Pictet North America Advisors 13F: Adds $1.7M to GE Stake

Pictet North America Advisors lifted its holdings in GE Aerospace GE by 17.7% during the quarter, according to a Form 13F filing with the Securities and Exchange Commission on October 21, 2026. The institutional investor added 5,450 shares to its portfolio, bringing its total position to 36,258 shares valued at roughly $11.32 million.

GE GE Aerospace

$295.88 ▼ -7.36% year to date

1M 3M YTD

Daily close · Oct 21, 2026

What Changed in Pictet North America Advisors's GE Aerospace Position

The fund expanded its investment in the aerospace firm from a previous count of 30,808 shares up to 36,258 shares. This 17.69% increase raised the dollar value of the holding to $11,323,011 as of the reported period.

Other Institutional Activity in GE Aerospace

Other large investors adjusted their positions around the same time. Livforsakringsbolaget Skandia reduced its GE Aerospace holdings by 16,840 shares to end with 18,424 shares worth about $5.75 million. Quilter trimmed its stake by 2,694 shares, leaving it with 10,840 shares valued at approximately $3.39 million. TCI Fund Management Ltd shed 80,765 shares to hold 47,428,233 shares worth about $13.79 billion, while Capital International Investors cut its position by 909,094 shares down to 18,310,646 shares valued near $5.32 billion.

GE Aerospace Stock Down 3.8%

GE Aerospace shares closed at $295.88 on October 21, 2026, and recently traded around $295.83. The stock sits below its 50-day moving average of $326.48 and its 200-day moving average of $323.60. It trades well under its 52-week high of $388.84 while holding 10.0% above its 52-week low of $268.91.

Recent Earnings

The company generated $50.64 billion in trailing twelve-month revenue alongside an earnings per share of $8.48. Profitability metrics include a net profit margin of 17.7% and a return on equity of 48.2%. Investors await the next earnings report scheduled for January 21, 2027.

Dividend

The company distributes an annual dividend rate of $1.88 per share, which translates to a dividend yield of 0.6% based on recent trading levels.

Insider Buying and Selling at GE Aerospace

Company insiders completed several transactions prior to the filing. Officer Riccardo Procacci disposed of 1,517 shares valued at $527,795 on July 23, 2026. Officer Mohamed Ali parted with 8,096 shares worth $2,863,613 on July 24, 2026. Additionally, officer Robert M Giglietti sold 10,242 shares for a total of $3,788,752 on August 11, 2026.

Analysts Set New Price Targets

Analyst firms adjusted their outlooks on October 21, 2026. UBS maintained a buy rating while moving its price target from $377.00 to $380.00. BNP Paribas kept an underperform rating and lowered its target from $305.00 to $280.00. JP Morgan maintained an overweight rating while adjusting its target down from $400.00 to $375.00. Susquehanna kept a positive rating and moved its target from $430.00 to $400.00. RBC Capital maintained an outperform rating while shifting its target from $400.00 to $375.00. The stock currently holds a consensus strong buy rating with a mean price target of $387.00 across 21 analyst opinions.

About GE Aerospace

GE Aerospace designs and builds commercial and defense aircraft engines along with related components, power systems, and integrated aircraft systems. The business operates through segments focusing on commercial engines and services alongside defense and propulsion technologies, supporting major global aviation fleets.

Bottom Line

Market participants will continue tracking institutional portfolio shifts and analyst adjustments as shares hover below their moving averages. The upcoming earnings release on January 21, 2027, will provide fresh insight into the company's revenue growth and operating margins.