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

Key Points

• The Manufacturers Life Insurance Company reduced its GE Aerospace stake by 13% in the second quarter, selling 112,025 shares and retaining 747,349 shares valued at approximately $279.3 million. Institutional investors collectively own 74.77% of GE’s stock.
• GE Aerospace reported a quarterly earnings and revenue beat, with EPS of $2.02 versus the $1.86 consensus estimate and revenue of $12.63 billion. Revenue rose 21.1% year over year, while the company maintained 2026 EPS guidance of $7.65–$7.85.
• Analysts remain broadly bullish, with a consensus “Moderate Buy” rating and an average price target of $390.59, although investors are weighing the financing, valuation and execution risks associated with GE’s approximately $11.75 billion CPP acquisition.

The Manufacturers Life Insurance Company lessened its holdings in GE Aerospace (NYSE:GE - Free Report) by 13.0% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 747,349 shares of the company's stock after selling 112,025 shares during the period. The Manufacturers Life Insurance Company owned 0.07% of GE Aerospace worth $279,307,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Brighton Jones LLC boosted its stake in GE Aerospace by 25.3% in the 4th quarter. Brighton Jones LLC now owns 12,008 shares of the company's stock valued at $2,003,000 after purchasing an additional 2,421 shares during the period. Revolve Wealth Partners LLC increased its position in GE Aerospace by 7.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 2,251 shares of the company's stock worth $375,000 after buying an additional 150 shares during the period. Sivia Capital Partners LLC lifted its holdings in shares of 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 in the last quarter. Main Street Financial Solutions LLC lifted 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 worth $1,518,000 after buying an additional 4,584 shares in the last quarter. Finally, HUB Investment Partners LLC boosted its position in shares of GE Aerospace by 4.2% in the second quarter. HUB Investment Partners LLC now owns 9,035 shares of the company's stock valued at $2,326,000 after acquiring an additional 366 shares during the period. 74.77% of the stock is currently owned by institutional investors and hedge funds.

GE Aerospace Trading Down 0.4%

Shares of GE stock opened at $324.00 on Friday. GE Aerospace has a twelve month low of $268.91 and a twelve month high of $388.84. The stock's fifty day simple moving average is $353.81 and its 200 day simple moving average is $328.72. The company has a quick ratio of 0.67, a current ratio of 0.98 and a debt-to-equity ratio of 0.96. The firm has a market capitalization of $336.17 billion, a P/E ratio of 38.16, a P/E/G ratio of 2.38 and a beta of 1.35.

GE Aerospace (NYSE:GE - Get Free Report) last released its quarterly earnings results on Thursday, July 16th. The company reported $2.02 earnings per share for the quarter, topping the consensus estimate of $1.86 by $0.16. GE Aerospace had a return on equity of 40.56% and a net margin of 17.72%.The company had revenue of $12.63 billion for the quarter, compared to analysts' expectations of $11.87 billion. During the same period in the previous year, the business posted $1.66 earnings per share. The business's quarterly 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. As a group, sell-side analysts predict that GE Aerospace will post 7.91 EPS for the current fiscal year.

GE Aerospace Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, July 27th. Investors of record on Monday, July 6th were issued 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 dividend payout ratio is presently 22.14%.

More GE Aerospace News

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 Activity

In related news, SVP Mohamed Ali sold 8,096 shares of GE Aerospace stock in a transaction that occurred on Friday, July 24th. The stock was sold at an average price of $353.71, for a total value of $2,863,636.16. Following the transaction, the senior vice president directly owned 20,666 shares of the company's stock, valued at $7,309,770.86. The trade was a 28.15% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 0.19% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

Several analysts have weighed in on GE shares. TD Cowen reiterated a "buy" rating and issued a $380.00 price objective (up from $330.00) on shares of GE Aerospace in a research note on Monday, July 13th. UBS Group boosted their price target on GE Aerospace from $426.00 to $435.00 and gave the company a "buy" rating in a research note on Friday, July 17th. Susquehanna reiterated a "positive" rating and set a $430.00 target price (up from $380.00) on shares of GE Aerospace in a research report on Thursday, July 9th. Deutsche Bank Aktiengesellschaft reissued a "buy" rating and set a $450.00 target price on shares of GE Aerospace in a report on Monday, July 27th. Finally, Jefferies Financial Group raised their price target on GE Aerospace from $365.00 to $455.00 and gave the stock a "buy" rating in a research report on Thursday, July 2nd. 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's stock. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $390.59.

GE Aerospace Company 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.

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