Financiere des Professionnels Fonds d investissement inc. lifted its stake in GE Aerospace (NYSE:GE – Free Report) by 34.2% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 17,818 shares of the company’s stock after acquiring an additional 4,539 shares during the period. Financiere des Professionnels Fonds d investissement inc.’s holdings in GE Aerospace were worth $5,056,000 at the end of the most recent reporting period.
Other hedge funds also recently made changes to their positions in the company. High Falls Advisors Inc lifted its holdings in GE Aerospace by 3.0% during the 4th quarter. High Falls Advisors Inc now owns 1,069 shares of the company’s stock worth $329,000 after purchasing an additional 31 shares in the last quarter. Wolff Wiese Magana LLC grew its holdings in GE Aerospace by 1.0% during the 4th quarter. Wolff Wiese Magana LLC now owns 3,474 shares of the company’s stock valued at $1,070,000 after buying an additional 33 shares in the last quarter. Montz Harcus Wealth Management LLC grew its holdings in GE Aerospace by 3.6% during the 4th quarter. Montz Harcus Wealth Management LLC now owns 947 shares of the company’s stock valued at $292,000 after buying an additional 33 shares in the last quarter. Darwin Wealth Management LLC increased its position in shares of GE Aerospace by 2.0% during the fourth quarter. Darwin Wealth Management LLC now owns 1,699 shares of the company’s stock valued at $523,000 after buying an additional 33 shares during the period. Finally, LRI Investments LLC increased its position in shares of GE Aerospace by 1.4% during the fourth quarter. LRI Investments LLC now owns 2,390 shares of the company’s stock valued at $736,000 after buying an additional 33 shares during the period. 74.77% of the stock is currently owned by hedge funds and other institutional investors.
Key Stories Impacting GE Aerospace
Here are the key news stories impacting GE Aerospace this week:
- Positive Sentiment: GE Aerospace beat Q2 expectations with adjusted EPS of $2.02 and revenue of $12.63 billion, while also lifting full-year 2026 guidance to $7.65-$7.85 EPS. GE Aerospace lifts 2026 forecast as airlines keep up maintenance spending
- Positive Sentiment: Management said repair and aftermarket demand is holding up, with airlines continuing to spend on maintenance despite higher fuel costs and fewer flight departures. GE Aerospace sees repair demand holding up despite aviation fuel shock
- Positive Sentiment: GE pushed back on Boeing-related GEnx delay concerns, saying engine shipments have increased and supply is available for months. GE Aerospace pushes back on GEnx delay concerns
- Neutral Sentiment: Analysts and earnings-call coverage highlighted strong commercial services growth and cash flow, but also noted that supply, not demand, is now the biggest growth constraint. GE Aerospace Q2 Earnings Beat on Robust Commercial Services Growth
- Negative Sentiment: The shares are under pressure because investors see the quarter as “too good to reward,” with high expectations, slower order growth, and valuation concerns limiting upside. GE boosts profit outlook but stock falls as booming order growth cools
- Negative Sentiment: GE Aerospace said supply-chain constraints and inflation will continue to weigh on results, reinforcing concerns about near-term margin pressure. GE Stock In Spotlight After Improved 2026 Outlook
GE Aerospace Price Performance
GE Aerospace (NYSE:GE – Get Free Report) last issued its quarterly earnings results on Thursday, July 16th. The company reported $2.02 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.86 by $0.16. GE Aerospace had a return on equity of 37.99% and a net margin of 17.86%.The firm had revenue of $12.63 billion during the quarter, compared to the consensus estimate of $12.24 billion. During the same quarter last year, the company posted $1.66 EPS. The company’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. As a group, equities analysts anticipate that GE Aerospace will post 7.49 EPS for the current fiscal year.
GE Aerospace Announces Dividend
The business also recently declared a quarterly dividend, which will be paid on Monday, July 27th. Shareholders of record on Monday, July 6th will be paid a $0.47 dividend. This represents a $1.88 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date of this dividend is Monday, July 6th. GE Aerospace’s payout ratio is currently 23.15%.
Analyst Upgrades and Downgrades
A number of brokerages have recently issued reports on GE. TD Cowen reissued a “buy” rating and issued a $380.00 price target (up from $330.00) on shares of GE Aerospace in a report on Monday. 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 research note on Wednesday, April 22nd. Jefferies Financial Group upped their target price on shares of GE Aerospace from $365.00 to $455.00 and gave the stock a “buy” rating in a report on Thursday, July 2nd. President Capital cut their price target on shares of GE Aerospace from $355.00 to $342.00 and set a “buy” rating for the company in a report on Wednesday, April 22nd. Finally, Daiwa Securities Group assumed coverage on shares of GE Aerospace in a report on Tuesday, March 31st. They issued a “neutral” rating and a $301.00 price target for the company. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $365.61.
Check Out Our Latest Stock Report on GE Aerospace
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.
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