Amy Gowder Sells 4,000 Shares of GE Aerospace (NYSE:GE) Stock

GE Aerospace (NYSE:GE) SVP Amy Gowder sold 4,000 shares of the stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $305.73, for a total transaction of $1,222,920.00. Following the transaction, the senior vice president directly owned 16,535 shares of the company’s stock, valued at approximately $5,055,245.55. This trade represents a 19.48% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink.

GE Aerospace Stock Performance

Shares of GE stock opened at $308.23 on Thursday. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.74 and a current ratio of 1.04. The firm has a market cap of $323.27 billion, a P/E ratio of 37.87, a P/E/G ratio of 2.86 and a beta of 1.40. The firm’s 50 day moving average price is $306.23 and its 200-day moving average price is $294.85. GE Aerospace has a one year low of $159.36 and a one year high of $332.79.

GE Aerospace (NYSE:GE) last posted its earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share for the quarter, beating the consensus estimate of $1.43 by $0.14. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The firm had revenue of $11.90 billion during the quarter, compared to the consensus estimate of $11.27 billion. During the same quarter last year, the firm earned $1.32 EPS. The firm’s revenue for the quarter was up 17.6% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, equities research analysts predict that GE Aerospace will post 5.4 EPS for the current year.

GE Aerospace Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, January 26th. Investors of record on Monday, December 29th were issued a dividend of $0.36 per share. This represents a $1.44 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date was Monday, December 29th. GE Aerospace’s dividend payout ratio (DPR) is 17.69%.

Analyst Ratings Changes

Several analysts have recently issued reports on GE shares. Zacks Research raised shares of GE Aerospace from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, January 27th. Deutsche Bank Aktiengesellschaft increased their target price on shares of GE Aerospace from $375.00 to $387.00 and gave the stock a “buy” rating in a report on Friday, January 23rd. Wall Street Zen raised shares of GE Aerospace from a “hold” rating to a “buy” rating in a research report on Saturday, January 24th. UBS Group set a $374.00 price target on shares of GE Aerospace and gave the stock a “buy” rating in a research note on Friday, January 23rd. Finally, Bank of America increased their price objective on GE Aerospace from $310.00 to $365.00 and gave the company a “buy” rating in a research note on Monday, October 27th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $319.00.

Hedge Funds Weigh In On GE Aerospace

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Brighton Jones LLC raised its stake in GE Aerospace by 25.3% during the 4th quarter. Brighton Jones LLC now owns 12,008 shares of the company’s stock worth $2,003,000 after acquiring an additional 2,421 shares in the last quarter. Revolve Wealth Partners LLC increased its position in shares of GE Aerospace by 7.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 2,251 shares of the company’s stock worth $375,000 after purchasing an additional 150 shares in the last quarter. Sivia Capital Partners LLC lifted its holdings in shares of GE Aerospace by 4.6% in the 2nd quarter. Sivia Capital Partners LLC now owns 4,337 shares of the company’s stock valued at $1,116,000 after purchasing an additional 191 shares during the last quarter. Accel Wealth Management acquired a new stake in shares of GE Aerospace in the 2nd quarter valued at about $223,000. Finally, Wealthcare Advisory Partners LLC grew its stake in GE Aerospace by 1.7% during the 2nd quarter. Wealthcare Advisory Partners LLC now owns 14,860 shares of the company’s stock worth $3,825,000 after buying an additional 243 shares during the last quarter. 74.77% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting GE Aerospace

Here are the key news stories impacting GE Aerospace this week:

• Positive Sentiment: GE announced up to a $300M, multi‑year upgrade to its Singapore engine‑repair site to add AI, automation and predictive maintenance — a move that should expand MRO capacity, improve margins on aftermarket services and strengthen APAC customer ties. Read More.
• Positive Sentiment: Moody’s upgraded GE Aerospace’s senior unsecured rating to A2, reducing perceived funding risk and supporting valuation and refinancing flexibility. Read More.
• Positive Sentiment: JPMorgan raised its price target after GE signaled low double‑digit growth for 2026 — a catalyst for analyst upgrades and investor confidence in earnings momentum. Read More.
• Positive Sentiment: Recent quarterly results beat estimates and management set FY‑2026 EPS guidance that implies continued strong aftermarket and engine sales growth — a fundamental tailwind behind the stock’s outperformance this past year. Read More.
• Positive Sentiment: GE and NASA completed a successful hybrid‑electric ground test, showing ongoing R&D progress that could open longer‑term product and services opportunities. Read More.
• Neutral Sentiment: Two recent Seeking Alpha pieces present mixed views (one calls GE a “big buy opportunity,” another’s quant model says “hold”) — signals of differing time horizons among retail/quant investors rather than new fundamental data. Read More. Read More.
• Neutral Sentiment: Coverage of GE’s role helping other aerospace names rally is supportive context for strong end markets but is peripheral to GE’s core financials. Read More.
• Negative Sentiment: Boeing and GE are analyzing a potential durability issue with a seal on 777X engines — a technical concern that could weigh on near‑term delivery schedules, warranty/repair work and sentiment until resolved. Read More.
• Negative Sentiment: Several senior GE Aerospace insiders sold shares last week (combined sales reported in the tens of thousands of shares), which can be read as profit‑taking and has pressured near‑term sentiment despite no public company explanation. Read More.

About GE Aerospace

GE Aerospace (NYSE: GE) is the aerospace business of General Electric, focused on the design, manufacture and support of aircraft engines, integrated propulsion systems and related aftermarket services. The company serves commercial airlines, airframers, business and general aviation operators, and defense customers, providing propulsion solutions for a broad range of aircraft types from single‑aisle airliners to widebody and military platforms.

Its product portfolio includes a family of commercial and military jet engines as well as spare parts, components and systems engineering.