Aware Super Pty Ltd as trustee of Aware Super bought a new position in GE Aerospace (NYSE:GE – Free Report) in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 31,883 shares of the company’s stock, valued at approximately $9,047,000.
Other institutional investors have also made changes to their positions in the company. Blueline Advisors LLC bought a new position in GE Aerospace during the fourth quarter worth $25,000. Ankerstar Wealth LLC bought a new stake in GE Aerospace during the fourth quarter valued at $31,000. Tucker Asset Management LLC acquired a new stake in shares of GE Aerospace during the fourth quarter worth $32,000. Lifetime Wealth Management P.C. acquired a new stake in shares of GE Aerospace during the fourth quarter worth $40,000. Finally, Beaird Harris Wealth Management LLC lifted its position in shares of GE Aerospace by 72.0% in the 3rd quarter. Beaird Harris Wealth Management LLC now owns 141 shares of the company’s stock worth $42,000 after buying an additional 59 shares during the last quarter. 74.77% of the stock is currently owned by institutional investors.
More GE Aerospace News
Here are the key news stories impacting GE Aerospace this week:
- Positive Sentiment: GE Aerospace beat Q2 estimates, posting $2.02 EPS on $12.63 billion in revenue, and raised its FY 2026 outlook to $7.65-$7.85 EPS, signaling stronger profit, cash flow, and demand momentum. Article: GE Aerospace lifts 2026 forecast as airlines keep up maintenance spending
- Positive Sentiment: Several reports highlighted resilient commercial services and maintenance demand, which supports the company’s longer-term earnings power and helped analysts say the stock may still have room to run. Article: GE Q2 Earnings Call Points to a Higher 2026 Ceiling
- Positive Sentiment: UBS raised its price target on GE Aerospace to $435 and reiterated a buy rating, reinforcing the view that fundamentals remain strong after earnings.
- Positive Sentiment: The CFM LEAP 1B durability kit was approved, a product and aftermarket development that may help support future engine service revenue. Article: GE Aerospace Says CFM Leap 1B Durability Kit Approved
- Neutral Sentiment: CEO Larry Culp said there are “no victory laps,” suggesting management sees execution and supply chain issues as the main challenge even after a record quarter. Article: GE Aerospace Has a Record Quarter. Larry Culp Says ‘No Victory Laps’
- Neutral Sentiment: Some coverage noted that backlog remains huge, but slowing order growth and ongoing delivery constraints are tempering enthusiasm and keeping valuation concerns in focus. Article: GE boosts profit outlook but stock falls as booming order growth cools
- Negative Sentiment: The stock is under pressure because investors appear to be taking profits after a strong run and are worried the valuation is already rich, even with the improved guidance. Article: GE Aerospace Q2 earnings top estimates as commercial services drive growth
GE Aerospace Trading Up 0.8%
GE Aerospace (NYSE:GE – Get Free Report) last posted its quarterly 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 return on equity of 40.56% and a net margin of 17.72%.The company had revenue of $12.63 billion for the quarter, compared to analysts’ expectations of $11.87 billion. During the same quarter in the prior year, the company earned $1.66 earnings per share. The firm’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. On average, research analysts anticipate that GE Aerospace will post 7.75 EPS for the current fiscal year.
GE Aerospace Announces Dividend
The business also recently announced a quarterly dividend, which will be paid on Monday, July 27th. Stockholders of record on Monday, July 6th will be given a dividend of $0.47 per share. The ex-dividend date of this dividend is Monday, July 6th. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.5%. GE Aerospace’s payout ratio is 23.15%.
Wall Street Analyst Weigh In
Several research analysts have recently commented on the stock. Weiss Ratings lowered shares of GE Aerospace from a “buy (b)” rating to a “buy (b-)” rating in a report on Monday, June 1st. Daiwa Securities Group began coverage on shares of GE Aerospace in a report on Tuesday, March 31st. They issued a “neutral” rating and a $301.00 target price on the stock. Wall Street Zen downgraded GE Aerospace from a “buy” rating to a “hold” rating in a research note on Monday, April 27th. Citigroup reaffirmed a “buy” rating and set a $431.00 target price (up from $353.00) on shares of GE Aerospace in a report on Wednesday, July 1st. Finally, UBS Group increased their price target on GE Aerospace from $426.00 to $435.00 and gave the stock a “buy” rating in a research report on Friday. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $370.33.
Read Our Latest Analysis on GE Aerospace
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.
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