Rexford Capital Inc. boosted its stake in GE Aerospace (NYSE:GE – Free Report) by 18,087.5% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,455 shares of the company’s stock after buying an additional 1,447 shares during the period. Rexford Capital Inc.’s holdings in GE Aerospace were worth $413,000 at the end of the most recent quarter.
Several other large investors have also recently bought and sold shares of the stock. Blueline Advisors LLC acquired a new position in shares of GE Aerospace during the fourth quarter valued at approximately $25,000. Ankerstar Wealth LLC acquired a new stake in GE Aerospace in the fourth quarter worth approximately $31,000. Tucker Asset Management LLC acquired a new stake in GE Aerospace in the fourth quarter worth approximately $32,000. Lifetime Wealth Management P.C. acquired a new stake in GE Aerospace in the fourth quarter worth approximately $40,000. Finally, Beaird Harris Wealth Management LLC boosted its stake in GE Aerospace by 72.0% during the 3rd quarter. Beaird Harris Wealth Management LLC now owns 141 shares of the company’s stock valued at $42,000 after purchasing an additional 59 shares in the last quarter. Institutional investors and hedge funds own 74.77% of the company’s stock.
Analyst Upgrades and Downgrades
GE has been the topic of several research analyst reports. Weiss Ratings cut GE Aerospace from a “buy (b)” rating to a “buy (b-)” rating in a research report on Monday, June 1st. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $355.00 target price on shares of GE Aerospace in a research note on Wednesday, May 20th. UBS Group decreased their target price on GE Aerospace from $357.00 to $350.00 and set a “buy” rating for the company in a research note on Wednesday, April 22nd. Sanford C. Bernstein lifted their target price on GE Aerospace from $374.00 to $405.00 and gave the stock an “outperform” rating in a report on Tuesday, March 3rd. Finally, TD Cowen dropped their price target on shares of GE Aerospace from $350.00 to $330.00 and set a “buy” rating on the stock in a research report on Wednesday, April 8th. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $348.22.
GE Aerospace Price Performance
Shares of NYSE:GE opened at $372.94 on Wednesday. The company’s fifty day moving average is $317.60 and its two-hundred day moving average is $313.43. The company has a quick ratio of 0.70, a current ratio of 1.01 and a debt-to-equity ratio of 0.99. GE Aerospace has a 12-month low of $243.34 and a 12-month high of $379.67. The company has a market cap of $389.10 billion, a P/E ratio of 45.93, a price-to-earnings-growth ratio of 3.31 and a beta of 1.37.
GE Aerospace (NYSE:GE – Get Free Report) last issued its earnings results on Tuesday, April 21st. The company reported $1.86 EPS for the quarter, topping the consensus estimate of $1.60 by $0.26. GE Aerospace had a return on equity of 37.99% and a net margin of 17.86%.The business had revenue of $11.61 billion during the quarter, compared to analysts’ expectations of $11.61 billion. During the same quarter last year, the firm posted $1.49 earnings per share. GE Aerospace’s revenue was up 24.6% compared to the same quarter last year. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Equities analysts expect that GE Aerospace will post 7.48 earnings per share for the current fiscal year.
GE Aerospace Announces Dividend
The firm also recently disclosed a quarterly dividend, which will be paid on Monday, July 27th. Shareholders of record on Monday, July 6th will be given a dividend of $0.47 per share. The ex-dividend date is Monday, July 6th. This represents a $1.88 dividend on an annualized basis and a yield of 0.5%. GE Aerospace’s dividend payout ratio (DPR) is presently 23.15%.
Key Headlines Impacting GE Aerospace
Here are the key news stories impacting GE Aerospace this week:
- Positive Sentiment: GE Aerospace was highlighted as a strong aerospace and defense name, with articles pointing to ongoing commercial and defense momentum, continued investment, and shareholder returns as reasons investors may still see upside. GE Aerospace vs. Textron: Which Aerospace & Defense Stock Has Greater Upside?
- Positive Sentiment: Another note framed GE Aerospace as a partner in next-generation silicon carbide power technology, reinforcing the company’s role in advanced aerospace and defense electrification and supporting its innovation narrative. Wolfspeed Jumps as Investors Revisit GE Partnership and Look Past Resale Overhang
- Positive Sentiment: Investor sentiment around aerospace stocks remains constructive, helped by broader market risk appetite and strength in growth/technology names, which can spill over into GE Aerospace as a leading industrial aerospace beneficiary.
- Neutral Sentiment: One article compared GE Aerospace with Textron, presenting GE as a quality growth-and-return story versus TXT’s valuation angle; this is more of a relative-stock discussion than a new catalyst. GE Aerospace vs. Textron: Which Aerospace & Defense Stock Has Greater Upside?
- Negative Sentiment: A Seeking Alpha piece argued that GE Aerospace’s defense fundamentals may not justify its elevated share price near recent highs, raising valuation concerns that could weigh on the stock if investors focus on stretched expectations. The Great Disconnect: Why GE Aerospace’s Defense Fundamentals Don’t Justify A $369 Price Tag
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.
Featured Articles
- Five stocks we like better than GE Aerospace
- NextEra’s Dominion Deal Could Put It at the Center of the AI Power Race
- Amazon Could Be About to Reap the Rewards of a Software Spending Boom
- Best Buy’s Turnaround Is Gaining Traction, But Wall Street Still Needs Proof
- AI Fears Hit Nebius Stock, But Has the Growth Thesis Changed?
Receive News & Ratings for GE Aerospace Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for GE Aerospace and related companies with MarketBeat.com's FREE daily email newsletter.
