NEOS Investment Management LLC Boosts Position in GE Aerospace $GE

NEOS Investment Management LLC raised its holdings in shares of GE Aerospace (NYSE:GE) by 12.0% during the second quarter, HoldingsChannel reports. The institutional investor owned 170,531 shares of the company’s stock after acquiring an additional 18,234 shares during the quarter. NEOS Investment Management LLC’s holdings in GE Aerospace were worth $63,733,000 at the end of the most recent quarter.

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

Key Headlines Impacting GE Aerospace

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

• Positive Sentiment: GE secured a U.S. Navy performance-based logistics contract worth up to approximately $2.87 billion through 2031 to support 17 components for F414 engines used on F/A-18 Super Hornet and EA-18G Growler aircraft. The award improves long-term revenue visibility and strengthens GE’s higher-margin defense aftermarket business. GE Draws $2.87 Billion for USN Engine Support
• Positive Sentiment: South Korea selected GE’s LM2500+G4 marine gas turbines to power six next-generation KDDX destroyers, representing an order for 12 engines and expanding GE’s international naval propulsion presence. South Korea Selects GE Aerospace Engines
• Positive Sentiment: GE delivered three F404 engines to India’s Hindustan Aeronautics in August for the LCA Tejas program. The shipment helps address supply shortages and supports future engine revenue, though Tejas production is still awaiting additional supplies. GE Aerospace Delivers Three F404 Engines to HAL
• Positive Sentiment: GE won a Pentagon contract to build a Mach 5 hypersonic test vehicle and continues work on the XA102 adaptive combat engine. These programs could create longer-term growth opportunities in advanced defense propulsion. GE Aerospace Wins Hypersonic Test Vehicle Contract
• Positive Sentiment: GE’s commercial engines business continues to benefit from strong orders and deliveries, with reported revenue growth of 27% and 2026 sales projected to increase about 20%. The company also previously raised its full-year 2026 outlook after beating quarterly earnings and revenue estimates. GE Rides on Commercial Engines Unit Strength
• Negative Sentiment: Despite the positive contract flow, GE trades at roughly 39 times earnings and has declined about 12.7% over the past month, remaining well below its 12-month high. Investors may be concerned that the valuation leaves limited room for execution, supply-chain, or delivery disappointments. How Long Would You Wait for GE Aerospace Stock to Come Back?

Analyst Upgrades and Downgrades

GE has been the topic of several recent research reports. UBS Group boosted 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. TD Cowen reaffirmed a “buy” rating and issued a $380.00 price objective (up from $330.00) on shares of GE Aerospace in a research report on Monday, July 13th. BNP Paribas Exane dropped their price objective on shares of GE Aerospace from $300.00 to $270.00 and set an “underperform” rating on the stock in a research note on Thursday, May 14th. Wells Fargo & Company reissued an “overweight” rating and set a $390.00 target price on shares of GE Aerospace in a research report on Monday, July 20th. Finally, The Goldman Sachs Group restated a “buy” rating and issued a $410.00 target price on shares of GE Aerospace in a research note on Monday, July 20th. Sixteen equities research 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 data from MarketBeat, GE Aerospace presently has an average rating of “Moderate Buy” and an average price target of $390.59.

Insider Activity at GE Aerospace

In other news, SVP Mohamed Ali sold 8,096 shares of the firm’s stock in a transaction that occurred on 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 sale, the senior vice president 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 ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Company insiders own 0.19% of the company’s stock.

GE Aerospace Trading Up 1.1%

NYSE:GE opened at $333.17 on Friday. 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 has a one year low of $268.91 and a one year high of $388.84. The business’s 50-day simple moving average is $357.97 and its 200 day simple moving average is $328.66. The stock has a market cap of $345.68 billion, a price-to-earnings ratio of 39.24, a price-to-earnings-growth ratio of 2.41 and a beta of 1.35.

GE Aerospace (NYSE:GE) last issued its quarterly earnings results on Thursday, July 16th. The company reported $2.02 EPS for the quarter, beating analysts’ consensus estimates 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 quarter in the prior year, the business posted $1.66 earnings per share. GE Aerospace’s revenue for the quarter was up 21.1% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. As a group, sell-side analysts predict that GE Aerospace will post 7.91 earnings per share for the current fiscal year.

GE Aerospace Dividend Announcement

The firm also recently announced 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 0.6%. The ex-dividend date was Monday, July 6th. GE Aerospace’s dividend payout ratio is 22.14%.

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.