Alley Investment Management Company LLC Acquires 19,986 Shares of GE Aerospace $GE

Alley Investment Management Company LLC lifted its holdings in shares of GE Aerospace (NYSE:GE) by 118.3% in the first quarter, HoldingsChannel.com reports. The fund owned 36,882 shares of the company’s stock after acquiring an additional 19,986 shares during the period. Alley Investment Management Company LLC’s holdings in GE Aerospace were worth $10,466,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also bought and sold shares of the company. Rexford Capital Inc. grew its position in GE Aerospace by 18,087.5% during the first quarter. Rexford Capital Inc. now owns 1,455 shares of the company’s stock valued at $413,000 after buying an additional 1,447 shares during the period. Acorn Financial Advisory Services Inc. ADV raised its position in GE Aerospace by 2.2% in the first quarter. Acorn Financial Advisory Services Inc. ADV now owns 5,046 shares of the company’s stock worth $1,432,000 after acquiring an additional 111 shares during the period. Mitchell Mcleod Pugh & Williams Inc. raised its position in GE Aerospace by 0.7% in the first quarter. Mitchell Mcleod Pugh & Williams Inc. now owns 8,872 shares of the company’s stock worth $2,518,000 after acquiring an additional 60 shares during the period. Bayban boosted its stake in GE Aerospace by 452.4% in the first quarter. Bayban now owns 790 shares of the company’s stock valued at $224,000 after acquiring an additional 647 shares during the last quarter. Finally, First Pacific Financial grew its position in shares of GE Aerospace by 19.9% during the 1st quarter. First Pacific Financial now owns 229 shares of the company’s stock valued at $65,000 after acquiring an additional 38 shares during the period. 74.77% of the stock is currently owned by institutional investors.

GE Aerospace Trading Down 0.2%

Shares of GE Aerospace stock opened at $372.94 on Wednesday. The company’s 50-day moving average price is $317.60 and its 200-day moving average price is $313.43. The company has a current ratio of 1.01, a quick ratio of 0.70 and a debt-to-equity ratio of 0.99. GE Aerospace has a 12-month low of $243.34 and a 12-month high of $379.67. The company has a market cap of $389.10 billion, a price-to-earnings ratio of 45.93, a PEG ratio of 3.31 and a beta of 1.37.

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

GE Aerospace Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, July 27th. Stockholders of record on Monday, July 6th will be given 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 23.15%.

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on GE. Wall Street Zen lowered shares of GE Aerospace from a “buy” rating to a “hold” rating in a research note on Monday, April 27th. BNP Paribas Exane reduced their price objective on 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 GE Aerospace in a research note on Tuesday, May 26th. They issued a “buy” rating and a $375.00 target price on the stock. Jefferies Financial Group reiterated a “buy” rating on shares of GE Aerospace in a research note on Wednesday, May 27th. Finally, Weiss Ratings cut GE Aerospace from a “buy (b)” rating to a “buy (b-)” rating in a research note on Monday, June 1st. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $348.22.

More GE Aerospace News

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

• Positive Sentiment: GE Aerospace was highlighted as a strong aerospace and defense name, with articles pointing to ongoing commercial and defense momentum, continued investment, and shareholder returns as reasons investors may still see upside. GE Aerospace vs. Textron: Which Aerospace & Defense Stock Has Greater Upside?
• Positive Sentiment: Another note framed GE Aerospace as a partner in next-generation silicon carbide power technology, reinforcing the company’s role in advanced aerospace and defense electrification and supporting its innovation narrative. Wolfspeed Jumps as Investors Revisit GE Partnership and Look Past Resale Overhang
• Positive Sentiment: Investor sentiment around aerospace stocks remains constructive, helped by broader market risk appetite and strength in growth/technology names, which can spill over into GE Aerospace as a leading industrial aerospace beneficiary.
• Neutral Sentiment: One article compared GE Aerospace with Textron, presenting GE as a quality growth-and-return story versus TXT’s valuation angle; this is more of a relative-stock discussion than a new catalyst. GE Aerospace vs. Textron: Which Aerospace & Defense Stock Has Greater Upside?
• Negative Sentiment: A Seeking Alpha piece argued that GE Aerospace’s defense fundamentals may not justify its elevated share price near recent highs, raising valuation concerns that could weigh on the stock if investors focus on stretched expectations. The Great Disconnect: Why GE Aerospace’s Defense Fundamentals Don’t Justify A $369 Price Tag

GE Aerospace Company 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.