GE Aerospace $GE Shares Acquired by OVERSEA CHINESE BANKING Corp Ltd

OVERSEA CHINESE BANKING Corp Ltd lifted its stake in shares of GE Aerospace (NYSE:GE) by 11.4% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 79,087 shares of the company’s stock after buying an additional 8,080 shares during the quarter. OVERSEA CHINESE BANKING Corp Ltd’s holdings in GE Aerospace were worth $29,513,000 as of its most recent SEC filing.

A number of other hedge funds have also bought and sold shares of GE. Blueline Advisors LLC acquired a new stake in GE Aerospace during the fourth quarter valued at approximately $25,000. Ankerstar Wealth LLC bought a new position in GE Aerospace during the 4th quarter worth approximately $31,000. Paladin Partners LLC acquired a new position in shares of GE Aerospace in the 2nd quarter worth approximately $38,000. Tucker Asset Management LLC acquired a new position in shares of GE Aerospace in the 4th quarter worth approximately $32,000. Finally, Burkett Financial Services LLC grew its position in shares of GE Aerospace by 28.9% in the 2nd quarter. Burkett Financial Services LLC now owns 125 shares of the company’s stock worth $47,000 after acquiring an additional 28 shares in the last quarter. 74.77% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several equities research analysts recently issued reports on GE shares. Jefferies Financial Group upped their price target on GE Aerospace from $365.00 to $455.00 and gave the company a “buy” rating in a research report on Thursday, July 2nd. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $450.00 price objective on shares of GE Aerospace in a report on Monday, July 27th. Weiss Ratings upgraded shares of GE Aerospace from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, July 17th. Wall Street Zen lowered shares of GE Aerospace from a “buy” rating to a “hold” rating in a research note on Monday, April 27th. Finally, The Goldman Sachs Group reissued a “buy” rating and set a $410.00 target price on shares of GE Aerospace in a report on Monday, July 20th. Sixteen equities research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, GE Aerospace has a consensus rating of “Moderate Buy” and a consensus price target of $390.59.

GE Aerospace Trading Down 3.1%

NYSE:GE opened at $345.21 on Friday. GE Aerospace has a 12-month low of $266.14 and a 12-month high of $388.84. The firm has a market capitalization of $358.18 billion, a P/E ratio of 40.66, a P/E/G ratio of 2.60 and a beta of 1.36. The company has a debt-to-equity ratio of 0.96, a current ratio of 0.98 and a quick ratio of 0.67. The business has a 50 day simple moving average of $360.82 and a 200 day simple moving average of $326.69.

GE Aerospace (NYSE:GE) last issued its quarterly earnings data on Thursday, July 16th. The company reported $2.02 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.86 by $0.16. GE Aerospace had a return on equity of 40.56% and a net margin of 17.72%.The business had revenue of $12.63 billion during the quarter, compared to analyst estimates of $11.87 billion. During the same period in the prior year, the company posted $1.66 EPS. The business’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. Equities research analysts predict that GE Aerospace will post 7.91 EPS for the current year.

GE Aerospace Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, July 27th. Stockholders of record on Monday, July 6th were paid a $0.47 dividend. The ex-dividend date of this dividend was Monday, July 6th. This represents a $1.88 annualized dividend and a dividend yield of 0.5%. GE Aerospace’s dividend payout ratio is presently 22.14%.

Key Stories Impacting GE Aerospace

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

• Positive Sentiment: The U.S. Air Force selected the GE Aerospace–Kratos F143 as a second engine source for the JASSM cruise missile. The award expands GE’s defense exposure and could create an additional source of future engine production and aftermarket revenue. US Air Force adds GE-Kratos F143 as second engine source for JASSM
• Positive Sentiment: A visit by Sen. Jon Husted and a senior Pentagon official highlighted GE Aerospace’s role in U.S. aerospace and defense programs. While not a new contract, the engagement underscores the company’s strategic importance as Washington emphasizes domestic defense-industrial capacity. Sen. Husted, senior Pentagon official visit GE Aerospace
• Neutral Sentiment: GE Aerospace continues investing in aviation’s longer-term evolution, including hybrid-electric flight and engineering capabilities developed by its Bengaluru team. These initiatives may support future product opportunities but are unlikely to materially affect near-term earnings. GE Aerospace Bengaluru innovation
• Neutral Sentiment: Recent commentary focuses on GE Aerospace’s aviation strategy and possible catalysts for its next growth phase, including engine demand, aftermarket services, innovation and defense opportunities. These are supportive themes, but the reports do not identify a specific near-term financial catalyst. Why GE Aerospace Remains Focused on Aviation Evolution What Could Unlock GE Aerospace’s Next Phase
• Negative Sentiment: One analysis argues GE Aerospace is priced for a margin recovery that has not yet occurred. The company is shipping engines that should generate future service revenue, but production costs are pressuring margins today; with shares trading at a high valuation, a delay in margin improvement could leave limited downside protection. GE Aerospace Stock Is Priced for a Margin Repair That Has Not Happened Yet
• Neutral Sentiment: A securities-fraud investigation notice concerns GE HealthCare Technologies (NASDAQ: GEHC), a separate company, and does not directly involve GE Aerospace or its stock. GE HealthCare securities fraud investigation

Insider Activity at GE Aerospace

In other news, SVP Mohamed Ali sold 8,096 shares of the firm’s stock in a transaction on Friday, July 24th. The stock was sold at an average price of $353.71, for a total transaction of $2,863,636.16. Following the transaction, the senior vice president directly owned 20,666 shares of the company’s stock, valued at approximately $7,309,770.86. This trade represents a 28.15% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.19% of the company’s stock.

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.