IFP Advisors Inc Has $6.29 Million Holdings in GE Aerospace $GE

IFP Advisors Inc increased its holdings in shares of GE Aerospace (NYSE:GE) by 11.1% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 16,824 shares of the company’s stock after acquiring an additional 1,678 shares during the quarter. IFP Advisors Inc’s holdings in GE Aerospace were worth $6,288,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Blueline Advisors LLC acquired a new position in GE Aerospace in the 4th quarter valued at $25,000. Ankerstar Wealth LLC acquired a new stake in shares of GE Aerospace during the 4th quarter worth $31,000. Paladin Partners LLC bought a new position in shares of GE Aerospace in the second quarter worth $38,000. Tucker Asset Management LLC bought a new position in shares of GE Aerospace in the fourth quarter worth $32,000. Finally, Parvin Asset Management LLC acquired a new position in GE Aerospace in the second quarter valued at about $41,000. Institutional investors and hedge funds own 74.77% of the company’s stock.

GE Aerospace Stock Performance

GE Aerospace stock opened at $325.78 on Thursday. 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 stock has a market cap of $338.01 billion, a PE ratio of 38.37, a P/E/G ratio of 2.45 and a beta of 1.35. GE Aerospace has a 12-month low of $268.91 and a 12-month high of $388.84. The business’s 50-day moving average price is $354.87 and its two-hundred day moving average price is $328.85.

GE Aerospace (NYSE:GE) last posted its earnings results on Thursday, July 16th. The company reported $2.02 EPS for the quarter, topping analysts’ consensus estimates of $1.86 by $0.16. GE Aerospace had a net margin of 17.72% and a return on equity of 40.56%. The firm had revenue of $12.63 billion during the quarter, compared to analysts’ expectations of $11.87 billion. During the same quarter in the prior year, the business earned $1.66 earnings per share. The business’s revenue for the quarter 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. As a group, analysts expect that GE Aerospace will post 7.91 earnings per share for the current fiscal year.

GE Aerospace Dividend Announcement

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

Insider Buying and Selling at GE Aerospace

In other GE Aerospace news, SVP Mohamed Ali sold 8,096 shares of the business’s stock in a transaction on Friday, July 24th. The shares were sold at an average price of $353.71, for a total transaction of $2,863,636.16. Following the sale, the senior vice president owned 20,666 shares of the company’s stock, valued at approximately $7,309,770.86. The trade was a 28.15% 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. Insiders own 0.19% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on the stock. The Goldman Sachs Group reaffirmed a “buy” rating and set a $410.00 price objective on shares of GE Aerospace in a research report on Monday, July 20th. Weiss Ratings raised shares of GE Aerospace from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, July 17th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of GE Aerospace in a report on Wednesday. Citigroup reiterated a “buy” rating and set a $431.00 price target (up from $353.00) on shares of GE Aerospace in a research report on Wednesday, July 1st. Finally, Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $450.00 price objective on shares of GE Aerospace in a research note on Monday, July 27th. Sixteen research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the 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 News Roundup

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

GE Aerospace Company 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.