Birmingham Capital Management Co. Inc. AL Acquires Shares of 9,921 GE Aerospace $GE

Birmingham Capital Management Co. Inc. AL acquired a new stake in GE Aerospace (NYSE:GE) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 9,921 shares of the company’s stock, valued at approximately $3,708,000. GE Aerospace makes up 1.4% of Birmingham Capital Management Co. Inc. AL’s investment portfolio, making the stock its 22nd biggest position.

Other institutional investors have also modified their holdings of the company. Blueline Advisors LLC acquired a new stake in GE Aerospace in the fourth quarter valued at $25,000. Ankerstar Wealth LLC acquired a new position in shares of GE Aerospace during the 4th quarter worth about $31,000. Paladin Partners LLC purchased a new position in shares of 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 4th quarter worth about $32,000. Finally, Burkett Financial Services LLC lifted its stake in GE Aerospace by 28.9% during the second quarter. Burkett Financial Services LLC now owns 125 shares of the company’s stock worth $47,000 after purchasing an additional 28 shares during the last quarter. 74.77% of the stock is owned by hedge funds and other institutional investors.

GE Aerospace Price Performance

Shares of NYSE GE opened at $354.39 on Thursday. The stock has a market cap of $367.70 billion, a P/E ratio of 41.74, a P/E/G ratio of 2.55 and a beta of 1.36. GE Aerospace has a twelve month low of $268.01 and a twelve month high of $388.84. The stock has a 50 day moving average of $360.99 and a two-hundred day moving average of $327.82. 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 announced 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. The business had revenue of $12.63 billion for the quarter, compared to analyst estimates of $11.87 billion. GE Aerospace had a net margin of 17.72% and a return on equity of 40.56%. The company’s revenue for the quarter was up 21.1% compared to the same quarter last year. During the same period last year, the firm posted $1.66 earnings per share. 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 year.

GE Aerospace Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, July 27th. Investors of record on Monday, July 6th were paid a dividend of $0.47 per share. The ex-dividend date 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 currently 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 on 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 directly 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 sale was disclosed in a document filed with the SEC, which is available at the SEC website. Insiders own 0.19% of the company’s stock.

Trending Headlines about 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?

Wall Street Analyst Weigh In

Several brokerages have commented on GE. The Goldman Sachs Group reiterated a “buy” rating and issued a $410.00 price target on shares of GE Aerospace in a research note on Monday, July 20th. Sanford C. Bernstein set a $421.00 target price on shares of GE Aerospace and gave the company an “outperform” rating in a report on Thursday, July 23rd. BNP Paribas Exane dropped their target price on shares of GE Aerospace from $300.00 to $270.00 and set an “underperform” rating on the stock in a research report on Thursday, May 14th. JPMorgan Chase & Co. lifted their price target 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. Finally, Royal Bank Of Canada reissued an “outperform” rating and issued a $400.00 price target (up from $355.00) on shares of GE Aerospace in a research report on Wednesday, July 15th. 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 stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $390.59.

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.