NewEdge Advisors LLC cut its position in shares of GE Aerospace (NYSE:GE – Free Report) by 9.0% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 151,412 shares of the company’s stock after selling 14,995 shares during the quarter. NewEdge Advisors LLC’s holdings in GE Aerospace were worth $42,966,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Optiver Holding B.V. raised its stake in shares of GE Aerospace by 2,245.0% in the first quarter. Optiver Holding B.V. now owns 7,340 shares of the company’s stock valued at $2,083,000 after purchasing an additional 7,027 shares in the last quarter. First Nebraska Trust Co bought a new position in GE Aerospace in the first quarter worth $524,000. Financial Solutions Advisory Group Inc. acquired a new stake in GE Aerospace during the first quarter worth $260,000. Integrated Investment Consultants LLC boosted its stake in GE Aerospace by 4.4% during the first quarter. Integrated Investment Consultants LLC now owns 2,273 shares of the company’s stock worth $645,000 after buying an additional 96 shares in the last quarter. Finally, Blue Fin Capital Inc. increased its holdings in GE Aerospace by 15.9% in the 1st quarter. Blue Fin Capital Inc. now owns 1,451 shares of the company’s stock valued at $412,000 after buying an additional 199 shares during the period. 74.77% of the stock is currently owned by institutional investors.
GE Aerospace News Roundup
Here are the key news stories impacting GE Aerospace this week:
- Positive Sentiment: Analysts remain broadly bullish on GE Aerospace, citing its strong share-price performance, expected earnings growth and favorable long-term aviation recovery prospects. The company’s exposure to commercial engines and its large installed base support recurring services revenue. GE Aerospace Stock: Analyst Estimates & Ratings
- Positive Sentiment: Strength in the commercial engines business—particularly services, spare parts and LEAP engine deliveries—continues to support GE’s growth outlook. Major orders and improving aircraft utilization could help sustain momentum through 2026. Strength in Commercial Engines Unit Drives GE Aerospace: Can It Sustain?
- Positive Sentiment: Industry commentary highlights GE Aerospace’s central position in the aviation recovery, supported by demand for new engines, aftermarket services and rising airline capacity. Why GE Aerospace Sits at the Center of the Aviation Recovery
- Neutral Sentiment: GE Aerospace’s recent earnings exceeded expectations, with quarterly revenue up 21.1% year over year and EPS above consensus. However, its 2026 earnings guidance remains below some analyst estimates, making execution and future guidance important catalysts.
- Negative Sentiment: Honeywell Aerospace’s decision to reduce its full-year 2026 guidance weighs on sentiment toward aerospace suppliers, particularly as other peers are raising forecasts. The development raises concerns about uneven demand and execution across the sector, even though GE’s commercial-engine trends remain stronger. Honeywell Aerospace Stock Plunges
Insiders Place Their Bets
Analyst Upgrades and Downgrades
A number of equities analysts have recently issued reports on GE shares. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $450.00 price objective on shares of GE Aerospace in a research note on Monday, July 27th. TD Cowen reissued a “buy” rating and issued a $380.00 target price (up from $330.00) on shares of GE Aerospace in a research note on Monday, July 13th. Citigroup reissued a “buy” rating and issued a $431.00 price target (up from $353.00) on shares of GE Aerospace in a research report on Wednesday, July 1st. Royal Bank Of Canada restated an “outperform” rating and set a $400.00 price target (up from $355.00) on shares of GE Aerospace in a research note on Wednesday, July 15th. Finally, Jefferies Financial Group lifted 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. Sixteen analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $390.59.
Get Our Latest Research Report on GE
GE Aerospace Stock Down 1.8%
Shares of NYSE GE opened at $374.22 on Friday. The stock has a market cap of $388.27 billion, a PE ratio of 44.08, a PEG ratio of 2.78 and a beta of 1.36. The business has a fifty day moving average of $352.81 and a two-hundred day moving average of $322.40. GE Aerospace has a 52-week low of $263.80 and a 52-week high of $388.84. The company has a debt-to-equity ratio of 0.96, a quick ratio of 0.67 and a current ratio of 0.98.
GE Aerospace (NYSE:GE – Get Free Report) last posted 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. The business had revenue of $12.63 billion for the quarter, compared to analyst estimates of $11.87 billion. GE Aerospace had a net margin of 17.72% and a return on equity of 40.56%. The firm’s quarterly revenue was up 21.1% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.66 EPS. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. As a group, equities research analysts expect that GE Aerospace will post 7.91 earnings per share for the current fiscal year.
GE Aerospace Announces Dividend
The company also recently disclosed a quarterly dividend, which was paid on Monday, July 27th. Shareholders of record on Monday, July 6th were paid a dividend of $0.47 per share. This represents a $1.88 annualized dividend and a yield of 0.5%. The ex-dividend date of this dividend was Monday, July 6th. GE Aerospace’s dividend payout ratio is currently 22.14%.
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.
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