Corient Private Wealth LP Has $226.29 Million Stock Holdings in GE Aerospace $GE

Corient Private Wealth LP trimmed its position in GE Aerospace (NYSE:GE) by 12.5% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 605,493 shares of the company’s stock after selling 86,538 shares during the period. Corient Private Wealth LP’s holdings in GE Aerospace were worth $226,291,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in the company. Burkett Financial Services LLC grew its stake in GE Aerospace by 28.9% in the second quarter. Burkett Financial Services LLC now owns 125 shares of the company’s stock valued at $47,000 after acquiring an additional 28 shares during the period. BOK Financial Private Wealth Inc. raised its position 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 purchasing an additional 30 shares during the period. High Falls Advisors Inc raised its position in shares of GE Aerospace by 3.0% during the fourth quarter. High Falls Advisors Inc now owns 1,069 shares of the company’s stock worth $329,000 after purchasing an additional 31 shares during the period. Gradient Investments LLC lifted its holdings in shares of GE Aerospace by 4.4% in the 2nd quarter. Gradient Investments LLC now owns 765 shares of the company’s stock worth $286,000 after purchasing an additional 32 shares in the last quarter. Finally, Kinloch Capital LLC lifted its holdings in shares of GE Aerospace by 3.1% in the 2nd quarter. Kinloch Capital LLC now owns 1,079 shares of the company’s stock worth $403,000 after purchasing an additional 32 shares in the last quarter. 74.77% of the stock is owned by institutional investors and hedge funds.

Key GE Aerospace News

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

• Positive Sentiment: CPP acquisition targets a key bottleneck: GE is bringing a major aerospace castings supplier in-house to secure engine-part capacity, support production increases and gain specialized manufacturing technology. Analysts have generally viewed the deal favorably, with Bank of America maintaining a Buy rating and a $405 price target. GE Aerospace bets on casting to secure jet engine supply
• Positive Sentiment: Defense momentum remains strong: GE’s Defense & Propulsion Technologies unit is benefiting from rising defense demand, recent contracts and strong order growth. The company also plans to double fighter-engine production by 2032, potentially supporting longer-term revenue visibility. Strong Orders Drive GE’s Defense and Propulsion
• Positive Sentiment: Financial position compares favorably with peers: An investor comparison highlighted GE’s approximately $7.3 billion in free cash flow and stronger balance sheet relative to Boeing, which could help GE fund strategic investments while aerospace demand remains robust. Boeing vs. GE Aerospace
• Neutral Sentiment: Demand is strong across the supply chain: Howmet’s chief executive said customer demand for engine parts is testing suppliers, reinforcing the rationale for GE’s move but also underscoring the operational challenge of expanding capacity. Howmet CEO comments on GE Aerospace deal
• Negative Sentiment: Investors are concerned about deal size and valuation: The acquisition requires roughly $7 billion in cash with the balance financed through new debt. At about 40 times earnings, GE faces questions about whether the strategic benefits justify the purchase price, alongside integration and execution risks. These concerns appear to be outweighing the expected long-term supply-chain benefits in the near term. GE Aerospace Falls as Investors Weigh CPP Deal

Analysts Set New Price Targets

GE has been the subject of a number of recent research reports. Royal Bank Of Canada restated an “outperform” rating and set a $400.00 price target (up from $355.00) on shares of GE Aerospace in a research note on Wednesday, July 15th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of GE Aerospace in a research note on Wednesday. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $450.00 price objective on shares of GE Aerospace in a research note on Monday, July 27th. Wells Fargo & Company reiterated an “overweight” rating and set a $390.00 price objective on shares of GE Aerospace in a report on Monday, July 20th. Finally, The Goldman Sachs Group reissued a “buy” rating and set a $410.00 target price on shares of GE Aerospace in a research report on Monday, July 20th. Sixteen equities research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, GE Aerospace currently has an average rating of “Moderate Buy” and an average target price of $390.59.

Insider Buying and Selling at GE Aerospace

In other news, SVP Mohamed Ali sold 8,096 shares of the business’s stock in a transaction that occurred 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 transaction, the senior vice president owned 20,666 shares in the company, valued at $7,309,770.86. The trade was a 28.15% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.19% of the stock is owned by insiders.

GE Aerospace Stock Performance

NYSE GE opened at $324.00 on Friday. The company has a fifty day moving average price of $353.81 and a 200-day moving average price of $328.72. The firm has a market cap of $336.17 billion, a price-to-earnings ratio of 38.16, a PEG ratio of 2.38 and a beta of 1.35. The company has a debt-to-equity ratio of 0.96, a current ratio of 0.98 and a quick ratio of 0.67. GE Aerospace has a 1 year low of $268.91 and a 1 year high of $388.84.

GE Aerospace (NYSE:GE) last released its quarterly earnings results on Thursday, July 16th. The company reported $2.02 earnings per share 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 for the quarter, compared to analyst estimates of $11.87 billion. During the same period last year, the firm earned $1.66 earnings per share. The firm’s 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. As a group, equities research analysts predict that GE Aerospace will post 7.91 EPS for the current fiscal year.

GE Aerospace Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, July 27th. Shareholders of record on Monday, July 6th were given a dividend of $0.47 per share. The ex-dividend date of this dividend was Monday, July 6th. This represents a $1.88 annualized dividend and a dividend yield of 0.6%. GE Aerospace’s dividend payout ratio (DPR) is currently 22.14%.

GE Aerospace Profile

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.