Livforsakringsbolaget Skandia, Omsesidigt 13F: Cuts GE Stake by $5.3M

Livforsakringsbolaget Skandia reduced its holdings in GE Aerospace (NYSE:GE) by 16,840 shares during the quarter, according to a Form 13F filing on October 21, 2026. The reduction represents a 47.8% cut to the firm's stake in the aerospace maker.

GE GE Aerospace

$295.88 ▼ -7.36% year to date

1M 3M YTD

Daily close · Oct 21, 2026

What Changed in Livforsakringsbolaget Skandia's GE Aerospace Position

The fund held 35,264 shares of GE Aerospace before the adjustment. After selling 16,840 shares, Livforsakringsbolaget Skandia closed the period with 18,424 shares. The remaining stake carried a reported value of $5,753,631 at the time of the filing.

Other Institutional Activity in GE Aerospace

Quilter grew its holdings by 2,694 shares, ending with 10,840 shares worth about $3,385,223. TCI Fund Management Ltd reduced its holdings by 80,765 shares, ending with 47,428,233 shares worth about $13,790,944,161. Capital International Investors reduced its holdings by 909,094 shares, ending with 18,310,646 shares worth about $5,324,277,978.

GE Aerospace Stock Down 3.8%

GE Aerospace closed at $295.88 on October 21, 2026. The stock recently traded around $295.83 as of October 22, 2026. Shares sit below the 50-day moving average of $326.48 and below the 200-day moving average of $323.60. The 52-week trading range spans from a low of $268.91 to a high of $388.84.

Recent Earnings

GE Aerospace generated $50.64 billion in trailing twelve month revenue and $8.48 in earnings per share. The company reports a net profit margin of 17.7% and a return on equity of 48.2%. The next earnings report is scheduled for January 21, 2027.

Dividend

GE Aerospace distributes an annual dividend rate of $1.88 per share. That translates to a dividend yield of 0.6%. The company uses a modest portion of its profits for these payments, reflecting its focus on reinvesting cash into aircraft engine development and manufacturing capacity.

Insider Buying and Selling at GE Aerospace

Officer Riccardo Procacci sold 1,517 shares on July 23, 2026, for a total value of $527,795. Officer Mohamed Ali sold 8,096 shares on July 24, 2026, for $2,863,613. Officer Robert M Giglietti sold 10,242 shares on August 11, 2026, for $3,788,752.

Analysts Set New Price Targets

UBS maintained a buy rating on October 21, 2026, while moving its price target from $377.00 to $380.00. BNP Paribas maintained an underperform rating and lowered its target from $305.00 to $280.00. JP Morgan maintained an overweight rating while adjusting its target from $400.00 to $375.00. Susquehanna maintained a positive rating and adjusted its target from $430.00 to $400.00. RBC Capital maintained an outperform rating while moving its target from $400.00 to $375.00. The stock holds a consensus strong buy rating from 21 analysts, with a mean price target of $387.00.

About GE Aerospace

GE Aerospace is a major industrial firm headquartered in Evendale, Ohio, that designs and builds commercial and defense aircraft engines, propulsion systems, and integrated electrical components. Its equipment powers a vast share of the world's commercial airline fleets, making its operational health an important bellwether for the broader aerospace sector.

Bottom Line

Institutional adjustments like the one from Livforsakringsbolaget Skandia offer a window into how major foreign funds manage exposure to industrial giants. Investors will monitor upcoming earnings reports and analyst revisions to see if valuation multiples align with execution on defense and commercial engine deliveries.