Two Sigma Securities LLC Sells 5,891 Shares of GE Aerospace $GE

Two Sigma Securities LLC cut its holdings in shares of GE Aerospace (NYSE:GE) by 81.2% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,363 shares of the company’s stock after selling 5,891 shares during the quarter. Two Sigma Securities LLC’s holdings in GE Aerospace were worth $509,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Blueline Advisors LLC purchased a new stake in shares of GE Aerospace during the fourth quarter worth about $25,000. Ankerstar Wealth LLC purchased a new position in GE Aerospace in the 4th quarter worth approximately $31,000. Tucker Asset Management LLC bought a new position in GE Aerospace in the 4th quarter worth approximately $32,000. Paladin Partners LLC bought a new position in GE Aerospace in the 2nd quarter worth approximately $38,000. Finally, Lifetime Wealth Management P.C. bought a new position in GE Aerospace in the 4th quarter worth approximately $40,000. 74.77% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

GE has been the topic of several recent analyst reports. The Goldman Sachs Group reiterated a “buy” rating and set a $410.00 price objective on shares of GE Aerospace in a research report on Monday, July 20th. Citigroup restated a “buy” rating and set a $431.00 target price (up from $353.00) on shares of GE Aerospace in a research report on Wednesday, July 1st. Seaport Research Partners started coverage on shares of GE Aerospace in a research note on Tuesday, May 26th. They set a “buy” rating and a $375.00 target price for the company. Susquehanna reiterated a “positive” rating and issued a $430.00 price target (up from $380.00) on shares of GE Aerospace in a report on Thursday, July 9th. Finally, UBS Group boosted their price target 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. Sixteen research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, GE Aerospace presently has a consensus rating of “Moderate Buy” and a consensus price target of $390.59.

Insider Buying and Selling

In other GE Aerospace 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 completion of the transaction, the senior vice president directly owned 20,666 shares of the company’s stock, valued at $7,309,770.86. This trade represents a 28.15% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. 0.19% of the stock is owned by company insiders.

GE Aerospace Stock Performance

NYSE:GE opened at $329.62 on Thursday. The company has a market cap of $342.00 billion, a price-to-earnings ratio of 38.82, a PEG ratio of 2.42 and a beta of 1.35. GE Aerospace has a 1 year low of $268.91 and a 1 year high of $388.84. The stock’s 50 day simple moving average is $358.72 and its two-hundred day simple moving average is $328.53. 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 (NYSE:GE) last posted its 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 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 the consensus estimate of $11.87 billion. During the same period in the prior year, the company earned $1.66 EPS. The company’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. As a group, equities analysts anticipate that GE Aerospace will post 7.91 earnings per share for the current fiscal year.

GE Aerospace Dividend Announcement

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

GE Aerospace News Roundup

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

• Positive Sentiment: GE Aerospace secured a U.S. Navy performance-based logistics contract worth up to approximately $2.87 billion through 2031. The agreement covers 17 components for F414 engines used in F/A-18 Super Hornet and EA-18G Growler aircraft, providing multiyear aftermarket revenue and potentially supporting margins. GE Stock Inches Up Overnight On $2.8B Navy Contract As Hypersonic Program Advances
• Positive Sentiment: The Republic of Korea Navy selected GE Aerospace to provide engines for its next-generation KDDX destroyers. The international order expands GE’s naval propulsion presence and reinforces demand for its defense technology. ROK Navy Selects GE Aerospace to Power New KDDX Destroyer
• Positive Sentiment: GE was awarded a HyCAT program contract to advance a hypersonic test bed, with flight testing targeted for 2028. The work could create future defense opportunities, although near-term financial contributions are likely limited. GE Aerospace Awarded HyCAT Program Contract
• Positive Sentiment: Analysts highlighted strength in GE’s commercial engines business, citing strong orders, rising deliveries and 27% revenue growth. Commercial-engine sales are projected to increase about 20% in 2026, supporting the company’s growth narrative. GE Rides on Commercial Engines Unit Strength
• Positive Sentiment: Artisan Partners added GE Aerospace to its Global Opportunities Strategy during the second quarter, signaling institutional support despite market skepticism. The Fund Added GE Aerospace Amid Market Skepticism
• Neutral Sentiment: GE expects full qualification of its T901 engine by the end of next year, while the broader defense spending cycle could increase demand for engine maintenance and modernization services. GE Aerospace Anticipates Full Qualification of T901
• Negative Sentiment: The recent decline reflects valuation concerns and broader market pressure after a roughly 10% pullback. With GE trading near 39 times earnings, investors may demand continued strong execution, margin expansion and delivery growth. Why GE Aerospace Fell More Than the Broader Market

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.