GE Aerospace $GE Stock Position Lifted by Andra AP fonden

Andra AP fonden lifted its stake in shares of GE Aerospace (NYSE:GE) by 197.8% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 170,870 shares of the company’s stock after purchasing an additional 113,493 shares during the quarter. GE Aerospace comprises about 0.6% of Andra AP fonden’s investment portfolio, making the stock its 21st largest holding. Andra AP fonden’s holdings in GE Aerospace were worth $48,488,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also bought and sold shares of the stock. Blueline Advisors LLC acquired a new position in GE Aerospace during the 4th quarter valued at about $25,000. Ankerstar Wealth LLC acquired a new stake in shares of GE Aerospace in the 4th quarter worth approximately $31,000. Tucker Asset Management LLC bought a new position in shares of GE Aerospace in the fourth quarter valued at approximately $32,000. Lifetime Wealth Management P.C. bought a new position in shares of GE Aerospace in the fourth quarter valued at approximately $40,000. Finally, Beaird Harris Wealth Management LLC increased its stake in shares of GE Aerospace by 72.0% during the third quarter. Beaird Harris Wealth Management LLC now owns 141 shares of the company’s stock valued at $42,000 after acquiring an additional 59 shares during the period. Institutional investors and hedge funds own 74.77% of the company’s stock.

GE Aerospace Stock Down 2.1%

Shares of NYSE:GE opened at $341.41 on Tuesday. The firm has a 50 day simple moving average of $337.12 and a 200 day simple moving average of $318.77. GE Aerospace has a 52 week low of $254.66 and a 52 week high of $382.97. The company has a debt-to-equity ratio of 0.96, a quick ratio of 0.67 and a current ratio of 0.98. The company has a market cap of $354.23 billion, a PE ratio of 40.21, a price-to-earnings-growth ratio of 2.92 and a beta of 1.35.

GE Aerospace (NYSE:GE) last issued its quarterly earnings results on Thursday, July 16th. The company reported $2.02 earnings per share 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 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 for the quarter was up 21.1% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.66 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. As a group, research analysts expect that GE Aerospace will post 7.93 earnings per share for the current year.

GE Aerospace Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, July 27th. Shareholders 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 yield of 0.6%. GE Aerospace’s payout ratio is currently 22.14%.

Key GE Aerospace News

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

• Positive Sentiment: GE Aerospace announced the world’s first high-altitude hybrid-electric flight above 30,000 feet with NASA, BETA Technologies, and Boeing, reinforcing its leadership in next-generation propulsion technology and boosting the company’s long-term growth story. Article: GE Aerospace Partners with NASA, BETA Technologies, and Boeing on World’s First High-Altitude Hybrid Electric Flight
• Positive Sentiment: GE Aerospace and CFM signed an MOU with IndiGo for 1,000+ LEAP-1A engines, signaling a potentially record engine order that would support future revenue and backlog growth. Article: IndiGo and CFM sign MOU paving the way to a record agreement for 1,000+ LEAP-1A engines
• Positive Sentiment: JPMorgan raised its price target on GE Aerospace to $400 from $335 and kept an overweight rating, which can help sentiment by signaling further upside from current levels. Article: GE Aerospace price target raised by JPMorgan Chase & Co.
• Positive Sentiment: GE Aerospace’s GEnx-1B engine surpassed 50 million flight hours in record time, highlighting strong reliability, customer adoption, and recurring services demand. Article: GEnx-1B Engines Surpass 50 Million Flight Hours
• Neutral Sentiment: Several articles and commentary also emphasized GE Aerospace’s large backlog, strong second-quarter results, and aggressive buyback program, which support the stock’s long-term valuation but are less immediate trading catalysts. Article: General Electric (GE) Beats Q2 Expectations And Raises 2026 Outlook
• Negative Sentiment: Supply-chain and parts-delivery constraints remain a risk for GE Aerospace, with management noting that the company is still working through production bottlenecks despite strong demand. Article: General Electric (GE) Beats Q2 Expectations And Raises 2026 Outlook

Analyst Upgrades and Downgrades

GE has been the subject of a number of research analyst reports. President Capital cut their target price on GE Aerospace from $355.00 to $342.00 and set a “buy” rating for the company in a research report on Wednesday, April 22nd. Wells Fargo & Company reiterated an “overweight” rating and set a $390.00 price target on shares of GE Aerospace in a research report on Monday. UBS Group boosted their price objective on GE Aerospace from $426.00 to $435.00 and gave the stock a “buy” rating in a research note on Friday. Jefferies Financial Group upped their price objective on GE Aerospace from $365.00 to $455.00 and gave the company a “buy” rating in a report on Thursday, July 2nd. Finally, Seaport Research Partners began coverage on GE Aerospace in a report on Tuesday, May 26th. They set a “buy” rating and a $375.00 target price on the stock. Seventeen analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $380.89.

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.