William John Sempolinski Makes New Investment in GE Aerospace $GE

William John Sempolinski acquired a new position in GE Aerospace (NYSE:GE) in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 2,056 shares of the company’s stock, valued at approximately $768,000.

Other institutional investors have also recently modified their holdings of the company. Blueline Advisors LLC bought a new stake in GE Aerospace in the 4th quarter worth approximately $25,000. Ankerstar Wealth LLC bought a new position in shares of GE Aerospace during the 4th quarter valued at $31,000. Paladin Partners LLC bought a new position in shares of GE Aerospace during the 2nd quarter valued at $38,000. Tucker Asset Management LLC purchased a new position in GE Aerospace in the 4th quarter worth $32,000. Finally, Parvin Asset Management LLC purchased a new position in GE Aerospace in the 2nd quarter worth $41,000. 74.77% of the stock is currently owned by institutional investors.

Key Stories Impacting GE Aerospace

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 Trading Up 1.0%

NYSE:GE opened at $336.66 on Friday. The firm has a market capitalization of $349.30 billion, a P/E ratio of 39.65, a PEG ratio of 2.44 and a beta of 1.35. The company has a debt-to-equity ratio of 0.96, a current ratio of 0.98 and a quick ratio of 0.67. GE Aerospace has a one year low of $268.91 and a one year high of $388.84. The company’s 50-day simple moving average is $357.33 and its 200 day simple moving average is $328.72.

GE Aerospace (NYSE:GE) last released its earnings results on Thursday, July 16th. The company reported $2.02 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $12.63 billion during the quarter, compared to analyst estimates of $11.87 billion. During the same period last year, the business earned $1.66 earnings per share. The business’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. As a group, analysts forecast that GE Aerospace will post 7.91 EPS for the current fiscal year.

GE Aerospace Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, July 27th. Shareholders 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 yield of 0.6%. GE Aerospace’s payout ratio is 22.14%.

Wall Street Analysts Forecast Growth

GE has been the topic of a number of recent research reports. Citigroup reaffirmed a “buy” rating and set a $431.00 price objective (up from $353.00) on shares of GE Aerospace in a research note on Wednesday, July 1st. Jefferies Financial Group increased their target price on GE Aerospace from $365.00 to $455.00 and gave the company a “buy” rating in a report on Thursday, July 2nd. The Goldman Sachs Group reissued a “buy” rating and issued a $410.00 price target on shares of GE Aerospace in a report on Monday, July 20th. Weiss Ratings upgraded GE Aerospace from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, July 17th. Finally, Sanford C. Bernstein set a $421.00 price target on shares of GE Aerospace and gave the company an “outperform” rating in a research report on Thursday, July 23rd. Sixteen analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, GE Aerospace has a consensus rating of “Moderate Buy” and a consensus target price of $390.59.

Insider Activity

In other news, SVP Mohamed Ali sold 8,096 shares of the company’s stock in a transaction that occurred on Friday, July 24th. The shares were sold at an average price of $353.71, for a total value of $2,863,636.16. Following the transaction, the senior vice president owned 20,666 shares in the company, valued at approximately $7,309,770.86. This represents a 28.15% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Corporate insiders own 0.19% of the company’s stock.

GE Aerospace Company 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.