GE Aerospace $GE Stake Lowered by HORAN Wealth LLC

HORAN Wealth LLC cut its stake in GE Aerospace (NYSE:GE) by 44.1% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 11,026 shares of the company’s stock after selling 8,698 shares during the quarter. HORAN Wealth LLC’s holdings in GE Aerospace were worth $4,121,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently bought and sold shares of GE. Burkett Financial Services LLC increased its position in GE Aerospace by 28.9% in the 2nd quarter. Burkett Financial Services LLC now owns 125 shares of the company’s stock worth $47,000 after purchasing an additional 28 shares during the last quarter. BOK Financial Private Wealth Inc. grew its stake in shares of GE Aerospace by 3.2% in the 2nd quarter. BOK Financial Private Wealth Inc. now owns 960 shares of the company’s stock valued at $359,000 after buying an additional 30 shares in the last quarter. High Falls Advisors Inc increased its holdings in GE Aerospace by 3.0% in the fourth quarter. High Falls Advisors Inc now owns 1,069 shares of the company’s stock worth $329,000 after buying an additional 31 shares during the last quarter. Gradient Investments LLC increased its holdings in GE Aerospace by 4.4% in the second quarter. Gradient Investments LLC now owns 765 shares of the company’s stock worth $286,000 after buying an additional 32 shares during the last quarter. Finally, Kinloch Capital LLC raised its position in GE Aerospace by 3.1% during the second quarter. Kinloch Capital LLC now owns 1,079 shares of the company’s stock valued at $403,000 after acquiring an additional 32 shares in the last quarter. Institutional investors and hedge funds own 74.77% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have commented on GE shares. Royal Bank Of Canada reissued an “outperform” rating and issued a $400.00 target price (up from $355.00) on shares of GE Aerospace in a research report on Wednesday, July 15th. Jefferies Financial Group increased their target price on shares of GE Aerospace from $365.00 to $455.00 and gave the stock a “buy” rating in a research report on Thursday, July 2nd. JPMorgan Chase & Co. raised their target price on GE Aerospace from $335.00 to $400.00 and gave the company an “overweight” rating in a report on Monday, July 20th. UBS Group upped their price target on GE Aerospace from $426.00 to $435.00 and gave the stock a “buy” rating in a research note on Friday, July 17th. Finally, Seaport Research Partners initiated coverage on GE Aerospace in a report on Tuesday, May 26th. They set a “buy” rating and a $375.00 price objective on the stock. Sixteen investment analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $390.59.

Insiders Place Their Bets

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

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.

GE Aerospace Stock Performance

Shares of GE opened at $336.66 on Monday. The company has a market capitalization of $349.30 billion, a PE ratio of 39.65, a price-to-earnings-growth ratio of 2.46 and a beta of 1.35. 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 has a one year low of $268.91 and a one year high of $388.84. The company’s fifty day moving average price is $357.33 and its 200 day moving average price is $328.81.

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

GE Aerospace Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Monday, July 27th. Investors of record on Monday, July 6th were paid 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 is presently 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.