GE Aerospace $GE Holdings Trimmed by Tudor Financial Inc.

Tudor Financial Inc. reduced its position in shares of GE Aerospace (NYSE:GE) by 67.2% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,305 shares of the company’s stock after selling 2,668 shares during the period. Tudor Financial Inc.’s holdings in GE Aerospace were worth $488,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the business. Blueline Advisors LLC bought a new position in shares of GE Aerospace during the 4th quarter valued at about $25,000. Ankerstar Wealth LLC acquired a new position in shares of GE Aerospace in the 4th quarter worth approximately $31,000. Paladin Partners LLC bought a new stake in shares of GE Aerospace in the 2nd quarter worth approximately $38,000. Tucker Asset Management LLC bought a new stake in shares of GE Aerospace in the 4th quarter worth approximately $32,000. Finally, Parvin Asset Management LLC acquired a new stake in GE Aerospace during the second quarter valued at approximately $41,000. 74.77% of the stock is currently owned by institutional investors.

GE Aerospace Stock Performance

GE Aerospace stock opened at $333.17 on Friday. The firm’s 50 day simple moving average is $357.97 and its 200-day simple moving average is $328.66. The company has a market cap of $345.68 billion, a P/E ratio of 39.24, a price-to-earnings-growth ratio of 2.41 and a beta of 1.35. The company has a debt-to-equity ratio of 0.96, a current ratio of 0.98 and a quick ratio of 0.67. GE Aerospace has a fifty-two week low of $268.91 and a fifty-two week high of $388.84.

GE Aerospace (NYSE:GE) last issued its quarterly earnings results on Thursday, July 16th. The company reported $2.02 EPS for the quarter, beating the consensus estimate 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 during the quarter, compared to the consensus estimate of $11.87 billion. During the same quarter 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. As a group, equities research analysts predict 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. Stockholders of record on Monday, July 6th were issued a $0.47 dividend. The ex-dividend date was Monday, July 6th. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.6%. GE Aerospace’s dividend payout ratio is presently 22.14%.

Analysts Set New Price Targets

A number of analysts recently weighed in on the stock. Seaport Research Partners began coverage on shares of GE Aerospace in a report on Tuesday, May 26th. They set a “buy” rating and a $375.00 target price for the company. UBS Group upped their price target on GE Aerospace from $426.00 to $435.00 and gave the company a “buy” rating in a report on Friday, July 17th. TD Cowen reiterated a “buy” rating and set a $380.00 price objective (up from $330.00) on shares of GE Aerospace in a research report on Monday, July 13th. Weiss Ratings raised GE Aerospace from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, July 17th. Finally, Susquehanna restated a “positive” rating and issued a $430.00 target price (up from $380.00) on shares of GE Aerospace in a report on Thursday, July 9th. Sixteen 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 company. According to MarketBeat, GE Aerospace has a consensus rating of “Moderate Buy” and an average target price of $390.59.

GE Aerospace News Summary

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

• Positive Sentiment: GE secured a U.S. Navy performance-based logistics contract worth up to approximately $2.87 billion through 2031 to support 17 components for F414 engines used on F/A-18 Super Hornet and EA-18G Growler aircraft. The award improves long-term revenue visibility and strengthens GE’s higher-margin defense aftermarket business. GE Draws $2.87 Billion for USN Engine Support
• Positive Sentiment: South Korea selected GE’s LM2500+G4 marine gas turbines to power six next-generation KDDX destroyers, representing an order for 12 engines and expanding GE’s international naval propulsion presence. South Korea Selects GE Aerospace Engines
• Positive Sentiment: GE delivered three F404 engines to India’s Hindustan Aeronautics in August for the LCA Tejas program. The shipment helps address supply shortages and supports future engine revenue, though Tejas production is still awaiting additional supplies. GE Aerospace Delivers Three F404 Engines to HAL
• Positive Sentiment: GE won a Pentagon contract to build a Mach 5 hypersonic test vehicle and continues work on the XA102 adaptive combat engine. These programs could create longer-term growth opportunities in advanced defense propulsion. GE Aerospace Wins Hypersonic Test Vehicle Contract
• Positive Sentiment: GE’s commercial engines business continues to benefit from strong orders and deliveries, with reported revenue growth of 27% and 2026 sales projected to increase about 20%. The company also previously raised its full-year 2026 outlook after beating quarterly earnings and revenue estimates. GE Rides on Commercial Engines Unit Strength
• Negative Sentiment: Despite the positive contract flow, GE trades at roughly 39 times earnings and has declined about 12.7% over the past month, remaining well below its 12-month high. Investors may be concerned that the valuation leaves limited room for execution, supply-chain, or delivery disappointments. How Long Would You Wait for GE Aerospace Stock to Come Back?

Insider Activity at GE Aerospace

In other GE Aerospace news, SVP Mohamed Ali sold 8,096 shares of the firm’s stock in a transaction dated 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 directly owned 20,666 shares in the company, valued at approximately $7,309,770.86. This trade represents a 28.15% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. 0.19% of the stock is currently owned by company insiders.

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.