MBA Advisors LLC Cuts Stake in GE Aerospace $GE

MBA Advisors LLC cut its stake in GE Aerospace (NYSE:GE) by 77.0% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 892 shares of the company’s stock after selling 2,993 shares during the period. MBA Advisors LLC’s holdings in GE Aerospace were worth $333,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of the stock. Natural Investments LLC raised its stake in GE Aerospace by 100.9% during the second quarter. Natural Investments LLC now owns 3,708 shares of the company’s stock worth $1,385,000 after purchasing an additional 1,862 shares during the period. Beacon Financial Advisory LLC grew its stake in shares of GE Aerospace by 5.7% during the 2nd quarter. Beacon Financial Advisory LLC now owns 3,055 shares of the company’s stock valued at $1,142,000 after buying an additional 164 shares during the period. Tsfg LLC increased its holdings in shares of GE Aerospace by 142.4% during the 2nd quarter. Tsfg LLC now owns 977 shares of the company’s stock worth $365,000 after buying an additional 574 shares during the last quarter. Sound Financial Strategies Group LLC purchased a new position in shares of GE Aerospace in the 2nd quarter worth $212,000. Finally, Bornite Capital Management LP boosted its holdings in GE Aerospace by 1,150.0% in the second quarter. Bornite Capital Management LP now owns 80,000 shares of the company’s stock valued at $29,898,000 after acquiring an additional 73,600 shares during the last quarter. 74.77% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

GE has been the subject of a number of research reports. Sanford C. Bernstein set a $421.00 price target on GE Aerospace and gave the company an “outperform” rating in a research report on Thursday, July 23rd. UBS Group lifted their price objective on GE Aerospace from $426.00 to $435.00 and gave the company a “buy” rating in a research note on Friday, July 17th. Royal Bank Of Canada reiterated an “outperform” rating and set a $400.00 target price (up from $355.00) on shares of GE Aerospace in a report on Wednesday, July 15th. Citigroup restated a “buy” rating and issued a $431.00 price target (up from $353.00) on shares of GE Aerospace in a report on Wednesday, July 1st. Finally, Susquehanna reaffirmed 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. Sixteen research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, GE Aerospace presently has an average rating of “Moderate Buy” and a consensus target price of $390.59.

Key Stories Impacting GE Aerospace

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 Stock Down 0.4%

Shares of NYSE GE opened at $329.62 on Thursday. GE Aerospace has a 12-month low of $268.91 and a 12-month high of $388.84. The company has a market cap of $342.00 billion, a P/E ratio of 38.82, a P/E/G ratio of 2.42 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 has a fifty day moving average price of $358.72 and a 200 day moving average price of $328.53.

GE Aerospace (NYSE:GE) last issued its quarterly earnings data on Thursday, July 16th. The company reported $2.02 EPS for the quarter, topping analysts’ consensus estimates of $1.86 by $0.16. The company had revenue of $12.63 billion for the quarter, compared to analysts’ expectations of $11.87 billion. GE Aerospace had a return on equity of 40.56% and a net margin of 17.72%.The firm’s quarterly revenue was up 21.1% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.66 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. Research analysts anticipate that GE Aerospace will post 7.91 EPS for the current fiscal year.

GE Aerospace Announces Dividend

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

Insider Buying and Selling

In related news, SVP Mohamed Ali sold 8,096 shares of the business’s stock in a transaction that occurred on Friday, July 24th. The stock was sold at an average price of $353.71, for a total transaction of $2,863,636.16. Following the transaction, the senior vice president directly owned 20,666 shares of the company’s stock, valued at approximately $7,309,770.86. The trade was a 28.15% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Company insiders own 0.19% of the company’s stock.

GE Aerospace 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.