Cookson Peirce & Co. Inc. Acquires 2,387 Shares of GE Aerospace $GE

Cookson Peirce & Co. Inc. lifted its holdings in shares of GE Aerospace (NYSE:GE) by 4.3% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 58,353 shares of the company’s stock after purchasing an additional 2,387 shares during the quarter. Cookson Peirce & Co. Inc.’s holdings in GE Aerospace were worth $21,808,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the stock. Auto Owners Insurance Co lifted its position in 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 during the last quarter. State Street Corp increased its holdings in shares of GE Aerospace by 1.5% in the 4th quarter. State Street Corp now owns 45,240,802 shares of the company’s stock worth $13,951,570,000 after buying an additional 663,160 shares during the last quarter. Geode Capital Management LLC raised its position in shares of GE Aerospace by 1.3% during the 4th 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 in the last quarter. Norges Bank purchased a new stake in shares of GE Aerospace during the 4th quarter valued at $4,444,736,000. Finally, Morgan Stanley lifted its holdings in shares of GE Aerospace by 2.4% during the 4th quarter. Morgan Stanley now owns 13,924,762 shares of the company’s stock worth $4,289,245,000 after acquiring an additional 332,380 shares during the last quarter. 74.77% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several research analysts recently issued reports on GE shares. UBS Group upped their target price on shares of GE Aerospace from $426.00 to $435.00 and gave the stock a “buy” rating in a research report on Friday, July 17th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $410.00 price target on shares of GE Aerospace in a research note on Monday, July 20th. Seaport Research Partners initiated coverage on GE Aerospace in a research report on Tuesday, May 26th. They set a “buy” rating and a $375.00 price objective on the stock. JPMorgan Chase & Co. increased their price objective on GE Aerospace from $335.00 to $400.00 and gave the company an “overweight” rating in a research report on Monday, July 20th. Finally, Royal Bank Of Canada restated an “outperform” rating and issued 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 assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $390.59.

Insider Activity

In related news, SVP Mohamed Ali sold 8,096 shares of the firm’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 sale, the senior vice president directly owned 20,666 shares of the company’s stock, valued at $7,309,770.86. This trade represents a 28.15% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.19% of the stock is owned by insiders.

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 Stock Up 0.2%

Shares of NYSE GE opened at $343.51 on Friday. The firm’s fifty day moving average is $360.35 and its 200 day moving average is $328.08. GE Aerospace has a 52 week low of $268.01 and a 52 week high of $388.84. The company has a quick ratio of 0.67, a current ratio of 0.98 and a debt-to-equity ratio of 0.96. The company has a market cap of $356.41 billion, a price-to-earnings ratio of 40.46, a PEG ratio of 2.50 and a beta of 1.36.

GE Aerospace (NYSE:GE) last announced 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 business had revenue of $12.63 billion for the quarter, compared to analyst estimates of $11.87 billion. GE Aerospace had a net margin of 17.72% and a return on equity of 40.56%. The company’s revenue was up 21.1% on a year-over-year basis. During the same quarter last year, the firm earned $1.66 EPS. 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 Announces Dividend

The company also recently announced 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 dividend payout ratio is currently 22.14%.

GE Aerospace Company 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.