Headlands Technologies LLC Sells 5,300 Shares of GE Aerospace $GE

Headlands Technologies LLC trimmed its position in shares of GE Aerospace (NYSE:GE) by 84.3% during the second quarter, HoldingsChannel reports. The institutional investor owned 987 shares of the company’s stock after selling 5,300 shares during the period. Headlands Technologies LLC’s holdings in GE Aerospace were worth $369,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Ancora Advisors LLC increased its stake in GE Aerospace by 2.5% in the second quarter. Ancora Advisors LLC now owns 4,595 shares of the company’s stock valued at $1,717,000 after acquiring an additional 112 shares during the last quarter. Susquehanna Fundamental Investments LLC lifted its stake in GE Aerospace by 261.0% during the second quarter. Susquehanna Fundamental Investments LLC now owns 213,603 shares of the company’s stock worth $79,830,000 after purchasing an additional 154,429 shares during the last quarter. Aldebaran Capital LLC acquired a new stake in shares of GE Aerospace in the 2nd quarter valued at $468,000. Benjamin Edwards Inc. boosted its holdings in shares of GE Aerospace by 38.0% in the 2nd quarter. Benjamin Edwards Inc. now owns 37,530 shares of the company’s stock valued at $14,027,000 after purchasing an additional 10,330 shares in the last quarter. Finally, Cacti Asset Management LLC acquired a new stake in shares of GE Aerospace in the 2nd quarter valued at $3,060,000. 74.77% of the stock is currently owned by institutional investors and hedge funds.

GE Aerospace News Roundup

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

• Positive Sentiment: GE secured a U.S. Navy performance-based logistics contract worth up to approximately $2.87 billion through 2031 to support 17 components for F414 engines used on F/A-18 Super Hornet and EA-18G Growler aircraft. The award improves long-term revenue visibility and strengthens GE’s higher-margin defense aftermarket business. GE Draws $2.87 Billion for USN Engine Support
• Positive Sentiment: South Korea selected GE’s LM2500+G4 marine gas turbines to power six next-generation KDDX destroyers, representing an order for 12 engines and expanding GE’s international naval propulsion presence. South Korea Selects GE Aerospace Engines
• Positive Sentiment: GE delivered three F404 engines to India’s Hindustan Aeronautics in August for the LCA Tejas program. The shipment helps address supply shortages and supports future engine revenue, though Tejas production is still awaiting additional supplies. GE Aerospace Delivers Three F404 Engines to HAL
• Positive Sentiment: GE won a Pentagon contract to build a Mach 5 hypersonic test vehicle and continues work on the XA102 adaptive combat engine. These programs could create longer-term growth opportunities in advanced defense propulsion. GE Aerospace Wins Hypersonic Test Vehicle Contract
• Positive Sentiment: GE’s commercial engines business continues to benefit from strong orders and deliveries, with reported revenue growth of 27% and 2026 sales projected to increase about 20%. The company also previously raised its full-year 2026 outlook after beating quarterly earnings and revenue estimates. GE Rides on Commercial Engines Unit Strength
• Negative Sentiment: Despite the positive contract flow, GE trades at roughly 39 times earnings and has declined about 12.7% over the past month, remaining well below its 12-month high. Investors may be concerned that the valuation leaves limited room for execution, supply-chain, or delivery disappointments. How Long Would You Wait for GE Aerospace Stock to Come Back?

GE Aerospace Stock Up 1.1%

Shares of NYSE:GE opened at $333.17 on Friday. The firm has a market cap of $345.68 billion, a P/E ratio of 39.24, a P/E/G ratio of 2.41 and a beta of 1.35. GE Aerospace has a 12-month low of $268.91 and a 12-month high of $388.84. The business has a fifty day simple moving average of $357.97 and a 200 day simple moving average of $328.66. The company has a quick ratio of 0.67, a current ratio of 0.98 and a debt-to-equity ratio of 0.96.

GE Aerospace (NYSE:GE) last released its quarterly earnings results on Thursday, July 16th. The company reported $2.02 EPS for the quarter, beating analysts’ consensus estimates of $1.86 by $0.16. The firm had revenue of $12.63 billion for the quarter, compared to analyst estimates of $11.87 billion. GE Aerospace had a return on equity of 40.56% and a net margin of 17.72%.The business’s revenue was up 21.1% on a year-over-year basis. During the same quarter in the previous year, the company posted $1.66 EPS. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. Analysts predict that GE Aerospace will post 7.91 earnings per share for the current year.

GE Aerospace Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, July 27th. Investors of record on Monday, July 6th were issued a $0.47 dividend. The ex-dividend date was Monday, July 6th. This represents a $1.88 annualized dividend and a yield of 0.6%. GE Aerospace’s dividend payout ratio is presently 22.14%.

Insider Buying and Selling

In related news, SVP Mohamed Ali sold 8,096 shares of the company’s stock in a transaction that occurred on Friday, July 24th. The stock was sold at an average price of $353.71, for a total value of $2,863,636.16. Following the sale, the senior vice president directly owned 20,666 shares in the company, valued at $7,309,770.86. This represents a 28.15% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. 0.19% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

A number of research firms have recently commented on GE. Wells Fargo & Company reissued an “overweight” rating and set a $390.00 price target on shares of GE Aerospace in a report on Monday, July 20th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $410.00 price objective on shares of GE Aerospace in a research note on Monday, July 20th. Weiss Ratings upgraded GE Aerospace from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, July 17th. Seaport Research Partners started coverage on GE Aerospace in a research note on Tuesday, May 26th. They set a “buy” rating and a $375.00 target price for the company. Finally, BNP Paribas Exane dropped their target price on shares of GE Aerospace from $300.00 to $270.00 and set an “underperform” rating for the company in a report on Thursday, May 14th. Sixteen investment 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. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $390.59.

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.