Corient Private Wealth LP Grows Position in GE Aerospace $GE

Key Points

• Corient Private Wealth increased its GE Aerospace stake by 17.9% in the second quarter, bringing its holdings to 815,777 shares valued at approximately $304.9 million. Institutional investors and hedge funds collectively own 74.77% of the company.
• Wall Street maintains a constructive outlook, with 16 analysts rating GE Aerospace a Buy and a consensus price target of $390.59. Recent targets range from $270 to $450.
• GE Aerospace exceeded quarterly expectations, reporting $2.02 in earnings per share on $12.63 billion in revenue, up 21.1% year over year. However, the stock’s elevated valuation remains a risk if future earnings growth or guidance disappoints.

Corient Private Wealth LP lifted its stake in GE Aerospace (NYSE:GE - Free Report) by 17.9% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 815,777 shares of the company's stock after purchasing an additional 123,746 shares during the period. Corient Private Wealth LP owned approximately 0.08% of GE Aerospace worth $304,880,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Brighton Jones LLC grew its stake in GE Aerospace by 25.3% in the 4th quarter. Brighton Jones LLC now owns 12,008 shares of the company's stock valued at $2,003,000 after acquiring an additional 2,421 shares during the last quarter. Revolve Wealth Partners LLC boosted its holdings in shares of GE Aerospace by 7.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 2,251 shares of the company's stock worth $375,000 after purchasing an additional 150 shares during the last quarter. Sivia Capital Partners LLC grew its holdings in GE Aerospace by 4.6% in the 2nd quarter. Sivia Capital Partners LLC now owns 4,337 shares of the company's stock valued at $1,116,000 after buying an additional 191 shares during the period. Main Street Financial Solutions LLC increased its position in GE Aerospace by 348.6% during the second quarter. Main Street Financial Solutions LLC now owns 5,899 shares of the company's stock worth $1,518,000 after purchasing an additional 4,584 shares during the last quarter. Finally, HUB Investment Partners LLC raised its position in shares of GE Aerospace by 4.2% in the 2nd quarter. HUB Investment Partners LLC now owns 9,035 shares of the company's stock worth $2,326,000 after buying an additional 366 shares during the period. Institutional investors and hedge funds own 74.77% of the company's stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on the company. Seaport Research Partners initiated coverage on GE Aerospace in a research report on Tuesday, May 26th. They set a "buy" rating and a $375.00 price target for the company. The Goldman Sachs Group reaffirmed a "buy" rating and issued a $410.00 price objective on shares of GE Aerospace in a research note on Monday, July 20th. Susquehanna reiterated a "positive" rating and set a $430.00 target price (up from $380.00) on shares of GE Aerospace in a report on Thursday, July 9th. Deutsche Bank Aktiengesellschaft restated a "buy" rating and issued a $450.00 price target on shares of GE Aerospace in a report on Monday, July 27th. Finally, BNP Paribas Exane reduced their price target on shares of GE Aerospace from $300.00 to $270.00 and set an "underperform" rating on the stock in a research report on Thursday, May 14th. Sixteen equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $390.59.

GE Aerospace Trading Up 1.4%

NYSE GE opened at $354.39 on Thursday. The company's fifty day moving average price is $360.99 and its two-hundred day moving average price is $327.82. The company has a market capitalization of $367.70 billion, a price-to-earnings ratio of 41.74, a price-to-earnings-growth ratio of 2.55 and a beta of 1.36. GE Aerospace has a 12 month low of $268.01 and a 12 month high of $388.84. 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 (NYSE:GE - Get Free Report) last posted its quarterly 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. The business had revenue of $12.63 billion during the quarter, compared to the consensus estimate of $11.87 billion. GE Aerospace had a return on equity of 40.56% and a net margin of 17.72%.The company's revenue for the quarter was up 21.1% compared to the same quarter last year. During the same period last 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, research analysts predict that GE Aerospace will post 7.91 earnings per share for the current fiscal year.

GE Aerospace Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, July 27th. Investors of record on Monday, July 6th were issued a $0.47 dividend. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend was Monday, July 6th. GE Aerospace's dividend payout ratio (DPR) is 22.14%.

Insider Buying and Selling at GE Aerospace

In other GE Aerospace news, SVP Mohamed Ali sold 8,096 shares of the firm's 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 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 0.19% of the stock is currently owned by company insiders.

Trending Headlines about GE Aerospace

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

• Positive Sentiment: GE Aerospace outperformed the broader market in the latest session, suggesting investors continued to favor the company despite a weaker market backdrop. GE Aerospace Rises As Market Takes a Dip: Key Facts
• Positive Sentiment: Brokerages collectively rate GE Aerospace “Moderate Buy,” reinforcing a constructive Wall Street outlook. The rating follows the company’s strong operating performance and expectations for continued earnings growth. GE Aerospace Given Consensus Rating of Moderate Buy
• Positive Sentiment: The company recently exceeded quarterly expectations, reporting $2.02 in earnings per share versus the $1.86 consensus estimate and revenue of $12.63 billion, up 21.1% year over year. The results strengthened the investment case and helped support the stock’s gains. GE Aerospace Faces a Bigger Test After Strong Results
• Neutral Sentiment: GE Aerospace’s Wilmington apprenticeship program completed its first year, highlighting workforce-development efforts. The initiative may support long-term hiring and skills development but is unlikely to materially affect near-term earnings. GE Aerospace Marks One Year of Wilmington Apprenticeship Program
• Negative Sentiment: Valuation remains a concern: GE Aerospace trades at a substantial premium to industrial peers. Investors may demand continued earnings growth to justify the elevated multiple, creating downside risk if results or guidance disappoint. Is GE Stock Worth Its Steep Peer Premium?

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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