5,139 Shares of GE Aerospace $GE Purchased by South Shore Capital Advisors

South Shore Capital Advisors purchased a new position in GE Aerospace (NYSE:GE) in the third quarter, HoldingsChannel.com reports. The firm purchased 5,139 shares of the company’s stock, valued at approximately $1,605,000. GE Aerospace makes up approximately 1.1% of South Shore Capital Advisors’ holdings, making the stock its 22nd largest holding.

Several other institutional investors have also recently made changes to their positions in the stock. Cornerstone National Bank & Trust Co bought a new stake in GE Aerospace during the 3rd quarter worth approximately $195,000. 55 North Private Wealth LLC boosted its position in shares of GE Aerospace by 2.1% in the third quarter. 55 North Private Wealth LLC now owns 2,425 shares of the company’s stock worth $757,000 after purchasing an additional 50 shares during the period. Prime Capital Investment Advisors LLC boosted its position in shares of GE Aerospace by 1.2% in the third quarter. Prime Capital Investment Advisors LLC now owns 56,446 shares of the company’s stock worth $17,627,000 after purchasing an additional 675 shares during the period. Commonwealth Financial Services LLC increased its stake in shares of GE Aerospace by 35.1% in the third quarter. Commonwealth Financial Services LLC now owns 1,431 shares of the company’s stock worth $447,000 after purchasing an additional 372 shares in the last quarter. Finally, Net Worth Advisory Group increased its stake in shares of GE Aerospace by 4.9% in the third quarter. Net Worth Advisory Group now owns 1,019 shares of the company’s stock worth $318,000 after purchasing an additional 48 shares in the last quarter. Institutional investors own 74.77% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on GE shares. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $400.00 target price (up from $355.00) on shares of GE Aerospace in a report on Wednesday, July 15th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $450.00 price target on shares of GE Aerospace in a report on Monday, July 27th. TD Cowen restated a “buy” rating and issued a $380.00 price objective (up from $330.00) on shares of GE Aerospace in a research report on Monday, July 13th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $410.00 price objective on shares of GE Aerospace in a research note on Monday, July 20th. Finally, Jefferies Financial Group set a $435.00 target price on GE Aerospace and gave the stock a “buy” rating in a research report on Wednesday, September 23rd. Seventeen research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $387.37.

Insider Activity at GE Aerospace

In related news, SVP Mohamed Ali sold 8,096 shares of the business’s stock in a transaction dated 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 sale, 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 ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 0.19% of the company’s stock.

More GE Aerospace News

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

• Positive Sentiment: GE Aerospace reported adjusted earnings of $2.25 per share, above the approximately $2.01–$2.02 consensus, while revenue reached about $14.1 billion, up roughly 16%–25% year over year and ahead of estimates. GE Aerospace Q3 Earnings and Revenues Top Estimates
• Positive Sentiment: Orders surged 49% to $19 billion, led by commercial engines and services, pushing the backlog above $170 billion and supporting expectations for sustained future growth. General Electric: 3 Key Takeaways for Long-Term Investors
• Positive Sentiment: Management raised its 2026 outlook for the second time, now targeting adjusted EPS of $8.00–$8.10, revenue growth of approximately 19%–20%, operating profit of $10.9–$11.0 billion and free cash flow of $9.1–$9.4 billion. Bank of America reiterated its Buy rating and $405 price target. GE Aerospace Buy Rating Reiterated
• Neutral Sentiment: Unusually heavy options activity included approximately 20,557 call contracts, about 38% above typical volume, indicating increased speculative interest but not a clear fundamental signal.
• Negative Sentiment: Cash flow was the main concern: operating cash flow declined year over year, while higher engine-related costs pressured the market’s reaction to the beat-and-raise report. GE Aerospace Stock Sinks as Cash Flow Concerns Arise
• Negative Sentiment: Investors remain concerned that high fuel prices could reduce airline capacity and eventually slow demand for new engines and aftermarket services, GE’s key profit engine. GE’s elevated valuation leaves less room for execution or cost disappointments.

GE Aerospace Price Performance

Shares of GE stock traded down $11.85 during mid-day trading on Tuesday, hitting $299.43. The company had a trading volume of 5,449,095 shares, compared to its average volume of 5,076,087. The company has a debt-to-equity ratio of 0.96, a current ratio of 0.98 and a quick ratio of 0.67. The stock’s 50 day moving average price is $328.69 and its 200-day moving average price is $328.81. GE Aerospace has a 52-week low of $268.91 and a 52-week high of $388.84. The company has a market capitalization of $310.68 billion, a P/E ratio of 35.25, a P/E/G ratio of 2.29 and a beta of 1.38.

GE Aerospace (NYSE:GE) last posted its earnings results on Tuesday, October 20th. The company reported $2.25 earnings per share for the quarter, beating the consensus estimate of $2.01 by $0.24. The company had revenue of $13.29 billion during the quarter, compared to analysts’ expectations of $12.88 billion. GE Aerospace had a net margin of 17.72% and a return on equity of 40.56%. GE Aerospace’s quarterly revenue was up 24.7% on a year-over-year basis. During the same period last year, the company posted $1.66 earnings per share. Equities research analysts forecast that GE Aerospace will post 7.91 earnings per share for the current year.

GE Aerospace Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, October 26th. Stockholders of record on Monday, October 5th will be issued a $0.47 dividend. This represents a $1.88 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend is Monday, October 5th. GE Aerospace’s payout ratio is 22.14%.

About GE Aerospace

GE Aerospace (NYSE: GE) is a global aerospace company that designs, develops, manufactures and services aircraft engines and related systems. Its products support commercial air transport, business and general aviation, military aircraft, and other defense applications. The company also provides engine components, avionics, mechanical systems, digital solutions and maintenance, repair and overhaul services.

GE Aerospace serves airlines, aircraft operators, leasing companies, airframers and government customers worldwide.