Aware Super Pty Ltd as trustee of Aware Super Purchases Shares of 31,883 GE Aerospace $GE

Key Points

• Aware Super disclosed a new position in GE Aerospace, buying 31,883 shares valued at about $9.05 million in the first quarter.
• Institutional ownership remains high, with hedge funds and other investors holding about 74.77% of GE Aerospace’s stock, and several funds added to their stakes during the quarter.
• Analyst sentiment is broadly positive after GE Aerospace’s strong quarter, with the company beating EPS and revenue estimates and raising FY 2026 guidance to $7.65-$7.85 EPS; the consensus rating is Moderate Buy with an average target price of $370.33.

Aware Super Pty Ltd as trustee of Aware Super acquired a new position in shares of GE Aerospace (NYSE:GE - Free Report) during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 31,883 shares of the company's stock, valued at approximately $9,047,000.

A number of other hedge funds and other institutional investors have also made changes to their positions in the business. Evergreen Advisors LLC acquired a new position in GE Aerospace in the first quarter valued at $135,000. Wealthfront Advisers LLC boosted its stake in GE Aerospace by 2.1% in the 1st quarter. Wealthfront Advisers LLC now owns 158,018 shares of the company's stock worth $44,841,000 after buying an additional 3,194 shares during the last quarter. D.A. Davidson & CO. grew its holdings in GE Aerospace by 4.3% in the 1st quarter. D.A. Davidson & CO. now owns 44,651 shares of the company's stock valued at $12,671,000 after buying an additional 1,828 shares during the period. Beaumont Financial Advisors LLC grew its holdings in GE Aerospace by 4.7% in the 1st quarter. Beaumont Financial Advisors LLC now owns 2,767 shares of the company's stock valued at $785,000 after buying an additional 123 shares during the period. Finally, Twin Capital Management Inc. increased its stake in shares of GE Aerospace by 0.8% during the 1st quarter. Twin Capital Management Inc. now owns 15,623 shares of the company's stock valued at $4,433,000 after acquiring an additional 125 shares during the last quarter. Hedge funds and other institutional investors own 74.77% of the company's stock.

Analyst Upgrades and Downgrades

Several equities analysts recently commented on the stock. Sanford C. Bernstein reaffirmed an "outperform" rating on shares of GE Aerospace in a research report on Tuesday. Royal Bank Of Canada reissued an "outperform" rating and set a $400.00 price objective (up from $355.00) on shares of GE Aerospace in a research note on Wednesday. Susquehanna restated a "positive" rating and set a $430.00 price objective (up from $380.00) on shares of GE Aerospace in a report on Thursday, July 9th. Seaport Research Partners assumed coverage on GE Aerospace in a research report on Tuesday, May 26th. They issued a "buy" rating and a $375.00 target price on the stock. Finally, Wall Street Zen cut GE Aerospace from a "buy" rating to a "hold" rating in a report on Monday, April 27th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average target price of $370.33.

Trending Headlines about GE Aerospace

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 Price Performance

GE stock opened at $348.58 on Friday. The stock's 50 day moving average is $336.31 and its two-hundred day moving average is $318.52. GE Aerospace has a 52-week low of $254.66 and a 52-week high of $382.97. The company has a market capitalization of $363.69 billion, a PE ratio of 41.06, a P/E/G ratio of 2.96 and a beta of 1.35. The company has a quick ratio of 0.70, a current ratio of 0.98 and a debt-to-equity ratio of 0.96.

GE Aerospace (NYSE:GE - Get Free Report) last released its quarterly earnings results 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. GE Aerospace had a net margin of 17.72% and a return on equity of 40.56%. The business had revenue of $12.63 billion during the quarter, compared to the consensus estimate of $11.87 billion. During the same quarter last year, the company earned $1.66 earnings per share. The business's quarterly revenue was up 21.1% compared to the same quarter last year. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. Analysts predict that GE Aerospace will post 7.75 earnings per share for the current fiscal year.

GE Aerospace Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, July 27th. Shareholders of record on Monday, July 6th will be issued a dividend of $0.47 per share. This represents a $1.88 annualized dividend and a yield of 0.5%. The ex-dividend date of this dividend is Monday, July 6th. GE Aerospace's dividend payout ratio (DPR) is currently 23.15%.

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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