GE Aerospace $GE Shares Sold by Commerzbank Aktiengesellschaft FI

Key Points

• Commerzbank Aktiengesellschaft FI cut its GE Aerospace stake by 26.5% in the first quarter, selling 19,913 shares and leaving it with 55,110 shares valued at about $15.6 million.
• GE Aerospace’s recent operating updates were strong: it reported Q2 EPS of $2.02 versus $1.86 expected and revenue of $12.63 billion, while also raising FY2026 guidance to 7.650-7.850 EPS.
• Several catalysts remain positive for the stock, including a potential 1,000+ LEAP-1A engine deal with IndiGo, JPMorgan’s higher $400 price target, and continued support from institutional investors, which still own 74.77% of shares.

Commerzbank Aktiengesellschaft FI lowered its holdings in shares of GE Aerospace (NYSE:GE - Free Report) by 26.5% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 55,110 shares of the company's stock after selling 19,913 shares during the period. Commerzbank Aktiengesellschaft FI's holdings in GE Aerospace were worth $15,639,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in GE. Florida Financial Advisors LLC raised its stake in shares of GE Aerospace by 15.0% during the first quarter. Florida Financial Advisors LLC now owns 6,260 shares of the company's stock valued at $1,777,000 after purchasing an additional 818 shares in the last quarter. Alta Advisers Ltd grew its position in GE Aerospace by 10.5% in the 1st quarter. Alta Advisers Ltd now owns 3,979 shares of the company's stock valued at $1,129,000 after buying an additional 379 shares in the last quarter. Swan Global Investments LLC grew its position in GE Aerospace by 13.1% in the 1st quarter. Swan Global Investments LLC now owns 1,492 shares of the company's stock valued at $423,000 after buying an additional 173 shares in the last quarter. Earned Wealth Advisors LLC increased its stake in GE Aerospace by 9.1% during the 1st quarter. Earned Wealth Advisors LLC now owns 5,944 shares of the company's stock valued at $1,687,000 after buying an additional 498 shares during the period. Finally, Commonwealth Financial Services LLC increased its stake in GE Aerospace by 7.3% during the 1st quarter. Commonwealth Financial Services LLC now owns 974 shares of the company's stock valued at $276,000 after buying an additional 66 shares during the period. Institutional investors and hedge funds own 74.77% of the company's stock.

GE Aerospace News Roundup

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

• Positive Sentiment: GE Aerospace announced the world’s first high-altitude hybrid-electric flight above 30,000 feet with NASA, BETA Technologies, and Boeing, reinforcing its leadership in next-generation propulsion technology and boosting the company’s long-term growth story. Article: GE Aerospace Partners with NASA, BETA Technologies, and Boeing on World's First High-Altitude Hybrid Electric Flight
• Positive Sentiment: GE Aerospace and CFM signed an MOU with IndiGo for 1,000+ LEAP-1A engines, signaling a potentially record engine order that would support future revenue and backlog growth. Article: IndiGo and CFM sign MOU paving the way to a record agreement for 1,000+ LEAP-1A engines
• Positive Sentiment: JPMorgan raised its price target on GE Aerospace to $400 from $335 and kept an overweight rating, which can help sentiment by signaling further upside from current levels. Article: GE Aerospace price target raised by JPMorgan Chase & Co.
• Positive Sentiment: GE Aerospace’s GEnx-1B engine surpassed 50 million flight hours in record time, highlighting strong reliability, customer adoption, and recurring services demand. Article: GEnx-1B Engines Surpass 50 Million Flight Hours
• Neutral Sentiment: Several articles and commentary also emphasized GE Aerospace’s large backlog, strong second-quarter results, and aggressive buyback program, which support the stock’s long-term valuation but are less immediate trading catalysts. Article: General Electric (GE) Beats Q2 Expectations And Raises 2026 Outlook
• Negative Sentiment: Supply-chain and parts-delivery constraints remain a risk for GE Aerospace, with management noting that the company is still working through production bottlenecks despite strong demand. Article: General Electric (GE) Beats Q2 Expectations And Raises 2026 Outlook

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on GE shares. Wall Street Zen lowered shares of GE Aerospace from a "buy" rating to a "hold" rating in a research note on Monday, April 27th. Citigroup reiterated a "buy" rating and set a $431.00 price objective (up from $353.00) on shares of GE Aerospace in a research note on Wednesday, July 1st. Royal Bank Of Canada reissued an "outperform" rating and set a $400.00 target price (up from $355.00) on shares of GE Aerospace in a report on Wednesday, July 15th. Weiss Ratings upgraded GE Aerospace from a "buy (b-)" rating to a "buy (b)" rating in a research report on Friday. Finally, President Capital decreased their price target on GE Aerospace from $355.00 to $342.00 and set a "buy" rating for the company in a research note on Wednesday, April 22nd. Seventeen investment analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $380.89.

GE Aerospace Trading Down 2.1%

Shares of GE opened at $341.41 on Tuesday. The business's 50-day moving average price is $337.12 and its 200 day moving average price is $318.77. The stock has a market capitalization of $354.23 billion, a P/E ratio of 40.21, a P/E/G ratio of 2.92 and a beta of 1.35. GE Aerospace has a 1-year low of $254.66 and a 1-year high of $382.97. 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 (NYSE:GE - Get Free Report) last posted its quarterly earnings data on Thursday, July 16th. The company reported $2.02 EPS for the quarter, beating 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 company had revenue of $12.63 billion during the quarter, compared to analyst estimates of $11.87 billion. During the same period in the prior year, the firm earned $1.66 earnings per share. The business's quarterly revenue 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 7.93 earnings per share for the current year.

GE Aerospace Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, July 27th. Investors of record on Monday, July 6th will be paid a $0.47 dividend. The ex-dividend date of this dividend is 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%.

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.

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.