NFJ Investment Group LLC Acquires 30,739 Shares of GE Aerospace $GE

NFJ Investment Group LLC raised its holdings in GE Aerospace (NYSE:GE) by 107.1% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 59,448 shares of the company’s stock after acquiring an additional 30,739 shares during the quarter. NFJ Investment Group LLC’s holdings in GE Aerospace were worth $22,218,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in the business. Blueline Advisors LLC bought a new position in shares of GE Aerospace during the 4th quarter valued at $25,000. Ankerstar Wealth LLC acquired a new stake in shares of GE Aerospace in the 4th quarter valued at $31,000. Tucker Asset Management LLC bought a new stake in GE Aerospace in the fourth quarter worth $32,000. Paladin Partners LLC bought a new stake in GE Aerospace in the second quarter worth $38,000. Finally, Lifetime Wealth Management P.C. acquired a new position in GE Aerospace during the fourth quarter worth $40,000. 74.77% of the stock is owned by institutional investors.

Insider Buying and Selling at GE Aerospace

In related news, SVP Mohamed Ali sold 8,096 shares of the stock in a transaction that occurred 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 completion of 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 position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Corporate insiders own 0.19% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have weighed in on GE shares. Susquehanna restated a “positive” rating and set a $430.00 target price (up from $380.00) on shares of GE Aerospace in a report on Thursday, July 9th. Weiss Ratings upgraded GE Aerospace from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, July 17th. BNP Paribas Exane lowered their price objective on GE Aerospace from $300.00 to $270.00 and set an “underperform” rating on the stock in a report on Thursday, May 14th. The Goldman Sachs Group reissued a “buy” rating and issued a $410.00 price objective on shares of GE Aerospace in a research note on Monday, July 20th. Finally, TD Cowen restated a “buy” rating and issued a $380.00 target price (up from $330.00) on shares of GE Aerospace in a report on Monday, July 13th. Sixteen equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, GE Aerospace currently has a consensus rating of “Moderate Buy” and an average target price of $390.59.

Key GE Aerospace News

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

• Positive Sentiment: The U.S. Air Force selected the GE Aerospace–Kratos F143 as a second engine source for the JASSM cruise missile. The award expands GE’s defense exposure and could create an additional source of future engine production and aftermarket revenue. US Air Force adds GE-Kratos F143 as second engine source for JASSM
• Positive Sentiment: A visit by Sen. Jon Husted and a senior Pentagon official highlighted GE Aerospace’s role in U.S. aerospace and defense programs. While not a new contract, the engagement underscores the company’s strategic importance as Washington emphasizes domestic defense-industrial capacity. Sen. Husted, senior Pentagon official visit GE Aerospace
• Neutral Sentiment: GE Aerospace continues investing in aviation’s longer-term evolution, including hybrid-electric flight and engineering capabilities developed by its Bengaluru team. These initiatives may support future product opportunities but are unlikely to materially affect near-term earnings. GE Aerospace Bengaluru innovation
• Neutral Sentiment: Recent commentary focuses on GE Aerospace’s aviation strategy and possible catalysts for its next growth phase, including engine demand, aftermarket services, innovation and defense opportunities. These are supportive themes, but the reports do not identify a specific near-term financial catalyst. Why GE Aerospace Remains Focused on Aviation Evolution What Could Unlock GE Aerospace’s Next Phase
• Negative Sentiment: One analysis argues GE Aerospace is priced for a margin recovery that has not yet occurred. The company is shipping engines that should generate future service revenue, but production costs are pressuring margins today; with shares trading at a high valuation, a delay in margin improvement could leave limited downside protection. GE Aerospace Stock Is Priced for a Margin Repair That Has Not Happened Yet
• Neutral Sentiment: A securities-fraud investigation notice concerns GE HealthCare Technologies (NASDAQ: GEHC), a separate company, and does not directly involve GE Aerospace or its stock. GE HealthCare securities fraud investigation

GE Aerospace Stock Performance

NYSE:GE opened at $345.21 on Friday. The firm has a market capitalization of $358.18 billion, a PE ratio of 40.66, a PEG ratio of 2.60 and a beta of 1.36. GE Aerospace has a 1 year low of $266.14 and a 1 year high of $388.84. The company has a current ratio of 0.98, a quick ratio of 0.67 and a debt-to-equity ratio of 0.96. The firm’s fifty day simple moving average is $360.82 and its 200 day simple moving average is $326.69.

GE Aerospace (NYSE:GE) last released its earnings results on Thursday, July 16th. The company reported $2.02 earnings per share for the quarter, topping 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 firm had revenue of $12.63 billion during the quarter, compared to analyst estimates of $11.87 billion. During the same quarter in the previous year, the business earned $1.66 EPS. The business’s revenue was up 21.1% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. On average, sell-side analysts anticipate that GE Aerospace will post 7.91 EPS for the current year.

GE Aerospace Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Monday, July 27th. Investors of record on Monday, July 6th were given a dividend of $0.47 per share. This represents a $1.88 annualized dividend and a dividend yield of 0.5%. The ex-dividend date of this dividend was Monday, July 6th. GE Aerospace’s payout ratio is currently 22.14%.

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.