Nykredit A S Invests $226.91 Million in GE Aerospace $GE

Nykredit A S bought a new position in shares of GE Aerospace (NYSE:GE) in the second quarter, HoldingsChannel reports. The firm bought 607,138 shares of the company’s stock, valued at approximately $226,906,000. GE Aerospace comprises about 0.7% of Nykredit A S’s investment portfolio, making the stock its 29th largest position.

Several other institutional investors also recently bought and sold shares of GE. Brighton Jones LLC lifted its stake in GE Aerospace by 25.3% in the 4th quarter. Brighton Jones LLC now owns 12,008 shares of the company’s stock worth $2,003,000 after purchasing an additional 2,421 shares in the last quarter. Revolve Wealth Partners LLC boosted its holdings in shares of GE Aerospace by 7.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 2,251 shares of the company’s stock valued at $375,000 after purchasing an additional 150 shares during the last quarter. Sivia Capital Partners LLC grew its position in shares of GE Aerospace by 4.6% during the second quarter. Sivia Capital Partners LLC now owns 4,337 shares of the company’s stock valued at $1,116,000 after purchasing an additional 191 shares in the last quarter. Main Street Financial Solutions LLC grew its position in shares of GE Aerospace by 348.6% during the second quarter. Main Street Financial Solutions LLC now owns 5,899 shares of the company’s stock valued at $1,518,000 after purchasing an additional 4,584 shares in the last quarter. Finally, HUB Investment Partners LLC increased its holdings in shares of GE Aerospace by 4.2% in the second quarter. HUB Investment Partners LLC now owns 9,035 shares of the company’s stock worth $2,326,000 after purchasing an additional 366 shares during the last quarter. 74.77% of the stock is owned by hedge funds and other institutional investors.

GE Aerospace Stock Performance

NYSE GE opened at $329.62 on Thursday. The business’s 50 day moving average price is $358.72 and its 200-day moving average price is $328.53. GE Aerospace has a fifty-two week low of $268.91 and a fifty-two week high of $388.84. The company has a market cap of $342.00 billion, a P/E ratio of 38.82, a P/E/G ratio of 2.42 and a beta of 1.35. The company has a debt-to-equity ratio of 0.96, a quick ratio of 0.67 and a current ratio of 0.98.

GE Aerospace (NYSE:GE) last issued its quarterly earnings results on Thursday, July 16th. The company reported $2.02 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.86 by $0.16. The company had revenue of $12.63 billion during the quarter, compared to the consensus estimate of $11.87 billion. GE Aerospace had a return on equity of 40.56% and a net margin of 17.72%.GE Aerospace’s revenue was up 21.1% on a year-over-year basis. During the same period last year, the company earned $1.66 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. Sell-side analysts predict that GE Aerospace will post 7.91 earnings per share for the current year.

GE Aerospace Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Monday, July 27th. Stockholders of record on Monday, July 6th were paid a $0.47 dividend. The ex-dividend date of this dividend was Monday, July 6th. This represents a $1.88 annualized dividend and a dividend yield of 0.6%. GE Aerospace’s dividend payout ratio is currently 22.14%.

Wall Street Analyst Weigh In

GE has been the subject of a number of research reports. Royal Bank Of Canada reissued an “outperform” rating and set a $400.00 price target (up from $355.00) on shares of GE Aerospace in a research note on Wednesday, July 15th. Weiss Ratings raised GE Aerospace from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, July 17th. Citigroup reaffirmed a “buy” rating and set a $431.00 price objective (up from $353.00) on shares of GE Aerospace in a report 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 research report on Thursday, July 2nd. Finally, Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $450.00 target price on shares of GE Aerospace in a report on Monday, July 27th. Sixteen research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, GE Aerospace presently has a consensus rating of “Moderate Buy” and a consensus price target of $390.59.

Insider Activity

In other news, SVP Mohamed Ali sold 8,096 shares of the firm’s stock in a transaction dated 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 sale, the senior vice president owned 20,666 shares in the company, valued at approximately $7,309,770.86. This trade represents a 28.15% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Company 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 secured a U.S. Navy performance-based logistics contract worth up to approximately $2.87 billion through 2031. The agreement covers 17 components for F414 engines used in F/A-18 Super Hornet and EA-18G Growler aircraft, providing multiyear aftermarket revenue and potentially supporting margins. GE Stock Inches Up Overnight On $2.8B Navy Contract As Hypersonic Program Advances
• Positive Sentiment: The Republic of Korea Navy selected GE Aerospace to provide engines for its next-generation KDDX destroyers. The international order expands GE’s naval propulsion presence and reinforces demand for its defense technology. ROK Navy Selects GE Aerospace to Power New KDDX Destroyer
• Positive Sentiment: GE was awarded a HyCAT program contract to advance a hypersonic test bed, with flight testing targeted for 2028. The work could create future defense opportunities, although near-term financial contributions are likely limited. GE Aerospace Awarded HyCAT Program Contract
• Positive Sentiment: Analysts highlighted strength in GE’s commercial engines business, citing strong orders, rising deliveries and 27% revenue growth. Commercial-engine sales are projected to increase about 20% in 2026, supporting the company’s growth narrative. GE Rides on Commercial Engines Unit Strength
• Positive Sentiment: Artisan Partners added GE Aerospace to its Global Opportunities Strategy during the second quarter, signaling institutional support despite market skepticism. The Fund Added GE Aerospace Amid Market Skepticism
• Neutral Sentiment: GE expects full qualification of its T901 engine by the end of next year, while the broader defense spending cycle could increase demand for engine maintenance and modernization services. GE Aerospace Anticipates Full Qualification of T901
• Negative Sentiment: The recent decline reflects valuation concerns and broader market pressure after a roughly 10% pullback. With GE trading near 39 times earnings, investors may demand continued strong execution, margin expansion and delivery growth. Why GE Aerospace Fell More Than the Broader Market

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.