GE Aerospace (NYSE:GE) Trading 3.7% Higher on Analyst Upgrade

GE Aerospace (NYSE:GE) shares rose 3.7% during mid-day trading on Tuesday after Wells Fargo & Company upgraded the stock to a strong-buy rating. The company traded as high as $286.49 and last traded at $283.2780. Approximately 7,539,313 shares were traded during mid-day trading, an increase of 31% from the average daily volume of 5,749,128 shares. The stock had previously closed at $273.25.

A number of other analysts have also weighed in on the stock. 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. Sanford C. Bernstein boosted their target price on GE Aerospace from $374.00 to $405.00 and gave the stock an “outperform” rating in a report on Tuesday, March 3rd. Weiss Ratings restated a “buy (b)” rating on shares of GE Aerospace in a research report on Thursday, January 22nd. JPMorgan Chase & Co. increased their price target on GE Aerospace from $325.00 to $335.00 and gave the company an “overweight” rating in a research note on Monday, January 26th. Finally, Daiwa Securities Group started coverage on GE Aerospace in a research note on Tuesday. They issued a “neutral” rating and a $301.00 price objective on the stock. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $343.89.

Insider Buying and Selling at GE Aerospace

In related news, VP Robert M. Giglietti sold 3,035 shares of GE Aerospace stock in a transaction on Friday, January 30th. The stock was sold at an average price of $305.51, for a total value of $927,222.85. Following the transaction, the vice president directly owned 10,583 shares in the company, valued at $3,233,212.33. The trade was a 22.29% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, SVP Russell Stokes sold 30,363 shares of the company’s stock in a transaction on Friday, January 30th. The shares were sold at an average price of $306.47, for a total value of $9,305,348.61. Following the sale, the senior vice president directly owned 150,434 shares of the company’s stock, valued at approximately $46,103,507.98. This represents a 16.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 37,398 shares of company stock valued at $11,455,491. Corporate insiders own 0.19% of the company’s stock.

Key Headlines Impacting GE Aerospace

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

• Positive Sentiment: Wells Fargo added GE to its coverage and pushed the name into the firm’s aerospace/defense buy list, and other broker notes (including Citigroup keeping a Buy while trimming its target) keep institutional interest and upside case alive. Read More.
• Positive Sentiment: GE delivered the sixth F404‑IN20 engine for India’s Tejas LCA‑Mk1A program — a visible contract execution milestone that supports revenue recognition and aftermarket prospects in a strategic market. Read More.
• Positive Sentiment: Management is investing heavily to expand MRO and manufacturing capacity to meet strong engine demand; coupled with a roughly $190B backlog, these moves underpin longer‑term growth and margin improvement potential. Read More.
• Neutral Sentiment: Daiwa Securities initiated coverage of GE, increasing analyst touchpoints; new coverage itself is informational but not an immediate catalyst. Read More.
• Neutral Sentiment: GE is expanding its global aviation supply‑chain network and remains a cornerstone industrial holding in S&P 500 funds — supportive for steady institutional demand but slow to move short‑term price action. Read More.
• Negative Sentiment: Regulatory/contract risk in India: reports say GE may face penalty action for missing multiple Tejas engine deadlines — this raises near‑term execution and revenue timing risk on a high‑visibility program. Read More.
• Negative Sentiment: Shareholder activism (JLENS, ADL) is targeting GE over Israel defense contracts and is pushing for independent human‑rights due diligence — a reputational/ESG risk that could force disclosures or board‑level debates ahead of the AGM. Read More.
• Negative Sentiment: Momentum risk: the stock has pulled back sharply this month despite the large backlog and strong quarterly results, indicating investor rotation or profit‑taking that can amplify downside on any negative headlines. Read More.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the company. REAP Financial Group LLC acquired a new stake 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 worth $25,000. Marquette Asset Management LLC purchased a new position in shares of GE Aerospace during the third quarter valued at $26,000. Lavaca Capital LLC grew its holdings in shares of GE Aerospace by 1,666.7% during the second quarter. Lavaca Capital LLC now owns 106 shares of the company’s stock valued at $27,000 after buying an additional 100 shares in the last quarter. Finally, Barnes Dennig Private Wealth Management LLC raised its position 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 during the period. 74.77% of the stock is owned by hedge funds and other institutional investors.

GE Aerospace Stock Performance

The firm has a 50 day moving average of $311.98 and a 200-day moving average of $306.72. The stock has a market capitalization of $296.20 billion, a PE ratio of 34.66, a P/E/G ratio of 2.62 and a beta of 1.36. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.74 and a current ratio of 1.04.

GE Aerospace (NYSE:GE) last released 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. The company had revenue of $11.90 billion for the quarter, compared to analysts’ expectations of $11.27 billion. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.The business’s revenue for the quarter was up 17.6% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.32 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Research analysts forecast that GE Aerospace will post 5.4 earnings per share for the current year.

GE Aerospace Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, April 27th. Shareholders of record on Monday, March 9th will be given a $0.47 dividend. This represents a $1.88 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Monday, March 9th. This is a positive change from GE Aerospace’s previous quarterly dividend of $0.36. GE Aerospace’s payout ratio is currently 23.10%.

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.