Royal London Asset Management Ltd. Lowers Position in GE Aerospace $GE

Royal London Asset Management Ltd. lessened its stake in GE Aerospace (NYSE:GE) by 1.0% during the second quarter, Holdings Channel reports. The firm owned 514,379 shares of the company’s stock after selling 5,058 shares during the period. Royal London Asset Management Ltd.’s holdings in GE Aerospace were worth $192,239,000 as of its most recent SEC filing.

Other hedge funds also recently modified their holdings of the company. Blueline Advisors LLC purchased a new position in GE Aerospace during the 4th quarter worth $25,000. Ankerstar Wealth LLC bought a new stake in shares of GE Aerospace in the 4th quarter worth $31,000. Tucker Asset Management LLC purchased a new stake in shares of GE Aerospace in the fourth quarter valued at about $32,000. Paladin Partners LLC purchased a new stake in shares of GE Aerospace in the second quarter valued at about $38,000. Finally, Lifetime Wealth Management P.C. bought a new position in shares of GE Aerospace during the fourth quarter valued at about $40,000. Hedge funds and other institutional investors own 74.77% of the company’s stock.

GE Aerospace News Roundup

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

• Positive Sentiment: LEAP engine deliveries are accelerating. GE Aerospace’s LEAP deliveries increased 41% this year, helping address a key production bottleneck for Boeing and Airbus. Continued delivery growth could support commercial-engine revenue, aftermarket services and cash flow. GE Aerospace’s LEAP Engine Deliveries Jumped 41% This Year
• Positive Sentiment: Analyst sentiment remains constructive. Wall Street’s overall view is favorable, with recent price targets generally above the current trading level. GE’s strong commercial and defense franchises, backlog and free-cash-flow generation continue to support the bullish case. Is GE Aerospace a Buy as Wall Street Analysts Look Optimistic?
• Positive Sentiment: Broad-based operating strength is drawing investor attention. A long-term investment strategy highlighted GE Aerospace as a high-quality franchise with sustainable competitive advantages, reinforcing confidence in its business momentum. Broad-Based Strength Lifts GE Aerospace Performance
• Neutral Sentiment: Margin expansion is a key execution test. GE is relying on cost controls and backlog conversion to improve profitability, but inflation and investments for growth could pressure margins in the near term. Can GE Aerospace Boost Profit Margin Amid Cost Pressures?
• Negative Sentiment: Valuation and profit-taking are weighing on the shares. GE trades at a premium valuation, and recent weakness has been attributed to investors reassessing the stock after its strong rally rather than to a new negative earnings release. Comparisons with Howmet also suggest some investors see better risk-reward elsewhere. Howmet vs. GE Aerospace
• Negative Sentiment: Insider selling is a secondary caution signal. Company insiders reported sales and no open-market purchases during the past six months, which may reinforce concerns about the stock’s elevated valuation, although the activity does not indicate a change in operating fundamentals.

Analyst Ratings Changes

Several research analysts recently weighed in on the stock. Weiss Ratings upgraded shares of GE Aerospace from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, July 17th. Seaport Research Partners began coverage on shares of GE Aerospace in a research note on Tuesday, May 26th. They issued a “buy” rating and a $375.00 price objective for the company. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $450.00 target price on shares of GE Aerospace in a research report on Monday, July 27th. BNP Paribas Exane cut their target price on 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, Wells Fargo & Company restated an “overweight” rating and issued a $390.00 target price on shares of GE Aerospace in a research note on Monday, July 20th. Sixteen research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, GE Aerospace has a consensus rating of “Moderate Buy” and a consensus price target of $390.59.

GE Aerospace Trading Up 0.2%

Shares of GE opened at $343.51 on Friday. The company has a debt-to-equity ratio of 0.96, a quick ratio of 0.67 and a current ratio of 0.98. The firm has a market cap of $356.41 billion, a P/E ratio of 40.46, a price-to-earnings-growth ratio of 2.50 and a beta of 1.36. GE Aerospace has a fifty-two week low of $268.01 and a fifty-two week high of $388.84. The business has a 50-day moving average of $360.35 and a 200 day moving average of $328.08.

GE Aerospace (NYSE:GE) last posted its quarterly earnings results on Thursday, July 16th. The company reported $2.02 earnings per share (EPS) for the quarter, beating 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%. The company’s quarterly revenue was up 21.1% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.66 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. As a group, research analysts forecast that GE Aerospace will post 7.91 EPS for the current year.

GE Aerospace Announces Dividend

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

Insider Activity

In other GE Aerospace news, SVP Mohamed Ali sold 8,096 shares of the 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 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 legal filing with the SEC, which is available at this link. 0.19% of the stock is currently owned by corporate insiders.

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.