GE Aerospace (NYSE:GE) Shares Up 2.3% After Analyst Upgrade

GE Aerospace (NYSE:GE) shares shot up 2.3% during mid-day trading on Thursday after BNP Paribas Exane raised their price target on the stock from $290.00 to $300.00. BNP Paribas Exane currently has an underperform rating on the stock. GE Aerospace traded as high as $282.94 and last traded at $282.77. 8,571,617 shares were traded during trading, an increase of 46% from the average session volume of 5,890,142 shares. The stock had previously closed at $276.29.

GE has been the subject of a number of other reports. Citigroup cut their price objective on shares of GE Aerospace from $380.00 to $353.00 and set a “buy” rating for the company in a report on Wednesday, April 1st. Morgan Stanley cut their price objective on shares of GE Aerospace from $425.00 to $400.00 and set an “overweight” rating for the company in a report on Wednesday. Weiss Ratings reaffirmed a “buy (b)” rating on shares of GE Aerospace in a report on Thursday, January 22nd. UBS Group cut their price objective on shares of GE Aerospace from $357.00 to $350.00 and set a “buy” rating for the company in a report on Wednesday. Finally, Wells Fargo & Company began coverage on shares of GE Aerospace in a report on Wednesday, April 1st. They set an “overweight” rating and a $325.00 price objective for the company. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, GE Aerospace presently has a consensus rating of “Moderate Buy” and an average target price of $349.06.

Insider Activity at GE Aerospace

In related news, SVP Russell Stokes sold 30,363 shares of the firm’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 completion of the transaction, the senior vice president directly owned 150,434 shares of the company’s stock, valued at approximately $46,103,507.98. This trade represents a 16.79% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, VP Robert M. Giglietti sold 3,035 shares of the firm’s stock in a transaction on Friday, January 30th. The shares were sold at an average price of $305.51, for a total transaction of $927,222.85. Following the completion of the transaction, the vice president directly owned 10,583 shares of the company’s stock, valued at approximately $3,233,212.33. This trade represents a 22.29% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 37,398 shares of company stock valued at $11,455,491. 0.19% of the stock is owned by corporate insiders.

Key Headlines Impacting GE Aerospace

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

• Positive Sentiment: Citi and other outlets pushed a “buy the dip” narrative after the earnings pullback, arguing fundamentals (robust demand, large services backlog) support a rebound. GE Stock Drops After Earnings. Citi Says Buy the Dip.
• Positive Sentiment: Wells Fargo initiated coverage with an Overweight and a $325 target, highlighting LEAP‑engine ramp prospects and multi‑year free cash flow upside. Wells Fargo Asserts GE Aerospace Growth Prospects
• Positive Sentiment: GE is rolling out workforce and MRO investments (Lifting Futures training program and new MRO/manufacturing commitments) that support capacity expansion and long‑term service revenue. GE Aerospace Foundation Announces Inaugural “Lifting Futures” Workforce Locations
• Neutral Sentiment: Analyst moves are mixed: some firms trimmed price targets but kept buy/overweight stances (Morgan Stanley, UBS, President Capital), while others maintain higher targets — signaling continued conviction but differing timing and valuation views. Morgan Stanley Lowers Price Target on GE Aerospace
• Neutral Sentiment: Industry MRO partnerships (e.g., AFI KLM / Woodward support for LEAP components) underscore growing LEAP ecosystem activity, which is structurally supportive for GE as CFM partner. (Industry release)
• Negative Sentiment: Management left FY‑2026 guidance essentially unchanged despite a strong quarter; that cautious outlook sparked the earlier sharp selloff (material market‑cap decline reported by outlets) as investors had hoped for raised guidance. Why GE Aerospace (GE) Stock Is Trading Lower Today
• Negative Sentiment: Several analyst notes and headlines highlight short‑term margin pressure and geopolitical/skip risks that could weigh on near‑term sentiment even if demand remains strong. GE loses $20B in market cap on earnings

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of the business. REAP Financial Group LLC purchased a new position in GE Aerospace during the third quarter worth $25,000. Blueline Advisors LLC purchased a new position in GE Aerospace during the fourth quarter worth $25,000. Marquette Asset Management LLC purchased a new position in GE Aerospace during the third quarter worth $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 worth $27,000 after buying an additional 53 shares during the period. Finally, Ankerstar Wealth LLC purchased a new position in GE Aerospace during the fourth quarter worth $31,000. 74.77% of the stock is owned by hedge funds and other institutional investors.

GE Aerospace Price Performance

The company has a quick ratio of 0.74, a current ratio of 1.01 and a debt-to-equity ratio of 0.99. The firm’s 50 day simple moving average is $309.41 and its 200 day simple moving average is $306.71. The company has a market capitalization of $295.03 billion, a PE ratio of 34.82, a price-to-earnings-growth ratio of 2.59 and a beta of 1.43.

GE Aerospace (NYSE:GE) last posted its quarterly earnings data on Tuesday, April 21st. The company reported $1.86 EPS for the quarter, topping the consensus estimate of $1.60 by $0.26. The company had revenue of $11.61 billion during the quarter, compared to analyst estimates of $11.61 billion. GE Aerospace had a net margin of 17.86% and a return on equity of 37.99%. GE Aerospace’s quarterly revenue was up 24.6% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.49 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, research analysts anticipate that GE Aerospace will post 7.38 EPS for the current fiscal year.

GE Aerospace Increases Dividend

The company also recently disclosed 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 of this dividend 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 0.7%. GE Aerospace’s payout ratio is presently 23.15%.

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.