle; this is more of a relative-stock discussion than a new catalyst. GE Aerospace vs. Textron: Which Aerospace & Defense Stock Has Greater Upside?
- Negative Sentiment: A Seeking Alpha piece argued that GE Aerospace’s defense fundamentals may not justify its elevated share price near recent highs, raising valuation concerns that could weigh on the stock if investors focus on stretched expectations. The Great Disconnect: Why GE Aerospace’s Defense Fundamentals Don’t Justify A $369 Price Tag
GE Aerospace Stock Down 0.2%
GE Aerospace stock opened at $372.94 on Wednesday. GE Aerospace has a fifty-two week low of $243.34 and a fifty-two week high of $379.67. The company has a debt-to-equity ratio of 0.99, a quick ratio of 0.70 and a current ratio of 1.01. The firm’s 50-day simple moving average is $317.60 and its 200 day simple moving average is $313.43. The stock has a market cap of $389.10 billion, a PE ratio of 45.93, a price-to-earnings-growth ratio of 3.31 and a beta of 1.37.
GE Aerospace (NYSE:GE – Get Free Report) last posted its quarterly earnings data on Tuesday, April 21st. The company reported $1.86 EPS for the quarter, beating the consensus estimate of $1.60 by $0.26. GE Aerospace had a net margin of 17.86% and a return on equity of 37.99%. The firm had revenue of $11.61 billion during the quarter, compared to analyst estimates of $11.61 billion. During the same quarter last year, the business posted $1.49 EPS. The company’s revenue for the quarter was up 24.6% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Research analysts predict that GE Aerospace will post 7.48 EPS for the current fiscal year.
GE Aerospace Announces Dividend
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 $0.47 dividend. The ex-dividend date of this dividend is Monday, July 6th. This represents a $1.88 annualized dividend and a yield of 0.5%. GE Aerospace’s payout ratio is currently 23.15%.
GE Aerospace Company 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.
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