Ninety One SA (Pty) 13F: Exits GE Aerospace (GE) Stake

Ninety One SA (Pty) completely closed out its investment in GE Aerospace (NYSE: GE), getting rid of every share it held according to a Form 13F filing with the SEC on October 15, 2026. 13F filings are backward-looking and show a fund's holdings at the close of a reporting period, meaning this sale may not reflect the investor's current stance today.

Inside Ninety One SA's GE Aerospace Trade

The fund sold out of its entire stake, unloading all 2,510 shares it owned previously. Because 13F disclosures only look backward at past quarters, the exact trade date and price during the period are not listed.

Other Institutional Activity in GE Aerospace

Blackrock Inc. grew its holdings by -1588067 shares, ending with 89158626 shares worth about $27980650400.0. Vanguard Capital Management LLC grew its holdings by 1707248 shares, ending with 68137128 shares worth about $21383473965.0. FMR, LLC grew its holdings by -2607247 shares, ending with 49021400 shares worth about $15384385303.0. TCI Fund Management Ltd grew its holdings by -80765 shares, ending with 47428233 shares worth about $14884401725.0. State Street Corporation grew its holdings by 1160627 shares, ending with 46497628 shares worth about $14592349970.0.

GE Aerospace Stock Up 2.4%

GE Aerospace shares recently traded around $314.42 as of October 16, 2026. The stock sits about 5.2% below its 50-day moving average and 19.1% below its 52-week high of $388.84.

Recent Earnings

GE Aerospace reported trailing-twelve-month revenue of $50.64 billion alongside trailing-twelve-month earnings of $8.48 per share. The company posted a net profit margin of 17.7% and a return on equity of 48.2%. Investors are looking ahead to the company's next earnings report scheduled for October 20, 2026.

Dividend

GE Aerospace pays an annual dividend yielding 0.6% with a payout ratio of 19.6%.

Insider Buying and Selling at GE Aerospace

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

Analysts Set New Price Targets

On July 17, 2026, RBC Capital reiterated its Outperform rating on the stock with a $400.00 price target. JP Morgan maintained its Overweight rating and raised its target to $400.00 from $335.00 on July 20, 2026. Bernstein maintained an Outperform rating and lifted its target to $421.00 on July 23, 2026. Jefferies maintained a Buy rating while lowering its target to $435.00 from $455.00 on September 23, 2026. Wells Fargo maintained an Overweight rating and adjusted its target to $380.00 on September 30, 2026. Wall Street currently carries a consensus buy rating on the stock with a mean price target of $391.19 across 21 analyst opinions.

About GE Aerospace

GE Aerospace is an industrial manufacturing company headquartered in Evendale, Ohio, that designs and builds commercial and defense aircraft engines, electrical power units, and integrated aircraft systems. The company operates major segments focusing on commercial engines and services alongside defense and propulsion technologies.

Bottom Line

Ninety One SA's complete exit removes GE Aerospace from its portfolio for now. Market participants will watch the upcoming earnings report on October 20, 2026, and subsequent SEC filings to see how institutional sentiment shifts.