WD Rutherford LLC Has $5.37 Million Stake in GE Aerospace $GE

WD Rutherford LLC trimmed its stake in GE Aerospace (NYSE:GE) by 7.5% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 18,917 shares of the company’s stock after selling 1,535 shares during the period. GE Aerospace comprises about 2.4% of WD Rutherford LLC’s investment portfolio, making the stock its 11th largest position. WD Rutherford LLC’s holdings in GE Aerospace were worth $5,368,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors also recently made changes to their positions in GE. Blueline Advisors LLC bought a new stake in shares of GE Aerospace in the 4th quarter worth about $25,000. Ankerstar Wealth LLC bought a new stake in GE Aerospace during the fourth quarter worth about $31,000. Tucker Asset Management LLC bought a new stake in GE Aerospace during the fourth quarter worth about $32,000. Lifetime Wealth Management P.C. acquired a new stake in shares of GE Aerospace during the fourth quarter worth approximately $40,000. Finally, Legacy Bridge LLC raised its stake in shares of GE Aerospace by 3,375.0% in the fourth quarter. Legacy Bridge LLC now owns 139 shares of the company’s stock valued at $43,000 after acquiring an additional 135 shares during the last quarter. 74.77% of the stock is owned by institutional investors.

Key GE Aerospace News

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

• Positive Sentiment: GE Aerospace was cited as benefiting from stronger engine demand, reinforcing the view that order and aftermarket momentum remain solid. GE Aerospace Gains on Engine Demand
• Positive Sentiment: Multiple articles said GE Aerospace looks positioned to beat earnings estimates again, which supports the stock’s upside narrative heading into results. Why GE (GE) is Poised to Beat Earnings Estimates Again
• Positive Sentiment: Investors are focused on the July 16 earnings report, with commentary suggesting aviation tailwinds remain intact and could keep sentiment constructive. Dear GE Aerospace Stock Fans, Mark Your Calendars for July 16
• Positive Sentiment: GE Aerospace completed a ground test of a megawatt-class hybrid electric engine system, showing progress in next-generation propulsion technology. GE Aerospace completes ground test of megawatt-class hybrid electric engine system
• Neutral Sentiment: One article compared GE Aerospace with Textron, framing GE as a strong aerospace and defense name but not introducing a clear new catalyst. GE Aerospace vs. Textron: Which Aerospace & Defense Stock Has Greater Upside?
• Neutral Sentiment: A separate opinion piece argued GE Aerospace’s defense fundamentals may not justify its premium valuation, which is more of a debate over pricing than a direct business concern. The Great Disconnect: Why GE Aerospace’s Defense Fundamentals Don’t Justify A $369 Price Tag

GE Aerospace Trading Up 0.2%

NYSE:GE opened at $374.53 on Thursday. GE Aerospace has a 1-year low of $243.34 and a 1-year high of $379.67. The business’s 50-day moving average price is $319.00 and its two-hundred day moving average price is $314.03. The company has a current ratio of 1.01, a quick ratio of 0.70 and a debt-to-equity ratio of 0.99. The firm has a market capitalization of $390.76 billion, a price-to-earnings ratio of 46.12, a PEG ratio of 3.31 and a beta of 1.35.

GE Aerospace (NYSE:GE) last issued its earnings results on Tuesday, April 21st. The company reported $1.86 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.60 by $0.26. The firm had revenue of $11.61 billion for the quarter, compared to analysts’ expectations of $11.61 billion. GE Aerospace had a return on equity of 37.99% and a net margin of 17.86%.The company’s revenue was up 24.6% compared to the same quarter last year. During the same quarter last year, the business earned $1.49 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, equities analysts expect that GE Aerospace will post 7.48 earnings per share for the current year.

GE Aerospace Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, July 27th. Investors of record on Monday, July 6th will be paid a dividend of $0.47 per share. The ex-dividend date of this dividend is Monday, July 6th. This represents a $1.88 annualized dividend and a yield of 0.5%. GE Aerospace’s dividend payout ratio (DPR) is presently 23.15%.

Analyst Ratings Changes

GE has been the topic of a number of research analyst reports. Royal Bank Of Canada restated an “outperform” rating and set a $355.00 price target on shares of GE Aerospace in a research report on Wednesday, May 20th. Morgan Stanley decreased their target price on GE Aerospace from $425.00 to $400.00 and set an “overweight” rating on the stock in a report on Wednesday, April 22nd. TD Cowen lowered their target price on GE Aerospace from $350.00 to $330.00 and set a “buy” rating for the company in a research note on Wednesday, April 8th. UBS Group reduced their price target on shares of GE Aerospace from $357.00 to $350.00 and set a “buy” rating on the stock in a research report on Wednesday, April 22nd. Finally, Seaport Research Partners began coverage on shares of GE Aerospace in a research report on Tuesday, May 26th. They issued a “buy” rating and a $375.00 price objective for the company. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, GE Aerospace has an average rating of “Moderate Buy” and an average price target of $352.56.

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.