J. Goldman & Co LP Takes $1.01 Million Position in GE Aerospace $GE

J. Goldman & Co LP purchased a new stake in GE Aerospace (NYSE:GE) in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 2,692 shares of the company’s stock, valued at approximately $1,006,000.

Other hedge funds have also recently added to or reduced their stakes in the company. Blueline Advisors LLC bought a new position in GE Aerospace during the fourth quarter valued at about $25,000. Ankerstar Wealth LLC bought a new stake in shares of GE Aerospace during the 4th quarter worth about $31,000. Tucker Asset Management LLC acquired a new position in shares of GE Aerospace during the 4th quarter valued at about $32,000. Paladin Partners LLC acquired a new position in shares of GE Aerospace during the 2nd quarter valued at about $38,000. Finally, Lifetime Wealth Management P.C. bought a new position in shares of GE Aerospace in the 4th quarter valued at approximately $40,000. Institutional investors and hedge funds own 74.77% of the company’s stock.

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 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 directly owned 20,666 shares in the company, valued at $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 the SEC website. 0.19% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on the company. Citigroup restated a “buy” rating and issued a $431.00 target price (up from $353.00) on shares of GE Aerospace in a report on Wednesday, July 1st. JPMorgan Chase & Co. boosted their price objective on shares of GE Aerospace from $335.00 to $400.00 and gave the stock an “overweight” rating in a research note on Monday, July 20th. UBS Group upped their price objective on shares of GE Aerospace from $426.00 to $435.00 and gave the stock a “buy” rating in a report on Friday, July 17th. TD Cowen reiterated a “buy” rating and issued a $380.00 target price (up from $330.00) on shares of GE Aerospace in a report on Monday, July 13th. Finally, The Goldman Sachs Group restated a “buy” rating and set a $410.00 price target on shares of GE Aerospace in a report on Monday, July 20th. Sixteen 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 a consensus rating of “Moderate Buy” and a consensus target price of $390.59.

Key Stories Impacting GE Aerospace

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

• Positive Sentiment: GE Aerospace outperformed the broader market in the latest session, suggesting investors continued to favor the company despite a weaker market backdrop. GE Aerospace Rises As Market Takes a Dip: Key Facts
• Positive Sentiment: Brokerages collectively rate GE Aerospace “Moderate Buy,” reinforcing a constructive Wall Street outlook. The rating follows the company’s strong operating performance and expectations for continued earnings growth. GE Aerospace Given Consensus Rating of Moderate Buy
• Positive Sentiment: The company recently exceeded quarterly expectations, reporting $2.02 in earnings per share versus the $1.86 consensus estimate and revenue of $12.63 billion, up 21.1% year over year. The results strengthened the investment case and helped support the stock’s gains. GE Aerospace Faces a Bigger Test After Strong Results
• Neutral Sentiment: GE Aerospace’s Wilmington apprenticeship program completed its first year, highlighting workforce-development efforts. The initiative may support long-term hiring and skills development but is unlikely to materially affect near-term earnings. GE Aerospace Marks One Year of Wilmington Apprenticeship Program
• Negative Sentiment: Valuation remains a concern: GE Aerospace trades at a substantial premium to industrial peers. Investors may demand continued earnings growth to justify the elevated multiple, creating downside risk if results or guidance disappoint. Is GE Stock Worth Its Steep Peer Premium?

GE Aerospace Stock Up 1.4%

Shares of GE stock opened at $354.39 on Thursday. GE Aerospace has a 12 month low of $268.01 and a 12 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 firm has a market cap of $367.70 billion, a PE ratio of 41.74, a price-to-earnings-growth ratio of 2.55 and a beta of 1.36. The stock has a 50 day moving average of $360.99 and a 200-day moving average of $327.82.

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

GE Aerospace Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, July 27th. Shareholders of record on Monday, July 6th were issued 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 yield of 0.5%. GE Aerospace’s dividend payout ratio is 22.14%.

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.