NewEdge Advisors LLC Acquires 3,644 Shares of GE Aerospace $GE

Key Points

• NewEdge Advisors increased its GE Aerospace holdings by 2.4%, buying 3,644 shares to reach 155,056 shares valued at approximately $57.95 million. Institutional investors collectively own 74.77% of the company.
• Analysts remain broadly bullish, with 16 Buy ratings, two Holds and one Sell; GE Aerospace has a “Moderate Buy” consensus rating and an average price target of $390.59.
• GE Aerospace’s latest quarterly results exceeded expectations, with EPS of $2.02 versus a $1.86 estimate and revenue of $12.63 billion, up 21.1% year over year. Shares recently traded at $334.41, down 0.8%.

NewEdge Advisors LLC boosted its holdings in GE Aerospace (NYSE:GE - Free Report) by 2.4% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 155,056 shares of the company's stock after purchasing an additional 3,644 shares during the period. NewEdge Advisors LLC's holdings in GE Aerospace were worth $57,949,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of the business. Blueline Advisors LLC bought a new stake in shares of GE Aerospace during the 4th quarter worth $25,000. Ankerstar Wealth LLC purchased a new position in shares of GE Aerospace in the 4th quarter worth about $31,000. Tucker Asset Management LLC bought a new position in GE Aerospace during the fourth quarter valued at about $32,000. Paladin Partners LLC bought a new position in GE Aerospace during the second quarter valued at about $38,000. Finally, Lifetime Wealth Management P.C. purchased a new stake in GE Aerospace during the fourth quarter worth about $40,000. Institutional investors own 74.77% of the company's stock.

Analyst Ratings Changes

Several analysts have commented on GE shares. UBS Group lifted their price objective on shares of GE Aerospace from $426.00 to $435.00 and gave the stock a "buy" rating in a research report on Friday, July 17th. Weiss Ratings raised shares of GE Aerospace from a "buy (b-)" rating to a "buy (b)" rating in a research report on Friday, July 17th. Jefferies Financial Group raised their price target on shares of GE Aerospace from $365.00 to $455.00 and gave the stock a "buy" rating in a research note on Thursday, July 2nd. TD Cowen reaffirmed a "buy" rating and issued a $380.00 price target (up from $330.00) on shares of GE Aerospace in a report on Monday, July 13th. Finally, Sanford C. Bernstein set a $421.00 price objective on GE Aerospace and gave the company an "outperform" rating in a research note on Thursday, July 23rd. Sixteen research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat, GE Aerospace currently has an average rating of "Moderate Buy" and an average price target of $390.59.

Insider Activity

In related news, SVP Mohamed Ali sold 8,096 shares of the stock in a transaction dated Friday, July 24th. The stock was 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. This represents a 28.15% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 0.19% of the company's stock.

Key Headlines Impacting GE Aerospace

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

• Positive Sentiment: GE expects the acquisition to be accretive to adjusted earnings per share and free cash flow in the first year, while maintaining its existing capital-allocation plans. GE will fund approximately $7 billion with cash and the remainder with new debt. GE Aerospace CPP acquisition announcement
• Positive Sentiment: CPP produces highly engineered castings and sub-assemblies used in commercial and military aircraft, helicopters and industrial gas turbines. Its more than 20 facilities and approximately 6,600 employees would give GE greater control over capacity for engine blades, vanes and other mission-critical components. Reuters CPP acquisition article
• Positive Sentiment: Vertical integration could reduce supply-chain constraints, improve manufacturing quality and accelerate new engine technologies. It also strengthens GE’s ability to serve its large installed engine base and capitalize on long-term commercial and defense backlogs.
• Positive Sentiment: A separate financing agreement with Avianca will support CFM56 engine maintenance, repair and overhaul services at GE Aerospace’s Celma facility in Brazil, reinforcing demand for GE’s aftermarket business. Avianca GE Aerospace MRO financing article
• Neutral Sentiment: The transaction is expected to close in the second half of 2027 and remains subject to regulatory approvals and customary conditions. GE has been a CPP customer for more than 15 years, which may support integration, but the deal’s benefits are not immediate.
• Negative Sentiment: The purchase price values CPP at roughly 18 times expected 2027 EBITDA including synergies, raising concerns that GE is paying a premium. The deal will also add debt and carries execution and integration risks; some analysts argue its strategic benefits may outweigh near-term EPS accretion rather than represent a low-risk financial transaction. Seeking Alpha GE Aerospace acquisition analysis

GE Aerospace Trading Down 0.8%

Shares of GE opened at $334.41 on Wednesday. GE Aerospace has a fifty-two week low of $268.91 and a fifty-two week high of $388.84. The business has a 50-day moving average of $355.84 and a 200 day moving average of $328.91. The firm has a market cap of $346.97 billion, a P/E ratio of 39.39, a price-to-earnings-growth ratio of 2.46 and a beta of 1.35. The company has a debt-to-equity ratio of 0.96, a quick ratio of 0.67 and a current ratio of 0.98.

GE Aerospace (NYSE:GE - Get Free Report) last released its quarterly earnings data on Thursday, July 16th. The company reported $2.02 EPS for the quarter, topping the consensus estimate of $1.86 by $0.16. The company had revenue of $12.63 billion during the quarter, compared to the consensus estimate of $11.87 billion. GE Aerospace had a net margin of 17.72% and a return on equity of 40.56%. GE Aerospace's revenue for the quarter was up 21.1% on a year-over-year basis. During the same period last year, the firm earned $1.66 EPS. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. As a group, research analysts forecast that GE Aerospace will post 7.91 EPS for the current year.

GE Aerospace Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Monday, July 27th. Investors of record on Monday, July 6th were paid a dividend of $0.47 per share. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date was Monday, July 6th. GE Aerospace's payout ratio is presently 22.14%.

About GE Aerospace

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.

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