S&CO Inc. Invests $13.33 Million in GE Aerospace $GE

S&CO Inc. purchased a new stake in shares of GE Aerospace (NYSE:GE) during the 2nd quarter, HoldingsChannel reports. The institutional investor purchased 35,671 shares of the company’s stock, valued at approximately $13,331,000.

Other large investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC increased its position in shares of GE Aerospace by 25.3% during the 4th quarter. Brighton Jones LLC now owns 12,008 shares of the company’s stock worth $2,003,000 after purchasing an additional 2,421 shares during the last quarter. Revolve Wealth Partners LLC lifted its position in GE Aerospace by 7.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 2,251 shares of the company’s stock valued at $375,000 after buying an additional 150 shares during the last quarter. Sivia Capital Partners LLC boosted its stake in GE Aerospace by 4.6% during the second quarter. Sivia Capital Partners LLC now owns 4,337 shares of the company’s stock worth $1,116,000 after buying an additional 191 shares during the period. Main Street Financial Solutions LLC boosted its position in shares of GE Aerospace by 348.6% during the 2nd quarter. Main Street Financial Solutions LLC now owns 5,899 shares of the company’s stock worth $1,518,000 after purchasing an additional 4,584 shares during the period. Finally, HUB Investment Partners LLC increased its holdings in GE Aerospace by 4.2% in the 2nd quarter. HUB Investment Partners LLC now owns 9,035 shares of the company’s stock valued at $2,326,000 after purchasing an additional 366 shares during the last quarter. 74.77% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In related news, SVP Mohamed Ali sold 8,096 shares of the stock in a transaction on Friday, July 24th. The shares were sold at an average price of $353.71, for a total value of $2,863,636.16. Following the transaction, the senior vice president directly owned 20,666 shares of the company’s stock, valued at $7,309,770.86. This trade represents a 28.15% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Insiders own 0.19% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have recently weighed in on GE shares. UBS Group lifted their price objective on GE Aerospace from $426.00 to $435.00 and gave the company a “buy” rating in a research note on Friday, July 17th. BNP Paribas Exane dropped their target price on GE Aerospace from $300.00 to $270.00 and set an “underperform” rating for the company in a research report on Thursday, May 14th. Royal Bank Of Canada reissued an “outperform” rating and set a $400.00 price target (up from $355.00) on shares of GE Aerospace in a research report on Wednesday, July 15th. Susquehanna restated a “positive” rating and issued a $430.00 price objective (up from $380.00) on shares of GE Aerospace in a report on Thursday, July 9th. Finally, Citigroup reaffirmed a “buy” rating and set a $431.00 target price (up from $353.00) on shares of GE Aerospace in a research note on Wednesday, July 1st. 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 stock. Based on data from MarketBeat.com, GE Aerospace presently has a consensus rating of “Moderate Buy” and a consensus target price of $390.59.

GE Aerospace Price Performance

GE stock opened at $368.12 on Friday. The business has a 50 day moving average price of $357.99 and a 200 day moving average price of $324.71. 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 stock has a market cap of $381.94 billion, a price-to-earnings ratio of 43.36, a PEG ratio of 2.69 and a beta of 1.36. GE Aerospace has a fifty-two week low of $263.80 and a fifty-two week high of $388.84.

GE Aerospace (NYSE:GE) last announced 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 for the quarter, compared to analyst estimates 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% on a year-over-year basis. During the same period in the prior year, the firm posted $1.66 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. Equities research analysts anticipate that GE Aerospace will post 7.91 earnings per share for the current fiscal year.

GE Aerospace Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, July 27th. Stockholders 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 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: Analyst commentary remains favorable after GE Aerospace’s recent earnings beat. The company exceeded quarterly EPS and revenue expectations, while year-over-year revenue growth, stronger execution and resilient commercial-engine service demand support a higher valuation. One fair-value estimate reportedly rose from approximately $350 to $405 per share. General Electric Stock Gets Fair Value Boost After Q2 Driven Analyst Revisions
• Positive Sentiment: GE Aerospace’s engine-order momentum and expanding backlog are reinforcing the long-term growth outlook. Commentary points to sustained commercial aviation demand, rising engine deliveries and a growing services opportunity, although supply-chain constraints are limiting the pace at which the company can fulfill orders. Can GE Aerospace Sustain Its Surge in Engine Orders?
• Positive Sentiment: Defense and propulsion operations continue to benefit from strong demand, major contracts and a solid project pipeline, supporting revenue, orders and profitability. Investors are watching whether this defense momentum can persist alongside commercial aerospace growth. Strength in Defense and Propulsion Unit Drives GE Aerospace
• Neutral Sentiment: GE Aerospace is being highlighted as a leading aerospace stock, but its elevated valuation—following a substantial rally—means investors may require continued earnings and order growth to justify further upside. Is GE Aerospace One of the Best Aerospace Stocks to Own?
• Negative Sentiment: A proposed Cabin Air Safety Act could indirectly increase compliance, monitoring and maintenance requirements for GE Aerospace and other engine or aircraft-system suppliers if enacted. The bill would require onboard sensors and stricter procedures for detecting engine-oil or hydraulic-fluid fumes, but it is only at the proposal stage and has limited immediate financial impact. Cabin Air Safety Act of 2026
• Negative Sentiment: A senior GE Aerospace executive’s reported multimillion-dollar stock sale may create a modest near-term sentiment headwind, although insider sales do not necessarily indicate a change in the company’s operating outlook. Top GE Aerospace Executive Executes Major Stock Sale

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.