MW Advisory LLC acquired a new stake in GE Aerospace (NYSE:GE – Free Report) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 1,740 shares of the company’s stock, valued at approximately $650,000.
A number of other hedge funds have also recently made changes to their positions in GE. Auto Owners Insurance Co raised its stake in GE Aerospace by 52,247.5% during the 4th quarter. Auto Owners Insurance Co now owns 65,721,281 shares of the company’s stock valued at $2,024,413,000 after purchasing an additional 65,595,733 shares during the period. Norges Bank bought a new position in GE Aerospace in the 4th quarter worth approximately $4,444,736,000. Amundi boosted its stake in GE Aerospace by 135.2% in the 1st quarter. Amundi now owns 6,119,975 shares of the company’s stock worth $1,736,665,000 after purchasing an additional 3,518,278 shares during the period. Jupiter Topco LLC purchased a new stake in GE Aerospace during the 2nd quarter valued at approximately $1,283,858,000. Finally, Wellington Management Group LLP raised its position in shares of GE Aerospace by 97.3% during the second quarter. Wellington Management Group LLP now owns 6,797,935 shares of the company’s stock valued at $2,540,592,000 after buying an additional 3,352,432 shares during the last quarter. Institutional investors own 74.77% of the company’s stock.
Insider Activity at GE Aerospace
In other GE Aerospace news, SVP Mohamed Ali sold 8,096 shares of the business’s stock in a transaction dated 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 $7,309,770.86. The trade was a 28.15% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Insiders own 0.19% of the company’s stock.
Wall Street Analysts Forecast Growth
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.
GE Aerospace Trading Up 1.0%
GE stock opened at $336.66 on Friday. The firm has a fifty day moving average price of $357.33 and a 200 day moving average price of $328.72. GE Aerospace has a fifty-two week low of $268.91 and a fifty-two week high of $388.84. 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 $349.30 billion, a PE ratio of 39.65, a price-to-earnings-growth ratio of 2.44 and a beta of 1.35.
GE Aerospace (NYSE:GE – Get Free Report) last issued its quarterly earnings data on Thursday, July 16th. The company reported $2.02 earnings per share for the quarter, topping the consensus estimate of $1.86 by $0.16. The company had revenue of $12.63 billion for the quarter, compared to analysts’ expectations of $11.87 billion. GE Aerospace had a return on equity of 40.56% and a net margin of 17.72%.The firm’s revenue for the quarter was up 21.1% on a year-over-year basis. During the same period 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. Sell-side analysts anticipate that GE Aerospace will post 7.91 earnings per share for the current fiscal year.
GE Aerospace Announces Dividend
The business also recently announced a quarterly dividend, which was paid on Monday, July 27th. Stockholders of record on Monday, July 6th were paid a dividend of $0.47 per share. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend was Monday, July 6th. GE Aerospace’s payout ratio is currently 22.14%.
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.
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