GE Aerospace $GE Stock Position Raised by Czech National Bank

Key Points

• Czech National Bank increased its GE Aerospace holdings by 4% in the second quarter, bringing its position to 296,974 shares valued at approximately $111 million. Institutional investors collectively own 74.77% of the company.
• Analysts remain generally positive, with a consensus “Moderate Buy” rating and an average price target of $390.59; recent targets range as high as $455.
• GE Aerospace exceeded quarterly expectations, reporting $2.02 in EPS and $12.63 billion in revenue, up 21.1% year over year. However, its 2026 EPS guidance of $7.65–$7.85 is below the analyst consensus of $7.91.

Czech National Bank increased its holdings in shares of GE Aerospace (NYSE:GE - Free Report) by 4.0% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 296,974 shares of the company's stock after acquiring an additional 11,334 shares during the quarter. GE Aerospace makes up approximately 0.6% of Czech National Bank's holdings, making the stock its 28th biggest holding. Czech National Bank's holdings in GE Aerospace were worth $110,988,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently bought and sold shares of the business. Brighton Jones LLC grew its holdings in shares of GE Aerospace by 25.3% during the fourth quarter. Brighton Jones LLC now owns 12,008 shares of the company's stock valued at $2,003,000 after purchasing an additional 2,421 shares during the last quarter. Revolve Wealth Partners LLC raised its position in shares of GE Aerospace by 7.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 2,251 shares of the company's stock worth $375,000 after purchasing an additional 150 shares during the period. Sivia Capital Partners LLC lifted its holdings in shares of GE Aerospace by 4.6% in the 2nd quarter. Sivia Capital Partners LLC now owns 4,337 shares of the company's stock worth $1,116,000 after purchasing an additional 191 shares during the last quarter. Main Street Financial Solutions LLC lifted its holdings in shares of GE Aerospace by 348.6% in the 2nd quarter. Main Street Financial Solutions LLC now owns 5,899 shares of the company's stock worth $1,518,000 after purchasing an additional 4,584 shares during the last quarter. Finally, HUB Investment Partners LLC lifted its holdings in shares of GE Aerospace by 4.2% in the 2nd quarter. HUB Investment Partners LLC now owns 9,035 shares of the company's stock worth $2,326,000 after purchasing an additional 366 shares during the last quarter. Institutional investors own 74.77% of the company's stock.

Key Stories 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

Analyst Ratings Changes

A number of research analysts recently issued reports on the company. Wells Fargo & Company restated 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 issued a $430.00 target price (up from $380.00) on shares of GE Aerospace in a research report on Thursday, July 9th. Wall Street Zen cut GE Aerospace from a "buy" rating to a "hold" rating in a research note on Monday, April 27th. TD Cowen reissued a "buy" rating and set a $380.00 price target (up from $330.00) on shares of GE Aerospace in a report on Monday, July 13th. Finally, Jefferies Financial Group upped their price target on shares of GE Aerospace from $365.00 to $455.00 and gave the stock a "buy" rating in a research report on Thursday, July 2nd. Sixteen analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat, GE Aerospace has a consensus rating of "Moderate Buy" and an average target price of $390.59.

GE Aerospace Stock Performance

Shares of NYSE GE opened at $374.22 on Friday. 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 stock has a 50 day simple moving average of $352.81 and a 200-day simple moving average of $322.40. 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. GE Aerospace has a 12-month low of $263.80 and a 12-month high of $388.84.

GE Aerospace (NYSE:GE - Get Free Report) last issued its quarterly earnings data 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 return on equity of 40.56% and a net margin of 17.72%.The business had revenue of $12.63 billion during the quarter, compared to analyst estimates of $11.87 billion. During the same period in the prior year, the company posted $1.66 EPS. The business's revenue for the quarter 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, equities research analysts forecast that GE Aerospace will post 7.91 EPS for the current year.

GE Aerospace Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, July 27th. Stockholders of record on Monday, July 6th were paid 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 is presently 22.14%.

Insider Activity at GE Aerospace

In other news, SVP Mohamed Ali sold 8,096 shares of the firm's stock in a transaction on Friday, July 24th. The stock was sold at an average price of $353.71, for a total transaction of $2,863,636.16. Following the transaction, the senior vice president directly owned 20,666 shares of the company's stock, valued at approximately $7,309,770.86. This trade represents a 28.15% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.19% of the company's stock.

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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