GE Aerospace $GE Shares Acquired by EverSource Wealth Advisors LLC

EverSource Wealth Advisors LLC lifted its position in shares of GE Aerospace (NYSE:GE) by 21.1% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 11,399 shares of the company’s stock after acquiring an additional 1,983 shares during the quarter. EverSource Wealth Advisors LLC’s holdings in GE Aerospace were worth $3,235,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Auto Owners Insurance Co boosted its position in GE Aerospace by 52,247.5% during the fourth quarter. Auto Owners Insurance Co now owns 65,721,281 shares of the company’s stock worth $2,024,413,000 after purchasing an additional 65,595,733 shares in the last quarter. Norges Bank purchased a new stake in shares of GE Aerospace in the fourth quarter valued at approximately $4,444,736,000. Jennison Associates LLC raised its stake in shares of GE Aerospace by 37.7% during the 1st quarter. Jennison Associates LLC now owns 11,026,006 shares of the company’s stock worth $3,128,850,000 after buying an additional 3,017,937 shares during the period. Corient Private Wealth LLC raised its stake in shares of GE Aerospace by 382.1% during the 4th quarter. Corient Private Wealth LLC now owns 2,757,281 shares of the company’s stock worth $849,325,000 after buying an additional 2,185,321 shares during the period. Finally, Northwestern Mutual Wealth Management Co. lifted its position in shares of GE Aerospace by 1,200.7% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,847,011 shares of the company’s stock valued at $568,935,000 after buying an additional 1,705,005 shares in the last quarter. Hedge funds and other institutional investors own 74.77% of the company’s stock.

GE Aerospace News Summary

Here are the key news stories impacting GE Aerospace this week:

• Positive Sentiment: Commercial engine demand remains a key support. Analysts expect a strong engine market to benefit GE Aerospace’s equipment, services and aftermarket businesses. The company’s latest quarterly results also showed substantial year-over-year revenue growth and an earnings beat, reinforcing its operating momentum. Woodward, Howmet Likely to Benefit From Strong Engine Market
• Positive Sentiment: Middle East updates highlight product durability and airline relationships. GE Aerospace showcased flight-performance milestones and technology improvements supporting Middle Eastern carriers. While the announcements did not include a major new contract, they provide a favorable signal for the company’s commercial aerospace franchise. GE Aerospace Showcases the Future of Flight
• Neutral Sentiment: GE’s performance is being compared with other aerospace stocks. A Zacks analysis examines whether GE Aerospace has outperformed or lagged peers such as HEICO this year. The comparison may influence investor positioning, but the report does not identify a new fundamental change at GE. Are Aerospace Stocks Lagging GE Aerospace This Year?
• Negative Sentiment: A senior executive sold a sizable position. SVP Mohamed Ali sold 8,096 shares for approximately $2.86 million, reducing his direct holdings by 28.15%. The sale may create modest sentiment pressure, although he continues to own a significant stake and the transaction does not necessarily indicate a change in company fundamentals. GE Aerospace SVP Sells Stock
• Negative Sentiment: Valuation leaves limited room for disappointment. Commentary describes GE Aerospace as a high-quality business with recurring aftermarket revenue, but its premium valuation means execution, demand and guidance must remain strong for further gains. This valuation concern is likely contributing to the weaker trading session. GE Aerospace Slumps: Buy the Dip or Avoid?

Analysts Set New Price Targets

Several equities research analysts recently commented on GE shares. The Goldman Sachs Group reissued a “buy” rating and issued a $410.00 price target on shares of GE Aerospace in a report on Monday, July 20th. Sanford C. Bernstein set a $421.00 price target on shares of GE Aerospace and gave the stock an “outperform” rating in a research report on Thursday, July 23rd. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $450.00 price target on shares of GE Aerospace in a research note on Monday. Susquehanna reiterated a “positive” rating and set a $430.00 price objective (up from $380.00) on shares of GE Aerospace in a research note on Thursday, July 9th. Finally, BNP Paribas Exane decreased their target price on GE Aerospace from $300.00 to $270.00 and set an “underperform” rating on the stock in a research report on Thursday, May 14th. Sixteen equities research 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.com, the stock has an average rating of “Moderate Buy” and an average price target of $390.59.

GE Aerospace Trading Down 3.5%

GE opened at $350.94 on Thursday. The firm has a market capitalization of $364.12 billion, a price-to-earnings ratio of 41.34, a price-to-earnings-growth ratio of 2.78 and a beta of 1.35. The company’s 50 day simple moving average is $345.62 and its two-hundred day simple moving average is $320.42. GE Aerospace has a 1-year low of $261.71 and a 1-year high of $382.97. The company has a debt-to-equity ratio of 0.96, a current ratio of 0.98 and a quick ratio of 0.67.

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

GE Aerospace Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, July 27th. Stockholders of record on Monday, July 6th were issued a dividend of $0.47 per share. This represents a $1.88 annualized dividend and a dividend yield of 0.5%. The ex-dividend date was Monday, July 6th. GE Aerospace’s payout ratio is currently 22.14%.

Insider Activity at GE Aerospace

In other news, SVP Mohamed Ali sold 8,096 shares of the business’s stock in a transaction dated Friday, July 24th. The shares were 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. The trade was a 28.15% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. 0.19% of the stock is currently owned by corporate insiders.

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.