GE Aerospace $GE Stake Raised by West Family Investments Inc.

West Family Investments Inc. lifted its holdings in shares of GE Aerospace (NYSE:GE) by 86.8% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 4,721 shares of the company’s stock after acquiring an additional 2,194 shares during the period. GE Aerospace accounts for approximately 0.5% of West Family Investments Inc.’s portfolio, making the stock its 25th biggest holding. West Family Investments Inc.’s holdings in GE Aerospace were worth $1,764,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in GE. Burkett Financial Services LLC raised its stake in GE Aerospace by 28.9% during the 2nd quarter. Burkett Financial Services LLC now owns 125 shares of the company’s stock valued at $47,000 after acquiring an additional 28 shares in the last quarter. BOK Financial Private Wealth Inc. grew its stake in shares of GE Aerospace by 3.2% in the second quarter. BOK Financial Private Wealth Inc. now owns 960 shares of the company’s stock worth $359,000 after purchasing an additional 30 shares in the last quarter. High Falls Advisors Inc increased its holdings in shares of GE Aerospace by 3.0% during the fourth quarter. High Falls Advisors Inc now owns 1,069 shares of the company’s stock valued at $329,000 after purchasing an additional 31 shares during the period. Gradient Investments LLC increased its holdings in shares of GE Aerospace by 4.4% during the second quarter. Gradient Investments LLC now owns 765 shares of the company’s stock valued at $286,000 after purchasing an additional 32 shares during the period. Finally, LRI Investments LLC raised its stake 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 purchasing an additional 33 shares in the last quarter. 74.77% of the stock is owned by institutional investors.

GE Aerospace Price Performance

NYSE GE opened at $356.33 on Thursday. GE Aerospace has a 1 year low of $263.81 and a 1 year high of $388.84. The business’s fifty day moving average is $360.56 and its two-hundred day moving average is $326.42. The stock has a market capitalization of $369.72 billion, a P/E ratio of 41.97, a P/E/G ratio of 2.74 and a beta of 1.36. 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 released its quarterly earnings data on Thursday, July 16th. The company reported $2.02 earnings per share for the quarter, topping the consensus estimate of $1.86 by $0.16. The business had revenue of $12.63 billion during the quarter, compared to analyst estimates of $11.87 billion. GE Aerospace had a return on equity of 40.56% and a net margin of 17.72%.The company’s revenue was up 21.1% compared to the same quarter last year. During the same period last year, the company posted $1.66 EPS. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. On average, research analysts forecast that GE Aerospace will post 7.91 earnings per share for the current fiscal year.

GE Aerospace Dividend Announcement

The business also recently announced 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 of this dividend was Monday, July 6th. GE Aerospace’s dividend payout ratio is currently 22.14%.

Insider Buying and Selling at GE Aerospace

In related news, SVP Mohamed Ali sold 8,096 shares of the stock in a transaction on Friday, July 24th. The stock was sold at an average price of $353.71, for a total value 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. This trade represents a 28.15% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. 0.19% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on the stock. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $410.00 price objective on shares of GE Aerospace in a report on Monday, July 20th. Citigroup reissued a “buy” rating and set a $431.00 target price (up from $353.00) on shares of GE Aerospace in a research note on Wednesday, July 1st. Wells Fargo & Company restated an “overweight” rating and set a $390.00 price target on shares of GE Aerospace in a research report on Monday, July 20th. Weiss Ratings raised shares of GE Aerospace from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, July 17th. Finally, TD Cowen reiterated a “buy” rating and issued a $380.00 price objective (up from $330.00) on shares of GE Aerospace in a report on Monday, July 13th. 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 stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $390.59.

Key Headlines Impacting GE Aerospace

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

• Positive Sentiment: New JASSM engine contract expands GE’s defense opportunity. The U.S. Air Force selected the GE Aerospace-Kratos F143-ZZ-100 engine as a second-source propulsion system for the Joint Air-to-Surface Standoff Missile program. The Engineering, Manufacturing and Development award strengthens GE’s position in compact, lower-cost engines for long-range missiles and uncrewed aircraft. US Air Force adds GE-Kratos F143 as second engine source for JASSM
• Positive Sentiment: T901 engine progress supports military growth. GE’s T901 engine cleared a preliminary flight rating for the U.S. Army’s UH-60 Black Hawk, marking progress toward broader deployment and potential recurring defense revenue. GE’s T901 engine clears preliminary flight rating for UH-60 Black Hawk
• Positive Sentiment: Technology and government engagement reinforce GE’s strategic positioning. GE highlighted Bengaluru-led hybrid-electric flight and other innovation efforts, while a visit from Sen. Jon Husted and a senior Pentagon official underscored the company’s importance to U.S. aerospace and defense priorities. GE Aerospace Bengaluru innovation
• Neutral Sentiment: Operational momentum remains strong. Recent coverage points to robust commercial and defense demand, a backlog of roughly $210 billion, repeated earnings beats and raised guidance. However, these positives are already reflected in GE’s approximately 19.9% year-to-date advance. Hold GE Aerospace Even as Wall Street Remains Bullish
• Negative Sentiment: Valuation is limiting near-term upside. Analysts remain broadly bullish, but commentary warns that GE may be priced for near-perfect execution. Rising costs, debt and potential margin pressure could make it difficult for future results to justify the stock’s elevated valuation. GE Aerospace Rises 19.9% YTD: Is the Rally Still Worth Chasing?

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.