GE Aerospace (NYSE:GE) Stock Price Up 1.8% on Analyst Upgrade

Shares of GE Aerospace (NYSE:GE) were up 1.8% during mid-day trading on Wednesday after Sanford C. Bernstein raised their price target on the stock from $374.00 to $405.00. Sanford C. Bernstein currently has an outperform rating on the stock. GE Aerospace traded as high as $340.25 and last traded at $339.99. Approximately 3,821,457 shares changed hands during mid-day trading, a decline of 33% from the average daily volume of 5,710,812 shares. The stock had previously closed at $334.14.

GE has been the topic of a number of other research reports. BNP Paribas Exane lowered their price objective on GE Aerospace from $305.00 to $290.00 and set an “underperform” rating on the stock in a research note on Friday, January 23rd. Wolfe Research lifted their price target on GE Aerospace from $340.00 to $360.00 and gave the stock an “outperform” rating in a report on Monday, January 12th. Citigroup reissued a “buy” rating and set a $380.00 price target (up from $378.00) on shares of GE Aerospace in a research report on Friday, January 23rd. Morgan Stanley initiated coverage on shares of GE Aerospace in a report on Friday, February 20th. They issued an “overweight” rating and a $425.00 price objective for the company. Finally, Zacks Research upgraded shares of GE Aerospace from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, January 27th. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, GE Aerospace has an average rating of “Moderate Buy” and a consensus price target of $331.12.

Insider Activity

In related news, VP Robert M. Giglietti sold 3,035 shares of the business’s stock in a transaction dated Friday, January 30th. The shares were sold at an average price of $305.51, for a total value of $927,222.85. Following the sale, the vice president directly owned 10,583 shares in the company, valued at approximately $3,233,212.33. The trade was a 22.29% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Russell Stokes sold 30,363 shares of the company’s stock in a transaction dated Friday, January 30th. The shares were sold at an average price of $306.47, for a total transaction of $9,305,348.61. Following the completion of the transaction, the senior vice president directly owned 150,434 shares in the company, valued at $46,103,507.98. The trade was a 16.79% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 37,398 shares of company stock valued at $11,455,491 in the last quarter. Insiders own 0.21% of the company’s stock.

Key Stories Impacting GE Aerospace

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

• Positive Sentiment: Recent operational wins and demand: Coverage highlights GE’s surge driven by robust engine demand, major airline deals and upward revisions to earnings forecasts — a key reason investors have bid the stock toward its 52‑week highs. GE Aerospace is Trading Near 52-Week High: Should You Buy the Stock?
• Positive Sentiment: Analyst bullishness: Sanford C. Bernstein flagged upside for GE, and brokerages show a consensus “Moderate Buy,” supporting the case for further upside if execution continues. GE Aerospace (NYSE:GE) Stock Price Expected to Rise, Sanford C. Bernstein Analyst Says GE Aerospace (NYSE:GE) Given Consensus Rating of “Moderate Buy” by Brokerages
• Neutral Sentiment: Trending and investor interest pieces: Multiple Zacks/Yahoo and industry sites are flagging GE as a trending stock and revisiting the valuation/risks — increases visibility but may amplify short‑term trading flows. GE Aerospace (GE) Is a Trending Stock: Facts to Know Before Betting on It Zacks trending story
• Neutral Sentiment: GE Vernova (GEV) attention: Separate coverage notes investor interest in GE’s other businesses (GE Vernova). Spin‑off/portfolio segmentation can re‑rate parts of the old GE, but effects on GE Aerospace depend on deal/timing. GE Vernova Inc. (GEV) is Attracting Investor Attention: Here is What You Should Know
• Negative Sentiment: Profit‑taking and valuation risk: After a ~73% rally into 52‑week highs, elevated multiples (P/E ~40) raise sensitivity to any earnings hiccup or order delays — a likely driver of today’s pullback. GE Aerospace (GE) Stock Approaches Peak — Is Now the Time to Invest?
• Negative Sentiment: Broader market headwinds: Market moves (oil surge and macro data/jobs risk) can pressure cyclical and growth names; headlines about futures slipping may have exacerbated selling in otherwise strong individual names. Dow Jones Futures: Stock Market Skids On Surging Oil Prices, Pare Losses As Broadcom, Nvidia Rise

Hedge Funds Weigh In On GE Aerospace

Several large investors have recently made changes to their positions in GE. Diversified Trust Co raised its holdings in GE Aerospace by 21.3% in the 3rd quarter. Diversified Trust Co now owns 32,021 shares of the company’s stock worth $9,633,000 after acquiring an additional 5,625 shares during the period. Cadinha & Co. LLC boosted its holdings in GE Aerospace by 154.8% during the third quarter. Cadinha & Co. LLC now owns 97,280 shares of the company’s stock valued at $29,264,000 after acquiring an additional 59,106 shares during the period. Police & Firemen s Retirement System of New Jersey grew its position in shares of GE Aerospace by 1.8% in the second quarter. Police & Firemen s Retirement System of New Jersey now owns 159,682 shares of the company’s stock valued at $41,101,000 after purchasing an additional 2,779 shares during the last quarter. Czech National Bank increased its stake in shares of GE Aerospace by 3.3% in the third quarter. Czech National Bank now owns 269,330 shares of the company’s stock worth $81,020,000 after purchasing an additional 8,668 shares during the period. Finally, Phoenix Financial Ltd. increased its stake in shares of GE Aerospace by 34.3% in the third quarter. Phoenix Financial Ltd. now owns 22,632 shares of the company’s stock worth $6,808,000 after purchasing an additional 5,775 shares during the period. 74.77% of the stock is currently owned by institutional investors and hedge funds.

GE Aerospace Stock Down 3.7%

The firm has a 50-day moving average of $319.50 and a two-hundred day moving average of $303.25. The firm has a market cap of $343.10 billion, a price-to-earnings ratio of 40.19, a PEG ratio of 3.14 and a beta of 1.36. The company has a current ratio of 1.04, a quick ratio of 0.74 and a debt-to-equity ratio of 1.00.

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

GE Aerospace Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, April 27th. Shareholders of record on Monday, March 9th will be issued a $0.47 dividend. This is a positive change from GE Aerospace’s previous quarterly dividend of $0.36. The ex-dividend date of this dividend is Monday, March 9th. This represents a $1.88 annualized dividend and a yield of 0.6%. GE Aerospace’s payout ratio is currently 17.69%.

GE Aerospace Company Profile

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.