GE Aerospace $GE Shares Bought by Sequoia Financial Advisors LLC

Sequoia Financial Advisors LLC raised its stake in GE Aerospace (NYSE:GE) by 1.9% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 88,294 shares of the company’s stock after buying an additional 1,634 shares during the quarter. Sequoia Financial Advisors LLC’s holdings in GE Aerospace were worth $32,998,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of GE. Brighton Jones LLC boosted its holdings in GE Aerospace by 25.3% in the 4th quarter. Brighton Jones LLC now owns 12,008 shares of the company’s stock valued at $2,003,000 after purchasing an additional 2,421 shares during the last quarter. Revolve Wealth Partners LLC increased its holdings in shares of GE Aerospace by 7.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 2,251 shares of the company’s stock worth $375,000 after buying an additional 150 shares during the last quarter. Sivia Capital Partners LLC increased its holdings in shares of GE Aerospace by 4.6% during the 2nd quarter. Sivia Capital Partners LLC now owns 4,337 shares of the company’s stock worth $1,116,000 after buying an additional 191 shares during the last quarter. Main Street Financial Solutions LLC raised its position in shares of GE Aerospace by 348.6% during the 2nd quarter. Main Street Financial Solutions LLC now owns 5,899 shares of the company’s stock valued at $1,518,000 after buying an additional 4,584 shares during the period. Finally, HUB Investment Partners LLC raised its position in shares of GE Aerospace by 4.2% during the 2nd quarter. HUB Investment Partners LLC now owns 9,035 shares of the company’s stock valued at $2,326,000 after buying an additional 366 shares during the period. 74.77% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several research analysts recently weighed in on GE shares. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $450.00 price objective on shares of GE Aerospace in a research report on Monday, July 27th. The Goldman Sachs Group restated a “buy” rating and issued a $410.00 target price on shares of GE Aerospace in a research report on Monday, July 20th. BNP Paribas Exane decreased their price target on GE Aerospace from $300.00 to $270.00 and set an “underperform” rating on the stock in a research note on Thursday, May 14th. Royal Bank Of Canada reiterated an “outperform” rating and set a $400.00 price target (up from $355.00) on shares of GE Aerospace in a report on Wednesday, July 15th. Finally, Weiss Ratings raised GE Aerospace from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, July 17th. Sixteen 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. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $390.59.

Key Headlines Impacting GE Aerospace

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

• Positive Sentiment: CPP acquisition addresses a key production bottleneck. GE Aerospace agreed to acquire the precision-castings manufacturer for $11.75 billion, gaining direct control over components used in commercial aircraft engines, defense systems and aftermarket programs. Management expects the transaction to increase adjusted earnings per share and free cash flow in the first year after closing. GE Aerospace to spend nearly $12 billion to bring key castings supplier in-house
• Positive Sentiment: Greater capacity could support long-term growth. CPP’s more than 6,600 employees and 20-plus facilities would help GE expand engine output, protect delivery schedules and accelerate next-generation engine development. GE also plans to double fighter-engine production by 2032, reinforcing the potential defense-related growth opportunity. GE Plans To Double Fighter Engine Production By 2032
• Positive Sentiment: Analyst support remains favorable. Bank of America reaffirmed its Buy rating and $405 price target, while other published targets remain above the current trading level. GE Aerospace Buy Rating Reaffirmed
• Neutral Sentiment: Industry demand remains strong. GE and other aerospace suppliers continue to benefit from commercial aviation recovery, defense demand and shortages of advanced engine castings. Howmet Aerospace’s CEO said demand for engine parts remains very high, suggesting the acquisition is part of a broader supply-chain expansion rather than a weakening market. Howmet CEO comments on GE Aerospace deal
• Negative Sentiment: Price, leverage and execution are weighing on sentiment. GE will fund approximately $7 billion with cash and the remainder with new debt. CPP is valued at roughly 18 times projected 2027 EBITDA including synergies, a premium that raises return-on-investment and integration concerns. The transaction is not expected to close until the second half of 2027 and remains subject to regulatory approval. GE’s valuation near 40 times earnings leaves less room for disappointment. GE Aerospace Falls as Investors Weigh CPP Deal

Insider Transactions at GE Aerospace

In other GE Aerospace news, SVP Mohamed Ali sold 8,096 shares of the business’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 transaction of $2,863,636.16. Following the completion of the transaction, the senior vice president owned 20,666 shares in the company, valued at $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 available at this link. 0.19% of the stock is owned by corporate insiders.

GE Aerospace Price Performance

GE stock opened at $325.78 on Thursday. The company has a debt-to-equity ratio of 0.96, a current ratio of 0.98 and a quick ratio of 0.67. The firm has a market capitalization of $338.01 billion, a P/E ratio of 38.37, a P/E/G ratio of 2.45 and a beta of 1.35. The business’s 50-day moving average is $354.87 and its two-hundred day moving average is $328.85. GE Aerospace has a 1 year low of $268.91 and a 1 year high of $388.84.

GE Aerospace (NYSE:GE) last announced 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. 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 the consensus estimate of $11.87 billion. During the same period in the previous 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. Analysts anticipate that GE Aerospace will post 7.91 earnings per share for the current fiscal year.

GE Aerospace Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, July 27th. Investors of record on Monday, July 6th were paid a $0.47 dividend. The ex-dividend date was Monday, July 6th. This represents a $1.88 dividend on an annualized basis and a yield of 0.6%. GE Aerospace’s payout ratio is currently 22.14%.

GE Aerospace Company Profile

GE Aerospace (NYSE:GE) is a global aerospace company that designs, develops, manufactures and services aircraft engines and related systems. Its portfolio serves commercial aviation, military and defense, business and general aviation, and other aerospace markets.

The company’s products and services include commercial and military aircraft engines, integrated engine systems, avionics, mechanical systems and digital solutions. GE Aerospace also provides maintenance, repair, overhaul, spare parts, technical support and other lifecycle services for aircraft propulsion and related equipment.

GE Aerospace traces its roots to the aviation activities of General Electric, which began developing aircraft engines during World War I.