Ninepoint Partners LP Invests $586,000 in GE Aerospace $GE

Ninepoint Partners LP purchased a new stake in GE Aerospace (NYSE:GE) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 1,568 shares of the company’s stock, valued at approximately $586,000.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Blueline Advisors LLC purchased a new position in GE Aerospace during the 4th quarter worth approximately $25,000. Ankerstar Wealth LLC purchased a new stake in shares of GE Aerospace in the fourth quarter valued at $31,000. Paladin Partners LLC purchased a new stake in shares of GE Aerospace in the second quarter valued at $38,000. Tucker Asset Management LLC acquired a new stake in shares of GE Aerospace in the fourth quarter worth $32,000. Finally, Burkett Financial Services LLC grew its holdings in shares of GE Aerospace by 28.9% during the second quarter. Burkett Financial Services LLC now owns 125 shares of the company’s stock valued at $47,000 after buying an additional 28 shares in the last quarter. Institutional investors and hedge funds own 74.77% of the company’s stock.

GE Aerospace Trading Down 3.1%

NYSE GE opened at $345.21 on Friday. The company has a current ratio of 0.98, a quick ratio of 0.67 and a debt-to-equity ratio of 0.96. GE Aerospace has a 1-year low of $266.14 and a 1-year high of $388.84. The firm’s fifty day simple moving average is $360.82 and its 200-day simple moving average is $326.69. The company has a market capitalization of $358.18 billion, a PE ratio of 40.66, a price-to-earnings-growth ratio of 2.60 and a beta of 1.36.

GE Aerospace (NYSE:GE) last released its quarterly earnings data on Thursday, July 16th. The company reported $2.02 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $12.63 billion during the quarter, compared to analysts’ expectations of $11.87 billion. During the same quarter last year, the firm earned $1.66 earnings per share. The business’s revenue for the quarter was up 21.1% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. As a group, sell-side analysts anticipate that GE Aerospace will post 7.91 earnings per share for the current fiscal year.

GE Aerospace Dividend Announcement

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

Wall Street Analyst Weigh In

GE has been the topic of several recent analyst reports. Citigroup reissued a “buy” rating and set a $431.00 price target (up from $353.00) on shares of GE Aerospace in a research report on Wednesday, July 1st. BNP Paribas Exane lowered their target price on GE Aerospace from $300.00 to $270.00 and set an “underperform” rating on the stock in a research note on Thursday, May 14th. The Goldman Sachs Group reiterated a “buy” rating and issued a $410.00 target price on shares of GE Aerospace in a report on Monday, July 20th. Seaport Research Partners initiated coverage on shares of GE Aerospace in a research report on Tuesday, May 26th. They issued a “buy” rating and a $375.00 price target for the company. Finally, Susquehanna restated a “positive” rating and set a $430.00 price target (up from $380.00) on shares of GE Aerospace in a report on Thursday, July 9th. 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. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $390.59.

Key GE Aerospace News

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

In other news, SVP Mohamed Ali sold 8,096 shares of GE Aerospace stock in a transaction dated 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 completion of the sale, the senior vice president directly owned 20,666 shares in the company, valued at $7,309,770.86. The trade was a 28.15% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 0.19% of the stock is currently owned by corporate insiders.

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.