Groupe la Francaise Has $101.93 Million Stock Position in GE Aerospace $GE

Groupe la Francaise reduced its holdings in shares of GE Aerospace (NYSE:GE) by 3.6% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 272,636 shares of the company’s stock after selling 10,145 shares during the quarter. GE Aerospace makes up approximately 1.2% of Groupe la Francaise’s holdings, making the stock its 18th biggest position. Groupe la Francaise’s holdings in GE Aerospace were worth $101,933,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in GE. Blueline Advisors LLC acquired a new stake in GE Aerospace in the 4th quarter valued at $25,000. Ankerstar Wealth LLC acquired a new position in shares of GE Aerospace during the 4th quarter worth about $31,000. Tucker Asset Management LLC acquired a new position in shares of GE Aerospace during the 4th quarter worth about $32,000. Paladin Partners LLC acquired a new position in shares of GE Aerospace during the 2nd quarter worth about $38,000. Finally, Lifetime Wealth Management P.C. bought a new position in shares of GE Aerospace in the 4th quarter valued at about $40,000. 74.77% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of analysts recently issued reports on GE shares. TD Cowen reaffirmed a “buy” rating and issued a $380.00 target price (up from $330.00) on shares of GE Aerospace in a research report on Monday, July 13th. Citigroup reissued a “buy” rating and set a $431.00 price target (up from $353.00) on shares of GE Aerospace in a research report on Wednesday, July 1st. Jefferies Financial Group raised their price target on GE Aerospace from $365.00 to $455.00 and gave the company a “buy” rating in a research note on Thursday, July 2nd. 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 research report on Monday, July 20th. Finally, The Goldman Sachs Group reiterated a “buy” rating and set a $410.00 price objective on shares of GE Aerospace in a research note on Monday, July 20th. Sixteen investment analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $390.59.

GE Aerospace Stock Performance

Shares of NYSE GE opened at $336.66 on Monday. The company has a current ratio of 0.98, a quick ratio of 0.67 and a debt-to-equity ratio of 0.96. The company has a market capitalization of $349.30 billion, a P/E ratio of 39.65, a P/E/G ratio of 2.46 and a beta of 1.35. GE Aerospace has a 12 month low of $268.91 and a 12 month high of $388.84. The stock has a 50 day moving average of $357.33 and a 200-day moving average of $328.81.

GE Aerospace (NYSE:GE) last posted 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 return on equity of 40.56% and a net margin of 17.72%.The business had revenue of $12.63 billion for the quarter, compared to analysts’ expectations of $11.87 billion. During the same quarter in the prior year, the business earned $1.66 EPS. The firm’s revenue for the quarter 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 year.

GE Aerospace Announces Dividend

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 0.6%. The ex-dividend date was Monday, July 6th. GE Aerospace’s dividend payout ratio (DPR) is currently 22.14%.

Insider Activity

In related news, SVP Mohamed Ali sold 8,096 shares of the company’s stock in a transaction dated Friday, July 24th. The shares were 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 approximately $7,309,770.86. This represents a 28.15% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 0.19% of the company’s stock.

Key Stories Impacting GE Aerospace

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

• Positive Sentiment: Expanding defense demand: GE Aerospace is benefiting from U.S. Navy modernization, including a reported $2.87 billion engine-support award, as well as additional F/A-18 engine-parts work. South Korea also selected GE marine gas-turbine engines for its KDDX destroyers, adding international defense visibility. GE Draws $2.87 Billion for USN Engine Support GE Aerospace to Provide Marine Gas Turbine Engines for South Korea’s KDDX Destroyers
• Positive Sentiment: Hypersonics and next-generation engines: GE won a Pentagon/DIU contract to develop a Mach 5 hypersonic test platform and continues work on the XA102 adaptive combat engine. These programs could strengthen GE’s position in future U.S. defense spending, although near-term financial impact is likely limited. GE Aerospace Secures DIU Contract to Develop Mach 5 Hypersonic Test Platform
• Positive Sentiment: Tejas engine deliveries resumed: GE shipped three F404-IN20 engines to India’s HAL in August for the LCA Tejas Mk1A program. The deliveries help ease a prolonged supply bottleneck and support production of aircraft ordered by India’s air force. HAL Shares in Focus as GE Aerospace Delivers Three F404 Engines
• Neutral Sentiment: Operational growth initiatives: GE also shipped an X-BAT engine after ground testing and outlined plans to increase combat-engine deliveries, supporting its longer-term defense pipeline but providing limited immediate earnings detail. GE Aerospace Ships X-BAT Engine After Ground-Test Campaign
• Negative Sentiment: Valuation and interest-rate risks remain: GE has recently pulled back materially from its 52-week high while trading at a relatively elevated earnings multiple. Rising Treasury yields could pressure high-growth industrial valuations, though the stock’s defense backlog and previously raised 2026 guidance may provide support.

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.