Caisse de depot et placement du Quebec Lowers Holdings in GE Aerospace $GE

Caisse de depot et placement du Quebec lowered its holdings in GE Aerospace (NYSE:GE) by 55.5% in the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 183,962 shares of the company’s stock after selling 229,039 shares during the period. Caisse de depot et placement du Quebec’s holdings in GE Aerospace were worth $68,752,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the business. Gallagher Fiduciary Advisors LLC boosted its position in GE Aerospace by 16.3% in the 2nd quarter. Gallagher Fiduciary Advisors LLC now owns 2,890 shares of the company’s stock valued at $1,080,000 after buying an additional 405 shares during the period. Western Wealth Management LLC increased its position in shares of GE Aerospace by 2.6% during the second quarter. Western Wealth Management LLC now owns 20,097 shares of the company’s stock worth $7,511,000 after acquiring an additional 506 shares during the period. Jupiter Topco LLC purchased a new stake in shares of GE Aerospace during the second quarter worth $1,283,858,000. J. Goldman & Co LP acquired a new stake in shares of GE Aerospace in the second quarter valued at $1,006,000. Finally, Ancora Advisors LLC raised its stake in shares of GE Aerospace by 2.5% in the second quarter. Ancora Advisors LLC now owns 4,595 shares of the company’s stock valued at $1,717,000 after acquiring an additional 112 shares in the last quarter. Institutional investors and hedge funds own 74.77% of the company’s stock.

Insider Activity at GE Aerospace

In related news, SVP Mohamed Ali sold 8,096 shares of the firm’s stock in a transaction dated Friday, July 24th. The stock was sold at an average price of $353.71, for a total transaction of $2,863,636.16. Following the transaction, the senior vice president owned 20,666 shares of the company’s stock, valued at $7,309,770.86. This trade represents a 28.15% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Insiders own 0.19% of the company’s stock.

Trending Headlines about GE Aerospace

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

• Positive Sentiment: Strong jet-engine demand, an established customer base and billions in free cash flow continue to support GE’s investment case compared with less-established aerospace competitors. Archer Aviation vs. GE Aerospace: Which Industrials Stock Is a Better Buy in 2026?
• Positive Sentiment: GE is targeting margin improvement through cost controls and converting its sizable backlog into revenue, while recent second-quarter results showed strong growth and an improved 2026 outlook. Can GE Aerospace Boost Profit Margin Amid Cost Pressures?
• Positive Sentiment: Analyst sentiment remains constructive, with a Moderate Buy consensus and a reported median price target of $387.50, above the latest quoted share price. Recent institutional activity also showed several large investors adding GE shares. Why GE Aerospace (GE) Stock Is Down Today

GE Aerospace Trading Down 3.4%

NYSE:GE opened at $342.32 on Friday. The stock’s 50 day moving average price is $360.66 and its 200 day moving average price is $327.98. The company has a market capitalization of $355.18 billion, a PE ratio of 40.32, a P/E/G ratio of 2.59 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 52-week low of $268.01 and a 52-week high of $388.84.

GE Aerospace (NYSE:GE) last released its quarterly earnings results on Thursday, July 16th. The company reported $2.02 EPS for the quarter, beating the consensus estimate of $1.86 by $0.16. The firm had revenue of $12.63 billion during the quarter, compared to the consensus estimate of $11.87 billion. GE Aerospace had a net margin of 17.72% and a return on equity of 40.56%. GE Aerospace’s revenue for the quarter was up 21.1% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.66 EPS. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. On average, research analysts anticipate that GE Aerospace will post 7.91 EPS for the current year.

GE Aerospace Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Monday, July 27th. Stockholders of record on Monday, July 6th were issued a $0.47 dividend. This represents a $1.88 dividend on an annualized basis and a dividend 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%.

Analyst Upgrades and Downgrades

GE has been the subject of a number of recent research reports. Susquehanna reiterated a “positive” rating and issued a $430.00 target price (up from $380.00) on shares of GE Aerospace in a report on Thursday, July 9th. Weiss Ratings upgraded GE Aerospace from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, July 17th. UBS Group increased their price target on GE Aerospace from $426.00 to $435.00 and gave the company a “buy” rating in a research report on Friday, July 17th. Royal Bank Of Canada reiterated an “outperform” rating and issued a $400.00 price objective (up from $355.00) on shares of GE Aerospace in a research note on Wednesday, July 15th. Finally, Sanford C. Bernstein set a $421.00 price objective on GE Aerospace and gave the stock an “outperform” rating in a research report on Thursday, July 23rd. Sixteen equities research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, GE Aerospace currently has an average rating of “Moderate Buy” and a consensus target price 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.