Nissay Asset Management Corp Japan Sells 62,931 Shares of GE Aerospace $GE

Nissay Asset Management Corp Japan decreased its holdings in GE Aerospace (NYSE:GE) by 15.7% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 338,847 shares of the company’s stock after selling 62,931 shares during the period. Nissay Asset Management Corp Japan’s holdings in GE Aerospace were worth $126,637,000 at the end of the most recent quarter.

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

GE Aerospace Price Performance

Shares of GE opened at $343.51 on Friday. The business’s fifty day moving average is $360.35 and its 200 day moving average is $328.08. GE Aerospace has a 12-month low of $268.01 and a 12-month high of $388.84. The company has a quick ratio of 0.67, a current ratio of 0.98 and a debt-to-equity ratio of 0.96. 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 posted its earnings results 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%. The firm’s revenue for the quarter was up 21.1% on a year-over-year basis. During the same period in the previous year, the firm posted $1.66 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. Sell-side analysts anticipate that GE Aerospace will post 7.91 earnings per share for the current fiscal year.

GE Aerospace Announces Dividend

The firm 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. 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 presently 22.14%.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on GE. BNP Paribas Exane dropped 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. Seaport Research Partners assumed coverage on shares of GE Aerospace in a research report on Tuesday, May 26th. They set a “buy” rating and a $375.00 price objective for the company. Sanford C. Bernstein set a $421.00 target price on shares of GE Aerospace and gave the stock an “outperform” rating in a research note on Thursday, July 23rd. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $450.00 target price on shares of GE Aerospace in a report on Monday, July 27th. Finally, UBS Group upped their price target on shares of GE Aerospace from $426.00 to $435.00 and gave the company a “buy” rating in a research report on Friday, July 17th. Sixteen 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. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $390.59.

Insider Buying and Selling

In other news, SVP Mohamed Ali sold 8,096 shares of the firm’s stock in a transaction on 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 completion of the sale, the senior vice president directly owned 20,666 shares of the company’s stock, valued at $7,309,770.86. This trade represents a 28.15% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Company 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: 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 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.