NFJ Investment Group LLC Has $22.22 Million Holdings in GE Aerospace $GE

NFJ Investment Group LLC boosted its stake in shares of GE Aerospace (NYSE:GE) by 107.1% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 59,448 shares of the company’s stock after purchasing an additional 30,739 shares during the quarter. NFJ Investment Group LLC’s holdings in GE Aerospace were worth $22,218,000 at the end of the most recent quarter.

A number of other hedge funds have also recently bought and sold shares of GE. Blueline Advisors LLC bought a new position in shares of GE Aerospace during the 4th quarter worth about $25,000. Ankerstar Wealth LLC bought a new stake in shares of GE Aerospace in the fourth quarter valued at about $31,000. Paladin Partners LLC bought a new stake in shares of GE Aerospace in the second quarter valued at about $38,000. Tucker Asset Management LLC acquired a new stake in GE Aerospace during the fourth quarter worth about $32,000. Finally, Burkett Financial Services LLC grew its position in GE Aerospace by 28.9% during the second quarter. Burkett Financial Services LLC now owns 125 shares of the company’s stock worth $47,000 after buying an additional 28 shares in the last quarter. 74.77% of the stock is owned by institutional investors.

Insider Transactions at GE Aerospace

In other GE Aerospace news, SVP Mohamed Ali sold 8,096 shares of the stock in a transaction dated 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 owned 20,666 shares of the company’s stock, valued at $7,309,770.86. This represents a 28.15% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.19% of the stock is currently owned by company insiders.

Key Headlines Impacting GE Aerospace

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

• Positive Sentiment: The U.S. Air Force selected the GE Aerospace–Kratos F143 as a second engine source for the JASSM cruise missile. The award expands GE’s defense exposure and could create an additional source of future engine production and aftermarket revenue. US Air Force adds GE-Kratos F143 as second engine source for JASSM
• Positive Sentiment: A visit by Sen. Jon Husted and a senior Pentagon official highlighted GE Aerospace’s role in U.S. aerospace and defense programs. While not a new contract, the engagement underscores the company’s strategic importance as Washington emphasizes domestic defense-industrial capacity. Sen. Husted, senior Pentagon official visit GE Aerospace
• Neutral Sentiment: GE Aerospace continues investing in aviation’s longer-term evolution, including hybrid-electric flight and engineering capabilities developed by its Bengaluru team. These initiatives may support future product opportunities but are unlikely to materially affect near-term earnings. GE Aerospace Bengaluru innovation
• Neutral Sentiment: Recent commentary focuses on GE Aerospace’s aviation strategy and possible catalysts for its next growth phase, including engine demand, aftermarket services, innovation and defense opportunities. These are supportive themes, but the reports do not identify a specific near-term financial catalyst. Why GE Aerospace Remains Focused on Aviation Evolution What Could Unlock GE Aerospace’s Next Phase
• Negative Sentiment: One analysis argues GE Aerospace is priced for a margin recovery that has not yet occurred. The company is shipping engines that should generate future service revenue, but production costs are pressuring margins today; with shares trading at a high valuation, a delay in margin improvement could leave limited downside protection. GE Aerospace Stock Is Priced for a Margin Repair That Has Not Happened Yet
• Neutral Sentiment: A securities-fraud investigation notice concerns GE HealthCare Technologies (NASDAQ: GEHC), a separate company, and does not directly involve GE Aerospace or its stock. GE HealthCare securities fraud investigation

Analyst Ratings Changes

GE has been the topic of several research reports. BNP Paribas Exane lowered 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. Weiss Ratings upgraded GE Aerospace from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, July 17th. Sanford C. Bernstein set a $421.00 price objective on GE Aerospace and gave the stock an “outperform” rating in a report on Thursday, July 23rd. Susquehanna restated a “positive” rating and set a $430.00 price objective (up from $380.00) on shares of GE Aerospace in a research report on Thursday, July 9th. Finally, JPMorgan Chase & Co. upped their target price on GE Aerospace from $335.00 to $400.00 and gave the company an “overweight” rating in a research note on Monday, July 20th. Sixteen equities 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 MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $390.59.

GE Aerospace Price Performance

Shares of GE Aerospace stock opened at $345.21 on Friday. The company has a debt-to-equity ratio of 0.96, a quick ratio of 0.67 and a current ratio of 0.98. The firm’s 50-day simple moving average is $360.82 and its 200-day simple moving average is $326.69. GE Aerospace has a twelve month low of $266.14 and a twelve month high of $388.84. The firm has a market cap of $358.18 billion, a P/E ratio of 40.66, a price-to-earnings-growth ratio of 2.60 and a beta of 1.36.

GE Aerospace (NYSE:GE) last issued its earnings results on Thursday, July 16th. The company reported $2.02 earnings per share (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 analysts’ expectations of $11.87 billion. During the same period in the prior year, the firm posted $1.66 EPS. GE Aerospace’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, research analysts expect that GE Aerospace will post 7.91 EPS for the current fiscal year.

GE Aerospace Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, July 27th. Investors 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 0.5%. GE Aerospace’s dividend payout ratio is 22.14%.

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.