GE Aerospace $GE Shares Purchased by B. Metzler seel. Sohn & Co. AG

Key Points

• B. Metzler seel. Sohn & Co. AG increased its GE Aerospace stake by 36.4% in the second quarter, acquiring 152,104 additional shares for a total holding of 569,610 shares valued at approximately $212.9 million. Institutional investors collectively own 74.77% of the company.
• GE Aerospace reported quarterly EPS of $2.02, beating estimates of $1.86, while revenue rose 21.1% year over year to $12.63 billion. The company issued full-year 2026 EPS guidance of $7.65–$7.85 and pays a quarterly dividend of $0.47 per share.
• Analyst sentiment remains favorable, with 16 Buy ratings, two Holds and one Sell; the consensus rating is “Moderate Buy” with an average price target of $390.59. However, an executive sold 8,096 shares, and some analysts caution that GE’s high valuation depends on expected margin recovery.

B. Metzler seel. Sohn & Co. AG boosted its position in GE Aerospace (NYSE:GE - Free Report) by 36.4% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 569,610 shares of the company's stock after acquiring an additional 152,104 shares during the period. GE Aerospace comprises approximately 1.8% of B. Metzler seel. Sohn & Co. AG's holdings, making the stock its 15th biggest holding. B. Metzler seel. Sohn & Co. AG owned 0.05% of GE Aerospace worth $212,879,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of GE. Blueline Advisors LLC purchased a new position in shares of GE Aerospace during the 4th quarter worth $25,000. Ankerstar Wealth LLC acquired a new position in GE Aerospace in the fourth quarter valued at $31,000. Tucker Asset Management LLC purchased a new position in GE Aerospace during the fourth quarter worth about $32,000. Paladin Partners LLC purchased a new position in GE Aerospace during the second quarter worth about $38,000. Finally, Lifetime Wealth Management P.C. acquired a new stake in GE Aerospace in the 4th quarter worth about $40,000. 74.77% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, SVP Mohamed Ali sold 8,096 shares of the stock in a transaction 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 owned 20,666 shares of the company's stock, valued at $7,309,770.86. This represents a 28.15% decrease in their ownership of the stock. 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 insiders.

Analyst Ratings Changes

Several analysts have commented on GE shares. Jefferies Financial Group lifted their price target on GE Aerospace from $365.00 to $455.00 and gave the company a "buy" rating in a report on Thursday, July 2nd. TD Cowen reissued a "buy" rating and issued a $380.00 target price (up from $330.00) on shares of GE Aerospace in a research report on Monday, July 13th. UBS Group boosted their target price on shares of GE Aerospace from $426.00 to $435.00 and gave the company a "buy" rating in a report on Friday, July 17th. Deutsche Bank Aktiengesellschaft reaffirmed a "buy" rating and set a $450.00 price target on shares of GE Aerospace in a research report on Monday, July 27th. Finally, Sanford C. Bernstein set a $421.00 price target on shares of GE Aerospace and gave the company an "outperform" rating in a report on Thursday, July 23rd. Sixteen analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat, GE Aerospace presently has a consensus rating of "Moderate Buy" and an average price target of $390.59.

GE Aerospace Stock Performance

NYSE GE opened at $345.21 on Friday. The firm has a market capitalization of $358.18 billion, a P/E ratio of 40.66, a P/E/G ratio of 2.60 and a beta of 1.36. GE Aerospace has a 1-year low of $266.14 and a 1-year high of $388.84. The company has a debt-to-equity ratio of 0.96, a current ratio of 0.98 and a quick ratio of 0.67. The business's 50-day simple moving average is $360.82 and its 200-day simple moving average is $326.69.

GE Aerospace (NYSE:GE - Get Free Report) last posted its 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. GE Aerospace had a net margin of 17.72% and a return on equity of 40.56%. The firm had revenue of $12.63 billion during the quarter, compared to the consensus estimate of $11.87 billion. During the same quarter in the prior year, the company earned $1.66 EPS. The company's revenue was up 21.1% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. Equities analysts predict that GE Aerospace will post 7.91 EPS for the current year.

GE Aerospace Dividend Announcement

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

GE Aerospace News Roundup

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

• Positive Sentiment: The U.S. Air Force selected the GE Aerospace–Kratos F143 as a second engine source for the JASSM cruise missile. The award expands GE’s defense exposure and could create an additional source of future engine production and aftermarket revenue. US Air Force adds GE-Kratos F143 as second engine source for JASSM
• Positive Sentiment: A visit by Sen. Jon Husted and a senior Pentagon official highlighted GE Aerospace’s role in U.S. aerospace and defense programs. While not a new contract, the engagement underscores the company’s strategic importance as Washington emphasizes domestic defense-industrial capacity. Sen. Husted, senior Pentagon official visit GE Aerospace
• Neutral Sentiment: GE Aerospace continues investing in aviation’s longer-term evolution, including hybrid-electric flight and engineering capabilities developed by its Bengaluru team. These initiatives may support future product opportunities but are unlikely to materially affect near-term earnings. GE Aerospace Bengaluru innovation
• Neutral Sentiment: Recent commentary focuses on GE Aerospace’s aviation strategy and possible catalysts for its next growth phase, including engine demand, aftermarket services, innovation and defense opportunities. These are supportive themes, but the reports do not identify a specific near-term financial catalyst. Why GE Aerospace Remains Focused on Aviation Evolution What Could Unlock GE Aerospace’s Next Phase
• Negative Sentiment: One analysis argues GE Aerospace is priced for a margin recovery that has not yet occurred. The company is shipping engines that should generate future service revenue, but production costs are pressuring margins today; with shares trading at a high valuation, a delay in margin improvement could leave limited downside protection. GE Aerospace Stock Is Priced for a Margin Repair That Has Not Happened Yet
• Neutral Sentiment: A securities-fraud investigation notice concerns GE HealthCare Technologies NASDAQ: GEHC, a separate company, and does not directly involve GE Aerospace or its stock. GE HealthCare securities fraud investigation

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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