Silvant Capital Management LLC Grows Stake in GE Aerospace $GE

Silvant Capital Management LLC lifted its holdings in GE Aerospace (NYSE:GE) by 1.6% during the 2nd quarter, HoldingsChannel reports. The institutional investor owned 281,716 shares of the company’s stock after purchasing an additional 4,509 shares during the period. GE Aerospace comprises approximately 3.1% of Silvant Capital Management LLC’s portfolio, making the stock its 8th largest holding. Silvant Capital Management LLC’s holdings in GE Aerospace were worth $105,286,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Blueline Advisors LLC purchased a new position in GE Aerospace during the 4th quarter valued at $25,000. Ankerstar Wealth LLC purchased a new stake in GE Aerospace in the fourth quarter worth $31,000. Tucker Asset Management LLC purchased a new stake in GE Aerospace in the fourth quarter worth $32,000. Paladin Partners LLC bought a new stake in shares of GE Aerospace during the second quarter worth $38,000. Finally, Lifetime Wealth Management P.C. bought a new stake in shares of GE Aerospace during the fourth quarter worth $40,000. 74.77% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of research firms have recently commented on GE. Susquehanna restated a “positive” rating and issued a $430.00 price target (up from $380.00) on shares of GE Aerospace in a report on Thursday, July 9th. Seaport Research Partners began coverage on shares of GE Aerospace in a report on Tuesday, May 26th. They set a “buy” rating and a $375.00 price objective for the company. BNP Paribas Exane lowered their price objective on shares of GE Aerospace from $300.00 to $270.00 and set an “underperform” rating for the company in a research report on Thursday, May 14th. Jefferies Financial Group boosted their price objective on shares of GE Aerospace from $365.00 to $455.00 and gave the company a “buy” rating in a research report on Thursday, July 2nd. Finally, Wells Fargo & Company reaffirmed an “overweight” rating and set a $390.00 target price on shares of GE Aerospace in a research report on Monday, July 20th. 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 company’s stock. According to MarketBeat.com, GE Aerospace currently has a consensus rating of “Moderate Buy” and a consensus target price of $390.59.

Key Headlines Impacting GE Aerospace

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

• Positive Sentiment: The U.S. Air Force selected the GE Aerospace–Kratos F143 as a second engine source for the JASSM cruise missile. The award expands GE’s defense exposure and could create an additional source of future engine production and aftermarket revenue. US Air Force adds GE-Kratos F143 as second engine source for JASSM
• Positive Sentiment: A visit by Sen. Jon Husted and a senior Pentagon official highlighted GE Aerospace’s role in U.S. aerospace and defense programs. While not a new contract, the engagement underscores the company’s strategic importance as Washington emphasizes domestic defense-industrial capacity. Sen. Husted, senior Pentagon official visit GE Aerospace
• Neutral Sentiment: GE Aerospace continues investing in aviation’s longer-term evolution, including hybrid-electric flight and engineering capabilities developed by its Bengaluru team. These initiatives may support future product opportunities but are unlikely to materially affect near-term earnings. GE Aerospace Bengaluru innovation
• Neutral Sentiment: Recent commentary focuses on GE Aerospace’s aviation strategy and possible catalysts for its next growth phase, including engine demand, aftermarket services, innovation and defense opportunities. These are supportive themes, but the reports do not identify a specific near-term financial catalyst. Why GE Aerospace Remains Focused on Aviation Evolution What Could Unlock GE Aerospace’s Next Phase
• Negative Sentiment: One analysis argues GE Aerospace is priced for a margin recovery that has not yet occurred. The company is shipping engines that should generate future service revenue, but production costs are pressuring margins today; with shares trading at a high valuation, a delay in margin improvement could leave limited downside protection. GE Aerospace Stock Is Priced for a Margin Repair That Has Not Happened Yet
• Neutral Sentiment: A securities-fraud investigation notice concerns GE HealthCare Technologies (NASDAQ: GEHC), a separate company, and does not directly involve GE Aerospace or its stock. GE HealthCare securities fraud investigation

GE Aerospace Price Performance

Shares of GE stock opened at $345.21 on Friday. GE Aerospace has a twelve month low of $266.14 and a twelve month high of $388.84. The stock has a market capitalization of $358.18 billion, a price-to-earnings ratio of 40.66, a P/E/G ratio of 2.60 and a beta of 1.36. The stock has a fifty day simple moving average of $360.82 and a two-hundred day simple moving average of $326.69. 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 (NYSE:GE) last posted its quarterly earnings results on Thursday, July 16th. The company reported $2.02 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.86 by $0.16. The business had revenue of $12.63 billion for the quarter, compared to the consensus estimate of $11.87 billion. GE Aerospace had a return on equity of 40.56% and a net margin of 17.72%.The business’s revenue was up 21.1% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.66 EPS. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. On average, analysts predict that GE Aerospace will post 7.91 EPS for the current fiscal year.

GE Aerospace Dividend Announcement

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

Insider Transactions at GE Aerospace

In other GE Aerospace news, SVP Mohamed Ali sold 8,096 shares of the firm’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. This trade represents a 28.15% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.19% of the stock is currently owned by insiders.

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.