Buckland Partners Management Co LLC Makes New Investment in GE Aerospace $GE

Key Points

• Buckland Partners Management acquired 5,250 GE Aerospace shares in the second quarter, valued at approximately $1.96 million. Institutional investors and hedge funds collectively own 74.77% of the company.
• GE Aerospace reported quarterly earnings of $2.02 per share, exceeding estimates of $1.86, while revenue rose 21.1% year over year to $12.63 billion. The company issued fiscal 2026 EPS guidance of $7.65–$7.85.
• Analysts maintain a generally positive outlook, with 16 Buy, two Hold and one Sell rating; the consensus rating is “Moderate Buy” with an average price target of $390.59, compared with shares recently trading at $368.98.

Buckland Partners Management Co LLC bought a new position in shares of GE Aerospace (NYSE:GE - Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm bought 5,250 shares of the company's stock, valued at approximately $1,962,000.

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

GE Aerospace Trading Up 0.2%

Shares of GE Aerospace stock opened at $368.98 on Tuesday. The stock has a fifty day simple moving average of $358.93 and a 200 day simple moving average of $325.43. GE Aerospace has a 12-month low of $263.80 and a 12-month high of $388.84. The company has a market capitalization of $382.84 billion, a P/E ratio of 43.46, a price-to-earnings-growth ratio of 2.69 and a beta of 1.36. The company has a current ratio of 0.98, a quick ratio of 0.67 and a debt-to-equity ratio of 0.96.

GE Aerospace (NYSE:GE - Get Free Report) last issued its quarterly earnings data on Thursday, July 16th. The company reported $2.02 earnings per share for the quarter, beating the consensus estimate of $1.86 by $0.16. The business had revenue of $12.63 billion for the quarter, compared to analysts' expectations of $11.87 billion. GE Aerospace had a return on equity of 40.56% and a net margin of 17.72%.The business's revenue was up 21.1% on a year-over-year basis. During the same period last year, the business earned $1.66 EPS. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. On average, sell-side analysts anticipate that GE Aerospace will post 7.91 earnings per share for the current fiscal year.

GE Aerospace Dividend Announcement

The company also recently declared 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 payout ratio is 22.14%.

Analyst Upgrades and Downgrades

Several analysts have recently commented on GE shares. UBS Group raised their target price on GE Aerospace from $426.00 to $435.00 and gave the company a "buy" rating in a research note on Friday, July 17th. Morgan Stanley dropped their price target on GE Aerospace from $425.00 to $400.00 and set an "overweight" rating on the stock in a research note on Wednesday, April 22nd. JPMorgan Chase & Co. raised their price objective on GE Aerospace from $335.00 to $400.00 and gave the company an "overweight" rating in a research note on Monday, July 20th. President Capital decreased their price objective on GE Aerospace from $355.00 to $342.00 and set a "buy" rating for the company in a report on Wednesday, April 22nd. Finally, Wells Fargo & Company reaffirmed an "overweight" rating and set a $390.00 target price on shares of GE Aerospace in a research report on Monday, July 20th. Sixteen research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average target price of $390.59.

Insider Transactions at GE Aerospace

In other GE Aerospace news, SVP Mohamed Ali sold 8,096 shares of the company's stock in a transaction dated 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 sale, the senior vice president directly owned 20,666 shares of the company's stock, valued at approximately $7,309,770.86. This represents a 28.15% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. 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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