SteelPeak Wealth LLC boosted its stake in shares of GE Aerospace (NYSE:GE – Free Report) by 21.9% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 14,334 shares of the company’s stock after acquiring an additional 2,572 shares during the quarter. SteelPeak Wealth LLC’s holdings in GE Aerospace were worth $4,073,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC lifted its holdings in GE Aerospace by 25.3% during the 4th quarter. Brighton Jones LLC now owns 12,008 shares of the company’s stock worth $2,003,000 after buying an additional 2,421 shares in the last quarter. Revolve Wealth Partners LLC boosted its position in GE Aerospace by 7.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 2,251 shares of the company’s stock valued at $375,000 after buying an additional 150 shares during the last quarter. Sivia Capital Partners LLC boosted its position in GE Aerospace by 4.6% in the 2nd 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 during the last quarter. Main Street Financial Solutions LLC increased its stake in shares of GE Aerospace by 348.6% in the 2nd 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 during the period. Finally, HUB Investment Partners LLC increased its stake in shares of GE Aerospace by 4.2% in the 2nd 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 during the period. Institutional investors and hedge funds own 74.77% of the company’s stock.
Wall Street Analysts Forecast Growth
A number of research firms have recently weighed in on GE. Wall Street Zen downgraded GE Aerospace from a “buy” rating to a “hold” rating in a research report on Monday, April 27th. Morgan Stanley decreased their price target 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 reiterated 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. Wells Fargo & Company assumed coverage on GE Aerospace in a report on Wednesday, April 1st. They set an “overweight” rating and a $325.00 price objective for the company. Finally, Weiss Ratings downgraded shares of GE Aerospace from a “buy (b)” rating to a “buy (b-)” rating in a research report on Monday, June 1st. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, two have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $365.61.
GE Aerospace Stock Down 3.9%
GE Aerospace stock opened at $346.16 on Friday. GE Aerospace has a fifty-two week low of $254.66 and a fifty-two week high of $382.97. The company has a debt-to-equity ratio of 0.99, a current ratio of 1.01 and a quick ratio of 0.70. The firm has a market capitalization of $361.16 billion, a price-to-earnings ratio of 42.63, a PEG ratio of 3.19 and a beta of 1.35. The company’s 50 day simple moving average is $335.28 and its 200 day simple moving average is $318.30.
GE Aerospace (NYSE:GE – Get Free Report) last posted its earnings results on Thursday, July 16th. The company reported $2.02 earnings per share for the quarter, topping the consensus estimate of $1.86 by $0.16. GE Aerospace had a net margin of 17.86% and a return on equity of 37.99%. The company had revenue of $12.63 billion for the quarter, compared to analyst estimates of $12.24 billion. During the same period last year, the business posted $1.66 earnings per share. The business’s revenue for the quarter 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, sell-side analysts anticipate that GE Aerospace will post 7.49 EPS for the current year.
GE Aerospace Announces Dividend
The firm also recently announced a quarterly dividend, which will be paid on Monday, July 27th. Shareholders of record on Monday, July 6th will be issued a dividend of $0.47 per share. The ex-dividend date is Monday, July 6th. This represents a $1.88 annualized dividend and a yield of 0.5%. GE Aerospace’s payout ratio is currently 23.15%.
Key Stories Impacting GE Aerospace
Here are the key news stories impacting GE Aerospace this week:
- Positive Sentiment: GE Aerospace beat Q2 expectations with adjusted EPS of $2.02 and revenue of $12.63 billion, while also lifting full-year 2026 guidance to $7.65-$7.85 EPS. GE Aerospace lifts 2026 forecast as airlines keep up maintenance spending
- Positive Sentiment: Management said repair and aftermarket demand is holding up, with airlines continuing to spend on maintenance despite higher fuel costs and fewer flight departures. GE Aerospace sees repair demand holding up despite aviation fuel shock
- Positive Sentiment: GE pushed back on Boeing-related GEnx delay concerns, saying engine shipments have increased and supply is available for months. GE Aerospace pushes back on GEnx delay concerns
- Neutral Sentiment: Analysts and earnings-call coverage highlighted strong commercial services growth and cash flow, but also noted that supply, not demand, is now the biggest growth constraint. GE Aerospace Q2 Earnings Beat on Robust Commercial Services Growth
- Negative Sentiment: The shares are under pressure because investors see the quarter as “too good to reward,” with high expectations, slower order growth, and valuation concerns limiting upside. GE boosts profit outlook but stock falls as booming order growth cools
- Negative Sentiment: GE Aerospace said supply-chain constraints and inflation will continue to weigh on results, reinforcing concerns about near-term margin pressure. GE Stock In Spotlight After Improved 2026 Outlook
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.
Further Reading
- Five stocks we like better than GE Aerospace
- Why Abbott Laboratories Stock Is Suddenly Winning Back Wall Street
- Revving Up Returns: Big Banks Race Through the Rate Plateau
- Why Uber’s Biggest Deal Yet Could Unlock Its Next Growth Phase
- Why Microsoft Is Playing a Different AI Game Than Big Tech—and Cash Flow Is the Test
Want to see what other hedge funds are holding GE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for GE Aerospace (NYSE:GE – Free Report).
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.
