Gables Capital Management Inc. Acquires 1,670 Shares of GE Aerospace $GE

Gables Capital Management Inc. boosted its holdings in shares of GE Aerospace (NYSE:GE) by 113.3% during the 2nd quarter, HoldingsChannel reports. The institutional investor owned 3,144 shares of the company’s stock after buying an additional 1,670 shares during the period. Gables Capital Management Inc.’s holdings in GE Aerospace were worth $1,175,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Vanguard Group Inc. boosted its stake in shares of GE Aerospace by 0.8% during the 4th quarter. Vanguard Group Inc. now owns 92,731,541 shares of the company’s stock worth $28,564,097,000 after acquiring an additional 699,364 shares in the last quarter. Auto Owners Insurance Co increased its holdings in shares of GE Aerospace by 52,247.5% during 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 acquiring an additional 65,595,733 shares during the last quarter. State Street Corp raised its stake in shares of GE Aerospace by 1.5% in the 4th quarter. State Street Corp now owns 45,240,802 shares of the company’s stock valued at $13,951,570,000 after acquiring an additional 663,160 shares in the last quarter. Geode Capital Management LLC raised its stake in shares of GE Aerospace by 1.3% in the 4th quarter. Geode Capital Management LLC now owns 24,774,942 shares of the company’s stock valued at $7,615,200,000 after acquiring an additional 312,880 shares in the last quarter. Finally, Norges Bank acquired a new stake in GE Aerospace in the 4th quarter worth approximately $4,444,736,000. 74.77% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on the company. Wells Fargo & Company reaffirmed an “overweight” rating and set a $390.00 target price on shares of GE Aerospace in a research report on Monday, July 20th. Weiss Ratings raised shares of GE Aerospace from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, July 17th. The Goldman Sachs Group restated a “buy” rating and issued a $410.00 price objective on shares of GE Aerospace in a research note on Monday, July 20th. Wall Street Zen cut shares of GE Aerospace from a “buy” rating to a “hold” rating in a research note on Monday, April 27th. Finally, UBS Group upped their price objective on shares of GE Aerospace from $426.00 to $435.00 and gave the stock a “buy” rating in a report on Friday, July 17th. 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. According to data from MarketBeat.com, GE Aerospace currently has an average rating of “Moderate Buy” and a consensus price target of $390.59.

GE Aerospace Stock Performance

GE opened at $375.04 on Wednesday. The stock’s 50 day simple moving average is $359.82 and its 200-day simple moving average is $326.01. The company has a current ratio of 0.98, a quick ratio of 0.67 and a debt-to-equity ratio of 0.96. The stock has a market cap of $389.12 billion, a PE ratio of 44.17, a P/E/G ratio of 2.69 and a beta of 1.36. GE Aerospace has a 1 year low of $263.80 and a 1 year high of $388.84.

GE Aerospace (NYSE:GE) last issued its earnings results on Thursday, July 16th. The company reported $2.02 EPS for the quarter, topping the consensus estimate 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 period last year, the business earned $1.66 earnings per share. GE Aerospace’s quarterly 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. Sell-side analysts forecast that GE Aerospace will post 7.91 EPS for the current year.

GE Aerospace Announces Dividend

The firm 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. The ex-dividend date 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 is currently 22.14%.

Insider Activity at GE Aerospace

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

Trending Headlines about GE Aerospace

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

• Positive Sentiment: New U.S. Air Force engine contract: GE Aerospace and Kratos Defense won an Engineering, Manufacturing and Development contract for the GEK800 engine, designated the F143-ZZ-100, as a second-source propulsion system for the Joint Air-to-Surface Standoff Missile. The award expands GE’s defense position in compact, lower-cost engines for missiles and uncrewed aircraft. How Investors Are Reacting To General Electric Winning a New U.S. Air Force Engine Contract
• Positive Sentiment: Additional military-engine momentum: GE’s T901 engine cleared a preliminary flight rating for the UH-60 Black Hawk, while the company is also supplying a new engine for upgraded AH-64 Apache helicopters. These developments support longer-term military revenue and aftermarket opportunities. GE’s T901 Engine Clears Preliminary Flight Rating for UH-60 Black Hawk
• Positive Sentiment: Technical and operating support: GE recently moved above its 20-day moving average, suggesting positive short-term momentum. Its latest quarterly results also exceeded earnings and revenue expectations, with revenue up sharply year over year. GE Aerospace Crossed Above the 20-Day Moving Average
• Neutral Sentiment: Investor confidence remains mixed: Trian Fund Management maintained its sizable GE Aerospace position while increasing its stake in GE HealthCare, indicating continued confidence in GE’s aerospace business but no fresh buying signal for GE shares. Nelson Peltz Is Now Betting on Both Sides of GE’s Breakup
• Negative Sentiment: Valuation and cost risks: Analysts note that GE’s strong commercial and defense demand, estimate beats and roughly $210 billion backlog may already be reflected in the stock’s premium valuation. Rising costs, debt and potential margin pressure could limit further near-term upside. GE Aerospace Rises 19.9% Year to Date: Is the Rally Still Worth Chasing?

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.