GE Aerospace $GE Shares Purchased by California State Teachers Retirement System

Key Points

• California State Teachers Retirement System dramatically increased its GE Aerospace stake by acquiring roughly 593.2 million additional shares in the second quarter, bringing its holdings to 594.8 million shares. Institutional investors collectively own 74.77% of the company.
• GE Aerospace reported strong quarterly results, with earnings of $2.02 per share and revenue of $12.63 billion, exceeding analyst expectations and representing 21.1% year-over-year revenue growth. The company maintained fiscal 2026 EPS guidance of $7.65–$7.85.
• Analysts remain broadly optimistic, with a consensus “Moderate Buy” rating and $390.59 price target. GE also pays a quarterly dividend of $0.47 per share, while shares recently traded at $336.66 amid valuation and interest-rate concerns.

California State Teachers Retirement System raised its holdings in GE Aerospace (NYSE:GE - Free Report) by 36,799.0% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 594,835,395 shares of the company's stock after acquiring an additional 593,223,330 shares during the period. GE Aerospace makes up approximately 0.6% of California State Teachers Retirement System's investment portfolio, making the stock its 28th largest position. California State Teachers Retirement System owned about 57.33% of GE Aerospace worth $222,307,832,000 as of its most recent SEC filing.

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

Insider Buying and Selling at GE Aerospace

In related news, SVP Mohamed Ali sold 8,096 shares of GE Aerospace 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 owned 20,666 shares in the company, valued at approximately $7,309,770.86. This trade represents a 28.15% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.19% of the company's stock.

GE Aerospace Stock Down 0.1%

Shares of GE opened at $336.66 on Monday. The company's 50-day moving average price is $357.33 and its 200 day moving average price is $328.81. GE Aerospace has a 12-month low of $268.91 and a 12-month high of $388.84. The company has a current ratio of 0.98, a quick ratio of 0.67 and a debt-to-equity ratio of 0.96. The firm has a market cap of $349.30 billion, a P/E ratio of 39.65, a price-to-earnings-growth ratio of 2.46 and a beta of 1.35.

GE Aerospace (NYSE:GE - Get Free Report) last announced its earnings results on Thursday, July 16th. The company reported $2.02 earnings per share for the quarter, topping the consensus estimate of $1.86 by $0.16. GE Aerospace had a net margin of 17.72% and a return on equity of 40.56%. The company had revenue of $12.63 billion during the quarter, compared to analyst estimates of $11.87 billion. During the same quarter last year, the firm posted $1.66 earnings per share. GE Aerospace's revenue was up 21.1% compared to the same quarter last year. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. On average, sell-side analysts forecast that GE Aerospace will post 7.91 earnings per share for the current year.

GE Aerospace Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, July 27th. Investors of record on Monday, July 6th were given 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 0.6%. GE Aerospace's dividend payout ratio (DPR) is presently 22.14%.

Trending Headlines about GE Aerospace

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.

Analyst Ratings Changes

A number of brokerages have issued reports on GE. Susquehanna reaffirmed a "positive" rating and issued a $430.00 target price (up from $380.00) on shares of GE Aerospace in a research note on Thursday, July 9th. Royal Bank Of Canada reissued 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. Deutsche Bank Aktiengesellschaft restated a "buy" rating and set a $450.00 price objective on shares of GE Aerospace in a research report on Monday, July 27th. TD Cowen reiterated a "buy" rating and issued a $380.00 target price (up from $330.00) on shares of GE Aerospace in a report on Monday, July 13th. Finally, Seaport Research Partners started coverage on shares of GE Aerospace in a research note on Tuesday, May 26th. They issued a "buy" rating and a $375.00 price target for the company. Sixteen analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, GE Aerospace currently has an average rating of "Moderate Buy" and a consensus target price of $390.59.

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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