The Manufacturers Life Insurance Company Has $279.31 Million Stock Position in GE Aerospace $GE

The Manufacturers Life Insurance Company cut its position in GE Aerospace (NYSE:GE) by 13.0% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 747,349 shares of the company’s stock after selling 112,025 shares during the quarter. The Manufacturers Life Insurance Company’s holdings in GE Aerospace were worth $279,307,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Brighton Jones LLC grew its stake in GE Aerospace by 25.3% in the fourth quarter. Brighton Jones LLC now owns 12,008 shares of the company’s stock valued at $2,003,000 after acquiring an additional 2,421 shares during the period. Revolve Wealth Partners LLC increased its stake in GE Aerospace by 7.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 2,251 shares of the company’s stock valued at $375,000 after purchasing an additional 150 shares in the last quarter. Sivia Capital Partners LLC raised its holdings in GE Aerospace by 4.6% during the second quarter. Sivia Capital Partners LLC now owns 4,337 shares of the company’s stock worth $1,116,000 after buying an additional 191 shares during the last quarter. Main Street Financial Solutions LLC grew its holdings in shares of GE Aerospace by 348.6% during the second quarter. Main Street Financial Solutions LLC now owns 5,899 shares of the company’s stock valued at $1,518,000 after buying an additional 4,584 shares during the last quarter. Finally, HUB Investment Partners LLC grew its holdings in shares of GE Aerospace by 4.2% during the second quarter. HUB Investment Partners LLC now owns 9,035 shares of the company’s stock valued at $2,326,000 after buying an additional 366 shares during the last quarter. 74.77% of the stock is owned by institutional investors.

Trending Headlines about GE Aerospace

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

Insider Transactions at GE Aerospace

In other GE Aerospace 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 transaction of $2,863,636.16. Following the sale, the senior vice president directly owned 20,666 shares of the company’s stock, valued at $7,309,770.86. This 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 is available through this link. Corporate insiders own 0.19% of the company’s stock.

GE Aerospace Stock Performance

Shares of GE stock opened at $324.00 on Friday. The firm has a market cap of $336.17 billion, a price-to-earnings ratio of 38.16, a P/E/G ratio of 2.38 and a beta of 1.35. The company has a debt-to-equity ratio of 0.96, a quick ratio of 0.67 and a current ratio of 0.98. GE Aerospace has a 52 week low of $268.91 and a 52 week high of $388.84. The firm’s 50-day simple moving average is $353.81 and its two-hundred day simple moving average is $328.72.

GE Aerospace (NYSE:GE) last released its 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. 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%. The company’s revenue was up 21.1% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.66 EPS. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. As a group, equities analysts forecast that GE Aerospace will post 7.91 earnings per share for the current year.

GE Aerospace Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, July 27th. Investors of record on Monday, July 6th were paid a $0.47 dividend. This represents a $1.88 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date was Monday, July 6th. GE Aerospace’s payout ratio is currently 22.14%.

Analyst Ratings Changes

A number of research firms have issued reports on GE. Seaport Research Partners assumed coverage on GE Aerospace in a research note on Tuesday, May 26th. They set a “buy” rating and a $375.00 price target for the company. BNP Paribas Exane dropped their target price on GE Aerospace from $300.00 to $270.00 and set an “underperform” rating on the stock in a report on Thursday, May 14th. TD Cowen reaffirmed a “buy” rating and set a $380.00 target price (up from $330.00) on shares of GE Aerospace in a research report on Monday, July 13th. Susquehanna reiterated a “positive” rating and set a $430.00 price target (up from $380.00) on shares of GE Aerospace in a report on Thursday, July 9th. Finally, Wells Fargo & Company restated an “overweight” rating and set a $390.00 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 given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $390.59.

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.