Mar Vista Investment Partners LLC Has $48.70 Million Stock Holdings in GE Aerospace $GE

Mar Vista Investment Partners LLC grew its holdings in GE Aerospace (NYSE:GE) by 1.5% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 130,318 shares of the company’s stock after purchasing an additional 1,973 shares during the period. GE Aerospace comprises approximately 4.8% of Mar Vista Investment Partners LLC’s investment portfolio, making the stock its 5th biggest holding. Mar Vista Investment Partners LLC’s holdings in GE Aerospace were worth $48,704,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Burkett Financial Services LLC grew its position in GE Aerospace by 28.9% in the second quarter. Burkett Financial Services LLC now owns 125 shares of the company’s stock valued at $47,000 after purchasing an additional 28 shares in the last quarter. BOK Financial Private Wealth Inc. lifted its position in GE Aerospace by 3.2% during the 2nd quarter. BOK Financial Private Wealth Inc. now owns 960 shares of the company’s stock worth $359,000 after buying an additional 30 shares in the last quarter. High Falls Advisors Inc lifted its position in GE Aerospace by 3.0% during the 4th quarter. High Falls Advisors Inc now owns 1,069 shares of the company’s stock worth $329,000 after buying an additional 31 shares in the last quarter. Gradient Investments LLC lifted its position in GE Aerospace by 4.4% during the 2nd quarter. Gradient Investments LLC now owns 765 shares of the company’s stock worth $286,000 after buying an additional 32 shares in the last quarter. Finally, LRI Investments LLC boosted its stake in shares of GE Aerospace by 1.4% during the 4th quarter. LRI Investments LLC now owns 2,390 shares of the company’s stock worth $736,000 after buying an additional 33 shares during the last quarter. Institutional investors own 74.77% of the company’s stock.

GE Aerospace Stock Performance

Shares of GE stock opened at $375.04 on Wednesday. The stock has a market cap of $389.12 billion, a P/E ratio of 44.17, a P/E/G ratio of 2.69 and a beta of 1.36. The company has a debt-to-equity ratio of 0.96, a current ratio of 0.98 and a quick ratio of 0.67. The company has a fifty day moving average price of $359.82 and a two-hundred day moving average price of $326.01. GE Aerospace has a one year low of $263.80 and a one year high of $388.84.

GE Aerospace (NYSE:GE) last released its quarterly earnings data 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. The company had revenue of $12.63 billion for the quarter, compared to analyst estimates of $11.87 billion. GE Aerospace had a net margin of 17.72% and a return on equity of 40.56%. GE Aerospace’s revenue for the quarter was up 21.1% compared to the same quarter last year. During the same period in the previous year, the business earned $1.66 EPS. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. As a group, equities analysts predict that GE Aerospace will post 7.91 EPS for the current year.

GE Aerospace Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, July 27th. Investors of record on Monday, July 6th were issued a dividend of $0.47 per share. The ex-dividend date was 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 22.14%.

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on GE. UBS Group raised their price objective on GE Aerospace from $426.00 to $435.00 and gave the company a “buy” rating in a report on Friday, July 17th. President Capital dropped their target price on GE Aerospace from $355.00 to $342.00 and set a “buy” rating on the stock in a report on Wednesday, April 22nd. BNP Paribas Exane reduced their price target on GE Aerospace from $300.00 to $270.00 and set an “underperform” rating for the company in a research report on Thursday, May 14th. JPMorgan Chase & Co. raised their price target on GE Aerospace from $335.00 to $400.00 and gave the company an “overweight” rating in a research note on Monday, July 20th. Finally, TD Cowen reaffirmed a “buy” rating and set a $380.00 price target (up from $330.00) on shares of GE Aerospace in a research report on Monday, July 13th. Sixteen research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, GE Aerospace presently has an average rating of “Moderate Buy” and an average target price of $390.59.

Insiders Place Their Bets

In other GE Aerospace news, SVP Mohamed Ali sold 8,096 shares of the company’s stock in a transaction that occurred on Friday, July 24th. The stock was sold at an average price of $353.71, for a total value of $2,863,636.16. Following the sale, the senior vice president owned 20,666 shares in the company, valued at $7,309,770.86. This represents a 28.15% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 0.19% of the stock is currently owned by company insiders.

GE Aerospace News Summary

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

• Positive Sentiment: New U.S. Air Force engine contract: GE Aerospace and Kratos Defense won an Engineering, Manufacturing and Development contract for the GEK800 engine, designated the F143-ZZ-100, as a second-source propulsion system for the Joint Air-to-Surface Standoff Missile. The award expands GE’s defense position in compact, lower-cost engines for missiles and uncrewed aircraft. How Investors Are Reacting To General Electric Winning a New U.S. Air Force Engine Contract
• Positive Sentiment: Additional military-engine momentum: GE’s T901 engine cleared a preliminary flight rating for the UH-60 Black Hawk, while the company is also supplying a new engine for upgraded AH-64 Apache helicopters. These developments support longer-term military revenue and aftermarket opportunities. GE’s T901 Engine Clears Preliminary Flight Rating for UH-60 Black Hawk
• Positive Sentiment: Technical and operating support: GE recently moved above its 20-day moving average, suggesting positive short-term momentum. Its latest quarterly results also exceeded earnings and revenue expectations, with revenue up sharply year over year. GE Aerospace Crossed Above the 20-Day Moving Average
• Neutral Sentiment: Investor confidence remains mixed: Trian Fund Management maintained its sizable GE Aerospace position while increasing its stake in GE HealthCare, indicating continued confidence in GE’s aerospace business but no fresh buying signal for GE shares. Nelson Peltz Is Now Betting on Both Sides of GE’s Breakup
• Negative Sentiment: Valuation and cost risks: Analysts note that GE’s strong commercial and defense demand, estimate beats and roughly $210 billion backlog may already be reflected in the stock’s premium valuation. Rising costs, debt and potential margin pressure could limit further near-term upside. GE Aerospace Rises 19.9% Year to Date: Is the Rally Still Worth Chasing?

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.