Arcus Capital Partners LLC Decreases Stock Holdings in GE Aerospace $GE

Arcus Capital Partners LLC lessened its stake in shares of GE Aerospace (NYSE:GE) by 65.4% during the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 931 shares of the company’s stock after selling 1,763 shares during the period. Arcus Capital Partners LLC’s holdings in GE Aerospace were worth $264,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. High Falls Advisors Inc grew its position in shares of GE Aerospace by 3.0% during the 4th quarter. High Falls Advisors Inc now owns 1,069 shares of the company’s stock worth $329,000 after buying an additional 31 shares in the last quarter. Wolff Wiese Magana LLC raised its holdings in shares of GE Aerospace by 1.0% in the fourth quarter. Wolff Wiese Magana LLC now owns 3,474 shares of the company’s stock valued at $1,070,000 after acquiring an additional 33 shares in the last quarter. Montz Harcus Wealth Management LLC raised its holdings in shares of GE Aerospace by 3.6% in the fourth quarter. Montz Harcus Wealth Management LLC now owns 947 shares of the company’s stock valued at $292,000 after acquiring an additional 33 shares in the last quarter. Darwin Wealth Management LLC lifted its stake in GE Aerospace by 2.0% in the fourth quarter. Darwin Wealth Management LLC now owns 1,699 shares of the company’s stock worth $523,000 after acquiring an additional 33 shares during the period. Finally, LRI Investments LLC lifted its stake in GE Aerospace by 1.4% in the fourth quarter. LRI Investments LLC now owns 2,390 shares of the company’s stock worth $736,000 after acquiring an additional 33 shares during the period. 74.77% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of research analysts have commented on the stock. Seaport Research Partners initiated coverage on shares of GE Aerospace in a research report on Tuesday, May 26th. They set a “buy” rating and a $375.00 target price on the stock. Weiss Ratings downgraded shares of GE Aerospace from a “buy (b)” rating to a “buy (b-)” rating in a research note on Monday, June 1st. 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. UBS Group lifted their price objective on shares of GE Aerospace from $426.00 to $435.00 and gave the company a “buy” rating in a report on Friday. Finally, Royal Bank Of Canada reissued an “outperform” rating and issued a $400.00 price objective (up from $355.00) on shares of GE Aerospace in a research note on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, two have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $370.33.

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 Stock Up 0.8%

Shares of GE opened at $348.58 on Friday. GE Aerospace has a 52 week low of $254.66 and a 52 week high of $382.97. The company has a quick ratio of 0.70, a current ratio of 0.98 and a debt-to-equity ratio of 0.96. The company has a market capitalization of $363.69 billion, a price-to-earnings ratio of 41.06, a PEG ratio of 2.96 and a beta of 1.35. The stock’s 50-day moving average price is $336.31 and its 200-day moving average price is $318.52.

GE Aerospace (NYSE:GE) last posted its earnings results on Thursday, July 16th. The company reported $2.02 EPS for the quarter, topping 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 firm had revenue of $12.63 billion for the quarter, compared to analyst estimates of $11.87 billion. During the same period last year, the company earned $1.66 earnings per share. GE Aerospace’s revenue for the quarter 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. On average, sell-side analysts predict that GE Aerospace will post 7.75 EPS for the current year.

GE Aerospace Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, July 27th. Stockholders of record on Monday, July 6th will be 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 is Monday, July 6th. GE Aerospace’s dividend payout ratio is presently 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.