GE Aerospace $GE Shares Purchased by Bessemer Group Inc.

Bessemer Group Inc. boosted its stake in GE Aerospace (NYSE:GE) by 16.4% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 39,759 shares of the company’s stock after buying an additional 5,590 shares during the quarter. Bessemer Group Inc.’s holdings in GE Aerospace were worth $11,283,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Blueline Advisors LLC purchased a new position in shares of GE Aerospace in the fourth quarter valued at approximately $25,000. Ankerstar Wealth LLC purchased a new stake in shares of GE Aerospace during the fourth quarter worth approximately $31,000. Tucker Asset Management LLC purchased a new stake in shares of GE Aerospace during the fourth quarter worth approximately $32,000. Lifetime Wealth Management P.C. acquired a new position in GE Aerospace in the 4th quarter valued at $40,000. Finally, Beaird Harris Wealth Management LLC raised its stake in GE Aerospace by 72.0% in the 3rd quarter. Beaird Harris Wealth Management LLC now owns 141 shares of the company’s stock valued at $42,000 after purchasing an additional 59 shares during the last quarter. 74.77% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of brokerages have weighed in on GE. Susquehanna restated a “positive” rating and issued a $430.00 price objective (up from $380.00) on shares of GE Aerospace in a report on Thursday, July 9th. TD Cowen reaffirmed a “buy” rating and set a $380.00 target price (up from $330.00) on shares of GE Aerospace in a report on Monday, July 13th. Seaport Research Partners began coverage on shares of GE Aerospace in a research report on Tuesday, May 26th. They issued a “buy” rating and a $375.00 target price for the company. Citigroup reissued a “buy” rating and issued a $431.00 price target (up from $353.00) on shares of GE Aerospace in a research note on Wednesday, July 1st. Finally, Morgan Stanley lowered their price target on shares of GE Aerospace from $425.00 to $400.00 and set an “overweight” rating on the stock in a research report on Wednesday, April 22nd. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, two have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $370.33.

Key GE Aerospace News

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

• Positive Sentiment: GE Aerospace beat Q2 estimates, posting $2.02 EPS on $12.63 billion in revenue, and raised its FY 2026 outlook to $7.65-$7.85 EPS, signaling stronger profit, cash flow, and demand momentum. Article: GE Aerospace lifts 2026 forecast as airlines keep up maintenance spending
• Positive Sentiment: Several reports highlighted resilient commercial services and maintenance demand, which supports the company’s longer-term earnings power and helped analysts say the stock may still have room to run. Article: GE Q2 Earnings Call Points to a Higher 2026 Ceiling
• Positive Sentiment: UBS raised its price target on GE Aerospace to $435 and reiterated a buy rating, reinforcing the view that fundamentals remain strong after earnings.
• Positive Sentiment: The CFM LEAP 1B durability kit was approved, a product and aftermarket development that may help support future engine service revenue. Article: GE Aerospace Says CFM Leap 1B Durability Kit Approved
• Neutral Sentiment: CEO Larry Culp said there are “no victory laps,” suggesting management sees execution and supply chain issues as the main challenge even after a record quarter. Article: GE Aerospace Has a Record Quarter. Larry Culp Says ‘No Victory Laps’
• Neutral Sentiment: Some coverage noted that backlog remains huge, but slowing order growth and ongoing delivery constraints are tempering enthusiasm and keeping valuation concerns in focus. Article: GE boosts profit outlook but stock falls as booming order growth cools
• Negative Sentiment: The stock is under pressure because investors appear to be taking profits after a strong run and are worried the valuation is already rich, even with the improved guidance. Article: GE Aerospace Q2 earnings top estimates as commercial services drive growth

GE Aerospace Stock Performance

Shares of GE Aerospace stock opened at $348.58 on Monday. GE Aerospace has a one year low of $254.66 and a one year high of $382.97. The company has a market cap of $361.67 billion, a price-to-earnings ratio of 41.06, a PEG ratio of 2.92 and a beta of 1.35. 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 business’s 50 day moving average price is $336.31 and its 200 day moving average price is $318.56.

GE Aerospace (NYSE:GE) last released its quarterly earnings data on Thursday, July 16th. The company reported $2.02 earnings per share for the quarter, topping analysts’ consensus estimates of $1.86 by $0.16. The company had revenue of $12.63 billion for the quarter, compared to analyst estimates of $11.87 billion. GE Aerospace had a return on equity of 40.56% and a net margin of 17.72%.The firm’s revenue for the quarter was up 21.1% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.66 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. On average, research analysts predict that GE Aerospace will post 7.93 EPS for the current year.

GE Aerospace Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Monday, July 27th. Stockholders of record on Monday, July 6th will be given a dividend of $0.47 per share. The ex-dividend date of this dividend is Monday, July 6th. This represents a $1.88 annualized dividend and a dividend yield of 0.5%. GE Aerospace’s payout ratio is presently 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.