14,799 GE Aerospace $GE Shares Sold by Strategic Planning Group LLC

Key Points

• Strategic Planning Group LLC cut its GE Aerospace stake by 30.3%, selling 14,799 shares and retaining 34,034 shares valued at approximately $10.6 million. Institutional investors collectively own 74.77% of GE’s stock.
• GE Aerospace reported a strong quarter, with earnings of $2.25 per share versus the $2.01 consensus and revenue of $13.29 billion, up 24.7% year over year.
• Despite broadly favorable analyst ratings and a $375.62 average price target, GE shares face concerns over premium valuation, potential GE9X transition costs, supply-chain issues and near-term margin pressure.

Strategic Planning Group LLC reduced its stake in GE Aerospace (NYSE:GE - Free Report) by 30.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 34,034 shares of the company's stock after selling 14,799 shares during the period. Strategic Planning Group LLC's holdings in GE Aerospace were worth $10,629,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. State Street Corp grew its holdings in shares of GE Aerospace by 2.6% during the 2nd quarter. State Street Corp now owns 46,497,628 shares of the company's stock worth $17,377,559,000 after acquiring an additional 1,160,584 shares during the period. Jennison Associates LLC raised its position in shares of GE Aerospace by 37.7% in the 1st quarter. Jennison Associates LLC now owns 11,026,006 shares of the company's stock worth $3,128,850,000 after acquiring an additional 3,017,937 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its position in shares of GE Aerospace by 6.3% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 7,251,603 shares of the company's stock worth $2,710,142,000 after acquiring an additional 427,820 shares in the last quarter. Wellington Management Group LLP lifted its stake in shares of GE Aerospace by 97.3% in the 2nd quarter. Wellington Management Group LLP now owns 6,797,935 shares of the company's stock valued at $2,540,592,000 after purchasing an additional 3,352,432 shares during the period. Finally, Bank of America Corp DE lifted its stake in shares of GE Aerospace by 10.0% in the 1st quarter. Bank of America Corp DE now owns 7,664,679 shares of the company's stock valued at $2,175,006,000 after purchasing an additional 695,731 shares during the period. 74.77% of the stock is currently owned by hedge funds and other institutional investors.

GE Aerospace Stock Down 0.8%

Shares of NYSE:GE opened at $293.49 on Friday. The company has a current ratio of 0.98, a quick ratio of 0.67 and a debt-to-equity ratio of 0.96. The stock has a fifty day simple moving average of $324.60 and a two-hundred day simple moving average of $329.04. GE Aerospace has a 12-month low of $268.91 and a 12-month high of $388.84. The stock has a market capitalization of $303.28 billion, a price-to-earnings ratio of 33.85, a PEG ratio of 2.11 and a beta of 1.38.

GE Aerospace (NYSE:GE - Get Free Report) last issued its quarterly earnings results on Tuesday, October 20th. The company reported $2.25 earnings per share for the quarter, beating the consensus estimate of $2.01 by $0.24. The firm had revenue of $13.29 billion during the quarter, compared to the consensus estimate of $12.88 billion. GE Aerospace had a return on equity of 44.43% and a net margin of 17.31%. The company's revenue was up 24.7% on a year-over-year basis. During the same period last year, the company earned $1.66 earnings per share. On average, research analysts anticipate that GE Aerospace will post 8.10 earnings per share for the current fiscal year.

GE Aerospace Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, October 26th. Stockholders of record on Monday, October 5th will be issued a dividend of $0.47 per share. This represents a $1.88 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend is Monday, October 5th. GE Aerospace's payout ratio is presently 22.14%.

GE Aerospace News Summary

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

• Positive Sentiment: GE Aerospace reported third-quarter earnings of $2.25 per share, above the $2.01 analyst consensus, while revenue increased approximately 25% year over year to $13.29 billion. The company also raised its fiscal 2026 adjusted EPS outlook to $8.00-$8.10, above the $7.92 consensus. GE Aerospace earnings beat article
• Positive Sentiment: Management expects low-double-digit services growth in 2027, supported by a $170 billion services backlog, strong engine-maintenance demand and constrained spare-parts availability. GE also says it expects to deliver more than 3,200 engines over the next decade, reinforcing its long-term commercial aerospace outlook. GE Aerospace Q3 earnings call highlights
• Positive Sentiment: Several analysts remain constructive: UBS raised its price target to $380 and maintained a Buy rating, while JPMorgan, RBC and Susquehanna continue to see substantial upside despite trimming their targets.
• Neutral Sentiment: Options activity was unusually heavy in both directions, with put volume roughly 157% above normal and separate reports of elevated call buying. The activity signals increased trading interest but does not establish a clear consensus.
• Negative Sentiment: Investors are concerned that the GE9X engine production ramp will generate transition costs in 2027, while supply-chain delays, fuel-price pressure and Boeing-related costs could weigh on near-term margins. Concern behind GE earnings beat
• Negative Sentiment: Valuation remains a headwind after GE Aerospace’s strong run: analysts note that the stock trades at a premium despite underperforming the broader market, making investors less willing to reward earnings beats. BNP Paribas Exane lowered its target to $280 and assigned an Underperform rating, adding to the caution.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on GE shares. 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. Melius Research set a $350.00 price objective on GE Aerospace and gave the company a "hold" rating in a research report on Monday, September 14th. Guggenheim set a $380.00 target price on shares of GE Aerospace in a report on Wednesday. Susquehanna reduced their target price on shares of GE Aerospace from $430.00 to $400.00 and set a "positive" rating on the stock in a research report on Wednesday. Finally, Royal Bank Of Canada dropped their price objective on shares of GE Aerospace from $400.00 to $375.00 and set an "outperform" rating on the stock in a research note on Wednesday. Seventeen investment analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $375.62.

GE Aerospace Profile

GE Aerospace NYSE: GE is a global aerospace company that designs, develops, manufactures and services aircraft engines and related systems. Its products support commercial air transport, business and general aviation, military aircraft, and other defense applications. The company also provides engine components, avionics, mechanical systems, digital solutions and maintenance, repair and overhaul services.

GE Aerospace serves airlines, aircraft operators, leasing companies, airframers and government customers worldwide.

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