IFP Advisors Inc Acquires 1,678 Shares of GE Aerospace $GE

IFP Advisors Inc increased its holdings in shares of GE Aerospace (NYSE:GE) by 11.1% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 16,824 shares of the company’s stock after buying an additional 1,678 shares during the period. IFP Advisors Inc’s holdings in GE Aerospace were worth $6,288,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in GE. Allworth Financial LP lifted its holdings in GE Aerospace by 7.6% in the fourth quarter. Allworth Financial LP now owns 76,867 shares of the company’s stock valued at $23,677,000 after buying an additional 5,434 shares during the period. Susquehanna Fundamental Investments LLC grew its holdings in GE Aerospace by 261.0% during the 2nd quarter. Susquehanna Fundamental Investments LLC now owns 213,603 shares of the company’s stock worth $79,830,000 after acquiring an additional 154,429 shares during the period. CenterBook Partners LP raised its position in shares of GE Aerospace by 892.6% in the 4th quarter. CenterBook Partners LP now owns 49,788 shares of the company’s stock worth $15,336,000 after acquiring an additional 44,772 shares in the last quarter. Clough Capital Partners L P raised its position in shares of GE Aerospace by 37.1% in the 1st quarter. Clough Capital Partners L P now owns 70,535 shares of the company’s stock worth $20,016,000 after acquiring an additional 19,105 shares in the last quarter. Finally, Ascentis Independent Advisors raised its position in shares of GE Aerospace by 207.3% in the 1st quarter. Ascentis Independent Advisors now owns 4,317 shares of the company’s stock worth $1,225,000 after acquiring an additional 2,912 shares in the last quarter. 74.77% of the stock is owned by institutional investors.

More GE Aerospace News

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

• Positive Sentiment: CPP acquisition addresses a key production bottleneck. GE Aerospace agreed to acquire the precision-castings manufacturer for $11.75 billion, gaining direct control over components used in commercial aircraft engines, defense systems and aftermarket programs. Management expects the transaction to increase adjusted earnings per share and free cash flow in the first year after closing. GE Aerospace to spend nearly $12 billion to bring key castings supplier in-house
• Positive Sentiment: Greater capacity could support long-term growth. CPP’s more than 6,600 employees and 20-plus facilities would help GE expand engine output, protect delivery schedules and accelerate next-generation engine development. GE also plans to double fighter-engine production by 2032, reinforcing the potential defense-related growth opportunity. GE Plans To Double Fighter Engine Production By 2032
• Positive Sentiment: Analyst support remains favorable. Bank of America reaffirmed its Buy rating and $405 price target, while other published targets remain above the current trading level. GE Aerospace Buy Rating Reaffirmed
• Neutral Sentiment: Industry demand remains strong. GE and other aerospace suppliers continue to benefit from commercial aviation recovery, defense demand and shortages of advanced engine castings. Howmet Aerospace’s CEO said demand for engine parts remains very high, suggesting the acquisition is part of a broader supply-chain expansion rather than a weakening market. Howmet CEO comments on GE Aerospace deal
• Negative Sentiment: Price, leverage and execution are weighing on sentiment. GE will fund approximately $7 billion with cash and the remainder with new debt. CPP is valued at roughly 18 times projected 2027 EBITDA including synergies, a premium that raises return-on-investment and integration concerns. The transaction is not expected to close until the second half of 2027 and remains subject to regulatory approval. GE’s valuation near 40 times earnings leaves less room for disappointment. GE Aerospace Falls as Investors Weigh CPP Deal

Insider Activity at GE Aerospace

In other news, SVP Mohamed Ali sold 8,096 shares of the business’s stock in a transaction that occurred on Friday, July 24th. The stock was sold at an average price of $353.71, for a total transaction of $2,863,636.16. Following the completion of the sale, the senior vice president owned 20,666 shares in the company, valued at $7,309,770.86. The trade was a 28.15% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. 0.19% of the stock is currently owned by corporate insiders.

GE Aerospace Price Performance

GE stock opened at $325.78 on Thursday. The company has a debt-to-equity ratio of 0.96, a current ratio of 0.98 and a quick ratio of 0.67. The company’s 50-day moving average is $354.87 and its 200-day moving average is $328.85. The stock has a market capitalization of $338.01 billion, a PE ratio of 38.37, a price-to-earnings-growth ratio of 2.45 and a beta of 1.35. GE Aerospace has a 1 year low of $268.91 and a 1 year high of $388.84.

GE Aerospace (NYSE:GE) last issued its earnings results on Thursday, July 16th. The company reported $2.02 EPS for the quarter, beating analysts’ consensus estimates of $1.86 by $0.16. GE Aerospace had a return on equity of 40.56% and a net margin of 17.72%.The business had revenue of $12.63 billion during the quarter, compared to analyst estimates of $11.87 billion. During the same period in the previous year, the company posted $1.66 EPS. The firm’s revenue was up 21.1% compared to the same quarter last year. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. Equities research analysts expect that GE Aerospace will post 7.91 EPS for the current fiscal year.

GE Aerospace Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, July 27th. Shareholders of record on Monday, July 6th were paid a $0.47 dividend. This represents a $1.88 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend was Monday, July 6th. GE Aerospace’s dividend payout ratio (DPR) is 22.14%.

Analysts Set New Price Targets

Several equities research analysts recently commented on GE shares. Sanford C. Bernstein restated an “outperform” rating on shares of GE Aerospace in a research report on Wednesday. Citigroup reiterated a “buy” rating and issued a $431.00 target price (up from $353.00) on shares of GE Aerospace in a report on Wednesday, July 1st. TD Cowen reissued a “buy” rating and issued a $380.00 price target (up from $330.00) on shares of GE Aerospace in a research note on Monday, July 13th. BNP Paribas Exane cut their price target on GE Aerospace from $300.00 to $270.00 and set an “underperform” rating on the stock in a report on Thursday, May 14th. Finally, Jefferies Financial Group raised their price objective on shares of GE Aerospace from $365.00 to $455.00 and gave the stock a “buy” rating in a research report on Thursday, July 2nd. Sixteen investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, GE Aerospace currently has a consensus rating of “Moderate Buy” and an average target price of $390.59.

GE Aerospace Profile

GE Aerospace (NYSE:GE) is a global aerospace company that designs, develops, manufactures and services aircraft engines and related systems. Its portfolio serves commercial aviation, military and defense, business and general aviation, and other aerospace markets.

The company’s products and services include commercial and military aircraft engines, integrated engine systems, avionics, mechanical systems and digital solutions. GE Aerospace also provides maintenance, repair, overhaul, spare parts, technical support and other lifecycle services for aircraft propulsion and related equipment.

GE Aerospace traces its roots to the aviation activities of General Electric, which began developing aircraft engines during World War I.