Mufg Securities Americas Inc. Purchases 2,409 Shares of GE Aerospace $GE

Mufg Securities Americas Inc. lifted its position in shares of GE Aerospace (NYSE:GE) by 8.3% during the 2nd quarter, HoldingsChannel reports. The fund owned 31,424 shares of the company’s stock after purchasing an additional 2,409 shares during the period. GE Aerospace comprises approximately 0.6% of Mufg Securities Americas Inc.’s portfolio, making the stock its 29th largest holding. Mufg Securities Americas Inc.’s holdings in GE Aerospace were worth $11,744,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. Auto Owners Insurance Co boosted its stake in shares of GE Aerospace by 52,247.5% during the fourth quarter. Auto Owners Insurance Co now owns 65,721,281 shares of the company’s stock valued at $2,024,413,000 after purchasing an additional 65,595,733 shares in the last quarter. State Street Corp increased its stake in shares of GE Aerospace by 1.5% in the fourth quarter. State Street Corp now owns 45,240,802 shares of the company’s stock valued at $13,951,570,000 after buying an additional 663,160 shares during the period. Geode Capital Management LLC increased its stake in shares of GE Aerospace by 1.3% in the fourth quarter. Geode Capital Management LLC now owns 24,774,942 shares of the company’s stock valued at $7,615,200,000 after buying an additional 312,880 shares during the period. Norges Bank bought a new position in GE Aerospace in the 4th quarter valued at approximately $4,444,736,000. Finally, Morgan Stanley raised its holdings in GE Aerospace by 2.4% in the 4th quarter. Morgan Stanley now owns 13,924,762 shares of the company’s stock valued at $4,289,245,000 after buying an additional 332,380 shares during the last quarter. Institutional investors own 74.77% of the company’s stock.

Insider Buying and Selling at GE Aerospace

In other news, SVP Mohamed Ali sold 8,096 shares of the business’s stock in a transaction dated Friday, July 24th. The stock was 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 $7,309,770.86. The trade was a 28.15% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Company insiders own 0.19% of the company’s stock.

GE Aerospace Trading Up 0.2%

NYSE:GE opened at $343.51 on Friday. GE Aerospace has a 52 week low of $268.01 and a 52 week high of $388.84. The company has a debt-to-equity ratio of 0.96, a quick ratio of 0.67 and a current ratio of 0.98. The firm’s fifty day moving average is $360.35 and its 200-day moving average is $328.08. The firm 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.

GE Aerospace (NYSE:GE) last announced its earnings results on Thursday, July 16th. The company reported $2.02 earnings per share for the quarter, topping analysts’ consensus estimates of $1.86 by $0.16. The business had revenue of $12.63 billion during 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%. GE Aerospace’s quarterly revenue was up 21.1% on a year-over-year basis. During the same quarter last year, the firm earned $1.66 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. Equities analysts expect that GE Aerospace will post 7.91 earnings per share for the current year.

GE Aerospace Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Monday, July 27th. Stockholders of record on Monday, July 6th were given a $0.47 dividend. The ex-dividend date of this dividend was Monday, July 6th. This represents a $1.88 annualized dividend and a dividend yield of 0.5%. GE Aerospace’s dividend payout ratio (DPR) is 22.14%.

GE Aerospace News Roundup

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.

Analysts Set New Price Targets

A number of research firms have weighed in on GE. Seaport Research Partners initiated coverage on shares of GE Aerospace in a report on Tuesday, May 26th. They set a “buy” rating and a $375.00 target price on the stock. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $450.00 price target on shares of GE Aerospace in a report on Monday, July 27th. Sanford C. Bernstein set a $421.00 price objective on shares of GE Aerospace and gave the stock an “outperform” rating in a research note on Thursday, July 23rd. TD Cowen reaffirmed a “buy” rating and set a $380.00 target price (up from $330.00) on shares of GE Aerospace in a research report on Monday, July 13th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and set a $400.00 target price (up from $355.00) on shares of GE Aerospace in a research report on Wednesday, July 15th. Sixteen investment analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, GE Aerospace has a consensus rating of “Moderate Buy” and a consensus target price of $390.59.

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.