Byrne Asset Management LLC Makes New Investment in GE Aerospace $GE

Key Points

• Byrne Asset Management initiated a $1.83 million position in GE Aerospace during the second quarter, while institutional investors overall own 74.77% of the company.
• GE Aerospace reported strong quarterly results, with EPS of $2.02 beating estimates and revenue rising 21.1% year over year to $12.63 billion. The company reaffirmed 2026 EPS guidance of $7.65–$7.85 and pays a quarterly dividend of $0.47 per share.
• Analysts remain broadly positive, with a consensus “Moderate Buy” rating and an average price target of $390.59, though the stock’s elevated valuation and guidance below some analyst forecasts remain potential concerns.

Byrne Asset Management LLC bought a new stake in shares of GE Aerospace (NYSE:GE - Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 4,887 shares of the company's stock, valued at approximately $1,826,000. GE Aerospace accounts for 1.0% of Byrne Asset Management LLC's holdings, making the stock its 21st largest holding.

A number of other hedge funds have also recently modified their holdings of GE. Allworth Financial LP grew its position in shares of GE Aerospace by 7.6% during the 4th quarter. Allworth Financial LP now owns 76,867 shares of the company's stock worth $23,677,000 after buying an additional 5,434 shares in the last quarter. Dara Capital US Inc. purchased a new stake in GE Aerospace in the fourth quarter worth about $2,527,000. NewEdge Wealth LLC lifted its stake in GE Aerospace by 92.2% in the fourth quarter. NewEdge Wealth LLC now owns 20,142 shares of the company's stock worth $6,204,000 after acquiring an additional 9,663 shares during the period. CenterBook Partners LP grew its holdings in GE Aerospace by 892.6% during the 4th quarter. CenterBook Partners LP now owns 49,788 shares of the company's stock worth $15,336,000 after acquiring an additional 44,772 shares in the last quarter. Finally, Clough Capital Partners L P grew its holdings in GE Aerospace by 37.1% during the 1st quarter. Clough Capital Partners L P now owns 70,535 shares of the company's stock worth $20,016,000 after acquiring an additional 19,105 shares in the last quarter. Institutional investors own 74.77% of the company's stock.

GE Aerospace Price Performance

Shares of NYSE GE opened at $374.22 on Friday. GE Aerospace has a fifty-two week low of $263.80 and a fifty-two week high of $388.84. The company has a market cap of $388.27 billion, a PE ratio of 44.08, a P/E/G ratio of 2.78 and a beta of 1.36. The company has a debt-to-equity ratio of 0.96, a quick ratio of 0.67 and a current ratio of 0.98. The business has a 50-day simple moving average of $352.81 and a two-hundred day simple moving average of $322.40.

GE Aerospace (NYSE:GE - Get Free Report) last released its earnings results on Thursday, July 16th. The company reported $2.02 EPS for the quarter, topping analysts' consensus estimates of $1.86 by $0.16. The company had revenue of $12.63 billion during 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 period last year, the business earned $1.66 EPS. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. As a group, equities analysts expect that GE Aerospace will post 7.91 EPS for the current fiscal year.

GE Aerospace Announces Dividend

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

Key Headlines Impacting GE Aerospace

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

• Positive Sentiment: Analysts remain broadly bullish on GE Aerospace, citing its strong share-price performance, expected earnings growth and favorable long-term aviation recovery prospects. The company’s exposure to commercial engines and its large installed base support recurring services revenue. GE Aerospace Stock: Analyst Estimates & Ratings
• Positive Sentiment: Strength in the commercial engines business—particularly services, spare parts and LEAP engine deliveries—continues to support GE’s growth outlook. Major orders and improving aircraft utilization could help sustain momentum through 2026. Strength in Commercial Engines Unit Drives GE Aerospace: Can It Sustain?
• Positive Sentiment: Industry commentary highlights GE Aerospace’s central position in the aviation recovery, supported by demand for new engines, aftermarket services and rising airline capacity. Why GE Aerospace Sits at the Center of the Aviation Recovery
• Neutral Sentiment: GE Aerospace’s recent earnings exceeded expectations, with quarterly revenue up 21.1% year over year and EPS above consensus. However, its 2026 earnings guidance remains below some analyst estimates, making execution and future guidance important catalysts.
• Negative Sentiment: Honeywell Aerospace’s decision to reduce its full-year 2026 guidance weighs on sentiment toward aerospace suppliers, particularly as other peers are raising forecasts. The development raises concerns about uneven demand and execution across the sector, even though GE’s commercial-engine trends remain stronger. Honeywell Aerospace Stock Plunges

Analysts Set New Price Targets

Several research firms have recently commented on GE. JPMorgan Chase & Co. boosted their price target on shares of GE Aerospace from $335.00 to $400.00 and gave the company an "overweight" rating in a report on Monday, July 20th. Jefferies Financial Group lifted their price objective on shares of GE Aerospace from $365.00 to $455.00 and gave the company a "buy" rating in a report on Thursday, July 2nd. President Capital reduced their price objective on shares of GE Aerospace from $355.00 to $342.00 and set a "buy" rating for the company in a research note on Wednesday, April 22nd. Royal Bank Of Canada reaffirmed an "outperform" rating and set a $400.00 target price (up from $355.00) on shares of GE Aerospace in a research report on Wednesday, July 15th. Finally, Morgan Stanley cut their price target on GE Aerospace from $425.00 to $400.00 and set an "overweight" rating on the stock in a report on Wednesday, April 22nd. Sixteen research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $390.59.

Insider Buying and Selling at GE Aerospace

In related news, SVP Mohamed Ali sold 8,096 shares of the company's stock in a transaction on 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 of the company's stock, valued at $7,309,770.86. This represents a 28.15% decrease in their position. The transaction 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 company insiders.

GE Aerospace 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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