Field & Main Bank Makes New $2.03 Million Investment in GE Aerospace $GE

Field & Main Bank purchased a new stake in GE Aerospace (NYSE:GE - Free Report) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 5,422 shares of the company's stock, valued at approximately $2,026,000.

A number of other hedge funds have also modified their holdings of the business. Auto Owners Insurance Co grew its holdings in GE Aerospace by 52,247.5% during the 4th quarter. Auto Owners Insurance Co now owns 65,721,281 shares of the company's stock valued at $2,024,413,000 after buying an additional 65,595,733 shares during the last quarter. Norges Bank acquired a new position in shares of GE Aerospace in the fourth quarter worth $4,444,736,000. Amundi lifted its position in shares of GE Aerospace by 135.2% in the first quarter. Amundi now owns 6,119,975 shares of the company's stock valued at $1,736,665,000 after acquiring an additional 3,518,278 shares in the last quarter. Jupiter Topco LLC purchased a new stake in shares of GE Aerospace in the second quarter valued at $1,283,858,000. Finally, Wellington Management Group LLP boosted its stake in shares of GE Aerospace by 97.3% during the second quarter. Wellington Management Group LLP now owns 6,797,935 shares of the company's stock valued at $2,540,592,000 after acquiring an additional 3,352,432 shares during the last quarter. 74.77% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of analysts recently commented on GE shares. Wells Fargo & Company reiterated an "overweight" rating and set a $390.00 price objective on shares of GE Aerospace in a research report on Monday, July 20th. Susquehanna reaffirmed a "positive" rating and set a $430.00 price target (up from $380.00) on shares of GE Aerospace in a research note on Thursday, July 9th. Weiss Ratings upgraded shares of GE Aerospace from a "buy (b-)" rating to a "buy (b)" rating in a report on Friday, July 17th. Royal Bank Of Canada reiterated an "outperform" rating and set a $400.00 price target (up from $355.00) on shares of GE Aerospace in a report on Wednesday, July 15th. Finally, Jefferies Financial Group boosted their price objective on shares of GE Aerospace from $365.00 to $455.00 and gave the company a "buy" rating in a research report on Thursday, July 2nd. Sixteen research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of "Moderate Buy" and an average price target of $390.59.

Key Headlines Impacting GE Aerospace

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

• Positive Sentiment: LEAP engine deliveries are accelerating. GE Aerospace’s LEAP deliveries increased 41% this year, helping address a key production bottleneck for Boeing and Airbus. Continued delivery growth could support commercial-engine revenue, aftermarket services and cash flow. GE Aerospace's LEAP Engine Deliveries Jumped 41% This Year
• Positive Sentiment: Analyst sentiment remains constructive. Wall Street’s overall view is favorable, with recent price targets generally above the current trading level. GE’s strong commercial and defense franchises, backlog and free-cash-flow generation continue to support the bullish case. Is GE Aerospace a Buy as Wall Street Analysts Look Optimistic?
• Positive Sentiment: Broad-based operating strength is drawing investor attention. A long-term investment strategy highlighted GE Aerospace as a high-quality franchise with sustainable competitive advantages, reinforcing confidence in its business momentum. Broad-Based Strength Lifts GE Aerospace Performance
• Neutral Sentiment: Margin expansion is a key execution test. GE is relying on cost controls and backlog conversion to improve profitability, but inflation and investments for growth could pressure margins in the near term. Can GE Aerospace Boost Profit Margin Amid Cost Pressures?
• Negative Sentiment: Valuation and profit-taking are weighing on the shares. GE trades at a premium valuation, and recent weakness has been attributed to investors reassessing the stock after its strong rally rather than to a new negative earnings release. Comparisons with Howmet also suggest some investors see better risk-reward elsewhere. Howmet vs. GE Aerospace
• Negative Sentiment: Insider selling is a secondary caution signal. Company insiders reported sales and no open-market purchases during the past six months, which may reinforce concerns about the stock’s elevated valuation, although the activity does not indicate a change in operating fundamentals.

Insider Activity

In related news, SVP Mohamed Ali sold 8,096 shares of the business's stock in a transaction that occurred 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 sale, the senior vice president directly owned 20,666 shares in the company, valued at approximately $7,309,770.86. The trade was a 28.15% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 0.19% of the company's stock.

GE Aerospace Stock Performance

GE Aerospace stock opened at $343.51 on Friday. The stock has a fifty day moving average price of $360.35 and a 200 day moving average price of $328.08. GE Aerospace has a 52 week low of $268.01 and a 52 week high of $388.84. The firm has a market capitalization of $356.41 billion, a P/E ratio of 40.46, a PEG ratio of 2.50 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 results on Thursday, July 16th. The company reported $2.02 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.86 by $0.16. The firm 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%.The firm's quarterly revenue was up 21.1% on a year-over-year basis. During the same period last year, the company earned $1.66 EPS. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. Equities research analysts anticipate that GE Aerospace will post 7.91 earnings per share for the current year.

GE Aerospace Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, July 27th. Investors of record on Monday, July 6th were given a $0.47 dividend. The ex-dividend date of this dividend was Monday, July 6th. This represents a $1.88 annualized dividend and a dividend yield of 0.5%. GE Aerospace's dividend payout ratio (DPR) is currently 22.14%.

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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