Natural Investments LLC Increases Stock Position in GE Aerospace $GE

Natural Investments LLC lifted its position in shares of GE Aerospace (NYSE:GE) by 100.9% in the second quarter, HoldingsChannel reports. The institutional investor owned 3,708 shares of the company’s stock after purchasing an additional 1,862 shares during the period. Natural Investments LLC’s holdings in GE Aerospace were worth $1,385,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Brighton Jones LLC grew its position in GE Aerospace by 25.3% during the fourth quarter. Brighton Jones LLC now owns 12,008 shares of the company’s stock valued at $2,003,000 after acquiring an additional 2,421 shares during the period. Revolve Wealth Partners LLC raised its holdings in shares of GE Aerospace by 7.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 2,251 shares of the company’s stock worth $375,000 after purchasing an additional 150 shares during the period. Sivia Capital Partners LLC raised its holdings in shares of GE Aerospace by 4.6% in the 2nd quarter. Sivia Capital Partners LLC now owns 4,337 shares of the company’s stock worth $1,116,000 after purchasing an additional 191 shares during the period. Main Street Financial Solutions LLC lifted its stake in shares of GE Aerospace by 348.6% in the 2nd quarter. Main Street Financial Solutions LLC now owns 5,899 shares of the company’s stock valued at $1,518,000 after purchasing an additional 4,584 shares in the last quarter. Finally, HUB Investment Partners LLC lifted its stake in shares of GE Aerospace by 4.2% in the 2nd quarter. HUB Investment Partners LLC now owns 9,035 shares of the company’s stock valued at $2,326,000 after purchasing an additional 366 shares in the last quarter. 74.77% of the stock is owned by hedge funds and other institutional investors.

GE Aerospace Stock Performance

Shares of NYSE:GE opened at $330.86 on Wednesday. The business’s 50-day simple moving average is $359.43 and its 200 day simple moving average is $328.42. The company has a market cap of $343.29 billion, a P/E ratio of 38.97, a PEG ratio of 2.45 and a beta of 1.36. The company has a debt-to-equity ratio of 0.96, a quick ratio of 0.67 and a current ratio of 0.98. GE Aerospace has a one year low of $268.01 and a one year high of $388.84.

GE Aerospace (NYSE:GE) last released its quarterly earnings results on Thursday, July 16th. The company reported $2.02 earnings per share for the quarter, topping analysts’ consensus estimates of $1.86 by $0.16. GE Aerospace had a return on equity of 40.56% and a net margin of 17.72%.The firm had revenue of $12.63 billion during the quarter, compared to analysts’ expectations of $11.87 billion. During the same quarter in the prior year, the business earned $1.66 EPS. GE Aerospace’s quarterly revenue was up 21.1% compared to the same quarter last year. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. On average, sell-side analysts forecast that GE Aerospace will post 7.91 earnings per share 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 given 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 presently 22.14%.

More GE Aerospace News

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

• Positive Sentiment: South Korea’s navy selected GE Aerospace to supply engines for its new KDDX destroyers. The award expands GE’s international defense presence and could support future propulsion revenue. ROK Navy Selects GE Aerospace to Power New KDDX Destroyer
• Positive Sentiment: GE Aerospace plans to flight-test its HyCAT hypersonic test bed in 2028 after winning a related program. The effort strengthens the company’s positioning in hypersonic and advanced-defense technologies, although meaningful revenue is likely several years away. GE Aerospace Boosts Hypersonic Hopes With HyCAT Win
• Positive Sentiment: GE expects full qualification of its T901 helicopter engine by the end of next year. Qualification would remove an important development milestone and potentially advance adoption of the engine in U.S. Army programs. GE Aerospace Anticipates Full Qualification of T901
• Positive Sentiment: Market coverage continues to highlight GE’s longer-term outperformance versus the Nasdaq and strong analyst sentiment. This supports the investment case, though it may already be reflected in the stock’s elevated valuation. Is GE Aerospace Stock Outperforming the Nasdaq?
• Neutral Sentiment: Indian aviation authorities said a 2023 Air India 787 engine shutdown prompted GE Aerospace to expand inspection requirements. The report underscores additional oversight and potential maintenance implications, but does not identify a new incident or financial impact. DGCA Says Air India Engine Shutdown Prompted Expanded GE Inspections
• Negative Sentiment: GE fell more than the broader market in the latest trading session. Available coverage describes the move but provides no clear company-specific catalyst, suggesting profit-taking or market positioning may have contributed after the stock’s prior gains. Why GE Aerospace Fell More Than the Broader Market

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on GE shares. Seaport Research Partners started coverage on GE Aerospace in a report on Tuesday, May 26th. They set a “buy” rating and a $375.00 target price for the company. The Goldman Sachs Group restated a “buy” rating and issued a $410.00 price target on shares of GE Aerospace in a report on Monday, July 20th. Citigroup reaffirmed a “buy” rating and set a $431.00 price target (up from $353.00) on shares of GE Aerospace in a research report on Wednesday, July 1st. TD Cowen reissued 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. Finally, Weiss Ratings raised shares of GE Aerospace from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, July 17th. Sixteen research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, GE Aerospace has a consensus rating of “Moderate Buy” and an average target price of $390.59.

Insider Buying and Selling at GE Aerospace

In other news, SVP Mohamed Ali sold 8,096 shares of the company’s 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 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 ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Company insiders own 0.19% of the company’s stock.

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.