Sigma Planning Corp Has $4.34 Million Stock Position in GE Aerospace $GE

Sigma Planning Corp cut its holdings in GE Aerospace (NYSE:GE) by 33.2% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 11,620 shares of the company’s stock after selling 5,776 shares during the quarter. Sigma Planning Corp’s holdings in GE Aerospace were worth $4,343,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Allworth Financial LP grew its holdings in shares of GE Aerospace by 7.6% during 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 last quarter. NewEdge Wealth LLC lifted its position in GE Aerospace by 92.2% in the 4th quarter. NewEdge Wealth LLC now owns 20,142 shares of the company’s stock valued at $6,204,000 after acquiring an additional 9,663 shares in the last quarter. CenterBook Partners LP boosted its stake in GE Aerospace by 892.6% during the 4th quarter. CenterBook Partners LP now owns 49,788 shares of the company’s stock valued at $15,336,000 after purchasing an additional 44,772 shares during the last quarter. Clough Capital Partners L P increased its holdings in GE Aerospace by 37.1% during the 1st quarter. Clough Capital Partners L P now owns 70,535 shares of the company’s stock worth $20,016,000 after purchasing an additional 19,105 shares in the last quarter. Finally, Ascentis Independent Advisors raised its stake in shares of GE Aerospace by 207.3% in the first quarter. Ascentis Independent Advisors now owns 4,317 shares of the company’s stock worth $1,225,000 after purchasing an additional 2,912 shares during the last quarter. 74.77% of the stock is currently owned by institutional investors.

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.

GE Aerospace Stock Up 0.3%

GE stock opened at $343.51 on Monday. The stock’s fifty day simple moving average is $360.35 and its two-hundred day simple moving average is $328.16. The company has a current ratio of 0.98, a quick ratio of 0.67 and a debt-to-equity ratio of 0.96. GE Aerospace has a 1-year low of $268.01 and a 1-year high of $388.84. The stock has a market cap of $356.41 billion, a P/E ratio of 40.46, a P/E/G ratio of 2.50 and a beta of 1.36.

GE Aerospace (NYSE:GE) last announced its quarterly earnings data on Thursday, July 16th. The company reported $2.02 earnings per share (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 firm had revenue of $12.63 billion during the quarter, compared to the consensus estimate of $11.87 billion. During the same quarter in the prior year, the company earned $1.66 EPS. The business’s revenue for the quarter was up 21.1% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. Analysts expect that GE Aerospace will post 7.91 EPS for the current year.

GE Aerospace Dividend Announcement

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

Insiders Place Their Bets

In related news, SVP Mohamed Ali sold 8,096 shares of the firm’s stock in a transaction dated 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 completion of the sale, the senior vice president owned 20,666 shares in the company, valued at approximately $7,309,770.86. This trade represents a 28.15% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Insiders own 0.19% of the company’s stock.

Analysts Set New Price Targets

Several brokerages recently issued reports on GE. Sanford C. Bernstein set a $421.00 target price on GE Aerospace and gave the company an “outperform” rating in a research report on Thursday, July 23rd. The Goldman Sachs Group reiterated a “buy” rating and issued a $410.00 target price on shares of GE Aerospace in a research note on Monday, July 20th. JPMorgan Chase & Co. increased their target price on shares of GE Aerospace from $335.00 to $400.00 and gave the company an “overweight” rating in a report on Monday, July 20th. TD Cowen reissued a “buy” rating and set a $380.00 price target (up from $330.00) on shares of GE Aerospace in a research report on Monday, July 13th. Finally, Wells Fargo & Company restated an “overweight” rating and set a $390.00 price target 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 stock. According to data from MarketBeat.com, GE Aerospace has an average rating of “Moderate Buy” and a consensus price target of $390.59.

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.