SkyView Investment Advisors LLC reduced its stake in GE Aerospace (NYSE:GE – Free Report) by 56.1% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,500 shares of the company’s stock after selling 4,481 shares during the period. GE Aerospace makes up approximately 1.1% of SkyView Investment Advisors LLC’s holdings, making the stock its 29th largest holding. SkyView Investment Advisors LLC’s holdings in GE Aerospace were worth $1,308,000 as of its most recent SEC filing.
A number of other hedge funds have also made changes to their positions in GE. Blueline Advisors LLC acquired a new position in GE Aerospace in the fourth quarter valued at about $25,000. Tucker Asset Management LLC acquired a new stake in shares of GE Aerospace during the fourth quarter worth approximately $32,000. Paladin Partners LLC acquired a new stake in shares of GE Aerospace during the second quarter worth approximately $38,000. Lifetime Wealth Management P.C. bought a new position in shares of GE Aerospace in the fourth quarter valued at approximately $40,000. Finally, Parvin Asset Management LLC bought a new position in shares of GE Aerospace in the second quarter valued at approximately $41,000. Institutional investors and hedge funds own 74.77% of the company’s stock.
Key GE Aerospace News
Here are the key news stories impacting GE Aerospace this week:
- Positive Sentiment: CPP acquisition strengthens supply control: GE Aerospace agreed to acquire Consolidated Precision Products for approximately $11.75 billion. The deal would give GE greater control over critical engine castings and add production capacity, potentially reducing supply-chain constraints and supporting long-term engine growth. Howmet Aerospace Faces New Competitive Pressure after GE’s CPP Deal
- Positive Sentiment: 777X engine progress: A reported redesign addressing a major Boeing 777X engine issue could improve GE’s execution prospects on the program and support future commercial-engine deliveries. GE Aerospace Just Solved Its Biggest Boeing 777X Engine Problem
- Positive Sentiment: Institutional support remains notable: A separate analysis highlighted continued hedge-fund interest in GE, while the company’s latest reported quarter showed strong revenue growth and an earnings beat. GE Aerospace: Hedge Funds Love the Stock, So Should You
- Neutral Sentiment: CPP deal changes the competitive landscape: GE’s move could pressure suppliers such as Howmet Aerospace by making GE more vertically integrated. For GE, the transaction offers strategic benefits but also increases acquisition spending and execution risk. Howmet Aerospace Faces New Competitive Pressure after GE’s CPP Deal
- Negative Sentiment: Melius Research downgraded GE to Hold from Buy, arguing that several years of unusually robust aftermarket growth may be ending. The firm also lowered ratings on several other aerospace companies, suggesting a broader sector concern rather than a GE-specific issue. GE Aerospace Stock Gets a Downgrade
- Negative Sentiment: Valuation leaves less room for disappointment: The downgrade raises concerns that GE’s strong recent performance and premium valuation already reflect much of the expected aerospace recovery, making a moderation in aftermarket demand particularly important for investors. Why Today’s GE Downgrade Wasn’t Just a Downgrade
GE Aerospace Stock Down 2.0%
GE Aerospace (NYSE:GE – Get Free Report) last announced its quarterly earnings data on Thursday, July 16th. The company reported $2.02 earnings per share for the quarter, beating the consensus estimate of $1.86 by $0.16. GE Aerospace had a net margin of 17.72% and a return on equity of 40.56%. The business had revenue of $12.63 billion for the quarter, compared to analyst estimates of $11.87 billion. During the same period in the prior year, the business posted $1.66 earnings per share. GE Aerospace’s 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. On average, sell-side analysts forecast that GE Aerospace will post 7.91 earnings per share for the current year.
GE Aerospace Announces Dividend
The business also recently declared a quarterly dividend, which was paid on Monday, July 27th. Stockholders of record on Monday, July 6th were paid 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 dividend yield of 0.6%. GE Aerospace’s dividend payout ratio is 22.14%.
Analysts Set New Price Targets
GE has been the subject of several research analyst reports. Sanford C. Bernstein reiterated an “outperform” rating on shares of GE Aerospace in a research report on Wednesday, September 9th. Royal Bank Of Canada restated 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. Susquehanna restated a “positive” rating and issued a $430.00 target price (up from $380.00) on shares of GE Aerospace in a research note on Thursday, July 9th. TD Cowen restated a “buy” rating and issued a $380.00 target price (up from $330.00) on shares of GE Aerospace in a research note on Monday, July 13th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and issued a $410.00 price target on shares of GE Aerospace in a report on Monday, July 20th. Sixteen investment analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, GE Aerospace presently has a consensus rating of “Moderate Buy” and a consensus target price of $388.33.
View Our Latest Stock Report on GE
Insider Buying and Selling at GE Aerospace
In other news, SVP Mohamed Ali sold 8,096 shares of the firm’s stock in a transaction 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 in the company, valued at $7,309,770.86. This trade represents a 28.15% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.19% of the stock is currently owned by company insiders.
About GE Aerospace
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.
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