Callan Family Office LLC Raises Holdings in GE Aerospace $GE

Callan Family Office LLC lifted its position in shares of GE Aerospace (NYSE:GE) by 2.8% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 98,688 shares of the company’s stock after acquiring an additional 2,655 shares during the quarter. GE Aerospace makes up 0.7% of Callan Family Office LLC’s investment portfolio, making the stock its 21st largest position. Callan Family Office LLC’s holdings in GE Aerospace were worth $36,883,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in the company. Allworth Financial LP grew its holdings in 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 position in shares of GE Aerospace by 92.2% during the fourth quarter. NewEdge Wealth LLC now owns 20,142 shares of the company’s stock valued at $6,204,000 after buying an additional 9,663 shares during the period. CenterBook Partners LP lifted its holdings in shares of GE Aerospace by 892.6% in the fourth quarter. CenterBook Partners LP now owns 49,788 shares of the company’s stock worth $15,336,000 after buying an additional 44,772 shares in the last quarter. Clough Capital Partners L P lifted its holdings in shares of GE Aerospace by 37.1% in the first quarter. Clough Capital Partners L P now owns 70,535 shares of the company’s stock worth $20,016,000 after buying an additional 19,105 shares in the last quarter. Finally, Ascentis Independent Advisors lifted its holdings in shares of GE Aerospace by 207.3% in the first quarter. Ascentis Independent Advisors now owns 4,317 shares of the company’s stock worth $1,225,000 after buying an additional 2,912 shares in the last quarter. Hedge funds and other institutional investors own 74.77% of the company’s stock.

Insider Activity at GE Aerospace

In related news, SVP Mohamed Ali sold 8,096 shares of GE Aerospace stock in a transaction 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 transaction, 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 ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 0.19% of the stock is currently owned by insiders.

Analyst Ratings Changes

GE has been the subject of several recent analyst reports. JPMorgan Chase & Co. boosted their price objective on shares of GE Aerospace from $335.00 to $400.00 and gave the company an “overweight” rating in a research note on Monday, July 20th. Wells Fargo & Company reiterated an “overweight” rating and issued a $390.00 target price on shares of GE Aerospace in a research note on Monday, July 20th. Wall Street Zen downgraded shares of GE Aerospace from a “buy” rating to a “hold” rating in a report on Monday, April 27th. Susquehanna restated a “positive” rating and set a $430.00 price target (up from $380.00) on shares of GE Aerospace in a research report on Thursday, July 9th. Finally, UBS Group upped their price target on shares of GE Aerospace from $426.00 to $435.00 and gave the stock a “buy” rating in a report on Friday, July 17th. 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 data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $390.59.

GE Aerospace Stock Up 1.2%

Shares of NYSE GE opened at $348.85 on Friday. 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 one year low of $266.37 and a one year high of $388.84. The firm’s 50 day simple moving average is $361.10 and its two-hundred day simple moving average is $326.84. The stock has a market capitalization of $361.95 billion, a P/E ratio of 41.09, a PEG ratio of 2.52 and a beta of 1.36.

GE Aerospace (NYSE:GE) last posted its quarterly earnings results 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. 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 period in the previous year, the firm posted $1.66 earnings per share. The firm’s revenue for the quarter 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, analysts expect that GE Aerospace will post 7.91 EPS for the current fiscal year.

GE Aerospace Announces Dividend

The company 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 annualized dividend and a dividend yield of 0.5%. GE Aerospace’s dividend payout ratio (DPR) is currently 22.14%.

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.