Sequoia Financial Advisors LLC Grows Stake in GE Aerospace $GE

by · The Cerbat Gem

Sequoia Financial Advisors LLC lifted its holdings in shares of GE Aerospace (NYSE:GEFree Report) by 1.9% during the 2nd quarter, Holdings Channel.com reports. The fund owned 88,294 shares of the company’s stock after buying an additional 1,634 shares during the period. Sequoia Financial Advisors LLC’s holdings in GE Aerospace were worth $32,998,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC increased its stake in GE Aerospace by 25.3% in the fourth quarter. Brighton Jones LLC now owns 12,008 shares of the company’s stock valued at $2,003,000 after purchasing an additional 2,421 shares during the last quarter. Revolve Wealth Partners LLC grew its position in shares of GE Aerospace by 7.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 2,251 shares of the company’s stock valued at $375,000 after buying an additional 150 shares during the last quarter. Sivia Capital Partners LLC grew its position in shares of GE Aerospace by 4.6% in the 2nd quarter. Sivia Capital Partners LLC now owns 4,337 shares of the company’s stock valued at $1,116,000 after buying an additional 191 shares during the last quarter. Main Street Financial Solutions LLC raised its stake in GE Aerospace by 348.6% during the 2nd quarter. Main Street Financial Solutions LLC now owns 5,899 shares of the company’s stock worth $1,518,000 after acquiring an additional 4,584 shares in the last quarter. Finally, HUB Investment Partners LLC raised its stake in GE Aerospace by 4.2% during the 2nd quarter. HUB Investment Partners LLC now owns 9,035 shares of the company’s stock worth $2,326,000 after acquiring an additional 366 shares in the last quarter. Hedge funds and other institutional investors own 74.77% of the company’s stock.

Insiders Place Their Bets

In other GE Aerospace news, SVP Mohamed Ali sold 8,096 shares of the business’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. The trade was a 28.15% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. 0.19% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

Several equities analysts have issued reports on the stock. TD Cowen restated 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. Weiss Ratings upgraded GE Aerospace from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, July 17th. Jefferies Financial Group boosted their target price on GE Aerospace from $365.00 to $455.00 and gave the company a “buy” rating in a report on Thursday, July 2nd. The Goldman Sachs Group restated a “buy” rating and set a $410.00 price target on shares of GE Aerospace in a research note on Monday, July 20th. Finally, BNP Paribas Exane cut their price target on GE Aerospace from $300.00 to $270.00 and set an “underperform” rating on the stock in a research report on Thursday, May 14th. 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 company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $390.59.

Check Out Our Latest Research Report on GE

GE Aerospace Stock Performance

NYSE GE opened at $325.78 on Thursday. The company has a quick ratio of 0.67, a current ratio of 0.98 and a debt-to-equity ratio of 0.96. GE Aerospace has a 52-week low of $268.91 and a 52-week high of $388.84. The business’s 50-day moving average price is $354.87 and its 200 day moving average price is $328.85. The firm has a market cap of $338.01 billion, a P/E ratio of 38.37, a P/E/G ratio of 2.45 and a beta of 1.35.

GE Aerospace (NYSE:GEGet Free Report) last posted its quarterly earnings data on Thursday, July 16th. The company reported $2.02 EPS for the quarter, beating the consensus estimate 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 during the quarter, compared to the consensus estimate of $11.87 billion. During the same period in the prior year, the business earned $1.66 EPS. The firm’s revenue 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. On average, equities research analysts expect that GE Aerospace will post 7.91 earnings per share for the current year.

GE Aerospace Dividend Announcement

The company also recently disclosed 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 yield of 0.6%. The ex-dividend date was Monday, July 6th. GE Aerospace’s dividend payout ratio (DPR) is 22.14%.

Key GE Aerospace News

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

  • Positive Sentiment: CPP acquisition addresses a key production bottleneck. GE Aerospace agreed to acquire the precision-castings manufacturer for $11.75 billion, gaining direct control over components used in commercial aircraft engines, defense systems and aftermarket programs. Management expects the transaction to increase adjusted earnings per share and free cash flow in the first year after closing. GE Aerospace to spend nearly $12 billion to bring key castings supplier in-house
  • Positive Sentiment: Greater capacity could support long-term growth. CPP’s more than 6,600 employees and 20-plus facilities would help GE expand engine output, protect delivery schedules and accelerate next-generation engine development. GE also plans to double fighter-engine production by 2032, reinforcing the potential defense-related growth opportunity. GE Plans To Double Fighter Engine Production By 2032
  • Positive Sentiment: Analyst support remains favorable. Bank of America reaffirmed its Buy rating and $405 price target, while other published targets remain above the current trading level. GE Aerospace Buy Rating Reaffirmed
  • Neutral Sentiment: Industry demand remains strong. GE and other aerospace suppliers continue to benefit from commercial aviation recovery, defense demand and shortages of advanced engine castings. Howmet Aerospace’s CEO said demand for engine parts remains very high, suggesting the acquisition is part of a broader supply-chain expansion rather than a weakening market. Howmet CEO comments on GE Aerospace deal
  • Negative Sentiment: Price, leverage and execution are weighing on sentiment. GE will fund approximately $7 billion with cash and the remainder with new debt. CPP is valued at roughly 18 times projected 2027 EBITDA including synergies, a premium that raises return-on-investment and integration concerns. The transaction is not expected to close until the second half of 2027 and remains subject to regulatory approval. GE’s valuation near 40 times earnings leaves less room for disappointment. GE Aerospace Falls as Investors Weigh CPP Deal

GE Aerospace Company Profile

(Free Report)

GE Aerospace (NYSE:GE) is a global aerospace company that designs, develops, manufactures and services aircraft engines and related systems. Its portfolio serves commercial aviation, military and defense, business and general aviation, and other aerospace markets.

The company’s products and services include commercial and military aircraft engines, integrated engine systems, avionics, mechanical systems and digital solutions. GE Aerospace also provides maintenance, repair, overhaul, spare parts, technical support and other lifecycle services for aircraft propulsion and related equipment.

GE Aerospace traces its roots to the aviation activities of General Electric, which began developing aircraft engines during World War I.

See Also

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