GTS Securities LLC lessened its holdings in GE Aerospace (NYSE:GE – Free Report) by 43.1% in the second quarter, according to its most recent filing with the SEC. The institutional investor owned 2,992 shares of the company’s stock after selling 2,263 shares during the period. GTS Securities LLC’s holdings in GE Aerospace were worth $1,118,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds have also bought and sold shares of GE. Cookson Peirce & Co. Inc. lifted its position in shares of GE Aerospace by 4.3% in the second quarter. Cookson Peirce & Co. Inc. now owns 58,353 shares of the company’s stock valued at $21,808,000 after acquiring an additional 2,387 shares in the last quarter. Okabena Investment Services Inc. grew its position in shares of GE Aerospace by 1.3% during the second quarter. Okabena Investment Services Inc. now owns 8,076 shares of the company’s stock worth $3,018,000 after purchasing an additional 105 shares in the last quarter. Hollencrest Capital Management grew its position in shares of GE Aerospace by 7.5% during the second quarter. Hollencrest Capital Management now owns 9,735 shares of the company’s stock worth $3,638,000 after purchasing an additional 681 shares in the last quarter. Greenwood Capital Associates LLC raised its stake in GE Aerospace by 5.5% during the 2nd quarter. Greenwood Capital Associates LLC now owns 24,830 shares of the company’s stock valued at $9,280,000 after purchasing an additional 1,289 shares during the period. Finally, Trustmark Bank Trust Department raised its stake in GE Aerospace by 3.3% during the 2nd quarter. Trustmark Bank Trust Department now owns 2,067 shares of the company’s stock valued at $772,000 after purchasing an additional 66 shares during the period. 74.77% of the stock is owned by institutional investors.
Analyst Upgrades and Downgrades
Several research firms have weighed in on GE. Seaport Research Partners initiated coverage on GE Aerospace in a research note on Tuesday, May 26th. They issued a “buy” rating and a $375.00 price target for the company. Sanford C. Bernstein set a $421.00 price objective on shares of GE Aerospace and gave the company an “outperform” rating in a research report on Thursday, July 23rd. BNP Paribas Exane lowered their target price on shares of GE Aerospace from $300.00 to $270.00 and set an “underperform” rating on the stock in a report on Thursday, May 14th. JPMorgan Chase & Co. upped their target price on shares of GE Aerospace from $335.00 to $400.00 and gave the stock an “overweight” rating in a research report on Monday, July 20th. Finally, Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $450.00 target price on shares of GE Aerospace in a research report on Monday, July 27th. Sixteen analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, GE Aerospace has a consensus rating of “Moderate Buy” and a consensus price target of $390.59.
Trending Headlines about 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.
Insider Activity at GE Aerospace
In related news, SVP Mohamed Ali sold 8,096 shares of the firm’s stock in a transaction dated 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 owned 20,666 shares of the company’s stock, valued at $7,309,770.86. This trade represents a 28.15% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Insiders own 0.19% of the company’s stock.
GE Aerospace Stock Performance
NYSE GE opened at $343.51 on Friday. The business’s 50 day moving average price is $360.35 and its 200-day moving average price is $328.08. GE Aerospace has a fifty-two week low of $268.01 and a fifty-two week high of $388.84. The company has a market cap 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. 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 quarterly earnings results on Thursday, July 16th. The company reported $2.02 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.86 by $0.16. The company had revenue of $12.63 billion during the quarter, compared to the consensus estimate of $11.87 billion. GE Aerospace had a return on equity of 40.56% and a net margin of 17.72%.GE Aerospace’s revenue was up 21.1% on a year-over-year basis. During the same period last year, the company earned $1.66 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. Sell-side analysts predict that GE Aerospace will post 7.91 earnings per share for the current year.
GE Aerospace Dividend Announcement
The business also recently declared a quarterly dividend, which was paid on Monday, July 27th. Stockholders of record on Monday, July 6th were issued a $0.47 dividend. The ex-dividend date was Monday, July 6th. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.5%. GE Aerospace’s dividend payout ratio is presently 22.14%.
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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