GENERAL ELECTRIC COMPANY
In the published model solve dated 2026-Q2, anchored at $342.91, GENERAL ELECTRIC COMPANY (GE) is priced for today's economics sustained for ~12.7 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 26, 2026 from SEC EDGAR filings.
• About three quarters of revenue comes from commercial engines and services, and the annual report puts services at ⟦"75% of total CES revenue"⟧, so the money is made maintaining engines already flying rather than shipping new ones. • The demanding part of owning this is what the price asks for: roughly 40 times a year's operating income needs the recent pace of profit growth to persist for something like 13 years, and only around 15% of comparably fast growers have held such a pace for a decad
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3,143 institutional managers reported holding GE in 13F filings for the quarter ended 2026-03-31. Together they hold about 76% of the company; the top 10 hold 42%. 178 opened new positions that quarter. Held by Vanguard Group, BlackRock, FMR (Fidelity), among others. On the short side, 13.9M shares were sold short as of the 2026-06-15 count, about 1% of shares outstanding (3.2 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
GE has cut its share count 40.6% over the past five years, spending $18.08B on repurchases. It pays a dividend, and has paid one every year in our records (18 and counting), raised 4 years straight; the current rate is $1.44 a share annually. Cash returned over the past three years: $3.08B in dividends and $16.38B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at GE over the trailing three years. Absence is a fact about the company, not a signal. 19 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
GE's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-26 | +4.1% | -3.3% |
| 2023-10-25 | +4.2% | +15.3% |
| 2024-02-03 | -1.0% | +43.4% |
| 2024-04-24 | +6.0% | +0.9% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
GE's latest 8-K filings: 2026-07-16 (items 2.02, 9.01); 2026-06-25 (items 5.03, 9.01); 2026-06-11 (items 5.02, 9.01); 2026-05-07 (items 5.02, 5.07); 2026-04-21 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 26, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.