Vest Financial 13F: Cuts GE Aerospace (GE) Stake by $12M

Vest Financial lowered its holdings in GE Aerospace NYSE:GE by 16.4% during the quarter, according to a Form 13F filing on October 21, 2026. The institutional investor parted with 38,917 shares over the period, leaving it with 198,487 shares valued at about $61.99 million.

GE GE Aerospace

$295.88 ▼ -7.36% year to date

1M 3M YTD

Daily close · Oct 21, 2026

What Changed in Vest Financial's GE Aerospace Position

The fund trimmed its stake by 38,917 shares to bring its total down to 198,487 shares. That 16.39% decrease follows a prior holding of 237,404 shares.

Other Institutional Activity in GE Aerospace

ARS Wealth Advisors Group closed out its position by selling 2,446 shares, ending with zero holdings. Quilter reduced its holdings by 2,694 shares, ending with 10,840 shares worth about $3.39 million. Livforsakringsbolaget Skandia, Omsesidigt cut its stake by 16,840 shares, leaving it with 18,424 shares valued at roughly $5.75 million. Pictet North America Advisors grew its holdings by 5,450 shares, ending with 36,258 shares worth about $11.32 million. TCI Fund Management Ltd reduced its stake by 80,765 shares, finishing with 47,428,233 shares valued at approximately $13.79 billion.

GE Aerospace Stock Down 3.8%

GE Aerospace recently traded around $288.50 as of October 22, 2026, down about 2.5% from its close of $295.88 on the filing date. The stock has traded between a 52-week low of $268.91 and a 52-week high of $388.84.

Recent Earnings

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

Dividend

The company pays an annual dividend of $1.88 per share, giving it a dividend yield of 0.6% with a payout ratio of 19.6%.

Insider Buying and Selling at GE Aerospace

Company insiders executed three sales before the filing date. Officer Riccardo Procacci parted with 1,517 shares on July 23, 2026, for a total of $527,795. Officer Mohamed Ali sold 8,096 shares on July 24, 2026, totaling $2.86 million. Officer Robert M Giglietti sold 10,242 shares on August 11, 2026, for a total of $3.79 million.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock on October 21, 2026. UBS maintained a buy rating while adjusting its price target to $380.00. BNP Paribas maintained an underperform rating with a target of $280.00. JP Morgan kept an overweight rating with a target of $375.00. Susquehanna maintained a positive rating and set a target of $400.00. RBC Capital kept an outperform rating with a target of $375.00. The stock carries a consensus strong buy rating and a mean price target of $387.00 across 21 analyst opinions.

About GE Aerospace

GE Aerospace designs and produces commercial and defense aircraft engines, integrated engine components, electric power, and aircraft systems. Headquartered in Evendale, Ohio, the company operates through commercial engines and services alongside defense and propulsion technology segments.

Bottom Line

Investors will watch for the company's next earnings report on January 21, 2027, to gauge ongoing revenue and margin trends. Future 13F filings will show whether other institutional investors continue to adjust their holdings in the industrials firm.