Royal London Asset Management Ltd. Sells 5,058 Shares of GE Aerospace $GE

Key Points

• Royal London Asset Management reduced its GE Aerospace stake by 1%, selling 5,058 shares and retaining 514,379 shares valued at approximately $192.2 million. 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, surpassing analyst estimates and marking 21.1% year-over-year revenue growth.
• Analyst sentiment remains favorable, with the stock carrying a “Moderate Buy” consensus and an average price target of $390.59, although its premium valuation and recent insider selling present potential caution signals.

Royal London Asset Management Ltd. cut its holdings in shares of GE Aerospace (NYSE:GE - Free Report) by 1.0% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 514,379 shares of the company's stock after selling 5,058 shares during the period. Royal London Asset Management Ltd.'s holdings in GE Aerospace were worth $192,239,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in the business. Brighton Jones LLC raised its stake 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 acquiring an additional 2,421 shares during the last quarter. Revolve Wealth Partners LLC grew its stake in shares of GE Aerospace by 7.1% in the fourth 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 last quarter. Sivia Capital Partners LLC grew its stake in shares of GE Aerospace by 4.6% in the second 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 increased its holdings in GE Aerospace by 348.6% in the second quarter. Main Street Financial Solutions LLC now owns 5,899 shares of the company's stock valued at $1,518,000 after purchasing an additional 4,584 shares during the period. Finally, HUB Investment Partners LLC increased its holdings in GE Aerospace by 4.2% in the second quarter. HUB Investment Partners LLC now owns 9,035 shares of the company's stock valued at $2,326,000 after purchasing an additional 366 shares during the period. 74.77% of the stock is owned by institutional investors.

GE Aerospace Trading Up 0.2%

Shares of GE Aerospace stock opened at $343.51 on Friday. The stock has a market capitalization of $356.41 billion, a PE ratio of 40.46, a price-to-earnings-growth ratio of 2.50 and a beta of 1.36. GE Aerospace has a 52 week low of $268.01 and a 52 week high of $388.84. The stock has a 50 day moving average price of $360.35 and a two-hundred day moving average price of $328.08. The company has a debt-to-equity ratio of 0.96, a quick ratio of 0.67 and a current ratio of 0.98.

GE Aerospace (NYSE:GE - Get Free Report) last issued its earnings results on Thursday, July 16th. The company reported $2.02 earnings per share 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 company had revenue of $12.63 billion for the quarter, compared to analyst estimates of $11.87 billion. During the same period in the prior year, the firm earned $1.66 earnings per share. GE Aerospace'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. As a group, equities analysts anticipate that GE Aerospace will post 7.91 earnings per share for the current fiscal year.

GE Aerospace Dividend Announcement

The firm also recently declared 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 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date was Monday, July 6th. GE Aerospace's payout ratio is 22.14%.

Insiders Place Their Bets

In other GE Aerospace news, SVP Mohamed Ali sold 8,096 shares of the firm's 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 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.19% of the company's stock.

Wall Street Analyst Weigh In

Several research analysts have commented on the company. UBS Group lifted their target price on GE Aerospace from $426.00 to $435.00 and gave the stock a "buy" rating in a report on Friday, July 17th. JPMorgan Chase & Co. increased their target price on shares of GE Aerospace from $335.00 to $400.00 and gave the company an "overweight" rating in a research report on Monday, July 20th. TD Cowen reissued a "buy" rating and set a $380.00 target price (up from $330.00) on shares of GE Aerospace in a research note on Monday, July 13th. Weiss Ratings upgraded shares of GE Aerospace from a "buy (b-)" rating to a "buy (b)" rating in a report on Friday, July 17th. Finally, Jefferies Financial Group increased their price target on GE Aerospace from $365.00 to $455.00 and gave the stock a "buy" rating in a report on Thursday, July 2nd. Sixteen research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and an average target price of $390.59.

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.

GE Aerospace 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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