Livforsakringsbolaget Skandia Omsesidigt Takes Position in GE Aerospace $GE

Livforsakringsbolaget Skandia Omsesidigt acquired a new stake in GE Aerospace (NYSE:GE - Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 35,264 shares of the company's stock, valued at approximately $13,161,000.

A number of other institutional investors also recently modified their holdings of GE. Blueline Advisors LLC bought a new position in GE Aerospace in the 4th quarter worth approximately $25,000. Ankerstar Wealth LLC bought a new position in GE Aerospace in the 4th quarter valued at $31,000. Tucker Asset Management LLC bought a new position in GE Aerospace in the 4th quarter valued at $32,000. Paladin Partners LLC acquired a new stake in shares of GE Aerospace in the 2nd quarter valued at $38,000. Finally, Lifetime Wealth Management P.C. acquired a new stake in shares of GE Aerospace in the 4th quarter valued at $40,000. 74.77% of the stock is owned by institutional investors.

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.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on the company. TD Cowen reaffirmed a "buy" rating and set a $380.00 price target (up from $330.00) on shares of GE Aerospace in a research note on Monday, July 13th. Citigroup reiterated a "buy" rating and issued a $431.00 price objective (up from $353.00) on shares of GE Aerospace in a research report on Wednesday, July 1st. BNP Paribas Exane dropped their price objective on GE Aerospace from $300.00 to $270.00 and set an "underperform" rating for the company in a report on Thursday, May 14th. Royal Bank Of Canada restated an "outperform" rating and set a $400.00 target price (up from $355.00) on shares of GE Aerospace in a research report on Wednesday, July 15th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a "buy" rating and issued a $450.00 target price on shares of GE Aerospace in a research note on Monday, July 27th. 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.com, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $390.59.

Insiders Place Their Bets

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 transaction of $2,863,636.16. Following the transaction, the senior vice president owned 20,666 shares of the company's stock, valued at $7,309,770.86. This trade represents a 28.15% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. 0.19% of the stock is owned by insiders.

GE Aerospace Trading Up 0.2%

NYSE GE opened at $343.51 on Friday. The stock has a 50-day simple moving average of $360.35 and a 200 day simple moving average of $328.08. The company has a market capitalization of $356.41 billion, a PE ratio of 40.46, a P/E/G 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 has a 12 month low of $268.01 and a 12 month high of $388.84.

GE Aerospace (NYSE:GE - Get Free Report) last issued 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. The firm had revenue of $12.63 billion for the quarter, compared to analysts' expectations of $11.87 billion. GE Aerospace had a return on equity of 40.56% and a net margin of 17.72%.The company's revenue was up 21.1% compared to the same quarter last year. During the same quarter last year, the business earned $1.66 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. Research analysts forecast that GE Aerospace will post 7.91 EPS for the current year.

GE Aerospace Dividend Announcement

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

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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