Shah Wealth Advisors LLC Makes New $1.28 Million Investment in GE Aerospace $GE

Key Points

• Shah Wealth Advisors invested approximately $1.28 million in GE Aerospace during the second quarter by acquiring 3,429 shares. Institutional investors collectively own 74.77% of the company.
• GE Aerospace exceeded quarterly expectations, reporting $2.02 in EPS and $12.63 billion in revenue, with year-over-year revenue growth of 21.1%. The company reaffirmed 2026 EPS guidance of $7.65–$7.85 and pays a quarterly dividend of $0.47 per share.
• Analysts remain broadly positive, with 16 Buy ratings and a consensus “Moderate Buy” rating alongside an average price target of $390.59, though the stock’s elevated valuation and interest-rate risks remain potential challenges.

Shah Wealth Advisors LLC bought a new position in GE Aerospace (NYSE:GE - Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 3,429 shares of the company's stock, valued at approximately $1,282,000.

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

GE Aerospace Trading Up 1.0%

GE opened at $336.66 on Friday. The stock has a market capitalization of $349.30 billion, a PE ratio of 39.65, a P/E/G ratio of 2.44 and a beta of 1.35. The firm's fifty day moving average price is $357.33 and its 200 day moving average price is $328.72. The company has a debt-to-equity ratio of 0.96, a current ratio of 0.98 and a quick ratio of 0.67. GE Aerospace has a 12-month low of $268.91 and a 12-month high of $388.84.

GE Aerospace (NYSE:GE - Get Free Report) last posted 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. The firm had revenue of $12.63 billion for the quarter, compared to the consensus estimate of $11.87 billion. GE Aerospace had a net margin of 17.72% and a return on equity of 40.56%. The firm's revenue was up 21.1% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.66 EPS. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. As a group, research analysts expect that GE Aerospace will post 7.91 EPS for the current fiscal year.

GE Aerospace Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, July 27th. Stockholders 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 annualized dividend and a dividend yield of 0.6%. GE Aerospace's dividend payout ratio (DPR) is presently 22.14%.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on GE shares. The Goldman Sachs Group reaffirmed a "buy" rating and set a $410.00 price target on shares of GE Aerospace in a report on Monday, July 20th. UBS Group upped their price objective on shares of GE Aerospace from $426.00 to $435.00 and gave the company a "buy" rating in a research report on Friday, July 17th. Seaport Research Partners began coverage on GE Aerospace in a research note on Tuesday, May 26th. They set a "buy" rating and a $375.00 target price for the company. Jefferies Financial Group lifted their target price on GE Aerospace from $365.00 to $455.00 and gave the stock a "buy" rating in a research report on Thursday, July 2nd. Finally, JPMorgan Chase & Co. boosted their price target on GE Aerospace from $335.00 to $400.00 and gave the stock an "overweight" rating in a research note on Monday, July 20th. Sixteen 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 data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average price target of $390.59.

Insider Buying and Selling

In other GE Aerospace news, SVP Mohamed Ali sold 8,096 shares of the company'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 transaction of $2,863,636.16. Following the sale, the senior vice president owned 20,666 shares in the company, valued at $7,309,770.86. This represents a 28.15% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Company insiders own 0.19% of the company's stock.

Key Stories Impacting 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.

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.

Want to see what other hedge funds are holding GE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for GE Aerospace (NYSE:GE - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source