Mmbg Investment Advisors CO. Purchases New Stake in GE Aerospace $GE

Mmbg Investment Advisors CO. acquired a new position in shares of GE Aerospace (NYSE:GE) in the second quarter, HoldingsChannel.com reports. The firm acquired 23,495 shares of the company’s stock, valued at approximately $8,781,000. GE Aerospace accounts for 0.7% of Mmbg Investment Advisors CO.’s investment portfolio, making the stock its 28th biggest holding.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Burkett Financial Services LLC lifted its stake in shares of GE Aerospace by 28.9% during the 2nd quarter. Burkett Financial Services LLC now owns 125 shares of the company’s stock worth $47,000 after buying an additional 28 shares during the last quarter. BOK Financial Private Wealth Inc. boosted its holdings in shares of GE Aerospace by 3.2% during the second quarter. BOK Financial Private Wealth Inc. now owns 960 shares of the company’s stock worth $359,000 after acquiring an additional 30 shares during the period. High Falls Advisors Inc grew its position in shares of GE Aerospace by 3.0% in the fourth quarter. High Falls Advisors Inc now owns 1,069 shares of the company’s stock valued at $329,000 after purchasing an additional 31 shares during the last quarter. Gradient Investments LLC increased its stake in shares of GE Aerospace by 4.4% during the second quarter. Gradient Investments LLC now owns 765 shares of the company’s stock worth $286,000 after purchasing an additional 32 shares during the period. Finally, LRI Investments LLC lifted its holdings in GE Aerospace by 1.4% during the 4th quarter. LRI Investments LLC now owns 2,390 shares of the company’s stock worth $736,000 after purchasing an additional 33 shares during the last quarter. 74.77% of the stock is currently owned by institutional investors and hedge funds.

More GE Aerospace News

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

• Positive Sentiment: New JASSM engine contract expands GE’s defense opportunity. The U.S. Air Force selected the GE Aerospace-Kratos F143-ZZ-100 engine as a second-source propulsion system for the Joint Air-to-Surface Standoff Missile program. The Engineering, Manufacturing and Development award strengthens GE’s position in compact, lower-cost engines for long-range missiles and uncrewed aircraft. US Air Force adds GE-Kratos F143 as second engine source for JASSM
• Positive Sentiment: T901 engine progress supports military growth. GE’s T901 engine cleared a preliminary flight rating for the U.S. Army’s UH-60 Black Hawk, marking progress toward broader deployment and potential recurring defense revenue. GE’s T901 engine clears preliminary flight rating for UH-60 Black Hawk
• Positive Sentiment: Technology and government engagement reinforce GE’s strategic positioning. GE highlighted Bengaluru-led hybrid-electric flight and other innovation efforts, while a visit from Sen. Jon Husted and a senior Pentagon official underscored the company’s importance to U.S. aerospace and defense priorities. GE Aerospace Bengaluru innovation
• Neutral Sentiment: Operational momentum remains strong. Recent coverage points to robust commercial and defense demand, a backlog of roughly $210 billion, repeated earnings beats and raised guidance. However, these positives are already reflected in GE’s approximately 19.9% year-to-date advance. Hold GE Aerospace Even as Wall Street Remains Bullish
• Negative Sentiment: Valuation is limiting near-term upside. Analysts remain broadly bullish, but commentary warns that GE may be priced for near-perfect execution. Rising costs, debt and potential margin pressure could make it difficult for future results to justify the stock’s elevated valuation. GE Aerospace Rises 19.9% YTD: Is the Rally Still Worth Chasing?

Analyst Upgrades and Downgrades

Several research analysts have weighed in on the company. TD Cowen reiterated a “buy” rating and set a $380.00 price objective (up from $330.00) on shares of GE Aerospace in a research report on Monday, July 13th. Citigroup restated a “buy” rating and issued a $431.00 price target (up from $353.00) on shares of GE Aerospace in a research note on Wednesday, July 1st. JPMorgan Chase & Co. raised their price target on shares of GE Aerospace from $335.00 to $400.00 and gave the stock an “overweight” rating in a research report on Monday, July 20th. Sanford C. Bernstein set a $421.00 price objective on shares of GE Aerospace and gave the stock an “outperform” rating in a research note on Thursday, July 23rd. Finally, Jefferies Financial Group increased their target price on shares of GE Aerospace from $365.00 to $455.00 and gave the stock a “buy” rating in a research report on Thursday, July 2nd. Sixteen analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $390.59.

Insider Activity at GE Aerospace

In other news, SVP Mohamed Ali sold 8,096 shares of the stock in a transaction on Friday, July 24th. The stock was sold at an average price of $353.71, for a total value of $2,863,636.16. Following the completion of the transaction, the senior vice president directly owned 20,666 shares in the company, valued at approximately $7,309,770.86. This represents a 28.15% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.19% of the company’s stock.

GE Aerospace Stock Performance

GE Aerospace stock opened at $356.33 on Thursday. The stock has a market cap of $369.72 billion, a PE ratio of 41.97, a P/E/G ratio of 2.74 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 has a 12-month low of $263.81 and a 12-month high of $388.84. The business’s 50-day moving average price is $360.56 and its two-hundred day moving average price is $326.42.

GE Aerospace (NYSE:GE) last announced its quarterly earnings results on Thursday, July 16th. The company reported $2.02 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.86 by $0.16. The company had revenue of $12.63 billion for the quarter, compared to analyst estimates 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 was up 21.1% on a year-over-year basis. During the same period in the previous year, the firm posted $1.66 EPS. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. As a group, analysts expect that GE Aerospace will post 7.91 earnings per share for the current fiscal year.

GE Aerospace Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, July 27th. Stockholders of record on Monday, July 6th were issued a dividend of $0.47 per share. The ex-dividend date was Monday, July 6th. This represents a $1.88 annualized dividend and a dividend yield of 0.5%. GE Aerospace’s dividend payout ratio is 22.14%.

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.