Swiss National Bank Buys 189,400 Shares of GE Aerospace $GE

Key Points

• Swiss National Bank increased its GE Aerospace stake by 6.5% in the first quarter, buying 189,400 additional shares and bringing its total holding to 3,095,622 shares worth about $878.4 million.
• GE Aerospace beat second-quarter expectations, reporting $2.02 EPS on $12.63 billion in revenue, and lifted its FY 2026 guidance to $7.65-$7.85 EPS.
• The company also declared a quarterly dividend of $0.47 per share, payable July 27, which annualizes to $1.88 per share for a 0.5% yield.

Swiss National Bank grew its stake in shares of GE Aerospace (NYSE:GE - Free Report) by 6.5% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 3,095,622 shares of the company's stock after buying an additional 189,400 shares during the quarter. GE Aerospace accounts for 0.5% of Swiss National Bank's investment portfolio, making the stock its 29th biggest position. Swiss National Bank owned 0.30% of GE Aerospace worth $878,445,000 as of its most recent filing with the SEC.

A number of other hedge funds also recently made changes to their positions in the stock. Blueline Advisors LLC bought a new position in GE Aerospace in the fourth quarter valued at $25,000. Ankerstar Wealth LLC purchased a new stake in GE Aerospace during the fourth quarter valued at about $31,000. Tucker Asset Management LLC purchased a new stake in GE Aerospace during the fourth quarter valued at about $32,000. Lifetime Wealth Management P.C. bought a new stake in GE Aerospace during the fourth quarter worth about $40,000. Finally, Beaird Harris Wealth Management LLC lifted its stake in GE Aerospace by 72.0% during the third quarter. Beaird Harris Wealth Management LLC now owns 141 shares of the company's stock worth $42,000 after purchasing an additional 59 shares during the last quarter. 74.77% of the stock is owned by institutional investors.

GE Aerospace Stock Performance

GE Aerospace stock opened at $348.58 on Friday. The company has a quick ratio of 0.70, a current ratio of 0.98 and a debt-to-equity ratio of 0.96. The company has a market capitalization of $363.69 billion, a PE ratio of 41.06, a P/E/G ratio of 2.98 and a beta of 1.35. The firm has a fifty day simple moving average of $336.31 and a two-hundred day simple moving average of $318.52. GE Aerospace has a twelve month low of $254.66 and a twelve month high of $382.97.

GE Aerospace (NYSE:GE - Get Free Report) last announced its quarterly earnings data on Thursday, July 16th. The company reported $2.02 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $12.63 billion for the quarter, compared to analysts' expectations of $11.87 billion. During the same period last year, the firm earned $1.66 earnings per share. The company'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. Research analysts expect that GE Aerospace will post 7.93 EPS for the current year.

GE Aerospace Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, July 27th. Investors of record on Monday, July 6th will be issued a dividend of $0.47 per share. The ex-dividend date is Monday, July 6th. This represents a $1.88 annualized dividend and a yield of 0.5%. GE Aerospace's dividend payout ratio is currently 22.14%.

GE Aerospace News Summary

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

• Positive Sentiment: GE Aerospace beat Q2 estimates, posting $2.02 EPS on $12.63 billion in revenue, and raised its FY 2026 outlook to $7.65-$7.85 EPS, signaling stronger profit, cash flow, and demand momentum. Article: GE Aerospace lifts 2026 forecast as airlines keep up maintenance spending
• Positive Sentiment: Several reports highlighted resilient commercial services and maintenance demand, which supports the company’s longer-term earnings power and helped analysts say the stock may still have room to run. Article: GE Q2 Earnings Call Points to a Higher 2026 Ceiling
• Positive Sentiment: UBS raised its price target on GE Aerospace to $435 and reiterated a buy rating, reinforcing the view that fundamentals remain strong after earnings.
• Positive Sentiment: The CFM LEAP 1B durability kit was approved, a product and aftermarket development that may help support future engine service revenue. Article: GE Aerospace Says CFM Leap 1B Durability Kit Approved
• Neutral Sentiment: CEO Larry Culp said there are “no victory laps,” suggesting management sees execution and supply chain issues as the main challenge even after a record quarter. Article: GE Aerospace Has a Record Quarter. Larry Culp Says 'No Victory Laps'
• Neutral Sentiment: Some coverage noted that backlog remains huge, but slowing order growth and ongoing delivery constraints are tempering enthusiasm and keeping valuation concerns in focus. Article: GE boosts profit outlook but stock falls as booming order growth cools
• Negative Sentiment: The stock is under pressure because investors appear to be taking profits after a strong run and are worried the valuation is already rich, even with the improved guidance. Article: GE Aerospace Q2 earnings top estimates as commercial services drive growth

Wall Street Analysts Forecast Growth

GE has been the subject of a number of research reports. Sanford C. Bernstein reiterated an "outperform" rating on shares of GE Aerospace in a report on Tuesday. Susquehanna reissued a "positive" rating and set a $430.00 price objective (up from $380.00) on shares of GE Aerospace in a report on Thursday, July 9th. President Capital dropped their target price on GE Aerospace from $355.00 to $342.00 and set a "buy" rating for the company in a research report on Wednesday, April 22nd. BNP Paribas Exane cut their target price on GE Aerospace from $300.00 to $270.00 and set an "underperform" rating for the company in a research note on Thursday, May 14th. Finally, Weiss Ratings upgraded shares of GE Aerospace from a "buy (b-)" rating to a "buy (b)" rating in a research report on Friday. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average target price of $370.33.

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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