GE Aerospace (NYSE:GE) Cut to Hold at Wall Street Zen

Wall Street Zen lowered shares of GE Aerospace (NYSE:GE) from a buy rating to a hold rating in a research note published on Saturday.

GE has been the subject of a number of other research reports. The Goldman Sachs Group increased their price target on GE Aerospace from $338.00 to $350.00 and gave the company a “buy” rating in a report on Friday, January 23rd. UBS Group set a $374.00 target price on GE Aerospace and gave the company a “buy” rating in a research report on Friday, January 23rd. Zacks Research upgraded GE Aerospace from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, January 27th. Susquehanna reissued a “positive” rating and set a $380.00 price target on shares of GE Aerospace in a research report on Thursday, January 15th. Finally, Citigroup restated a “buy” rating and issued a $380.00 price target (up previously from $378.00) on shares of GE Aerospace in a research note on Friday, January 23rd. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, GE Aerospace presently has a consensus rating of “Moderate Buy” and a consensus target price of $329.29.

GE Aerospace Trading Down 1.3%

GE opened at $338.88 on Friday. The firm’s 50 day moving average is $314.38 and its 200-day moving average is $299.89. GE Aerospace has a 52-week low of $159.36 and a 52-week high of $344.30. The company has a quick ratio of 0.74, a current ratio of 1.04 and a debt-to-equity ratio of 1.00. The firm has a market capitalization of $355.42 billion, a P/E ratio of 41.63, a P/E/G ratio of 3.17 and a beta of 1.40.

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

GE Aerospace Increases Dividend

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

Insiders Place Their Bets

In related news, SVP Russell Stokes sold 30,363 shares of the 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 sale, the senior vice president owned 150,434 shares in the company, valued at $46,103,507.98. This represents a 16.79% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Amy L. Gowder sold 4,000 shares of the firm’s 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 completion of the transaction, the senior vice president directly owned 16,535 shares in the company, valued at $5,055,245.55. This represents a 19.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 37,398 shares of company stock valued at $11,455,491. Company insiders own 0.21% of the company’s stock.

Institutional Trading of GE Aerospace

Several hedge funds have recently bought and sold shares of the company. REAP Financial Group LLC bought a new position in GE Aerospace during the 3rd quarter valued at $25,000. Blueline Advisors LLC acquired a new stake in shares of GE Aerospace in the fourth quarter valued at $25,000. Marquette Asset Management LLC bought a new position in GE Aerospace during the third quarter valued at about $26,000. Barnes Dennig Private Wealth Management LLC boosted its stake in GE Aerospace by 147.2% during the third quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company’s stock valued at $27,000 after buying an additional 53 shares in the last quarter. Finally, Bare Financial Services Inc grew its holdings in GE Aerospace by 81.1% during the second quarter. Bare Financial Services Inc now owns 96 shares of the company’s stock worth $25,000 after acquiring an additional 43 shares during the period. 74.77% of the stock is currently owned by institutional investors.

Key Stories Impacting GE Aerospace

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

• Positive Sentiment: United Airlines selected 300 GEnx engines to power new Boeing 787s — a large order that boosts OEM revenue, long‑term services and aftermarket exposure for GE Aerospace. UAL Orders 300 GEnx Engines From GE Aerospace to Power Boeing 787s
• Positive Sentiment: American Airlines made a long‑term commitment to CFM LEAP engines (a GE/CFM product), supporting production cadence and future aftermarket/service revenues. That helps extend GE’s commercial backlog and spare‑parts/service annuity potential. American Makes Long-Term Commitment to GE Engines
• Positive Sentiment: Kratos and GE won a $12.4M U.S. Air Force contract to design a next‑gen engine (GEK1500) for expendable combat collaborative aircraft — a defense win that adds to government program exposure and potential follow‑on work. Kratos and GE Aerospace Win U.S. Air Force Award to Design Engine for Expendable Combat Collaborative Aircraft
• Positive Sentiment: Morgan Stanley initiated coverage on GE Aerospace with an Overweight rating and a $425 price target, highlighting standalone cash flow potential and recent program wins — analyst support can lift sentiment and attract buying. Morgan Stanley Initiates Coverage on GE Aerospace (GE) with Overweight Rating
• Neutral Sentiment: Market commentary ties GE (and sister unit GE Vernova) to AI infrastructure themes — power generation and grid equipment are called out as critical to data center expansion, a potential multi‑year tailwind for parts of the GE franchise (less direct for Aerospace but supportive at the group level). These 5 Stocks Are at the Center of the AI Supply Squeeze
• Neutral Sentiment: Industry reports note GE as a key player in the global power transformer and grid equipment market — relevant to GE Vernova revenue mix and investor narratives around infrastructure exposure, but only indirectly affecting GE Aerospace fundamentals. Power Transformer Market Competitive Analysis Report 2025

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.