8,187 Shares in GE Aerospace $GE Purchased by Cacti Asset Management LLC

Cacti Asset Management LLC purchased a new position in GE Aerospace (NYSE:GE) during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 8,187 shares of the company’s stock, valued at approximately $3,060,000.

A number of other institutional investors and hedge funds also recently bought and sold shares of the business. Auto Owners Insurance Co grew its stake in shares of GE Aerospace by 52,247.5% in the 4th quarter. Auto Owners Insurance Co now owns 65,721,281 shares of the company’s stock worth $2,024,413,000 after purchasing an additional 65,595,733 shares during the last quarter. Norges Bank bought a new stake in shares of GE Aerospace in the 4th quarter worth approximately $4,444,736,000. Amundi lifted its stake in GE Aerospace by 135.2% during the first quarter. Amundi now owns 6,119,975 shares of the company’s stock valued at $1,736,665,000 after purchasing an additional 3,518,278 shares during the last quarter. Jupiter Topco LLC acquired a new stake in GE Aerospace during the second quarter valued at approximately $1,283,858,000. Finally, Wellington Management Group LLP boosted its holdings in GE Aerospace by 97.3% during the second quarter. Wellington Management Group LLP now owns 6,797,935 shares of the company’s stock worth $2,540,592,000 after buying an additional 3,352,432 shares in the last quarter. 74.77% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other GE Aerospace news, SVP Mohamed Ali sold 8,096 shares of the stock in a transaction that occurred on 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 sale, the senior vice president owned 20,666 shares in the company, valued at $7,309,770.86. This represents a 28.15% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Corporate insiders own 0.19% of the company’s stock.

GE Aerospace Trading Up 0.2%

NYSE:GE opened at $343.51 on Friday. The company has a debt-to-equity ratio of 0.96, a current ratio of 0.98 and a quick ratio of 0.67. GE Aerospace has a fifty-two week low of $268.01 and a fifty-two week high of $388.84. The stock’s 50-day moving average is $360.35 and its two-hundred day moving average is $328.08. The stock has a market cap of $356.41 billion, a PE ratio of 40.46, a price-to-earnings-growth ratio of 2.50 and a beta of 1.36.

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

GE Aerospace Dividend Announcement

The business 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 annualized dividend and a yield of 0.5%. The ex-dividend date was Monday, July 6th. GE Aerospace’s dividend payout ratio is currently 22.14%.

Analysts Set New Price Targets

Several research firms have issued reports on GE. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $410.00 price target on shares of GE Aerospace in a report on Monday, July 20th. Jefferies Financial Group raised their price objective on GE Aerospace from $365.00 to $455.00 and gave the stock a “buy” rating in a research note on Thursday, July 2nd. Citigroup restated 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. UBS Group boosted their target price on GE Aerospace from $426.00 to $435.00 and gave the stock a “buy” rating in a research report on Friday, July 17th. Finally, Wells Fargo & Company reaffirmed an “overweight” rating and set a $390.00 target price on shares of GE Aerospace in a report on Monday, July 20th. Sixteen investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $390.59.

More 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.

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.