West Family Investments Inc. Increases Holdings in GE Aerospace $GE

West Family Investments Inc. grew its holdings in shares of GE Aerospace (NYSE:GE) by 86.8% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 4,721 shares of the company’s stock after buying an additional 2,194 shares during the period. GE Aerospace accounts for 0.5% of West Family Investments Inc.’s portfolio, making the stock its 29th biggest position. West Family Investments Inc.’s holdings in GE Aerospace were worth $1,764,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Blueline Advisors LLC bought a new stake in shares of GE Aerospace during the 4th quarter valued at about $25,000. Ankerstar Wealth LLC purchased a new stake in GE Aerospace in the fourth quarter worth $31,000. Tucker Asset Management LLC purchased a new stake in GE Aerospace in the fourth quarter worth $32,000. Paladin Partners LLC bought a new position in GE Aerospace in the second quarter worth $38,000. Finally, Lifetime Wealth Management P.C. purchased a new position in GE Aerospace during the fourth quarter valued at $40,000. Hedge funds and other institutional investors own 74.77% of the company’s stock.

GE Aerospace Stock Down 0.8%

NYSE:GE traded down $2.71 on Tuesday, reaching $334.41. 3,061,393 shares of the stock traded hands, compared to its average volume of 5,183,499. 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 company has a market capitalization of $346.97 billion, a price-to-earnings ratio of 39.39, a PEG ratio of 2.46 and a beta of 1.35. GE Aerospace has a 12 month low of $268.91 and a 12 month high of $388.84. The company’s fifty day simple moving average is $355.84 and its 200 day simple moving average is $328.91.

GE Aerospace (NYSE:GE) last posted its quarterly earnings results on Thursday, July 16th. The company reported $2.02 EPS for the quarter, beating analysts’ consensus estimates of $1.86 by $0.16. GE Aerospace had a net margin of 17.72% and a return on equity of 40.56%. The firm had revenue of $12.63 billion for the quarter, compared to analysts’ expectations of $11.87 billion. During the same quarter in the prior year, the company posted $1.66 earnings per share. The business’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. Equities analysts predict that GE Aerospace will post 7.91 EPS for the current fiscal year.

GE Aerospace Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Monday, July 27th. Investors of record on Monday, July 6th were issued a $0.47 dividend. This represents a $1.88 annualized dividend and a yield of 0.6%. The ex-dividend date was Monday, July 6th. GE Aerospace’s dividend payout ratio (DPR) is presently 22.14%.

Insiders Place Their Bets

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 sale, 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 sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. 0.19% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

A number of analysts have recently weighed in on the stock. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $410.00 target price on shares of GE Aerospace in a research report on Monday, July 20th. UBS Group boosted their price objective 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. Citigroup reissued a “buy” rating and issued a $431.00 price target (up from $353.00) on shares of GE Aerospace in a research report on Wednesday, July 1st. Susquehanna restated a “positive” rating and issued a $430.00 price target (up from $380.00) on shares of GE Aerospace in a research note on Thursday, July 9th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $450.00 price objective on shares of GE Aerospace in a research report on Monday, July 27th. Sixteen investment 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 MarketBeat.com, GE Aerospace presently has a consensus rating of “Moderate Buy” and an average target price of $390.59.

GE Aerospace News Summary

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

• Positive Sentiment: GE expects the acquisition to be accretive to adjusted earnings per share and free cash flow in the first year, while maintaining its existing capital-allocation plans. GE will fund approximately $7 billion with cash and the remainder with new debt. GE Aerospace CPP acquisition announcement
• Positive Sentiment: CPP produces highly engineered castings and sub-assemblies used in commercial and military aircraft, helicopters and industrial gas turbines. Its more than 20 facilities and approximately 6,600 employees would give GE greater control over capacity for engine blades, vanes and other mission-critical components. Reuters CPP acquisition article
• Positive Sentiment: Vertical integration could reduce supply-chain constraints, improve manufacturing quality and accelerate new engine technologies. It also strengthens GE’s ability to serve its large installed engine base and capitalize on long-term commercial and defense backlogs.
• Positive Sentiment: A separate financing agreement with Avianca will support CFM56 engine maintenance, repair and overhaul services at GE Aerospace’s Celma facility in Brazil, reinforcing demand for GE’s aftermarket business. Avianca GE Aerospace MRO financing article
• Neutral Sentiment: The transaction is expected to close in the second half of 2027 and remains subject to regulatory approvals and customary conditions. GE has been a CPP customer for more than 15 years, which may support integration, but the deal’s benefits are not immediate.
• Negative Sentiment: The purchase price values CPP at roughly 18 times expected 2027 EBITDA including synergies, raising concerns that GE is paying a premium. The deal will also add debt and carries execution and integration risks; some analysts argue its strategic benefits may outweigh near-term EPS accretion rather than represent a low-risk financial transaction. Seeking Alpha GE Aerospace acquisition analysis

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.