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

Mufg Securities Americas Inc. lifted its position in shares of 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. The firm owned 28,596 shares of the company’s stock after purchasing an additional 4,962 shares during the period. GE Aerospace accounts for approximately 0.6% of Mufg Securities Americas Inc.’s investment portfolio, making the stock its 26th biggest holding. Mufg Securities Americas Inc.’s holdings in GE Aerospace were worth $8,602,000 at the end of the most recent reporting period.

Several other hedge funds have also added to or reduced their stakes in GE. Bare Financial Services Inc grew its stake in shares of GE Aerospace by 81.1% in the second quarter. Bare Financial Services Inc now owns 96 shares of the company’s stock valued at $25,000 after acquiring an additional 43 shares in the last quarter. REAP Financial Group LLC bought a new stake in GE Aerospace in the 3rd quarter valued at about $25,000. Marquette Asset Management LLC bought a new stake in GE Aerospace in the 3rd quarter valued at about $26,000. Lavaca Capital LLC grew its position in shares of GE Aerospace by 1,666.7% during the 2nd quarter. Lavaca Capital LLC now owns 106 shares of the company’s stock worth $27,000 after purchasing an additional 100 shares in the last quarter. Finally, Barnes Dennig Private Wealth Management LLC increased its holdings in shares of GE Aerospace by 147.2% during the third quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company’s stock worth $27,000 after purchasing an additional 53 shares during the period. 74.77% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities research analysts recently issued reports on the company. 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. The Goldman Sachs Group lifted their price objective on GE Aerospace from $338.00 to $350.00 and gave the company a “buy” rating in a report on Friday, January 23rd. JPMorgan Chase & Co. increased their target price on GE Aerospace from $325.00 to $335.00 and gave the stock an “overweight” rating in a report on Monday, January 26th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of GE Aerospace in a research report on Monday, October 27th. Finally, Morgan Stanley initiated coverage on shares of GE Aerospace in a research note on Friday. They set an “overweight” rating and a $425.00 price objective on the stock. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, one has issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, GE Aerospace currently has a consensus rating of “Moderate Buy” and a consensus price target of $329.29.

Trending Headlines about 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 Price Performance

Shares of GE stock opened at $338.88 on Tuesday. The business has a fifty day simple moving average of $314.38 and a 200 day simple moving average of $299.89. The company has a market cap of $355.42 billion, a P/E ratio of 41.63, a P/E/G ratio of 3.17 and a beta of 1.40. The company has a quick ratio of 0.74, a current ratio of 1.04 and a debt-to-equity ratio of 1.00. GE Aerospace has a twelve month low of $159.36 and a twelve month high of $344.30.

GE Aerospace (NYSE:GE) last issued its earnings results on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, topping the consensus estimate of $1.43 by $0.14. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.The firm had revenue of $11.90 billion during the quarter, compared to the consensus estimate of $11.27 billion. During the same quarter in the previous year, the firm earned $1.32 earnings per share. The business’s quarterly revenue was up 17.6% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, sell-side 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. Shareholders of record on Monday, March 9th will be given a $0.47 dividend. This is an increase from GE Aerospace’s previous quarterly dividend of $0.36. This represents a $1.88 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date is Monday, March 9th. GE Aerospace’s dividend payout ratio (DPR) is 17.69%.

Insiders Place Their Bets

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

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.