NBH Bank Purchases New Stake in GE Aerospace $GE

NBH Bank acquired a new position in shares of GE Aerospace (NYSE:GE) during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 2,457 shares of the company’s stock, valued at approximately $918,000.

Several other large investors have also recently bought and sold shares of the business. Blueline Advisors LLC purchased a new position in shares of GE Aerospace in the 4th quarter valued at about $25,000. Ankerstar Wealth LLC acquired a new position in shares of GE Aerospace during the 4th quarter worth approximately $31,000. Tucker Asset Management LLC acquired a new position in shares of GE Aerospace in the fourth quarter worth $32,000. Paladin Partners LLC acquired a new position in GE Aerospace in the 2nd quarter valued at about $38,000. Finally, Lifetime Wealth Management P.C. purchased a new position in GE Aerospace in the 4th quarter valued at about $40,000. Hedge funds and other institutional investors own 74.77% of the company’s stock.

Insider Transactions at GE Aerospace

In related news, SVP Mohamed Ali sold 8,096 shares of the firm’s stock in a transaction that occurred 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 owned 20,666 shares in the company, valued at approximately $7,309,770.86. This trade represents a 28.15% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Company insiders own 0.19% of the company’s stock.

Key Headlines Impacting GE Aerospace

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.

Analyst Ratings Changes

GE has been the subject of a number of recent research reports. Sanford C. Bernstein set a $421.00 price target on shares of GE Aerospace and gave the stock an “outperform” rating in a report on Thursday, July 23rd. TD Cowen restated a “buy” rating and set a $380.00 target price (up from $330.00) on shares of GE Aerospace in a research report on Monday, July 13th. UBS Group lifted their target price on shares of GE Aerospace from $426.00 to $435.00 and gave the stock a “buy” rating in a research note on Friday, July 17th. Seaport Research Partners assumed coverage on GE Aerospace in a report on Tuesday, May 26th. They issued a “buy” rating and a $375.00 price target for the company. Finally, Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $450.00 price target on shares of GE Aerospace in a research note on Monday, July 27th. Sixteen equities research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, GE Aerospace has a consensus rating of “Moderate Buy” and a consensus price target of $390.59.

GE Aerospace Trading Up 1.0%

Shares of GE opened at $336.66 on Friday. GE Aerospace has a twelve month low of $268.91 and a twelve month high of $388.84. The firm has a market capitalization of $349.30 billion, a P/E ratio of 39.65, a price-to-earnings-growth ratio of 2.44 and a beta of 1.35. The company has a current ratio of 0.98, a quick ratio of 0.67 and a debt-to-equity ratio of 0.96. The stock’s fifty day simple moving average is $357.33 and its 200 day simple moving average is $328.72.

GE Aerospace (NYSE:GE) last announced its quarterly earnings results on Thursday, July 16th. The company reported $2.02 EPS for the quarter, topping the consensus estimate of $1.86 by $0.16. The company had revenue of $12.63 billion during the quarter, compared to analyst estimates 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 was up 21.1% on a year-over-year basis. During the same period in the prior year, the firm posted $1.66 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. On average, equities research analysts forecast that GE Aerospace will post 7.91 earnings per share for the current year.

GE Aerospace Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, July 27th. Investors 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 yield of 0.6%. The ex-dividend date of this dividend was Monday, July 6th. GE Aerospace’s dividend payout ratio is 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.