Geneva Partners LLC Makes New Investment in GE Aerospace $GE

Geneva Partners LLC bought a new stake in GE Aerospace (NYSE:GE) during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund bought 2,400 shares of the company’s stock, valued at approximately $897,000.

A number of other hedge funds have also modified their holdings of GE. Blueline Advisors LLC purchased a new position in GE Aerospace during the fourth quarter worth about $25,000. Ankerstar Wealth LLC purchased a new stake in shares of GE Aerospace in the 4th quarter valued at approximately $31,000. Tucker Asset Management LLC purchased a new stake in shares of GE Aerospace in the 4th quarter valued at approximately $32,000. Paladin Partners LLC acquired a new position in shares of GE Aerospace in the 2nd quarter worth approximately $38,000. Finally, Lifetime Wealth Management P.C. acquired a new position in shares of GE Aerospace in the 4th quarter worth approximately $40,000. 74.77% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting GE Aerospace

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

• Positive Sentiment: New JASSM engine contract expands GE’s defense opportunity. The U.S. Air Force selected the GE Aerospace-Kratos F143-ZZ-100 engine as a second-source propulsion system for the Joint Air-to-Surface Standoff Missile program. The Engineering, Manufacturing and Development award strengthens GE’s position in compact, lower-cost engines for long-range missiles and uncrewed aircraft. US Air Force adds GE-Kratos F143 as second engine source for JASSM
• Positive Sentiment: T901 engine progress supports military growth. GE’s T901 engine cleared a preliminary flight rating for the U.S. Army’s UH-60 Black Hawk, marking progress toward broader deployment and potential recurring defense revenue. GE’s T901 engine clears preliminary flight rating for UH-60 Black Hawk
• Positive Sentiment: Technology and government engagement reinforce GE’s strategic positioning. GE highlighted Bengaluru-led hybrid-electric flight and other innovation efforts, while a visit from Sen. Jon Husted and a senior Pentagon official underscored the company’s importance to U.S. aerospace and defense priorities. GE Aerospace Bengaluru innovation
• Neutral Sentiment: Operational momentum remains strong. Recent coverage points to robust commercial and defense demand, a backlog of roughly $210 billion, repeated earnings beats and raised guidance. However, these positives are already reflected in GE’s approximately 19.9% year-to-date advance. Hold GE Aerospace Even as Wall Street Remains Bullish
• Negative Sentiment: Valuation is limiting near-term upside. Analysts remain broadly bullish, but commentary warns that GE may be priced for near-perfect execution. Rising costs, debt and potential margin pressure could make it difficult for future results to justify the stock’s elevated valuation. GE Aerospace Rises 19.9% YTD: Is the Rally Still Worth Chasing?

GE Aerospace Price Performance

Shares of GE opened at $356.33 on Thursday. The company has a market cap of $369.72 billion, a P/E ratio of 41.97, a PEG ratio of 2.74 and a beta of 1.36. GE Aerospace has a fifty-two week low of $263.81 and a fifty-two week high of $388.84. The company has a quick ratio of 0.67, a current ratio of 0.98 and a debt-to-equity ratio of 0.96. The firm’s 50 day moving average price is $360.56 and its 200 day moving average price is $326.42.

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

GE Aerospace Dividend Announcement

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

Analyst Ratings Changes

GE has been the topic of a number of research analyst reports. 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 report on Monday, July 13th. UBS Group raised their price target on GE Aerospace from $426.00 to $435.00 and gave the stock a “buy” rating in a research report on Friday, July 17th. Wall Street Zen cut GE Aerospace from a “buy” rating to a “hold” rating in a research note on Monday, April 27th. Jefferies Financial Group boosted 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. Finally, BNP Paribas Exane decreased 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. Sixteen investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $390.59.

Insider Transactions at GE Aerospace

In related news, SVP Mohamed Ali sold 8,096 shares of GE Aerospace stock in a transaction 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 completion of the transaction, the senior vice president directly owned 20,666 shares in the company, valued at approximately $7,309,770.86. This trade represents a 28.15% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. 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.