MBA Advisors LLC Decreases Holdings in GE Aerospace $GE

MBA Advisors LLC lowered its position in GE Aerospace (NYSE:GE) by 77.0% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 892 shares of the company’s stock after selling 2,993 shares during the period. MBA Advisors LLC’s holdings in GE Aerospace were worth $333,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also modified their holdings of the company. Blueline Advisors LLC purchased a new position in shares of GE Aerospace in the fourth quarter valued at $25,000. Ankerstar Wealth LLC purchased a new stake in shares of GE Aerospace in the 4th quarter worth about $31,000. Tucker Asset Management LLC purchased a new stake in shares of GE Aerospace in the 4th quarter worth about $32,000. Paladin Partners LLC acquired a new stake in GE Aerospace in the 2nd quarter valued at about $38,000. Finally, Lifetime Wealth Management P.C. acquired a new stake in GE Aerospace in the 4th quarter valued at about $40,000. Institutional investors and hedge funds own 74.77% of the company’s stock.

Insider Transactions at GE Aerospace

In other GE Aerospace news, SVP Mohamed Ali sold 8,096 shares of GE Aerospace stock in a transaction that occurred on Friday, July 24th. The shares were sold at an average price of $353.71, for a total value of $2,863,636.16. Following the completion of the sale, the senior vice president directly owned 20,666 shares of the company’s stock, valued at approximately $7,309,770.86. The trade was a 28.15% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 0.19% of the company’s stock.

GE Aerospace News Summary

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

• Positive Sentiment: GE Aerospace secured a U.S. Navy performance-based logistics contract worth up to approximately $2.87 billion through 2031. The agreement covers 17 components for F414 engines used in F/A-18 Super Hornet and EA-18G Growler aircraft, providing multiyear aftermarket revenue and potentially supporting margins. GE Stock Inches Up Overnight On $2.8B Navy Contract As Hypersonic Program Advances
• Positive Sentiment: The Republic of Korea Navy selected GE Aerospace to provide engines for its next-generation KDDX destroyers. The international order expands GE’s naval propulsion presence and reinforces demand for its defense technology. ROK Navy Selects GE Aerospace to Power New KDDX Destroyer
• Positive Sentiment: GE was awarded a HyCAT program contract to advance a hypersonic test bed, with flight testing targeted for 2028. The work could create future defense opportunities, although near-term financial contributions are likely limited. GE Aerospace Awarded HyCAT Program Contract
• Positive Sentiment: Analysts highlighted strength in GE’s commercial engines business, citing strong orders, rising deliveries and 27% revenue growth. Commercial-engine sales are projected to increase about 20% in 2026, supporting the company’s growth narrative. GE Rides on Commercial Engines Unit Strength
• Positive Sentiment: Artisan Partners added GE Aerospace to its Global Opportunities Strategy during the second quarter, signaling institutional support despite market skepticism. The Fund Added GE Aerospace Amid Market Skepticism
• Neutral Sentiment: GE expects full qualification of its T901 engine by the end of next year, while the broader defense spending cycle could increase demand for engine maintenance and modernization services. GE Aerospace Anticipates Full Qualification of T901
• Negative Sentiment: The recent decline reflects valuation concerns and broader market pressure after a roughly 10% pullback. With GE trading near 39 times earnings, investors may demand continued strong execution, margin expansion and delivery growth. Why GE Aerospace Fell More Than the Broader Market

GE Aerospace Trading Down 0.4%

Shares of GE stock opened at $329.62 on Thursday. The firm has a 50-day moving average price of $358.72 and a 200 day moving average price of $328.53. GE Aerospace has a twelve month low of $268.91 and a twelve month high of $388.84. The company has a market capitalization of $342.00 billion, a price-to-earnings ratio of 38.82, a PEG ratio of 2.42 and a beta of 1.35. The company has a current ratio of 0.98, a quick ratio of 0.67 and a debt-to-equity ratio of 0.96.

GE Aerospace (NYSE:GE) last released its earnings results on Thursday, July 16th. The company reported $2.02 earnings per share (EPS) 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 company had revenue of $12.63 billion for the quarter, compared to analyst estimates of $11.87 billion. During the same period in the prior year, the firm earned $1.66 EPS. The firm’s quarterly 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. Research analysts forecast that GE Aerospace will post 7.91 earnings per share for the current fiscal year.

GE Aerospace Dividend Announcement

The company also recently announced 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. The ex-dividend date was Monday, July 6th. This represents a $1.88 dividend on an annualized basis and a yield of 0.6%. GE Aerospace’s dividend payout ratio (DPR) is 22.14%.

Analysts Set New Price Targets

A number of equities analysts have issued reports on GE shares. UBS Group lifted their target price on shares of GE Aerospace from $426.00 to $435.00 and gave the stock a “buy” rating in a research report on Friday, July 17th. The Goldman Sachs Group reiterated a “buy” rating and issued a $410.00 price target on shares of GE Aerospace in a research report on Monday, July 20th. Wells Fargo & Company reissued an “overweight” rating and set a $390.00 price objective on shares of GE Aerospace in a research note on Monday, July 20th. JPMorgan Chase & Co. lifted their price objective on GE Aerospace from $335.00 to $400.00 and gave the stock an “overweight” rating in a research report on Monday, July 20th. Finally, Sanford C. Bernstein set a $421.00 target price on GE Aerospace and gave the company an “outperform” rating in a research note on Thursday, July 23rd. Sixteen research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $390.59.

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.