BKM Wealth Management LLC Grows Holdings in GE Aerospace $GE

BKM Wealth Management LLC increased its stake in GE Aerospace (NYSE:GE) by 15.9% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 9,968 shares of the company’s stock after buying an additional 1,368 shares during the period. GE Aerospace comprises about 1.0% of BKM Wealth Management LLC’s investment portfolio, making the stock its 27th largest position. BKM Wealth Management LLC’s holdings in GE Aerospace were worth $2,829,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently added to or reduced their stakes in the company. Auto Owners Insurance Co grew its holdings in GE Aerospace by 52,247.5% during the 4th quarter. Auto Owners Insurance Co now owns 65,721,281 shares of the company’s stock worth $2,024,413,000 after acquiring an additional 65,595,733 shares in the last quarter. Norges Bank acquired a new stake in shares of GE Aerospace in the 4th quarter valued at about $4,444,736,000. Capital World Investors lifted its position in shares of GE Aerospace by 16.2% during the third quarter. Capital World Investors now owns 21,442,810 shares of the company’s stock worth $6,449,731,000 after purchasing an additional 2,995,054 shares during the last quarter. Corient Private Wealth LLC lifted its position in shares of GE Aerospace by 382.1% during the fourth quarter. Corient Private Wealth LLC now owns 2,757,281 shares of the company’s stock worth $849,325,000 after purchasing an additional 2,185,321 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. grew 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 worth $568,935,000 after purchasing an additional 1,705,005 shares in the last quarter. 74.77% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

GE has been the topic of a number of research analyst reports. Wall Street Zen downgraded GE Aerospace from a “buy” rating to a “hold” rating in a report on Monday, April 27th. Jefferies Financial Group reiterated a “buy” rating on shares of GE Aerospace in a report on Wednesday, May 27th. Seaport Research Partners started coverage on GE Aerospace in a research report on Tuesday, May 26th. They set a “buy” rating and a $375.00 price target on the stock. Morgan Stanley reduced their price objective on GE Aerospace from $425.00 to $400.00 and set an “overweight” rating on the stock in a research note on Wednesday, April 22nd. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $355.00 price objective on shares of GE Aerospace in a report on Wednesday, May 20th. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $348.22.

GE Aerospace Stock Performance

Shares of GE opened at $368.66 on Friday. GE Aerospace has a 1 year low of $243.34 and a 1 year high of $379.67. The company has a market cap of $384.64 billion, a price-to-earnings ratio of 45.40, a price-to-earnings-growth ratio of 3.27 and a beta of 1.37. The company has a debt-to-equity ratio of 0.99, a quick ratio of 0.70 and a current ratio of 1.01. The firm has a fifty day moving average of $314.76 and a 200-day moving average of $312.01.

GE Aerospace (NYSE:GE) last posted its earnings results on Tuesday, April 21st. The company reported $1.86 EPS for the quarter, topping the consensus estimate of $1.60 by $0.26. GE Aerospace had a net margin of 17.86% and a return on equity of 37.99%. The firm had revenue of $11.61 billion during the quarter, compared to analysts’ expectations of $11.61 billion. During the same quarter in the prior year, the firm earned $1.49 EPS. GE Aerospace’s quarterly revenue was up 24.6% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, equities analysts anticipate that GE Aerospace will post 7.48 earnings per share for the current year.

GE Aerospace Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, July 27th. Investors of record on Monday, July 6th will be paid a dividend of $0.47 per share. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date is Monday, July 6th. GE Aerospace’s payout ratio is currently 23.15%.

Key Stories Impacting GE Aerospace

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

• Positive Sentiment: Wall Street analysts continue to view GE Aerospace as a buy, which is reinforcing optimism around the stock even though broker ratings can be overly upbeat. Wall Street Analysts Think GE (GE) Is a Good Investment: Is It?
• Positive Sentiment: GE Aerospace declared a quarterly dividend of $0.47 per share, highlighting strong capital returns and ongoing financial strength. GE Aerospace Board of Directors Authorizes Quarterly Dividend
• Positive Sentiment: Analysts expect double-digit earnings growth when GE Aerospace reports second-quarter results next month, which is supporting bullish sentiment. Here’s What to Expect From GE Aerospace’s Next Earnings Report
• Neutral Sentiment: Several articles compared GE Aerospace’s performance with other aerospace stocks, but these were mostly relative-performance pieces rather than new company-specific catalysts. Is GE Aerospace (GE) Stock Outpacing Its Aerospace Peers This Year?
• Neutral Sentiment: GE Aerospace also drew attention for engine demand staying in the spotlight, which underscores a favorable industry backdrop but does not appear to add fresh hard news. GE Aerospace (NYSE:GE) Draws Eyes As Engine Demand Keeps the Spotlight
• Negative Sentiment: One report noted concerns that an advanced combat aircraft project is facing hurdles because of costly GE engines, which could point to pricing or program-related pressure in some defense applications. Advanced combat aircraft project faces hurdle over costly GE engines

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.