GE
GE AerospaceIndustrials · $339.4B market cap
Verdict
Share price
$309.56
close of Oct 3, 2026
Fair value
$204.88
Sticker Price
Payback Price
$81.95
buy price
GE is Overpriced: at $309.56 it trades 51% above its fair value of $204.88. Its buy price (Payback Price) is $81.95, 74% below today's price. Business quality is limited: none of the 5 key numbers clears the 10% bar.
How we valued it
Owner Earnings. Earnings have been shrinking, but the business still generates cash, so we value it on its cash flow instead of its earnings.
Business quality
0 of 5 clear the 10% bar. What are the Big Five?
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10 of the investors we track hold GE. In Q2 2026, 1 opened a position, 3 trimmed and 1 sold out. Who we track
Chris Hohn
TCI Fund Management · as of Q2 2026
$17.7B
47,428,233 shares
Nelson Peltz
Trian Fund Management · as of Q2 2026
$1.5B
4,030,765 shares
AKO Capital
AKO Capital · as of Q2 2026
$288.3M
771,417 shares
Polen Capital Management
Polen Capital Management · as of Q2 2026
$258.1M
690,493 shares
Dodge & Cox Funds
Dodge & Cox Funds · as of Q2 2026
$223.5M
598,052 shares
Show all 10 holdersShow fewer
Torray Funds
Torray Funds · as of Q2 2026
$4.1M
10,999 shares
Christopher Bloomstran
Semper Augustus · as of Q2 2026
$3.5M
9,352 shares
Mairs & Power Funds
Mairs & Power Funds · as of Q2 2026
$2.8M
7,525 shares
Christopher Davis
Davis Advisors · as of Q2 2026
$401K
1,074 shares
Richard Pzena
Pzena Investment Management · as of Q2 2026
$275K
736 shares
Moves in Q2 2026
New position: Polen Capital Management
Trimmed: Dodge & Cox Funds, Christopher Davis, AKO Capital
Sold out: Hillman Capital Management
Insider activity
Since Jun 24, 2026: no open-market purchases, 8 sales worth $7.2M and 7 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
Giglietti Robert M.
Vice President · 2026-08-11
Sold
$1.8M
Giglietti Robert M.
Vice President · 2026-08-11
Sold
$2.0M
Ali Mohamed
Senior Vice President · 2026-07-24
Sold
$806K
Ali Mohamed
Senior Vice President · 2026-07-24
Sold
$448K
Ali Mohamed
Senior Vice President · 2026-07-24
Sold
$626K
Other filings
Giglietti Robert M.
Vice President · 2026-08-11
Option exercise
$375K
Ali Mohamed
Senior Vice President · 2026-07-24
Option exercise
$273K
Ali Mohamed
Senior Vice President · 2026-07-24
Option exercise
$352K
Procacci Riccardo
Senior Vice President · 2026-07-23
Option exercise
$222K
Bazin Sebastien
director · 2026-06-30
Award
106 shares
Show all 7 other filingsShow fewer
BUSH WESLEY G
director · 2026-06-30
Award
106 shares
Althoff Judson
director · 2026-06-24
Award
517 shares
About GE Aerospace
Based in Evendale, Ohio, GE Aerospace is a prominent American aviation enterprise with roots tracing back to its 1878 founding by Thomas Alva Edison. The company specializes in manufacturing and supplying jet and turboprop engines, along with integrated systems, for an extensive range of aircraft, including those in commercial, military, business, and general aviation use. Its robust brand lineup features Avio Aero…
Aerospace & Defense
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works