GE Aerospace $GE Shares Purchased by Camelot Portfolios LLC

Camelot Portfolios LLC raised its position in GE Aerospace (NYSE:GE) by 58.8% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 5,755 shares of the company’s stock after acquiring an additional 2,130 shares during the quarter. GE Aerospace makes up about 1.4% of Camelot Portfolios LLC’s holdings, making the stock its 13th biggest holding. Camelot Portfolios LLC’s holdings in GE Aerospace were worth $2,151,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in GE. Allworth Financial LP lifted its position in shares of GE Aerospace by 7.6% during the 4th quarter. Allworth Financial LP now owns 76,867 shares of the company’s stock worth $23,677,000 after buying an additional 5,434 shares during the last quarter. NewEdge Wealth LLC boosted its holdings in shares of GE Aerospace by 92.2% in the 4th quarter. NewEdge Wealth LLC now owns 20,142 shares of the company’s stock valued at $6,204,000 after buying an additional 9,663 shares in the last quarter. CenterBook Partners LP grew its position in shares of GE Aerospace by 892.6% in the 4th quarter. CenterBook Partners LP now owns 49,788 shares of the company’s stock valued at $15,336,000 after buying an additional 44,772 shares during the last quarter. Clough Capital Partners L P raised its stake in GE Aerospace by 37.1% during the 1st quarter. Clough Capital Partners L P now owns 70,535 shares of the company’s stock worth $20,016,000 after acquiring an additional 19,105 shares in the last quarter. Finally, Ascentis Independent Advisors raised its stake in GE Aerospace by 207.3% during the 1st quarter. Ascentis Independent Advisors now owns 4,317 shares of the company’s stock worth $1,225,000 after acquiring an additional 2,912 shares in the last quarter. Institutional investors and hedge funds own 74.77% of the company’s stock.

Insider Activity at GE Aerospace

In related news, SVP Mohamed Ali sold 8,096 shares of the stock in a transaction on Friday, July 24th. The stock was sold at an average price of $353.71, for a total transaction of $2,863,636.16. Following the completion of the sale, 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 ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.19% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

Several equities analysts have issued reports on GE shares. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $450.00 price objective on shares of GE Aerospace in a research note on Monday, July 27th. Wells Fargo & Company reiterated an “overweight” rating and set a $390.00 target price on shares of GE Aerospace in a research report on Monday, July 20th. Citigroup reissued a “buy” rating and issued a $431.00 target price (up from $353.00) on shares of GE Aerospace in a report on Wednesday, July 1st. BNP Paribas Exane decreased 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. Finally, UBS Group lifted 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. Sixteen analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $390.59.

GE Aerospace Stock Performance

Shares of GE stock opened at $343.51 on Monday. The stock has a market capitalization of $356.41 billion, a PE ratio of 40.46, a price-to-earnings-growth ratio of 2.50 and a beta of 1.36. GE Aerospace has a 52-week low of $268.01 and a 52-week high of $388.84. The stock’s 50-day moving average price is $360.35 and its 200 day moving average price is $328.16. The company has a quick ratio of 0.67, a current ratio of 0.98 and a debt-to-equity ratio of 0.96.

GE Aerospace (NYSE:GE) last posted its quarterly earnings data on Thursday, July 16th. The company reported $2.02 EPS for the quarter, beating 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 the consensus estimate of $11.87 billion. During the same period in the prior year, the business earned $1.66 EPS. The firm’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 research analysts forecast that GE Aerospace will post 7.91 EPS for the current year.

GE Aerospace Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, July 27th. Stockholders of record on Monday, July 6th were paid a dividend of $0.47 per share. 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 is 22.14%.

Trending Headlines about GE Aerospace

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

• Positive Sentiment: LEAP engine deliveries are accelerating. GE Aerospace’s LEAP deliveries increased 41% this year, helping address a key production bottleneck for Boeing and Airbus. Continued delivery growth could support commercial-engine revenue, aftermarket services and cash flow. GE Aerospace’s LEAP Engine Deliveries Jumped 41% This Year
• Positive Sentiment: Analyst sentiment remains constructive. Wall Street’s overall view is favorable, with recent price targets generally above the current trading level. GE’s strong commercial and defense franchises, backlog and free-cash-flow generation continue to support the bullish case. Is GE Aerospace a Buy as Wall Street Analysts Look Optimistic?
• Positive Sentiment: Broad-based operating strength is drawing investor attention. A long-term investment strategy highlighted GE Aerospace as a high-quality franchise with sustainable competitive advantages, reinforcing confidence in its business momentum. Broad-Based Strength Lifts GE Aerospace Performance
• Neutral Sentiment: Margin expansion is a key execution test. GE is relying on cost controls and backlog conversion to improve profitability, but inflation and investments for growth could pressure margins in the near term. Can GE Aerospace Boost Profit Margin Amid Cost Pressures?
• Negative Sentiment: Valuation and profit-taking are weighing on the shares. GE trades at a premium valuation, and recent weakness has been attributed to investors reassessing the stock after its strong rally rather than to a new negative earnings release. Comparisons with Howmet also suggest some investors see better risk-reward elsewhere. Howmet vs. GE Aerospace
• Negative Sentiment: Insider selling is a secondary caution signal. Company insiders reported sales and no open-market purchases during the past six months, which may reinforce concerns about the stock’s elevated valuation, although the activity does not indicate a change in operating fundamentals.

GE Aerospace 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.