GE Aerospace $GE Holdings Boosted by Freestone Grove Partners LP

Freestone Grove Partners LP boosted its stake in GE Aerospace (NYSE:GE) by 167.4% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 414,905 shares of the company’s stock after buying an additional 259,747 shares during the quarter. GE Aerospace makes up approximately 1.0% of Freestone Grove Partners LP’s portfolio, making the stock its 5th largest holding. Freestone Grove Partners LP’s holdings in GE Aerospace were worth $155,062,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the company. Gallagher Fiduciary Advisors LLC raised its stake in GE Aerospace by 16.3% during the second quarter. Gallagher Fiduciary Advisors LLC now owns 2,890 shares of the company’s stock worth $1,080,000 after purchasing an additional 405 shares during the period. Western Wealth Management LLC grew its stake in shares of GE Aerospace by 2.6% in the 2nd quarter. Western Wealth Management LLC now owns 20,097 shares of the company’s stock valued at $7,511,000 after buying an additional 506 shares during the period. Jupiter Topco LLC acquired a new stake in shares of GE Aerospace during the 2nd quarter worth approximately $1,283,858,000. J. Goldman & Co LP acquired a new stake in shares of GE Aerospace during the 2nd quarter worth approximately $1,006,000. Finally, Ancora Advisors LLC raised its position in shares of GE Aerospace by 2.5% during the 2nd quarter. Ancora Advisors LLC now owns 4,595 shares of the company’s stock valued at $1,717,000 after buying an additional 112 shares during the period. 74.77% of the stock is currently owned by institutional investors and hedge funds.

GE Aerospace Stock Performance

NYSE:GE opened at $354.39 on Thursday. GE Aerospace has a fifty-two week low of $268.01 and a fifty-two week high of $388.84. The company has a debt-to-equity ratio of 0.96, a quick ratio of 0.67 and a current ratio of 0.98. The company has a 50 day moving average price of $360.99 and a 200 day moving average price of $327.82. The stock has a market capitalization of $367.70 billion, a P/E ratio of 41.74, a PEG ratio of 2.55 and a beta of 1.36.

GE Aerospace (NYSE:GE) last announced its earnings results on Thursday, July 16th. The company reported $2.02 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 return on equity of 40.56% and a net margin of 17.72%.The firm’s quarterly revenue was up 21.1% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.66 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. Equities research analysts forecast that GE Aerospace will post 7.91 EPS for the current year.

GE Aerospace Announces Dividend

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

Analyst Ratings Changes

A number of research firms recently commented on GE. The Goldman Sachs Group reiterated a “buy” rating and issued a $410.00 price objective on shares of GE Aerospace in a report on Monday, July 20th. Wells Fargo & Company reissued an “overweight” rating and set a $390.00 target price on shares of GE Aerospace in a research note on Monday, July 20th. Seaport Research Partners started coverage on GE Aerospace in a research report on Tuesday, May 26th. They issued a “buy” rating and a $375.00 target price on the stock. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $400.00 price target (up from $355.00) on shares of GE Aerospace in a research note on Wednesday, July 15th. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $450.00 price target on shares of GE Aerospace in a report on Monday, July 27th. 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. Based on data from MarketBeat, GE Aerospace presently has an average rating of “Moderate Buy” and an average price target of $390.59.

Key Stories Impacting GE Aerospace

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

• Positive Sentiment: GE Aerospace outperformed the broader market in the latest session, suggesting investors continued to favor the company despite a weaker market backdrop. GE Aerospace Rises As Market Takes a Dip: Key Facts
• Positive Sentiment: Brokerages collectively rate GE Aerospace “Moderate Buy,” reinforcing a constructive Wall Street outlook. The rating follows the company’s strong operating performance and expectations for continued earnings growth. GE Aerospace Given Consensus Rating of Moderate Buy
• Positive Sentiment: The company recently exceeded quarterly expectations, reporting $2.02 in earnings per share versus the $1.86 consensus estimate and revenue of $12.63 billion, up 21.1% year over year. The results strengthened the investment case and helped support the stock’s gains. GE Aerospace Faces a Bigger Test After Strong Results
• Neutral Sentiment: GE Aerospace’s Wilmington apprenticeship program completed its first year, highlighting workforce-development efforts. The initiative may support long-term hiring and skills development but is unlikely to materially affect near-term earnings. GE Aerospace Marks One Year of Wilmington Apprenticeship Program
• Negative Sentiment: Valuation remains a concern: GE Aerospace trades at a substantial premium to industrial peers. Investors may demand continued earnings growth to justify the elevated multiple, creating downside risk if results or guidance disappoint. Is GE Stock Worth Its Steep Peer Premium?

Insiders Place Their Bets

In other GE Aerospace news, SVP Mohamed Ali sold 8,096 shares of the business’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 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 document filed with the Securities & Exchange Commission, which is available at the SEC website. 0.19% of the stock is currently owned by corporate insiders.

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.