Rathbones Group PLC Has $33.67 Million Holdings in GE Aerospace $GE

Rathbones Group PLC lessened its holdings in GE Aerospace (NYSE:GE) by 25.8% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 118,663 shares of the company’s stock after selling 41,243 shares during the period. Rathbones Group PLC’s holdings in GE Aerospace were worth $33,673,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of GE. Vanguard Group Inc. boosted its stake in shares of GE Aerospace by 0.8% in the 4th quarter. Vanguard Group Inc. now owns 92,731,541 shares of the company’s stock valued at $28,564,097,000 after purchasing an additional 699,364 shares in the last quarter. Auto Owners Insurance Co lifted its stake in GE Aerospace by 52,247.5% in the 4th quarter. Auto Owners Insurance Co now owns 65,721,281 shares of the company’s stock valued at $2,024,413,000 after purchasing an additional 65,595,733 shares during the last quarter. State Street Corp boosted its position in GE Aerospace by 1.5% in the fourth quarter. State Street Corp now owns 45,240,802 shares of the company’s stock valued at $13,951,570,000 after buying an additional 663,160 shares in the last quarter. Geode Capital Management LLC boosted its position in GE Aerospace by 1.3% in the fourth quarter. Geode Capital Management LLC now owns 24,774,942 shares of the company’s stock valued at $7,615,200,000 after buying an additional 312,880 shares in the last quarter. Finally, Norges Bank bought a new stake in shares of GE Aerospace during the fourth quarter worth $4,444,736,000. Institutional investors and hedge funds own 74.77% of the company’s stock.

Key GE Aerospace News

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

• Positive Sentiment: GE Aerospace is favored over Northrop Grumman by analysts citing stronger expected growth, market-share gains and momentum in commercial aircraft engines. The comparison supports the bullish outlook, although GE trades at a higher valuation. GE vs. Northrop: Which Aerospace & Defense Stock Should You Bet On?
• Positive Sentiment: Technical investors are supporting the stock after it rebounded from key support and moved firmly into a buy zone. The shares have posted gains for the year despite periodic volatility following earnings. IBD Stock Of The Day: GE Aerospace Rises In Buy Zone After Earnings Letdown
• Positive Sentiment: GE Aerospace also highlighted a historic hybrid-electric flight at the Farnborough International Airshow, reinforcing its longer-term positioning in next-generation aviation technology. GE Aerospace celebrates historic hybrid electric flight at FIA
• Neutral Sentiment: The average brokerage recommendation remains equivalent to a Buy, but the report cautions that broadly optimistic analyst ratings may have limited predictive value and should not be viewed as a standalone reason to purchase GE. Brokers Suggest Investing in GE: Read This Before Placing a Bet
• Neutral Sentiment: GE is challenging the tax assessment on its Niskayuna research facility. The dispute could affect local tax costs, but no material financial impact was identified. GE challenges tax assessment for Niskayuna research facility
• Negative Sentiment: Reports of insider selling created a near-term overhang and contributed to a reported decline in the stock, potentially raising concerns about insider confidence even though the sale may have been routine. GE Aerospace Stock Price Down 3.5% After Insider Selling

GE Aerospace Price Performance

GE stock opened at $361.40 on Monday. The company has a fifty day moving average price of $347.87 and a 200-day moving average price of $320.92. The company has a market capitalization of $374.98 billion, a P/E ratio of 42.57, a PEG ratio of 2.63 and a beta of 1.35. GE Aerospace has a 52-week low of $261.71 and a 52-week high of $382.97. 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) last issued its quarterly earnings results on Thursday, July 16th. The company reported $2.02 EPS for the quarter, topping analysts’ consensus estimates of $1.86 by $0.16. GE Aerospace had a net margin of 17.72% and a return on equity of 40.56%. The company had revenue of $12.63 billion for the quarter, compared to analyst estimates of $11.87 billion. During the same quarter in the previous year, the business earned $1.66 earnings per share. GE Aerospace’s revenue 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. As a group, equities analysts expect that GE Aerospace will post 7.91 EPS for the current year.

GE Aerospace Announces Dividend

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

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on GE. Weiss Ratings upgraded shares of GE Aerospace from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, July 17th. Royal Bank Of Canada reissued an “outperform” rating and set a $400.00 price objective (up from $355.00) on shares of GE Aerospace in a report on Wednesday, July 15th. Citigroup restated a “buy” rating and set a $431.00 price objective (up from $353.00) on shares of GE Aerospace in a research report on Wednesday, July 1st. Wall Street Zen cut GE Aerospace from a “buy” rating to a “hold” rating in a report on Monday, April 27th. Finally, UBS Group increased their target price on GE Aerospace from $426.00 to $435.00 and gave the company a “buy” rating in a research report on Friday, July 17th. Sixteen investment analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $390.59.

Insider Buying and Selling

In other GE Aerospace news, SVP Mohamed Ali sold 8,096 shares of the company’s stock in a transaction dated 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 owned 20,666 shares in the company, valued at approximately $7,309,770.86. The trade was a 28.15% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. 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.