Compass Financial Management LLC Acquires New Position in GE Aerospace $GE

Key Points

• Compass Financial Management acquired 20,976 GE Aerospace shares worth approximately $7.9 million in the second quarter, making GE about 0.9% of its portfolio. Institutional investors and hedge funds collectively own 74.77% of the company.
• GE Aerospace reported quarterly EPS of $2.02, exceeding estimates of $1.86, while revenue rose 21.1% year over year to $12.63 billion. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $390.59.
• The company pays a quarterly dividend of $0.47 per share, equivalent to a $1.88 annualized payout and a 0.6% yield. Shares recently traded at $336.66, below their 52-week high of $388.84, while an executive separately sold $2.86 million of stock.

Compass Financial Management LLC acquired a new stake in shares of GE Aerospace (NYSE:GE - Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 20,976 shares of the company's stock, valued at approximately $7,912,000. GE Aerospace makes up about 0.9% of Compass Financial Management LLC's holdings, making the stock its 21st biggest holding.

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

GE Aerospace Stock Performance

Shares of GE opened at $336.66 on Friday. The firm has a 50-day moving average price of $357.33 and a 200 day moving average price of $328.72. The firm has a market capitalization of $349.30 billion, a PE ratio of 39.65, a P/E/G ratio of 2.46 and a beta of 1.35. The company has a quick ratio of 0.67, a current ratio of 0.98 and a debt-to-equity ratio of 0.96. GE Aerospace has a 52-week low of $268.91 and a 52-week high of $388.84.

GE Aerospace (NYSE:GE - Get Free Report) last released its quarterly 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 for the quarter, compared to the consensus estimate 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 was up 21.1% on a year-over-year basis. During the same period in the previous year, the firm 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 Announces Dividend

The company 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 of this dividend was Monday, July 6th. This represents a $1.88 annualized dividend and a yield of 0.6%. GE Aerospace's payout ratio is presently 22.14%.

Analyst Ratings Changes

GE has been the subject of a number of analyst reports. Susquehanna restated a "positive" rating and set a $430.00 price objective (up from $380.00) on shares of GE Aerospace in a research report on Thursday, July 9th. Jefferies Financial Group raised their target price on GE Aerospace from $365.00 to $455.00 and gave the company a "buy" rating in a research note on Thursday, July 2nd. The Goldman Sachs Group reissued a "buy" rating and set a $410.00 price target on shares of GE Aerospace in a report on Monday, July 20th. Sanford C. Bernstein set a $421.00 price target on shares of GE Aerospace and gave the stock an "outperform" rating in a research report on Thursday, July 23rd. Finally, Royal Bank Of Canada reaffirmed an "outperform" rating and issued a $400.00 price objective (up from $355.00) on shares of GE Aerospace in a report on Wednesday, July 15th. Sixteen investment analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $390.59.

GE Aerospace News Summary

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

• Positive Sentiment: Expanding defense demand: GE Aerospace is benefiting from U.S. Navy modernization, including a reported $2.87 billion engine-support award, as well as additional F/A-18 engine-parts work. South Korea also selected GE marine gas-turbine engines for its KDDX destroyers, adding international defense visibility. GE Draws $2.87 Billion for USN Engine Support GE Aerospace to Provide Marine Gas Turbine Engines for South Korea’s KDDX Destroyers
• Positive Sentiment: Hypersonics and next-generation engines: GE won a Pentagon/DIU contract to develop a Mach 5 hypersonic test platform and continues work on the XA102 adaptive combat engine. These programs could strengthen GE’s position in future U.S. defense spending, although near-term financial impact is likely limited. GE Aerospace Secures DIU Contract to Develop Mach 5 Hypersonic Test Platform
• Positive Sentiment: Tejas engine deliveries resumed: GE shipped three F404-IN20 engines to India’s HAL in August for the LCA Tejas Mk1A program. The deliveries help ease a prolonged supply bottleneck and support production of aircraft ordered by India’s air force. HAL Shares in Focus as GE Aerospace Delivers Three F404 Engines
• Neutral Sentiment: Operational growth initiatives: GE also shipped an X-BAT engine after ground testing and outlined plans to increase combat-engine deliveries, supporting its longer-term defense pipeline but providing limited immediate earnings detail. GE Aerospace Ships X-BAT Engine After Ground-Test Campaign
• Negative Sentiment: Valuation and interest-rate risks remain: GE has recently pulled back materially from its 52-week high while trading at a relatively elevated earnings multiple. Rising Treasury yields could pressure high-growth industrial valuations, though the stock’s defense backlog and previously raised 2026 guidance may provide support.

Insider Buying and Selling

In other GE Aerospace news, SVP Mohamed Ali sold 8,096 shares of the company's stock in a transaction that occurred 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 completion of the sale, the senior vice president directly owned 20,666 shares in the company, valued at $7,309,770.86. This represents a 28.15% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.19% of the stock is currently owned by insiders.

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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