D.A. Davidson & CO. Increases Position in GE Aerospace $GE

D.A. Davidson & CO. increased its position in shares of GE Aerospace (NYSE:GE) by 4.3% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 44,651 shares of the company’s stock after acquiring an additional 1,828 shares during the quarter. D.A. Davidson & CO.’s holdings in GE Aerospace were worth $12,671,000 as of its most recent filing with the SEC.

A number of other hedge funds have also recently bought and sold shares of the company. Auto Owners Insurance Co boosted its holdings in shares of GE Aerospace by 52,247.5% during the fourth quarter. Auto Owners Insurance Co now owns 65,721,281 shares of the company’s stock worth $2,024,413,000 after purchasing an additional 65,595,733 shares during the last quarter. Norges Bank acquired a new position in GE Aerospace in the fourth quarter valued at $4,444,736,000. Corient Private Wealth LLC increased its stake in GE Aerospace by 382.1% in the fourth quarter. Corient Private Wealth LLC now owns 2,757,281 shares of the company’s stock valued at $849,325,000 after purchasing an additional 2,185,321 shares during the last quarter. Northwestern Mutual Wealth Management Co. increased its stake in GE Aerospace by 1,200.7% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 1,847,011 shares of the company’s stock valued at $568,935,000 after purchasing an additional 1,705,005 shares during the last quarter. Finally, Diamant Asset Management Inc. lifted its position in GE Aerospace by 28,277.0% during the first quarter. Diamant Asset Management Inc. now owns 1,083,434 shares of the company’s stock worth $307,446,000 after buying an additional 1,079,616 shares during the period. Institutional investors and hedge funds own 74.77% of the company’s stock.

Analyst Upgrades and Downgrades

GE has been the topic of a number of research analyst reports. Jefferies Financial Group raised their price target on GE Aerospace from $365.00 to $455.00 and gave the stock a “buy” rating in a research note on Thursday, July 2nd. President Capital cut their price objective on shares of GE Aerospace from $355.00 to $342.00 and set a “buy” rating on the stock in a report on Wednesday, April 22nd. BNP Paribas Exane lowered their target price on shares of GE Aerospace from $300.00 to $270.00 and set an “underperform” rating for the company in a report on Thursday, May 14th. Seaport Research Partners initiated coverage on shares of GE Aerospace in a report on Tuesday, May 26th. They issued a “buy” rating and a $375.00 target price for the company. Finally, Zacks Research lowered shares of GE Aerospace from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, March 24th. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, two have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, GE Aerospace presently has an average rating of “Moderate Buy” and a consensus price target of $365.61.

GE Aerospace News Roundup

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

• Positive Sentiment: GE Aerospace beat Q2 expectations with adjusted EPS of $2.02 and revenue of $12.63 billion, while also lifting full-year 2026 guidance to $7.65-$7.85 EPS. GE Aerospace lifts 2026 forecast as airlines keep up maintenance spending
• Positive Sentiment: Management said repair and aftermarket demand is holding up, with airlines continuing to spend on maintenance despite higher fuel costs and fewer flight departures. GE Aerospace sees repair demand holding up despite aviation fuel shock
• Positive Sentiment: GE pushed back on Boeing-related GEnx delay concerns, saying engine shipments have increased and supply is available for months. GE Aerospace pushes back on GEnx delay concerns
• Neutral Sentiment: Analysts and earnings-call coverage highlighted strong commercial services growth and cash flow, but also noted that supply, not demand, is now the biggest growth constraint. GE Aerospace Q2 Earnings Beat on Robust Commercial Services Growth
• Negative Sentiment: The shares are under pressure because investors see the quarter as “too good to reward,” with high expectations, slower order growth, and valuation concerns limiting upside. GE boosts profit outlook but stock falls as booming order growth cools
• Negative Sentiment: GE Aerospace said supply-chain constraints and inflation will continue to weigh on results, reinforcing concerns about near-term margin pressure. GE Stock In Spotlight After Improved 2026 Outlook

GE Aerospace Trading Down 3.9%

Shares of GE opened at $346.16 on Friday. The stock’s 50-day moving average is $335.28 and its two-hundred day moving average is $318.30. The stock has a market cap of $361.16 billion, a PE ratio of 42.63, a P/E/G ratio of 3.19 and a beta of 1.35. GE Aerospace has a 12 month low of $254.66 and a 12 month high of $382.97. The company has a debt-to-equity ratio of 0.99, a current ratio of 1.01 and a quick ratio of 0.70.

GE Aerospace (NYSE:GE) last issued its earnings results on Thursday, July 16th. The company reported $2.02 earnings per share for the quarter, topping the consensus estimate of $1.86 by $0.16. GE Aerospace had a return on equity of 37.99% and a net margin of 17.86%.The company had revenue of $12.63 billion during the quarter, compared to the consensus estimate of $12.24 billion. During the same quarter in the prior year, the business earned $1.66 earnings per share. The company’s revenue was up 21.1% compared to the same quarter last year. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. Equities analysts forecast that GE Aerospace will post 7.49 earnings per share for the current fiscal year.

GE Aerospace Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, July 27th. Investors 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 annualized dividend and a yield of 0.5%. GE Aerospace’s payout ratio is 23.15%.

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.