Mufg Securities Americas Inc. Buys 4,962 Shares of GE Aerospace $GE

Mufg Securities Americas Inc. increased its stake in GE Aerospace (NYSE:GE) by 21.0% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 28,596 shares of the company’s stock after acquiring an additional 4,962 shares during the quarter. GE Aerospace comprises 0.6% of Mufg Securities Americas Inc.’s holdings, making the stock its 26th largest holding. Mufg Securities Americas Inc.’s holdings in GE Aerospace were worth $8,602,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also added to or reduced their stakes in the company. Bare Financial Services Inc lifted its position in shares of GE Aerospace by 81.1% in the 2nd quarter. Bare Financial Services Inc now owns 96 shares of the company’s stock worth $25,000 after purchasing an additional 43 shares during the period. REAP Financial Group LLC acquired a new stake in shares of GE Aerospace during the third quarter worth $25,000. Marquette Asset Management LLC bought a new position in GE Aerospace during the third quarter worth $26,000. Lavaca Capital LLC lifted its holdings in GE Aerospace by 1,666.7% in the second quarter. Lavaca Capital LLC now owns 106 shares of the company’s stock valued at $27,000 after buying an additional 100 shares during the period. Finally, Barnes Dennig Private Wealth Management LLC lifted its holdings in GE Aerospace by 147.2% in the third quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company’s stock valued at $27,000 after buying an additional 53 shares during the period. 74.77% of the stock is currently owned by institutional investors.

Insider Activity at GE Aerospace

In related news, SVP Amy L. Gowder sold 4,000 shares of the company’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $305.73, for a total transaction of $1,222,920.00. Following the completion of the sale, the senior vice president owned 16,535 shares in the company, valued at approximately $5,055,245.55. This represents a 19.48% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, SVP Russell Stokes sold 30,363 shares of the stock in a transaction on Friday, January 30th. The shares were sold at an average price of $306.47, for a total value of $9,305,348.61. Following the completion of the sale, the senior vice president directly owned 150,434 shares of the company’s stock, valued at $46,103,507.98. The trade was a 16.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 37,398 shares of company stock valued at $11,455,491 over the last 90 days. Insiders own 0.21% of the company’s stock.

Key Headlines Impacting GE Aerospace

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

• Positive Sentiment: United Airlines selected 300 GEnx engines to power new Boeing 787s — a large commercial engine order that increases GE Aerospace’s engine build and long-term aftermarket service revenue base and strengthens backlog. UAL Orders 300 GEnx Engines From GE Aerospace
• Positive Sentiment: Kratos and GE won a U.S. Air Force award (~$12.4M) to design the GEK1500 engine for expendable Collaborative Combat Aircraft — a defense program win that expands GE’s small-engine pipeline and could lead to larger production/service follow-ons. Kratos and GE Aerospace Win U.S. Air Force Award
• Positive Sentiment: Industry coverage notes the GE–Kratos–USAF deal expands the CCA engine agreement and leverages prior engine maturations to accelerate delivery — reinforces execution on defense R&D-to-production pipeline. GE-Kratos-USAF Deal Expands CCA Engine Agreement
• Positive Sentiment: American Airlines made a long-term commitment to GE engines (CFM LEAP family) — supports spare-parts and MRO (maintenance, repair & overhaul) revenue tail and elevates multi-year aftermarket visibility. American Makes Long-Term Commitment to GE Engines
• Positive Sentiment: Fresh analyst attention (Morgan Stanley initiation, Deutsche Bank commentary) and feature pieces on A&D winners of AI disruption are drawing investor focus to GE Aerospace’s standalone cash‑flow potential and secular tailwinds (airline demand, defense modernization). This can support multiple expansion. A Look At General Electric’s Valuation After Morgan Stanley’s Bullish Aerospace Initiation
• Neutral Sentiment: Market reports on data-center and power-transformer growth list General Electric among key suppliers — supports broader GE group demand for utility and industrial equipment, but is more directly relevant to GE Vernova than GE Aerospace. Data Center Market Competitive Analysis Report 2025
• Neutral Sentiment: Media lists and AI-era investor pieces include GE/Aerospace as a potential beneficiary — helpful for sentiment but not a direct near-term revenue catalyst. 10 Best Aerospace and Defense Stocks to Invest In
• Negative Sentiment: Competitive noise — an RTX social post highlighted Pratt & Whitney as a contender to power a new stealthy Mach‑2 jet. Wins by competitors on high-profile military platforms could pressure GE’s opportunity set and future program awards. RTX post sparks buzz as Pratt & Whitney vies to power stealthy Mach 2 jet

GE Aerospace Stock Performance

Shares of GE stock opened at $338.88 on Tuesday. The company has a current ratio of 1.04, a quick ratio of 0.74 and a debt-to-equity ratio of 1.00. The firm has a fifty day simple moving average of $314.38 and a two-hundred day simple moving average of $299.89. GE Aerospace has a 12 month low of $159.36 and a 12 month high of $344.30. The firm has a market capitalization of $355.42 billion, a PE ratio of 41.63, a price-to-earnings-growth ratio of 3.17 and a beta of 1.40.

GE Aerospace (NYSE:GE) last released its quarterly earnings data on Thursday, January 22nd. The company reported $1.57 earnings per share for the quarter, beating analysts’ consensus estimates of $1.43 by $0.14. The firm had revenue of $11.90 billion for the quarter, compared to analyst estimates of $11.27 billion. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The business’s quarterly revenue was up 17.6% compared to the same quarter last year. During the same period last year, the firm earned $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Analysts forecast that GE Aerospace will post 5.4 EPS for the current fiscal year.

GE Aerospace Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, April 27th. Stockholders of record on Monday, March 9th will be issued a $0.47 dividend. This is a boost from GE Aerospace’s previous quarterly dividend of $0.36. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date is Monday, March 9th. GE Aerospace’s dividend payout ratio is 17.69%.

Wall Street Analysts Forecast Growth

A number of research analysts have recently issued reports on the company. Sanford C. Bernstein reissued an “outperform” rating on shares of GE Aerospace in a research note on Monday, October 27th. Bank of America boosted their price target on GE Aerospace from $310.00 to $365.00 and gave the company a “buy” rating in a research note on Monday, October 27th. Wolfe Research raised their price objective on shares of GE Aerospace from $340.00 to $360.00 and gave the stock an “outperform” rating in a research report on Monday, January 12th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of GE Aerospace in a research report on Thursday, January 22nd. Finally, Deutsche Bank Aktiengesellschaft lifted their price objective on shares of GE Aerospace from $375.00 to $387.00 and gave the company a “buy” rating in a research note on Friday, January 23rd. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, one has given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, GE Aerospace presently has a consensus rating of “Moderate Buy” and a consensus target price of $329.29.

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.