Northwestern Mutual Wealth Management Co. Sells 7,088 Shares of GE Aerospace $GE

Key Points

• Northwestern Mutual Wealth Management Co. reduced its GE Aerospace stake by 4.3%, selling 7,088 shares and retaining 157,340 shares valued at approximately $58.8 million. Institutional investors collectively own 74.77% of the company.
• Analyst sentiment remains positive: 16 analysts rate GE Aerospace a Buy, two recommend Hold and one recommends Sell, resulting in a “Moderate Buy” consensus and an average price target of $390.59.
• GE Aerospace exceeded quarterly expectations, reporting $2.02 in EPS and $12.63 billion in revenue, with revenue up 21.1% year over year. The company maintained 2026 EPS guidance of $7.65–$7.85 and declared a quarterly dividend of $0.47.

Northwestern Mutual Wealth Management Co. lowered its stake in GE Aerospace (NYSE:GE - Free Report) by 4.3% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 157,340 shares of the company's stock after selling 7,088 shares during the period. Northwestern Mutual Wealth Management Co.'s holdings in GE Aerospace were worth $58,803,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in the stock. Auto Owners Insurance Co boosted its position in GE Aerospace by 52,247.5% during the fourth quarter. Auto Owners Insurance Co now owns 65,721,281 shares of the company's stock worth $2,024,413,000 after purchasing an additional 65,595,733 shares during the period. Norges Bank acquired a new position in GE Aerospace during the fourth quarter valued at approximately $4,444,736,000. Amundi raised 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 purchasing an additional 3,518,278 shares during the period. Jupiter Topco LLC bought a new position in shares of GE Aerospace in the second quarter valued at approximately $1,283,858,000. Finally, Wellington Management Group LLP lifted its stake in shares of GE Aerospace by 97.3% in the second quarter. Wellington Management Group LLP now owns 6,797,935 shares of the company's stock worth $2,540,592,000 after buying an additional 3,352,432 shares during the last quarter. Institutional investors own 74.77% of the company's stock.

Analyst Upgrades and Downgrades

GE has been the topic of a number of research analyst reports. JPMorgan Chase & Co. raised their target price on shares of GE Aerospace from $335.00 to $400.00 and gave the company an "overweight" rating in a research note on Monday, July 20th. Citigroup reissued a "buy" rating and set a $431.00 target price (up from $353.00) on shares of GE Aerospace in a research report on Wednesday, July 1st. Wells Fargo & Company restated an "overweight" rating and set a $390.00 price target on shares of GE Aerospace in a report on Monday, July 20th. TD Cowen reiterated a "buy" rating and issued a $380.00 price objective (up from $330.00) on shares of GE Aerospace in a research note on Monday, July 13th. Finally, The Goldman Sachs Group reissued a "buy" rating and set a $410.00 price objective on shares of GE Aerospace in a research report on Monday, July 20th. Sixteen 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 data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average price target of $390.59.

Insider Activity at GE Aerospace

In other GE Aerospace news, SVP Mohamed Ali sold 8,096 shares of the firm's stock in a transaction that occurred on Friday, July 24th. The stock was 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 sale was disclosed in a legal filing 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 News Summary

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

• Positive Sentiment: South Korea’s navy selected GE Aerospace to supply engines for its new KDDX destroyers. The award expands GE’s international defense presence and could support future propulsion revenue. ROK Navy Selects GE Aerospace to Power New KDDX Destroyer
• Positive Sentiment: GE Aerospace plans to flight-test its HyCAT hypersonic test bed in 2028 after winning a related program. The effort strengthens the company’s positioning in hypersonic and advanced-defense technologies, although meaningful revenue is likely several years away. GE Aerospace Boosts Hypersonic Hopes With HyCAT Win
• Positive Sentiment: GE expects full qualification of its T901 helicopter engine by the end of next year. Qualification would remove an important development milestone and potentially advance adoption of the engine in U.S. Army programs. GE Aerospace Anticipates Full Qualification of T901
• Positive Sentiment: Market coverage continues to highlight GE’s longer-term outperformance versus the Nasdaq and strong analyst sentiment. This supports the investment case, though it may already be reflected in the stock’s elevated valuation. Is GE Aerospace Stock Outperforming the Nasdaq?
• Neutral Sentiment: Indian aviation authorities said a 2023 Air India 787 engine shutdown prompted GE Aerospace to expand inspection requirements. The report underscores additional oversight and potential maintenance implications, but does not identify a new incident or financial impact. DGCA Says Air India Engine Shutdown Prompted Expanded GE Inspections
• Negative Sentiment: GE fell more than the broader market in the latest trading session. Available coverage describes the move but provides no clear company-specific catalyst, suggesting profit-taking or market positioning may have contributed after the stock’s prior gains. Why GE Aerospace Fell More Than the Broader Market

GE Aerospace Stock Performance

NYSE GE opened at $330.86 on Wednesday. The company's fifty day moving average is $359.43 and its two-hundred day moving average is $328.42. GE Aerospace has a 52-week low of $268.01 and a 52-week 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 firm has a market capitalization of $343.29 billion, a price-to-earnings ratio of 38.97, a P/E/G ratio of 2.45 and a beta of 1.36.

GE Aerospace (NYSE:GE - Get Free Report) last announced its quarterly earnings data on Thursday, July 16th. The company reported $2.02 EPS for the quarter, beating 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 business had revenue of $12.63 billion during the quarter, compared to analyst estimates of $11.87 billion. During the same quarter in the prior year, the business earned $1.66 earnings per share. The firm's revenue for the quarter 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 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. Shareholders of record on Monday, July 6th were issued a $0.47 dividend. The ex-dividend date of this dividend was Monday, July 6th. This represents a $1.88 annualized dividend and a yield of 0.6%. GE Aerospace's dividend payout ratio is 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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