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

Key Points

• Groupe la Francaise reduced its GE Aerospace position by 3.6% in the second quarter, selling 10,145 shares and retaining 272,636 shares valued at approximately $101.9 million. Institutional investors and hedge funds collectively own 74.77% of the company.
• GE Aerospace exceeded quarterly expectations, reporting $2.02 in EPS and $12.63 billion in revenue, with revenue up 21.1% year over year. The company issued fiscal 2026 EPS guidance of $7.65–$7.85 and pays an annualized $1.88 dividend.
• Analysts remain broadly bullish, with a “Moderate Buy” consensus rating and an average price target of $390.59; however, the stock’s elevated valuation and potential sensitivity to higher interest rates remain risks.

Groupe la Francaise trimmed its position in GE Aerospace (NYSE:GE - Free Report) by 3.6% during the second quarter, according to its most recent 13F filing with the SEC. The fund owned 272,636 shares of the company's stock after selling 10,145 shares during the period. GE Aerospace comprises approximately 1.2% of Groupe la Francaise's holdings, making the stock its 18th largest holding. Groupe la Francaise's holdings in GE Aerospace were worth $101,933,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Allworth Financial LP lifted its stake in shares of GE Aerospace by 7.6% in the 4th quarter. Allworth Financial LP now owns 76,867 shares of the company's stock valued at $23,677,000 after purchasing an additional 5,434 shares during the period. NewEdge Wealth LLC boosted its position in shares of GE Aerospace by 92.2% in the 4th quarter. NewEdge Wealth LLC now owns 20,142 shares of the company's stock worth $6,204,000 after purchasing an additional 9,663 shares during the last quarter. Susquehanna Fundamental Investments LLC grew its stake in shares of GE Aerospace by 261.0% during the second quarter. Susquehanna Fundamental Investments LLC now owns 213,603 shares of the company's stock worth $79,830,000 after purchasing an additional 154,429 shares during the period. CenterBook Partners LP grew its stake in shares of GE Aerospace by 892.6% during the fourth quarter. CenterBook Partners LP now owns 49,788 shares of the company's stock worth $15,336,000 after purchasing an additional 44,772 shares during the period. Finally, Clough Capital Partners L P increased its holdings in GE Aerospace by 37.1% in the first quarter. Clough Capital Partners L P now owns 70,535 shares of the company's stock valued at $20,016,000 after purchasing an additional 19,105 shares during the last quarter. 74.77% of the stock is owned by institutional investors and hedge funds.

GE Aerospace Stock Performance

Shares of GE opened at $336.66 on Monday. The firm has a market cap of $349.30 billion, a P/E ratio of 39.65, a PEG ratio of 2.46 and a beta of 1.35. GE Aerospace has a twelve month low of $268.91 and a twelve month high of $388.84. The company has a debt-to-equity ratio of 0.96, a quick ratio of 0.67 and a current ratio of 0.98. The firm's 50 day moving average price is $357.33 and its two-hundred day moving average price is $328.81.

GE Aerospace (NYSE:GE - Get Free Report) last issued its quarterly earnings data 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 quarter in the prior year, the firm earned $1.66 earnings per share. The firm's revenue 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, analysts forecast that GE Aerospace will post 7.91 EPS for the current fiscal year.

GE Aerospace Dividend Announcement

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

Analysts Set New Price Targets

Several research firms have weighed in on GE. Wells Fargo & Company reissued an "overweight" rating and issued a $390.00 target price on shares of GE Aerospace in a research note on Monday, July 20th. Jefferies Financial Group boosted their target price on GE Aerospace from $365.00 to $455.00 and gave the stock a "buy" rating in a research report on Thursday, July 2nd. TD Cowen reaffirmed a "buy" rating and issued a $380.00 price target (up from $330.00) on shares of GE Aerospace in a research note on Monday, July 13th. Deutsche Bank Aktiengesellschaft reaffirmed a "buy" rating and issued a $450.00 price target on shares of GE Aerospace in a research note on Monday, July 27th. Finally, Royal Bank Of Canada reissued an "outperform" rating and set a $400.00 price objective (up from $355.00) on shares of GE Aerospace in a research note on Wednesday, July 15th. Sixteen investment analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $390.59.

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 transaction of $2,863,636.16. Following the completion of 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 0.19% of the company's stock.

More GE Aerospace News

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.

GE Aerospace Company 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.

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