Plato Investment Management Ltd Invests $12.16 Million in GE Aerospace $GE

Plato Investment Management Ltd purchased a new stake in GE Aerospace (NYSE:GE) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 32,722 shares of the company’s stock, valued at approximately $12,158,000. GE Aerospace accounts for 0.7% of Plato Investment Management Ltd’s investment portfolio, making the stock its 24th largest position.

Several other institutional investors also recently bought and sold shares of GE. Brighton Jones LLC lifted its holdings in shares of GE Aerospace by 25.3% in 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 during the period. Revolve Wealth Partners LLC increased its stake in shares of GE Aerospace by 7.1% during the fourth 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 period. Sivia Capital Partners LLC increased its stake in shares of GE Aerospace by 4.6% during 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 during the period. Main Street Financial Solutions LLC increased its stake in shares of GE Aerospace by 348.6% during 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 during the period. Finally, HUB Investment Partners LLC raised its holdings 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 acquiring an additional 366 shares in the last quarter. 74.77% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at GE Aerospace

In other news, SVP Mohamed Ali sold 8,096 shares of the company’s 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 transaction, the senior vice president directly owned 20,666 shares of the company’s stock, valued at approximately $7,309,770.86. This represents a 28.15% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Corporate insiders own 0.19% of the company’s stock.

Key GE Aerospace News

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

• Positive Sentiment: Analyst commentary remains favorable after GE Aerospace’s recent earnings beat. The company exceeded quarterly EPS and revenue expectations, while year-over-year revenue growth, stronger execution and resilient commercial-engine service demand support a higher valuation. One fair-value estimate reportedly rose from approximately $350 to $405 per share. General Electric Stock Gets Fair Value Boost After Q2 Driven Analyst Revisions
• Positive Sentiment: GE Aerospace’s engine-order momentum and expanding backlog are reinforcing the long-term growth outlook. Commentary points to sustained commercial aviation demand, rising engine deliveries and a growing services opportunity, although supply-chain constraints are limiting the pace at which the company can fulfill orders. Can GE Aerospace Sustain Its Surge in Engine Orders?
• Positive Sentiment: Defense and propulsion operations continue to benefit from strong demand, major contracts and a solid project pipeline, supporting revenue, orders and profitability. Investors are watching whether this defense momentum can persist alongside commercial aerospace growth. Strength in Defense and Propulsion Unit Drives GE Aerospace
• Neutral Sentiment: GE Aerospace is being highlighted as a leading aerospace stock, but its elevated valuation—following a substantial rally—means investors may require continued earnings and order growth to justify further upside. Is GE Aerospace One of the Best Aerospace Stocks to Own?
• Negative Sentiment: A proposed Cabin Air Safety Act could indirectly increase compliance, monitoring and maintenance requirements for GE Aerospace and other engine or aircraft-system suppliers if enacted. The bill would require onboard sensors and stricter procedures for detecting engine-oil or hydraulic-fluid fumes, but it is only at the proposal stage and has limited immediate financial impact. Cabin Air Safety Act of 2026
• Negative Sentiment: A senior GE Aerospace executive’s reported multimillion-dollar stock sale may create a modest near-term sentiment headwind, although insider sales do not necessarily indicate a change in the company’s operating outlook. Top GE Aerospace Executive Executes Major Stock Sale

GE Aerospace Stock Performance

Shares of GE Aerospace stock opened at $368.12 on Monday. The company has a market capitalization of $381.94 billion, a PE ratio of 43.36, a P/E/G ratio of 2.69 and a beta of 1.36. The company has a 50-day simple moving average of $357.99 and a two-hundred day simple moving average of $324.92. GE Aerospace has a one year low of $263.80 and a one year high of $388.84. 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 (NYSE:GE) last released its quarterly earnings results on Thursday, July 16th. The company reported $2.02 earnings per share for the quarter, beating analysts’ consensus estimates of $1.86 by $0.16. GE Aerospace had a net margin of 17.72% and a return on equity of 40.56%. The business had revenue of $12.63 billion for the quarter, compared to analysts’ expectations of $11.87 billion. During the same period last year, the business earned $1.66 EPS. The company’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. Research analysts expect that GE Aerospace will post 7.91 EPS for the current fiscal year.

GE Aerospace Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Monday, July 27th. Shareholders of record on Monday, July 6th were paid a $0.47 dividend. This represents a $1.88 annualized dividend and a yield of 0.5%. The ex-dividend date was Monday, July 6th. GE Aerospace’s dividend payout ratio (DPR) is 22.14%.

Analysts Set New Price Targets

GE has been the subject of a number of research reports. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $450.00 price objective on shares of GE Aerospace in a research note on Monday, July 27th. Morgan Stanley cut their target price on shares of GE Aerospace from $425.00 to $400.00 and set an “overweight” rating on the stock in a research report on Wednesday, April 22nd. Citigroup reaffirmed a “buy” rating and issued a $431.00 price target (up from $353.00) on shares of GE Aerospace in a research report on Wednesday, July 1st. 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. Finally, President Capital dropped their price objective on shares of GE Aerospace from $355.00 to $342.00 and set a “buy” rating on the stock in a research note on Wednesday, April 22nd. Sixteen equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, GE Aerospace has a consensus rating of “Moderate Buy” and an average price target of $390.59.

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.