Addison Advisors LLC Sells 4,820 Shares of GE Aerospace $GE

Key Points

• Addison Advisors cut its GE Aerospace stake by 67% in the second quarter, selling 4,820 shares and retaining 2,377 shares valued at approximately $888,000. Institutional investors collectively own 74.77% of GE’s stock.
• GE Aerospace reported better-than-expected quarterly results, with EPS of $2.02 and revenue of $12.63 billion, up 21.1% year over year. The company reaffirmed fiscal 2026 EPS guidance of $7.65–$7.85 and pays a $0.47 quarterly dividend.
• Analysts remain broadly positive, with a “Moderate Buy” consensus and an average price target of $390.59, but elevated valuation and potential cost, debt, and margin pressures could limit near-term upside.

Addison Advisors LLC lessened its position in shares of GE Aerospace (NYSE:GE - Free Report) by 67.0% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,377 shares of the company's stock after selling 4,820 shares during the quarter. GE Aerospace comprises about 0.4% of Addison Advisors LLC's investment portfolio, making the stock its 23rd largest position. Addison Advisors LLC's holdings in GE Aerospace were worth $888,000 at the end of the most recent reporting period.

Several other hedge funds have also added to or reduced their stakes in GE. Blueline Advisors LLC bought a new stake in GE Aerospace during the 4th quarter worth about $25,000. Ankerstar Wealth LLC bought a new position in GE Aerospace in the fourth quarter valued at approximately $31,000. Tucker Asset Management LLC bought a new position in GE Aerospace in the fourth quarter valued at approximately $32,000. Paladin Partners LLC acquired a new stake in GE Aerospace during the 2nd quarter worth $38,000. Finally, Lifetime Wealth Management P.C. bought a new position in shares of GE Aerospace in the 4th quarter worth $40,000. Institutional investors own 74.77% of the company's stock.

GE Aerospace Trading Down 5.0%

GE opened at $356.33 on Thursday. 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 market capitalization of $369.72 billion, a P/E ratio of 41.97, a P/E/G ratio of 2.74 and a beta of 1.36. GE Aerospace has a 12 month low of $263.81 and a 12 month high of $388.84. The firm's fifty day simple moving average is $360.56 and its 200 day simple moving average is $326.42.

GE Aerospace (NYSE:GE - Get Free Report) last announced its earnings results on Thursday, July 16th. The company reported $2.02 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.86 by $0.16. The business 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%.GE Aerospace's revenue for the quarter was up 21.1% compared to the same quarter last year. During the same quarter last year, the firm earned $1.66 EPS. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. As a group, research analysts anticipate that GE Aerospace will post 7.91 EPS for the current fiscal year.

GE Aerospace Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Monday, July 27th. Investors of record on Monday, July 6th were issued a dividend of $0.47 per share. The ex-dividend date was Monday, July 6th. This represents a $1.88 annualized dividend and a yield of 0.5%. GE Aerospace's dividend payout ratio is presently 22.14%.

Key GE Aerospace News

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

• Positive Sentiment: New JASSM engine contract expands GE’s defense opportunity. The U.S. Air Force selected the GE Aerospace-Kratos F143-ZZ-100 engine as a second-source propulsion system for the Joint Air-to-Surface Standoff Missile program. The Engineering, Manufacturing and Development award strengthens GE’s position in compact, lower-cost engines for long-range missiles and uncrewed aircraft. US Air Force adds GE-Kratos F143 as second engine source for JASSM
• Positive Sentiment: T901 engine progress supports military growth. GE’s T901 engine cleared a preliminary flight rating for the U.S. Army’s UH-60 Black Hawk, marking progress toward broader deployment and potential recurring defense revenue. GE's T901 engine clears preliminary flight rating for UH-60 Black Hawk
• Positive Sentiment: Technology and government engagement reinforce GE’s strategic positioning. GE highlighted Bengaluru-led hybrid-electric flight and other innovation efforts, while a visit from Sen. Jon Husted and a senior Pentagon official underscored the company’s importance to U.S. aerospace and defense priorities. GE Aerospace Bengaluru innovation
• Neutral Sentiment: Operational momentum remains strong. Recent coverage points to robust commercial and defense demand, a backlog of roughly $210 billion, repeated earnings beats and raised guidance. However, these positives are already reflected in GE’s approximately 19.9% year-to-date advance. Hold GE Aerospace Even as Wall Street Remains Bullish
• Negative Sentiment: Valuation is limiting near-term upside. Analysts remain broadly bullish, but commentary warns that GE may be priced for near-perfect execution. Rising costs, debt and potential margin pressure could make it difficult for future results to justify the stock’s elevated valuation. GE Aerospace Rises 19.9% YTD: Is the Rally Still Worth Chasing?

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on GE shares. Jefferies Financial Group upped their price objective on GE Aerospace from $365.00 to $455.00 and gave the company a "buy" rating in a report on Thursday, July 2nd. Weiss Ratings upgraded GE Aerospace from a "buy (b-)" rating to a "buy (b)" rating in a report on Friday, July 17th. President Capital reduced their price objective on shares of GE Aerospace from $355.00 to $342.00 and set a "buy" rating on the stock in a research note on Wednesday, April 22nd. Deutsche Bank Aktiengesellschaft reiterated a "buy" rating and issued a $450.00 target price on shares of GE Aerospace in a report on Monday, July 27th. Finally, Wall Street Zen cut GE Aerospace from a "buy" rating to a "hold" rating in a research note on Monday, April 27th. Sixteen analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and an average target price of $390.59.

Insider Buying and Selling

In related news, SVP Mohamed Ali sold 8,096 shares of the firm's stock in a transaction on Friday, July 24th. The shares were sold at an average price of $353.71, for a total value of $2,863,636.16. Following the completion of the transaction, the senior vice president owned 20,666 shares of the company's stock, valued at approximately $7,309,770.86. This trade represents a 28.15% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.19% of the company's stock.

About GE Aerospace

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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