GE Aerospace $GE Shares Bought by National Pension Service

National Pension Service grew its position in shares of GE Aerospace (NYSE:GE) by 1.9% during the second quarter, HoldingsChannel reports. The firm owned 2,436,124 shares of the company’s stock after buying an additional 45,416 shares during the period. GE Aerospace accounts for approximately 0.6% of National Pension Service’s holdings, making the stock its 29th largest holding. National Pension Service’s holdings in GE Aerospace were worth $910,453,000 at the end of the most recent reporting period.

Other institutional investors have also made changes to their positions in the company. Blueline Advisors LLC acquired a new stake in GE Aerospace during the 4th quarter valued at $25,000. Ankerstar Wealth LLC purchased a new position in GE Aerospace in the 4th quarter valued at about $31,000. Paladin Partners LLC purchased a new position in GE Aerospace in the 2nd quarter valued at about $38,000. Tucker Asset Management LLC acquired a new stake in shares of GE Aerospace during the fourth quarter valued at about $32,000. Finally, Parvin Asset Management LLC acquired a new stake in shares of GE Aerospace during the second quarter valued at about $41,000. 74.77% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In related news, SVP Mohamed Ali sold 8,096 shares of the business’s stock in a transaction that occurred on Friday, July 24th. The stock was sold at an average price of $353.71, for a total transaction of $2,863,636.16. Following the completion of the transaction, the senior vice president owned 20,666 shares in the company, valued at $7,309,770.86. The trade was a 28.15% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Company insiders own 0.19% of the company’s stock.

GE Aerospace Trading Down 2.7%

GE Aerospace stock opened at $325.78 on Thursday. The company has a market cap of $338.01 billion, a P/E ratio of 38.37, a PEG ratio of 2.45 and a beta of 1.35. GE Aerospace has a 1 year low of $268.91 and a 1 year high of $388.84. The firm’s 50-day moving average is $354.87 and its 200-day moving average is $328.85. The company has a debt-to-equity ratio of 0.96, a quick ratio of 0.67 and a current ratio of 0.98.

GE Aerospace (NYSE:GE) last issued its 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. GE Aerospace had a net margin of 17.72% and a return on equity of 40.56%. The firm had revenue of $12.63 billion for the quarter, compared to analysts’ expectations of $11.87 billion. During the same quarter last year, the company posted $1.66 earnings per share. GE Aerospace’s 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 expect that GE Aerospace will post 7.91 earnings per share for the current year.

GE Aerospace Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, July 27th. Investors 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 annualized dividend and a dividend yield of 0.6%. GE Aerospace’s dividend payout ratio (DPR) is 22.14%.

Key Headlines Impacting GE Aerospace

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

• Positive Sentiment: CPP acquisition addresses a key production bottleneck. GE Aerospace agreed to acquire the precision-castings manufacturer for $11.75 billion, gaining direct control over components used in commercial aircraft engines, defense systems and aftermarket programs. Management expects the transaction to increase adjusted earnings per share and free cash flow in the first year after closing. GE Aerospace to spend nearly $12 billion to bring key castings supplier in-house
• Positive Sentiment: Greater capacity could support long-term growth. CPP’s more than 6,600 employees and 20-plus facilities would help GE expand engine output, protect delivery schedules and accelerate next-generation engine development. GE also plans to double fighter-engine production by 2032, reinforcing the potential defense-related growth opportunity. GE Plans To Double Fighter Engine Production By 2032
• Positive Sentiment: Analyst support remains favorable. Bank of America reaffirmed its Buy rating and $405 price target, while other published targets remain above the current trading level. GE Aerospace Buy Rating Reaffirmed
• Neutral Sentiment: Industry demand remains strong. GE and other aerospace suppliers continue to benefit from commercial aviation recovery, defense demand and shortages of advanced engine castings. Howmet Aerospace’s CEO said demand for engine parts remains very high, suggesting the acquisition is part of a broader supply-chain expansion rather than a weakening market. Howmet CEO comments on GE Aerospace deal
• Negative Sentiment: Price, leverage and execution are weighing on sentiment. GE will fund approximately $7 billion with cash and the remainder with new debt. CPP is valued at roughly 18 times projected 2027 EBITDA including synergies, a premium that raises return-on-investment and integration concerns. The transaction is not expected to close until the second half of 2027 and remains subject to regulatory approval. GE’s valuation near 40 times earnings leaves less room for disappointment. GE Aerospace Falls as Investors Weigh CPP Deal

Analysts Set New Price Targets

GE has been the topic of a number of analyst reports. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of GE Aerospace in a research report on Wednesday. Seaport Research Partners initiated coverage on GE Aerospace in a research note on Tuesday, May 26th. They set a “buy” rating and a $375.00 price objective for the company. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $450.00 price objective on shares of GE Aerospace in a report on Monday, July 27th. TD Cowen reaffirmed a “buy” rating and issued a $380.00 target price (up from $330.00) on shares of GE Aerospace in a research report on Monday, July 13th. Finally, Wells Fargo & Company reiterated an “overweight” rating and set a $390.00 target price on shares of GE Aerospace in a research note on Monday, July 20th. Sixteen investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $390.59.

GE Aerospace Company Profile

GE Aerospace (NYSE:GE) is a global aerospace company that designs, develops, manufactures and services aircraft engines and related systems. Its portfolio serves commercial aviation, military and defense, business and general aviation, and other aerospace markets.

The company’s products and services include commercial and military aircraft engines, integrated engine systems, avionics, mechanical systems and digital solutions. GE Aerospace also provides maintenance, repair, overhaul, spare parts, technical support and other lifecycle services for aircraft propulsion and related equipment.

GE Aerospace traces its roots to the aviation activities of General Electric, which began developing aircraft engines during World War I.