William John Sempolinski Invests $768,000 in GE Aerospace $GE

William John Sempolinski bought a new position in GE Aerospace (NYSE:GE) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 2,056 shares of the company’s stock, valued at approximately $768,000.

A number of other hedge funds have also recently modified their holdings of the business. Allworth Financial LP lifted its position in shares of GE Aerospace by 7.6% during the 4th quarter. Allworth Financial LP now owns 76,867 shares of the company’s stock valued at $23,677,000 after buying an additional 5,434 shares in the last quarter. NewEdge Wealth LLC increased its holdings in GE Aerospace by 92.2% in the 4th quarter. NewEdge Wealth LLC now owns 20,142 shares of the company’s stock worth $6,204,000 after acquiring an additional 9,663 shares in the last quarter. CenterBook Partners LP raised its stake in GE Aerospace by 892.6% during the 4th quarter. CenterBook Partners LP now owns 49,788 shares of the company’s stock worth $15,336,000 after acquiring an additional 44,772 shares during the period. Clough Capital Partners L P lifted its holdings in GE Aerospace by 37.1% during the first quarter. Clough Capital Partners L P now owns 70,535 shares of the company’s stock valued at $20,016,000 after purchasing an additional 19,105 shares in the last quarter. Finally, Susquehanna Fundamental Investments LLC lifted its holdings in GE Aerospace by 261.0% during the second quarter. Susquehanna Fundamental Investments LLC now owns 213,603 shares of the company’s stock valued at $79,830,000 after purchasing an additional 154,429 shares in the last quarter. Institutional investors own 74.77% of the company’s stock.

Insider Buying and Selling

In other 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 transaction, the senior vice president directly owned 20,666 shares in the company, valued at approximately $7,309,770.86. This represents a 28.15% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 0.19% of the company’s stock.

Analysts Set New Price Targets

Several research analysts recently weighed in on the stock. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $400.00 target price (up from $355.00) on shares of GE Aerospace in a report on Wednesday, July 15th. Wells Fargo & Company reissued an “overweight” rating and set a $390.00 price target on shares of GE Aerospace in a report on Monday, July 20th. TD Cowen restated a “buy” rating and issued a $380.00 price objective (up from $330.00) on shares of GE Aerospace in a research report on Monday, July 13th. Susquehanna reaffirmed a “positive” rating and issued a $430.00 price objective (up from $380.00) on shares of GE Aerospace in a research note on Thursday, July 9th. Finally, Citigroup reiterated a “buy” rating and set a $431.00 target price (up from $353.00) on shares of GE Aerospace in a research report on Wednesday, July 1st. Sixteen investment analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $390.59.

GE Aerospace Stock Up 1.0%

Shares of GE stock opened at $336.66 on Friday. The stock has a market cap of $349.30 billion, a P/E ratio of 39.65, a PEG ratio of 2.44 and a beta of 1.35. GE Aerospace has a 52 week low of $268.91 and a 52 week high of $388.84. The company has a quick ratio of 0.67, a current ratio of 0.98 and a debt-to-equity ratio of 0.96. The company’s fifty day simple moving average is $357.33 and its two-hundred day simple moving average is $328.72.

GE Aerospace (NYSE:GE) last released its quarterly earnings data on Thursday, July 16th. The company reported $2.02 EPS for the quarter, beating the consensus estimate of $1.86 by $0.16. The business had revenue of $12.63 billion during the quarter, compared to the consensus estimate of $11.87 billion. GE Aerospace had a net margin of 17.72% and a return on equity of 40.56%. The business’s revenue was up 21.1% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.66 EPS. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. Analysts predict that GE Aerospace will post 7.91 EPS for the current fiscal year.

GE Aerospace Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, July 27th. Investors of record on Monday, July 6th were paid 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 0.6%. GE Aerospace’s dividend payout ratio is presently 22.14%.

GE Aerospace News Roundup

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

• Positive Sentiment: Expanding defense demand: GE Aerospace is benefiting from U.S. Navy modernization, including a reported $2.87 billion engine-support award, as well as additional F/A-18 engine-parts work. South Korea also selected GE marine gas-turbine engines for its KDDX destroyers, adding international defense visibility. GE Draws $2.87 Billion for USN Engine Support GE Aerospace to Provide Marine Gas Turbine Engines for South Korea’s KDDX Destroyers
• Positive Sentiment: Hypersonics and next-generation engines: GE won a Pentagon/DIU contract to develop a Mach 5 hypersonic test platform and continues work on the XA102 adaptive combat engine. These programs could strengthen GE’s position in future U.S. defense spending, although near-term financial impact is likely limited. GE Aerospace Secures DIU Contract to Develop Mach 5 Hypersonic Test Platform
• Positive Sentiment: Tejas engine deliveries resumed: GE shipped three F404-IN20 engines to India’s HAL in August for the LCA Tejas Mk1A program. The deliveries help ease a prolonged supply bottleneck and support production of aircraft ordered by India’s air force. HAL Shares in Focus as GE Aerospace Delivers Three F404 Engines
• Neutral Sentiment: Operational growth initiatives: GE also shipped an X-BAT engine after ground testing and outlined plans to increase combat-engine deliveries, supporting its longer-term defense pipeline but providing limited immediate earnings detail. GE Aerospace Ships X-BAT Engine After Ground-Test Campaign
• Negative Sentiment: Valuation and interest-rate risks remain: GE has recently pulled back materially from its 52-week high while trading at a relatively elevated earnings multiple. Rising Treasury yields could pressure high-growth industrial valuations, though the stock’s defense backlog and previously raised 2026 guidance may provide support.

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.