MW Advisory LLC Acquires New Position in GE Aerospace $GE

MW Advisory LLC acquired a new stake in shares of GE Aerospace (NYSE:GE) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 1,740 shares of the company’s stock, valued at approximately $650,000.

Several other large investors have also bought and sold shares of the company. Allworth Financial LP grew its stake in shares of GE Aerospace by 7.6% in the fourth quarter. Allworth Financial LP now owns 76,867 shares of the company’s stock worth $23,677,000 after acquiring an additional 5,434 shares during the period. NewEdge Wealth LLC lifted its position in GE Aerospace by 92.2% during the fourth quarter. NewEdge Wealth LLC now owns 20,142 shares of the company’s stock valued at $6,204,000 after purchasing an additional 9,663 shares during the period. CenterBook Partners LP boosted its holdings in GE Aerospace by 892.6% in the fourth quarter. CenterBook Partners LP now owns 49,788 shares of the company’s stock worth $15,336,000 after purchasing an additional 44,772 shares during the last quarter. Clough Capital Partners L P boosted its holdings in GE Aerospace by 37.1% in the first quarter. Clough Capital Partners L P now owns 70,535 shares of the company’s stock worth $20,016,000 after purchasing an additional 19,105 shares during the last quarter. Finally, Susquehanna Fundamental Investments LLC boosted its holdings in GE Aerospace by 261.0% in the second quarter. Susquehanna Fundamental Investments LLC now owns 213,603 shares of the company’s stock worth $79,830,000 after purchasing an additional 154,429 shares during the last quarter. 74.77% of the stock is owned by hedge funds and other institutional investors.

Key GE Aerospace News

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

• Positive Sentiment: Expanding defense demand: GE Aerospace is benefiting from U.S. Navy modernization, including a reported $2.87 billion engine-support award, as well as additional F/A-18 engine-parts work. South Korea also selected GE marine gas-turbine engines for its KDDX destroyers, adding international defense visibility. GE Draws $2.87 Billion for USN Engine Support GE Aerospace to Provide Marine Gas Turbine Engines for South Korea’s KDDX Destroyers
• Positive Sentiment: Hypersonics and next-generation engines: GE won a Pentagon/DIU contract to develop a Mach 5 hypersonic test platform and continues work on the XA102 adaptive combat engine. These programs could strengthen GE’s position in future U.S. defense spending, although near-term financial impact is likely limited. GE Aerospace Secures DIU Contract to Develop Mach 5 Hypersonic Test Platform
• Positive Sentiment: Tejas engine deliveries resumed: GE shipped three F404-IN20 engines to India’s HAL in August for the LCA Tejas Mk1A program. The deliveries help ease a prolonged supply bottleneck and support production of aircraft ordered by India’s air force. HAL Shares in Focus as GE Aerospace Delivers Three F404 Engines
• Neutral Sentiment: Operational growth initiatives: GE also shipped an X-BAT engine after ground testing and outlined plans to increase combat-engine deliveries, supporting its longer-term defense pipeline but providing limited immediate earnings detail. GE Aerospace Ships X-BAT Engine After Ground-Test Campaign
• Negative Sentiment: Valuation and interest-rate risks remain: GE has recently pulled back materially from its 52-week high while trading at a relatively elevated earnings multiple. Rising Treasury yields could pressure high-growth industrial valuations, though the stock’s defense backlog and previously raised 2026 guidance may provide support.

GE Aerospace Stock Up 1.0%

Shares of GE stock opened at $336.66 on Friday. 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 has a 12 month low of $268.91 and a 12 month high of $388.84. The stock has a market cap of $349.30 billion, a P/E ratio of 39.65, a P/E/G ratio of 2.44 and a beta of 1.35. The company has a 50 day simple moving average of $357.33 and a two-hundred day simple moving average of $328.72.

GE Aerospace (NYSE:GE) last issued its quarterly earnings results 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. 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 analysts’ expectations of $11.87 billion. During the same quarter last year, the company posted $1.66 EPS. The company’s revenue was up 21.1% compared to the same quarter last year. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. On average, research analysts expect that GE Aerospace will post 7.91 earnings per share for the current year.

GE Aerospace Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, July 27th. Stockholders of record on Monday, July 6th were given a dividend of $0.47 per share. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend was Monday, July 6th. GE Aerospace’s payout ratio is presently 22.14%.

Wall Street Analysts Forecast Growth

A number of brokerages have weighed in on GE. JPMorgan Chase & Co. boosted their target price on shares of GE Aerospace from $335.00 to $400.00 and gave the company an “overweight” rating in a research note on Monday, July 20th. The Goldman Sachs Group restated a “buy” rating and issued a $410.00 price target on shares of GE Aerospace in a research note on Monday, July 20th. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $400.00 price objective (up from $355.00) on shares of GE Aerospace in a report on Wednesday, July 15th. Citigroup reiterated a “buy” rating and set a $431.00 price objective (up from $353.00) on shares of GE Aerospace in a research report on Wednesday, July 1st. Finally, UBS Group increased their target price on GE Aerospace from $426.00 to $435.00 and gave the company a “buy” rating in a report on Friday, July 17th. Sixteen analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $390.59.

Insider Buying and Selling at GE Aerospace

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 directly owned 20,666 shares in the company, valued at approximately $7,309,770.86. The trade was a 28.15% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. 0.19% of the stock is currently owned by insiders.

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.