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IMS Capital Management Invests $1.75 Million in GE Aerospace

IMS Capital Management has acquired a new stake in GE Aerospace, investing approximately $1.75 million during the second quarter of 2023. The investment involved the purchase of 6,802 shares of the aerospace giant’s stock, according to a recent filing with the Securities and Exchange Commission.

This move is part of a broader trend, as several institutional investors and hedge funds have also adjusted their holdings in GE Aerospace. Notably, Vanguard Group Inc. increased its position by 0.8% during the first quarter, bringing its total ownership to 90,507,442 shares, valued at around $18.1 billion. This included the acquisition of an additional 692,124 shares during the last quarter.

Other Institutional Investments

Price T Rowe Associates Inc. also raised its stake in GE Aerospace by 6.3% in the same quarter, now owning 25,131,285 shares valued at about $5.03 billion. Meanwhile, Invesco Ltd. increased its holdings by 0.6%, acquiring an additional 54,765 shares to reach a total of 9,599,522 shares, worth approximately $1.92 billion.

Other significant investments include GQG Partners LLC, which established a new position valued at around $1.61 billion, and UBS Asset Management, which raised its stake by 6.8%, owning now 7,676,180 shares valued at approximately $1.54 billion. Collectively, institutional investors hold nearly 74.77% of GE Aerospace’s stock.

Analyst Ratings and Stock Performance

Barclays raised its price target from $230.00 to $295.00, maintaining an “overweight” rating. Similarly, the Royal Bank of Canada increased its target from $275.00 to $300.00 with an “outperform” rating. UBS Group also raised its target from $300.00 to $321.00, while Jefferies Financial Group set a new target of $350.00 with a “buy” rating.

As of the latest trading session, GE Aerospace stock opened at $305.50, reflecting a market capitalization of $323.97 billion. The stock boasts a price-to-earnings ratio of 42.61, demonstrating robust performance amid a competitive landscape. Over the past year, the stock has fluctuated between a low of $159.36 and a high of $305.78.

On July 17, GE Aerospace reported earnings per share of $1.66 for the quarter, exceeding analysts’ expectations of $1.43. The company generated revenue of $10.15 billion, significantly surpassing the forecast of $9.49 billion. This represents a year-over-year revenue increase of 21.2%.

Upcoming Dividend Announcement

In addition to its strong earnings report, GE Aerospace has declared a quarterly dividend of $0.36 per share, scheduled for payment on October 27, 2023. Shareholders of record as of September 29, 2023 will be eligible for this dividend, which translates to an annualized yield of 0.5% and a payout ratio of 20.08%.

GE Aerospace, part of the broader General Electric conglomerate, specializes in aerospace products and services, operating in two main segments: Commercial Engines and Services, and Defense and Propulsion Technologies. The company is a key player in providing integrated systems for various types of aircraft.

For further insights into hedge fund activities related to GE Aerospace, stakeholders can visit HoldingsChannel.com for the latest filings and insider trades.

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