607,138 Shares in GE Aerospace $GE Bought by Nykredit A S

Key Points

• Nykredit A S acquired 607,138 GE Aerospace shares worth approximately $226.9 million in the second quarter, representing 0.06% of the company and 0.7% of Nykredit’s portfolio. Institutional investors collectively own 74.77% of GE Aerospace.
• GE Aerospace reported strong quarterly results, with revenue rising 21.1% year over year to $12.63 billion and adjusted earnings of $2.02 per share, beating analyst expectations. Commercial-engine strength and major defense contracts, including a potential $2.87 billion U.S. Navy agreement, support the company’s growth outlook.
• The stock trades at a relatively high 38.82 price-to-earnings ratio and recently opened at $329.62, creating valuation and execution concerns despite a consensus analyst rating of “Moderate Buy” and an average price target of $390.59.

Nykredit A S acquired a new stake in shares of GE Aerospace (NYSE:GE - Free Report) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 607,138 shares of the company's stock, valued at approximately $226,906,000. GE Aerospace comprises 0.7% of Nykredit A S's portfolio, making the stock its 29th biggest holding. Nykredit A S owned 0.06% of GE Aerospace at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Thrive Wealth Management LLC boosted its position in GE Aerospace by 4.3% in the second quarter. Thrive Wealth Management LLC now owns 1,461 shares of the company's stock worth $546,000 after purchasing an additional 60 shares during the last quarter. Natural Investments LLC increased its position in shares of GE Aerospace by 100.9% during the 2nd quarter. Natural Investments LLC now owns 3,708 shares of the company's stock valued at $1,385,000 after purchasing an additional 1,862 shares during the last quarter. Beacon Financial Advisory LLC increased its position in shares of GE Aerospace by 5.7% during the 2nd quarter. Beacon Financial Advisory LLC now owns 3,055 shares of the company's stock valued at $1,142,000 after purchasing an additional 164 shares during the last quarter. Tsfg LLC lifted its stake in shares of GE Aerospace by 142.4% in the 2nd quarter. Tsfg LLC now owns 977 shares of the company's stock worth $365,000 after purchasing an additional 574 shares during the period. Finally, Sound Financial Strategies Group LLC bought a new position in shares of GE Aerospace in the 2nd quarter worth approximately $212,000. Institutional investors own 74.77% of the company's stock.

Key Stories Impacting GE Aerospace

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

• Positive Sentiment: GE Aerospace secured a U.S. Navy performance-based logistics contract worth up to approximately $2.87 billion through 2031. The agreement covers 17 components for F414 engines used in F/A-18 Super Hornet and EA-18G Growler aircraft, providing multiyear aftermarket revenue and potentially supporting margins. GE Stock Inches Up Overnight On $2.8B Navy Contract As Hypersonic Program Advances
• Positive Sentiment: The Republic of Korea Navy selected GE Aerospace to provide engines for its next-generation KDDX destroyers. The international order expands GE’s naval propulsion presence and reinforces demand for its defense technology. ROK Navy Selects GE Aerospace to Power New KDDX Destroyer
• Positive Sentiment: GE was awarded a HyCAT program contract to advance a hypersonic test bed, with flight testing targeted for 2028. The work could create future defense opportunities, although near-term financial contributions are likely limited. GE Aerospace Awarded HyCAT Program Contract
• Positive Sentiment: Analysts highlighted strength in GE’s commercial engines business, citing strong orders, rising deliveries and 27% revenue growth. Commercial-engine sales are projected to increase about 20% in 2026, supporting the company’s growth narrative. GE Rides on Commercial Engines Unit Strength
• Positive Sentiment: Artisan Partners added GE Aerospace to its Global Opportunities Strategy during the second quarter, signaling institutional support despite market skepticism. The Fund Added GE Aerospace Amid Market Skepticism
• Neutral Sentiment: GE expects full qualification of its T901 engine by the end of next year, while the broader defense spending cycle could increase demand for engine maintenance and modernization services. GE Aerospace Anticipates Full Qualification of T901
• Negative Sentiment: The recent decline reflects valuation concerns and broader market pressure after a roughly 10% pullback. With GE trading near 39 times earnings, investors may demand continued strong execution, margin expansion and delivery growth. Why GE Aerospace Fell More Than the Broader Market

GE Aerospace Stock Performance

Shares of NYSE GE opened at $329.62 on Thursday. The stock has a market cap of $342.00 billion, a PE ratio of 38.82, a price-to-earnings-growth ratio of 2.42 and a beta of 1.35. GE Aerospace has a 1 year low of $268.91 and a 1 year high of $388.84. The firm has a fifty day moving average price of $358.72 and a 200-day moving average price of $328.53. 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 - Get Free Report) last released its earnings results on Thursday, July 16th. The company reported $2.02 earnings per share for the quarter, beating analysts' consensus estimates of $1.86 by $0.16. The company had revenue of $12.63 billion for the quarter, compared to analysts' expectations of $11.87 billion. GE Aerospace had a net margin of 17.72% and a return on equity of 40.56%. GE Aerospace's revenue for the quarter was up 21.1% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.66 EPS. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. Equities analysts anticipate that GE Aerospace will post 7.91 earnings per share for the current fiscal year.

GE Aerospace Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Monday, July 27th. Stockholders of record on Monday, July 6th were given a $0.47 dividend. This represents a $1.88 annualized dividend and a dividend yield of 0.6%. The ex-dividend date was Monday, July 6th. GE Aerospace's payout ratio is presently 22.14%.

Insider Activity at GE Aerospace

In other news, SVP Mohamed Ali sold 8,096 shares of the business's stock in a transaction dated 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. The trade was a 28.15% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.19% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on GE shares. TD Cowen reissued a "buy" rating and issued a $380.00 price objective (up from $330.00) on shares of GE Aerospace in a report on Monday, July 13th. Deutsche Bank Aktiengesellschaft reaffirmed a "buy" rating and set a $450.00 target price on shares of GE Aerospace in a report on Monday, July 27th. Royal Bank Of Canada reiterated an "outperform" rating and set a $400.00 price target (up from $355.00) on shares of GE Aerospace in a research note on Wednesday, July 15th. Weiss Ratings raised shares of GE Aerospace from a "buy (b-)" rating to a "buy (b)" rating in a research report on Friday, July 17th. Finally, Citigroup reissued a "buy" rating and set a $431.00 price objective (up from $353.00) on shares of GE Aerospace in a research report on Wednesday, July 1st. Sixteen analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus target price of $390.59.

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.

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