Livforsakringsbolaget Skandia Omsesidigt Makes New Investment in GE Aerospace $GE

Livforsakringsbolaget Skandia Omsesidigt purchased a new position in shares of GE Aerospace (NYSE:GE) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 35,264 shares of the company’s stock, valued at approximately $13,161,000.

Several other institutional investors have also modified their holdings of GE. Allworth Financial LP lifted its holdings in shares of GE Aerospace by 7.6% in the 4th quarter. Allworth Financial LP now owns 76,867 shares of the company’s stock valued at $23,677,000 after buying an additional 5,434 shares during the period. NewEdge Wealth LLC grew its holdings in GE Aerospace by 92.2% during the fourth quarter. NewEdge Wealth LLC now owns 20,142 shares of the company’s stock worth $6,204,000 after acquiring an additional 9,663 shares during the period. CenterBook Partners LP grew its holdings in GE Aerospace by 892.6% during the fourth quarter. CenterBook Partners LP now owns 49,788 shares of the company’s stock worth $15,336,000 after acquiring an additional 44,772 shares during the period. Clough Capital Partners L P raised its position 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 acquiring an additional 19,105 shares in the last quarter. Finally, Ascentis Independent Advisors raised its position in GE Aerospace by 207.3% in the first quarter. Ascentis Independent Advisors now owns 4,317 shares of the company’s stock worth $1,225,000 after acquiring an additional 2,912 shares in the last quarter. Institutional investors own 74.77% of the company’s stock.

Key Headlines Impacting GE Aerospace

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

• Positive Sentiment: LEAP engine deliveries are accelerating. GE Aerospace’s LEAP deliveries increased 41% this year, helping address a key production bottleneck for Boeing and Airbus. Continued delivery growth could support commercial-engine revenue, aftermarket services and cash flow. GE Aerospace’s LEAP Engine Deliveries Jumped 41% This Year
• Positive Sentiment: Analyst sentiment remains constructive. Wall Street’s overall view is favorable, with recent price targets generally above the current trading level. GE’s strong commercial and defense franchises, backlog and free-cash-flow generation continue to support the bullish case. Is GE Aerospace a Buy as Wall Street Analysts Look Optimistic?
• Positive Sentiment: Broad-based operating strength is drawing investor attention. A long-term investment strategy highlighted GE Aerospace as a high-quality franchise with sustainable competitive advantages, reinforcing confidence in its business momentum. Broad-Based Strength Lifts GE Aerospace Performance
• Neutral Sentiment: Margin expansion is a key execution test. GE is relying on cost controls and backlog conversion to improve profitability, but inflation and investments for growth could pressure margins in the near term. Can GE Aerospace Boost Profit Margin Amid Cost Pressures?
• Negative Sentiment: Valuation and profit-taking are weighing on the shares. GE trades at a premium valuation, and recent weakness has been attributed to investors reassessing the stock after its strong rally rather than to a new negative earnings release. Comparisons with Howmet also suggest some investors see better risk-reward elsewhere. Howmet vs. GE Aerospace
• Negative Sentiment: Insider selling is a secondary caution signal. Company insiders reported sales and no open-market purchases during the past six months, which may reinforce concerns about the stock’s elevated valuation, although the activity does not indicate a change in operating fundamentals.

GE Aerospace Stock Up 0.2%

Shares of NYSE:GE opened at $343.51 on Friday. The company has a quick ratio of 0.67, a current ratio of 0.98 and a debt-to-equity ratio of 0.96. GE Aerospace has a 52-week low of $268.01 and a 52-week high of $388.84. The stock’s fifty day simple moving average is $360.35 and its 200-day simple moving average is $328.08. The company has a market capitalization of $356.41 billion, a P/E ratio of 40.46, a P/E/G ratio of 2.50 and a beta of 1.36.

GE Aerospace (NYSE:GE) last posted its quarterly earnings data on Thursday, July 16th. The company reported $2.02 EPS for the quarter, beating 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 return on equity of 40.56% and a net margin of 17.72%.The business’s revenue for the quarter was up 21.1% compared to the same quarter last year. During the same quarter last year, the company earned $1.66 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. As a group, equities research analysts forecast that GE Aerospace will post 7.91 earnings per share for the current fiscal year.

GE Aerospace Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, July 27th. Shareholders of record on Monday, July 6th were paid 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 (DPR) is currently 22.14%.

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on GE shares. Weiss Ratings upgraded shares of GE Aerospace from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, July 17th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $450.00 price target on shares of GE Aerospace in a research note on Monday, July 27th. BNP Paribas Exane dropped their price objective on GE Aerospace from $300.00 to $270.00 and set an “underperform” rating for the company in a research note on Thursday, May 14th. JPMorgan Chase & Co. boosted their target price on GE Aerospace from $335.00 to $400.00 and gave the stock an “overweight” rating in a research report on Monday, July 20th. Finally, Seaport Research Partners started coverage on GE Aerospace in a research report on Tuesday, May 26th. They issued a “buy” rating and a $375.00 price target for the company. Sixteen investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $390.59.

Insider Activity at GE Aerospace

In other news, SVP Mohamed Ali sold 8,096 shares of the business’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 completion of the transaction, the senior vice president owned 20,666 shares of the company’s stock, valued at $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 SEC, which is available at the SEC website. 0.19% of the stock is currently owned by company insiders.

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.