Chapin Davis Inc. Sells 2,207 Shares of GE Aerospace $GE

Chapin Davis Inc. lessened its stake in GE Aerospace (NYSE:GE) by 50.1% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,200 shares of the company’s stock after selling 2,207 shares during the quarter. Chapin Davis Inc.’s holdings in GE Aerospace were worth $822,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Blueline Advisors LLC bought a new position in GE Aerospace in the 4th quarter valued at about $25,000. Ankerstar Wealth LLC bought a new stake in shares of GE Aerospace during the 4th quarter worth approximately $31,000. Tucker Asset Management LLC bought a new stake in shares of GE Aerospace during the 4th quarter worth approximately $32,000. Paladin Partners LLC acquired a new stake in shares of GE Aerospace during the 2nd quarter worth approximately $38,000. Finally, Lifetime Wealth Management P.C. acquired a new stake in shares of GE Aerospace during the 4th quarter worth approximately $40,000. Institutional investors own 74.77% of the company’s stock.

Key GE Aerospace News

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 Transactions at GE Aerospace

In other GE Aerospace 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 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 trade represents a 28.15% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 0.19% of the stock is currently owned by insiders.

GE Aerospace Stock Performance

Shares of GE Aerospace stock opened at $343.51 on Friday. The company’s 50 day moving average price is $360.35 and its two-hundred day moving average price is $328.08. The firm has a market capitalization 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 has a fifty-two week low of $268.01 and a fifty-two week high of $388.84. 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 (NYSE:GE) last announced its quarterly earnings results on Thursday, July 16th. The company reported $2.02 earnings per share (EPS) for the quarter, topping the consensus estimate 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 during the quarter, compared to the consensus estimate of $11.87 billion. During the same period in the prior year, the business earned $1.66 earnings per share. The company’s revenue for the quarter was up 21.1% compared to the same quarter last year. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. On average, equities analysts forecast that GE Aerospace will post 7.91 earnings per share 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 issued a $0.47 dividend. This represents a $1.88 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date of this dividend was Monday, July 6th. GE Aerospace’s dividend payout ratio is presently 22.14%.

Analysts Set New Price Targets

Several brokerages have commented on GE. Wells Fargo & Company restated an “overweight” rating and set a $390.00 price objective on shares of GE Aerospace in a research report on Monday, July 20th. Jefferies Financial Group raised their target price on GE Aerospace from $365.00 to $455.00 and gave the company a “buy” rating in a report on Thursday, July 2nd. UBS Group lifted their price target on GE Aerospace from $426.00 to $435.00 and gave the company a “buy” rating in a research note on Friday, July 17th. JPMorgan Chase & Co. boosted their price target on GE Aerospace from $335.00 to $400.00 and gave the stock an “overweight” rating in a report on Monday, July 20th. Finally, TD Cowen restated 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. Sixteen equities research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, GE Aerospace has an average rating of “Moderate Buy” and an average 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.