Bull Harbor Capital LLC Takes Position in GE Aerospace $GE

Bull Harbor Capital LLC purchased a new position in shares of GE Aerospace (NYSE:GE) during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 9,246 shares of the company’s stock, valued at approximately $2,624,000. GE Aerospace comprises 0.7% of Bull Harbor Capital LLC’s holdings, making the stock its 21st biggest holding.

Several other institutional investors also recently added to or reduced their stakes in GE. Auto Owners Insurance Co grew its position in GE Aerospace by 52,247.5% during the 4th quarter. Auto Owners Insurance Co now owns 65,721,281 shares of the company’s stock worth $2,024,413,000 after purchasing an additional 65,595,733 shares during the last quarter. Norges Bank purchased a new position in shares of GE Aerospace during the fourth quarter worth about $4,444,736,000. Amundi increased its position in GE Aerospace by 135.2% in the 1st quarter. Amundi now owns 6,119,975 shares of the company’s stock valued at $1,736,665,000 after acquiring an additional 3,518,278 shares during the period. Jennison Associates LLC increased its position in GE Aerospace by 37.7% in the 1st quarter. Jennison Associates LLC now owns 11,026,006 shares of the company’s stock valued at $3,128,850,000 after acquiring an additional 3,017,937 shares during the period. Finally, Corient Private Wealth LLC raised its stake in GE Aerospace by 382.1% during the 4th quarter. Corient Private Wealth LLC now owns 2,757,281 shares of the company’s stock valued at $849,325,000 after acquiring an additional 2,185,321 shares during the last quarter. Institutional investors and hedge funds own 74.77% of the company’s stock.

Analysts Set New Price Targets

GE has been the subject of a number of recent research reports. Jefferies Financial Group increased their price objective on GE Aerospace from $365.00 to $455.00 and gave the stock a “buy” rating in a research report on Thursday, July 2nd. 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. Wall Street Zen downgraded GE Aerospace from a “buy” rating to a “hold” rating in a report on Monday, April 27th. President Capital lowered their price objective on shares of GE Aerospace from $355.00 to $342.00 and set a “buy” rating on the stock in a research report on Wednesday, April 22nd. Finally, TD Cowen reissued a “buy” rating and issued a $380.00 price objective (up from $330.00) on shares of GE Aerospace in a research note on Monday, July 13th. Sixteen research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, GE Aerospace currently 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 the business’s stock in a transaction on Friday, July 24th. The shares were sold at an average price of $353.71, for a total transaction of $2,863,636.16. Following the sale, the senior vice president directly owned 20,666 shares in the company, valued at approximately $7,309,770.86. The trade was a 28.15% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.19% of the company’s stock.

Trending Headlines about GE Aerospace

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

• Positive Sentiment: Commercial engine demand remains a key support. Analysts expect a strong engine market to benefit GE Aerospace’s equipment, services and aftermarket businesses. The company’s latest quarterly results also showed substantial year-over-year revenue growth and an earnings beat, reinforcing its operating momentum. Woodward, Howmet Likely to Benefit From Strong Engine Market
• Positive Sentiment: Middle East updates highlight product durability and airline relationships. GE Aerospace showcased flight-performance milestones and technology improvements supporting Middle Eastern carriers. While the announcements did not include a major new contract, they provide a favorable signal for the company’s commercial aerospace franchise. GE Aerospace Showcases the Future of Flight
• Neutral Sentiment: GE’s performance is being compared with other aerospace stocks. A Zacks analysis examines whether GE Aerospace has outperformed or lagged peers such as HEICO this year. The comparison may influence investor positioning, but the report does not identify a new fundamental change at GE. Are Aerospace Stocks Lagging GE Aerospace This Year?
• Negative Sentiment: A senior executive sold a sizable position. SVP Mohamed Ali sold 8,096 shares for approximately $2.86 million, reducing his direct holdings by 28.15%. The sale may create modest sentiment pressure, although he continues to own a significant stake and the transaction does not necessarily indicate a change in company fundamentals. GE Aerospace SVP Sells Stock
• Negative Sentiment: Valuation leaves limited room for disappointment. Commentary describes GE Aerospace as a high-quality business with recurring aftermarket revenue, but its premium valuation means execution, demand and guidance must remain strong for further gains. This valuation concern is likely contributing to the weaker trading session. GE Aerospace Slumps: Buy the Dip or Avoid?

GE Aerospace Stock Performance

NYSE GE opened at $350.94 on Thursday. 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 business’s 50 day moving average is $345.62 and its two-hundred day moving average is $320.42. GE Aerospace has a 12-month low of $261.71 and a 12-month high of $382.97. The stock has a market capitalization of $364.12 billion, a price-to-earnings ratio of 41.34, a PEG ratio of 2.78 and a beta of 1.35.

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

GE Aerospace Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Monday, July 27th. Shareholders of record on Monday, July 6th were issued a $0.47 dividend. The ex-dividend date of this dividend was Monday, July 6th. This represents a $1.88 dividend on an annualized basis and a yield of 0.5%. GE Aerospace’s dividend payout ratio (DPR) is 22.14%.

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.