Sigma Planning Corp lessened its position in shares of GE Aerospace (NYSE:GE – Free Report) by 33.2% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 11,620 shares of the company’s stock after selling 5,776 shares during the period. Sigma Planning Corp’s holdings in GE Aerospace were worth $4,343,000 as of its most recent filing with the Securities and Exchange Commission.
Several other large investors have also made changes to their positions in GE. Blueline Advisors LLC acquired a new position in GE Aerospace during the fourth quarter worth about $25,000. Ankerstar Wealth LLC acquired a new stake in shares of GE Aerospace in the 4th quarter valued at approximately $31,000. Paladin Partners LLC acquired a new stake in shares of GE Aerospace in the 2nd quarter valued at approximately $38,000. Tucker Asset Management LLC bought a new stake in shares of GE Aerospace during the 4th quarter valued at approximately $32,000. Finally, Parvin Asset Management LLC bought a new stake in shares of GE Aerospace during the 2nd quarter valued at approximately $41,000. Institutional investors and hedge funds own 74.77% of the company’s stock.
Wall Street Analysts Forecast Growth
Several brokerages recently commented on GE. Weiss Ratings raised shares of GE Aerospace from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, July 17th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $410.00 target price on shares of GE Aerospace in a research note on Monday, July 20th. UBS Group upped their price target on shares of 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 price target on GE Aerospace from $335.00 to $400.00 and gave the company an “overweight” rating in a research note on Monday, July 20th. Finally, Seaport Research Partners started coverage on GE Aerospace in a report on Tuesday, May 26th. They set a “buy” rating and a $375.00 price objective on the stock. Sixteen analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $390.59.
GE Aerospace Stock Performance
GE Aerospace stock opened at $343.51 on Monday. The business has a 50 day moving average of $360.35 and a 200-day moving average of $328.16. The company has a market capitalization of $356.41 billion, a P/E ratio of 40.46, a P/E/G ratio of 2.50 and a beta of 1.36. GE Aerospace has a 1 year low of $268.01 and a 1 year 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.
GE Aerospace (NYSE:GE – Get Free Report) last posted its earnings results on Thursday, July 16th. The company reported $2.02 EPS for the quarter, topping the consensus estimate 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 for the quarter, compared to the consensus estimate of $11.87 billion. During the same period last year, the company 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 predict that GE Aerospace will post 7.91 earnings per share for the current year.
GE Aerospace Dividend Announcement
The firm also recently declared a quarterly dividend, which was paid on Monday, July 27th. Stockholders of record on Monday, July 6th were issued a dividend of $0.47 per share. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date was Monday, July 6th. GE Aerospace’s payout ratio is 22.14%.
Insider Activity at GE Aerospace
In related 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 sale, the senior vice president owned 20,666 shares of the company’s stock, valued at $7,309,770.86. The trade was a 28.15% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. 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: 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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