GE Aerospace (NYSE:GE) Stock Price Down 2.4% After Analyst Downgrade

GE Aerospace (NYSE:GE) shares traded down 2.4% during mid-day trading on Wednesday after Citigroup lowered their price target on the stock from $386.00 to $378.00. Citigroup currently has a buy rating on the stock. GE Aerospace traded as low as $316.36 and last traded at $319.2940. 3,849,155 shares changed hands during trading, a decline of 8% from the average session volume of 4,170,742 shares. The stock had previously closed at $327.23.

Several other equities analysts have also commented on GE. The Goldman Sachs Group upped their target price on GE Aerospace from $271.00 to $305.00 and gave the company a “buy” rating in a research note on Friday, October 10th. TD Cowen raised their target price on shares of GE Aerospace from $300.00 to $330.00 and gave the stock a “buy” rating in a research report on Tuesday, October 7th. Bank of America upped their price target on shares of GE Aerospace from $310.00 to $365.00 and gave the stock a “buy” rating in a research report on Monday, October 27th. BNP Paribas upgraded shares of GE Aerospace to a “strong sell” rating in a report on Tuesday, November 18th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of GE Aerospace in a research note on Wednesday, October 8th. Sixteen investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, GE Aerospace currently has a consensus rating of “Moderate Buy” and an average price target of $309.44.

Insider Transactions at GE Aerospace

In other news, SVP Russell Stokes sold 8,000 shares of GE Aerospace stock in a transaction that occurred on Wednesday, November 19th. The shares were sold at an average price of $297.71, for a total transaction of $2,381,680.00. Following the sale, the senior vice president owned 150,434 shares in the company, valued at $44,785,706.14. This trade represents a 5.05% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.21% of the stock is owned by company insiders.

Key GE Aerospace News

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

• Positive Sentiment: Delta selects GE Aerospace’s GEnx engines to power 30 new 787‑10s (with options for 30 more), plus spares and long‑term services — a material commercial win that boosts OE sales and aftermarket services visibility. Delta Air Lines Selects GE Aerospace GEnx Engines to Power New 787-10s
• Positive Sentiment: Report: GE won the order to supply engines for Delta’s first Dreamliner fleet — reinforces the PR release and signals follow‑on spares and service revenue. This supports medium‑term aftermarket cash flow. GE Aerospace wins order for Delta’s first-ever Dreamliner fleet
• Positive Sentiment: U.S. Navy awards a $1.42B helicopter engine contract to GE — adds high‑margin defense revenue and multi‑year service opportunities, diversifying the revenue mix. GE Draws $1.42B Navy Engine Contract
• Positive Sentiment: Aviation/defense tech milestone — GE partnered with Lockheed on rotating detonation tests, suggesting progress on advanced propulsion that could lead to future program advantages if matured. GE/Lockheed Tests Raise Bar For Rotating Detonation Maturity
• Positive Sentiment: Positive analyst/retail narratives keep bullish interest — a features piece lists reasons to like GE’s story, helping sentiment among retail/income investors. GE Aerospace (GE): 3 Reasons We Love This Stock
• Neutral Sentiment: Zacks notes heightened investor attention and summarizes factors to watch (earnings, orders, services) — useful context but not new company‑specific news. GE Aerospace (GE) is Attracting Investor Attention
• Neutral Sentiment: Local coverage: GE sponsorship/programming with University of Cincinnati and community outreach — positive for PR and talent pipeline but limited near‑term stock impact. University of Cincinnati and GE Aerospace Fuel Future Innovators Through Extended Next Engineers Program
• Neutral Sentiment: Local investor contest coverage highlights GE as a top holding for some investors — anecdotal interest but not a driver of fundamentals. GE Aerospace, AI stocks fuel Cincinnati investment pro to Courier stock contest championship
• Negative Sentiment: Citigroup trimmed its price target from $386 to $378 (still a Buy), a modest downgrade that can sap upside expectations and contribute to intraday weakness. Benzinga

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the business. Brighton Jones LLC grew its holdings in shares of GE Aerospace by 25.3% during the fourth quarter. Brighton Jones LLC now owns 12,008 shares of the company’s stock valued at $2,003,000 after purchasing an additional 2,421 shares during the last quarter. Revolve Wealth Partners LLC increased its position in GE Aerospace by 7.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 2,251 shares of the company’s stock worth $375,000 after buying an additional 150 shares during the period. Parallel Advisors LLC lifted its stake in GE Aerospace by 3.2% in the second quarter. Parallel Advisors LLC now owns 17,229 shares of the company’s stock valued at $4,435,000 after buying an additional 537 shares during the last quarter. NBC Securities Inc. boosted its holdings in shares of GE Aerospace by 11.4% during the second quarter. NBC Securities Inc. now owns 4,281 shares of the company’s stock valued at $1,102,000 after acquiring an additional 439 shares during the period. Finally, RMR Wealth Builders grew its position in shares of GE Aerospace by 27.9% during the second quarter. RMR Wealth Builders now owns 1,592 shares of the company’s stock worth $410,000 after acquiring an additional 347 shares during the last quarter. 74.77% of the stock is currently owned by institutional investors.

GE Aerospace Stock Performance

The firm has a market cap of $336.79 billion, a price-to-earnings ratio of 42.63, a PEG ratio of 2.21 and a beta of 1.40. The stock’s fifty day moving average is $304.05 and its two-hundred day moving average is $289.11. The company has a debt-to-equity ratio of 0.99, a quick ratio of 0.76 and a current ratio of 1.08.

GE Aerospace (NYSE:GE) last posted its earnings results on Tuesday, October 21st. The company reported $1.66 EPS for the quarter, topping the consensus estimate of $1.46 by $0.20. The firm had revenue of $11.31 billion during the quarter, compared to analysts’ expectations of $10.29 billion. GE Aerospace had a net margin of 18.34% and a return on equity of 34.01%. GE Aerospace’s quarterly revenue was up 26.4% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.15 EPS. GE Aerospace has set its FY 2025 guidance at 6.000-6.200 EPS. On average, analysts expect that GE Aerospace will post 5.4 earnings per share for the current fiscal year.

GE Aerospace Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, January 26th. Stockholders of record on Monday, December 29th will be paid a $0.36 dividend. The ex-dividend date of this dividend is Monday, December 29th. This represents a $1.44 annualized dividend and a dividend yield of 0.5%. GE Aerospace’s dividend payout ratio is presently 19.23%.

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.