Flputnam Investment Management Co. Has $9.83 Million Stock Holdings in GE Aerospace $GE

Flputnam Investment Management Co. trimmed its position in GE Aerospace (NYSE:GE) by 15.6% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 26,302 shares of the company’s stock after selling 4,872 shares during the quarter. Flputnam Investment Management Co.’s holdings in GE Aerospace were worth $9,830,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in GE. Blueline Advisors LLC acquired a new position in shares of GE Aerospace in the 4th quarter valued at $25,000. Ankerstar Wealth LLC acquired a new stake in shares of GE Aerospace during the fourth quarter worth $31,000. Tucker Asset Management LLC bought a new stake in GE Aerospace in the fourth quarter valued at about $32,000. Paladin Partners LLC bought a new stake in GE Aerospace in the second quarter valued at about $38,000. Finally, Lifetime Wealth Management P.C. acquired a new position in GE Aerospace in the fourth quarter valued at about $40,000. 74.77% of the stock is owned by institutional investors.

Trending Headlines about 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.

Insider Activity at GE Aerospace

In other news, SVP Mohamed Ali sold 8,096 shares of the stock in a transaction that occurred 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 transaction, 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 is accessible through this link. Insiders own 0.19% of the company’s stock.

GE Aerospace Stock Performance

Shares of GE stock opened at $343.51 on Friday. GE Aerospace has a 12 month low of $268.01 and a 12 month high of $388.84. The company’s fifty day simple moving average is $360.35 and its 200-day simple moving average is $328.08. The firm has a market cap of $356.41 billion, a PE ratio of 40.46, a P/E/G ratio of 2.50 and a beta of 1.36. The company has a quick ratio of 0.67, a current ratio of 0.98 and a debt-to-equity ratio of 0.96.

GE Aerospace (NYSE:GE) last released its earnings results 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. The business had revenue of $12.63 billion for 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%.GE Aerospace’s quarterly revenue was up 21.1% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.66 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. Equities research analysts expect that GE Aerospace will post 7.91 EPS for the current fiscal year.

GE Aerospace Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, July 27th. Stockholders 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 0.5%. The ex-dividend date was Monday, July 6th. GE Aerospace’s dividend payout ratio (DPR) is currently 22.14%.

Analyst Ratings Changes

Several equities research analysts have weighed in on GE shares. Seaport Research Partners started coverage on shares of GE Aerospace in a report on Tuesday, May 26th. They issued a “buy” rating and a $375.00 target price on the stock. JPMorgan Chase & Co. boosted their price target 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. UBS Group upped their price objective 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. TD Cowen reaffirmed a “buy” rating and set a $380.00 price objective (up from $330.00) on shares of GE Aerospace in a research note on Monday, July 13th. Finally, Jefferies Financial Group lifted their target price on GE Aerospace from $365.00 to $455.00 and gave the stock a “buy” rating in a report on Thursday, July 2nd. Sixteen research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, GE Aerospace currently has a consensus rating of “Moderate Buy” and a consensus price target of $390.59.

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.