TD Waterhouse Canada Inc. Sells 37,509 Shares of GE Aerospace $GE

TD Waterhouse Canada Inc. lowered its position in shares of GE Aerospace (NYSE:GE) by 7.7% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 448,905 shares of the company’s stock after selling 37,509 shares during the period. TD Waterhouse Canada Inc.’s holdings in GE Aerospace were worth $168,319,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Blueline Advisors LLC bought a new position in shares of GE Aerospace during the fourth quarter valued at about $25,000. Ankerstar Wealth LLC purchased a new stake in shares of GE Aerospace during the fourth quarter worth about $31,000. Paladin Partners LLC bought a new stake in shares of GE Aerospace in the second quarter worth about $38,000. Tucker Asset Management LLC bought a new stake in shares of GE Aerospace in the fourth quarter worth about $32,000. Finally, Parvin Asset Management LLC purchased a new position in GE Aerospace during the 2nd quarter valued at about $41,000. Institutional investors own 74.77% of the company’s stock.

Insider Activity at GE Aerospace

In related 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 transaction of $2,863,636.16. Following the sale, the senior vice president directly owned 20,666 shares in the company, valued at $7,309,770.86. The trade was a 28.15% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. 0.19% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

GE has been the subject of a number of recent analyst reports. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $450.00 price target on shares of GE Aerospace in a research report on Monday, July 27th. Sanford C. Bernstein set a $421.00 price objective on GE Aerospace and gave the stock an “outperform” rating in a research report on Thursday, July 23rd. Royal Bank Of Canada reissued an “outperform” rating and set a $400.00 target price (up from $355.00) on shares of GE Aerospace in a research note on Wednesday, July 15th. 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 report on Monday, July 20th. Finally, TD Cowen reaffirmed a “buy” rating and issued a $380.00 price target (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 issued a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $390.59.

GE Aerospace Price Performance

Shares of NYSE GE opened at $333.17 on Friday. GE Aerospace has a 1 year low of $268.91 and a 1 year high of $388.84. The stock has a market capitalization of $345.68 billion, a P/E ratio of 39.24, a P/E/G ratio of 2.41 and a beta of 1.35. The company’s 50-day moving average is $357.97 and its 200 day moving average is $328.66. 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 (NYSE:GE) last issued its quarterly earnings data on Thursday, July 16th. The company reported $2.02 EPS for the quarter, topping the consensus estimate of $1.86 by $0.16. The business had revenue of $12.63 billion during the quarter, compared to analyst estimates of $11.87 billion. GE Aerospace had a net margin of 17.72% and a return on equity of 40.56%. GE Aerospace’s quarterly revenue was up 21.1% compared to the same quarter last year. During the same period last year, the business posted $1.66 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. On average, sell-side analysts expect that GE Aerospace will post 7.91 earnings per share for the current year.

GE Aerospace Announces Dividend

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

GE Aerospace News Roundup

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

• Positive Sentiment: GE secured a U.S. Navy performance-based logistics contract worth up to approximately $2.87 billion through 2031 to support 17 components for F414 engines used on F/A-18 Super Hornet and EA-18G Growler aircraft. The award improves long-term revenue visibility and strengthens GE’s higher-margin defense aftermarket business. GE Draws $2.87 Billion for USN Engine Support
• Positive Sentiment: South Korea selected GE’s LM2500+G4 marine gas turbines to power six next-generation KDDX destroyers, representing an order for 12 engines and expanding GE’s international naval propulsion presence. South Korea Selects GE Aerospace Engines
• Positive Sentiment: GE delivered three F404 engines to India’s Hindustan Aeronautics in August for the LCA Tejas program. The shipment helps address supply shortages and supports future engine revenue, though Tejas production is still awaiting additional supplies. GE Aerospace Delivers Three F404 Engines to HAL
• Positive Sentiment: GE won a Pentagon contract to build a Mach 5 hypersonic test vehicle and continues work on the XA102 adaptive combat engine. These programs could create longer-term growth opportunities in advanced defense propulsion. GE Aerospace Wins Hypersonic Test Vehicle Contract
• Positive Sentiment: GE’s commercial engines business continues to benefit from strong orders and deliveries, with reported revenue growth of 27% and 2026 sales projected to increase about 20%. The company also previously raised its full-year 2026 outlook after beating quarterly earnings and revenue estimates. GE Rides on Commercial Engines Unit Strength
• Negative Sentiment: Despite the positive contract flow, GE trades at roughly 39 times earnings and has declined about 12.7% over the past month, remaining well below its 12-month high. Investors may be concerned that the valuation leaves limited room for execution, supply-chain, or delivery disappointments. How Long Would You Wait for GE Aerospace Stock to Come Back?

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.