Quilter 13F: Cuts GE Aerospace (GE) Stake by $841K

Quilter cut its stake in GE Aerospace [GE] by 19.9% during the quarter, according to a Form 13F filing with the SEC on October 21, 2026. The firm sold 2,694 shares, leaving it with a total of 10,840 shares valued at approximately $3.4 million.

GE GE Aerospace

$295.88 ▼ -7.36% year to date

1M 3M YTD

Daily close · Oct 21, 2026

What Changed in Quilter's GE Aerospace Position

Before this reduction, Quilter held 13,534 shares of the aerospace and defense company. The 19.9% cut brought its ending share count down to 10,840 shares. On the filing date of October 21, 2026, GE Aerospace shares closed at $295.88.

Other Institutional Activity in GE Aerospace

Other large funds also adjusted their positions in the aerospace firm during recent periods. First Citizens Bank & Trust grew its holdings by 14,521 shares, ending with 26,614 shares worth about $8.3 million. ARS Wealth Advisors Group sold out of its position, dropping 2,446 shares to hold zero shares valued at $0. TCI Fund Management Ltd trimmed its stake by 0.2%, shedding 80,765 shares to finish with 47,428,233 shares worth about $14.0 billion. Capital International Investors reduced its holdings by 4.7%, parting with 909,094 shares to end with 18,310,646 shares valued at roughly $5.4 billion.

GE Aerospace Stock Down 3.8%

GE Aerospace recently traded around $295.83 as of October 22, 2026, which is about equal to its event-day close. The stock sits below its 50-day moving average of $326.48 and its 200-day moving average of $323.60. Shares are down 23.9% from their 52-week high of $388.84 while holding 10.0% above their 52-week low of $268.91.

Recent Earnings

The company generated $50.6 billion in trailing twelve-month revenue alongside earnings of $8.48 per share. The business posted a net profit margin of 17.7% and a return on equity of 48.2%. Investors will look toward the company's next earnings report on January 21, 2027.

Dividend

The company pays an annual dividend rate of $1.88 per share, which translates to a dividend yield of 0.6%.

Insider Buying and Selling at GE Aerospace

Company insiders completed several transactions prior to the filing. Officer Riccardo Procacci disposed of 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, valued at $2,863,613. Officer Robert M. Giglietti parted with 10,242 shares on August 11, 2026, worth $3,788,752.

Analysts Set New Price Targets

Wall Street firms issued new target adjustments on October 21, 2026. UBS maintained its buy rating while lifting 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 cutting its target from $400.00 to $375.00. Susquehanna kept a positive rating and reduced its target from $430.00 to $400.00. RBC Capital maintained an outperform rating while moving its target from $400.00 to $375.00. Overall, the stock carries 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 aircraft tech. Its operations span commercial engines and defense propulsion systems, supporting major airline fleets and military operators worldwide.

Bottom Line

Quilter's choice to trim its stake reflects ongoing portfolio adjustments by institutional investors. Observers will monitor the stock's movement relative to its moving averages and watch for the next earnings release on January 21, 2027.