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

Mufg Securities Americas Inc. grew its holdings in GE Aerospace (NYSE:GE) by 8.3% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 31,424 shares of the company’s stock after buying an additional 2,409 shares during the period. GE Aerospace accounts for about 0.6% of Mufg Securities Americas Inc.’s portfolio, making the stock its 29th biggest holding. Mufg Securities Americas Inc.’s holdings in GE Aerospace were worth $11,744,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Blueline Advisors LLC bought a new stake in GE Aerospace in the 4th quarter valued at $25,000. Ankerstar Wealth LLC bought a new position in GE Aerospace during the fourth quarter worth $31,000. Paladin Partners LLC acquired a new position in shares of GE Aerospace in the second quarter valued at $38,000. Tucker Asset Management LLC acquired a new position in shares of GE Aerospace in the fourth quarter valued at $32,000. Finally, Parvin Asset Management LLC bought a new position in shares of GE Aerospace in the second quarter valued at about $41,000. 74.77% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

GE has been the subject of a number of research reports. Sanford C. Bernstein set a $421.00 target price on shares of GE Aerospace and gave the stock an “outperform” rating in a research note on Thursday, July 23rd. The Goldman Sachs Group reissued a “buy” rating and issued a $410.00 price target on shares of GE Aerospace in a report on Monday, July 20th. UBS Group raised their price objective 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. BNP Paribas Exane reduced their price objective on GE Aerospace from $300.00 to $270.00 and set an “underperform” rating for the company in a report on Thursday, May 14th. Finally, Weiss Ratings raised GE Aerospace from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, July 17th. Sixteen analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $390.59.

GE Aerospace Price Performance

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 50-day simple moving average is $360.35 and its 200 day simple moving average is $328.08. The firm has a market cap of $356.41 billion, a price-to-earnings ratio of 40.46, a P/E/G ratio of 2.50 and a beta of 1.36.

GE Aerospace (NYSE:GE) last released its earnings results on Thursday, July 16th. The company reported $2.02 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.86 by $0.16. GE Aerospace had a return on equity of 40.56% and a net margin of 17.72%.The company had revenue of $12.63 billion for the quarter, compared to analyst estimates of $11.87 billion. During the same period in the prior year, the firm posted $1.66 EPS. GE Aerospace’s quarterly revenue was up 21.1% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. As a group, sell-side analysts predict that GE Aerospace will post 7.91 earnings per share for the current year.

GE Aerospace Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, July 27th. Shareholders of record on Monday, July 6th were paid a dividend of $0.47 per share. The ex-dividend date of this dividend was Monday, July 6th. This represents a $1.88 annualized dividend and a yield of 0.5%. GE Aerospace’s payout ratio is presently 22.14%.

Key GE Aerospace News

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 other news, SVP Mohamed Ali sold 8,096 shares of the 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 completion of the transaction, the senior vice president owned 20,666 shares of the company’s stock, valued at approximately $7,309,770.86. This represents a 28.15% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Company insiders own 0.19% of the company’s stock.

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.