GE Aerospace (NYSE:GE) Trading Up 3.7% – Still a Buy?

GE Aerospace (NYSE:GE)’s stock price rose 3.7% on Tuesday . The stock traded as high as $286.49 and last traded at $283.2780. Approximately 7,539,313 shares traded hands during trading, an increase of 31% from the average daily volume of 5,749,128 shares. The stock had previously closed at $273.25.

More GE Aerospace News

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

• Positive Sentiment: Included as a GARP (growth at a reasonable price) pick, highlighting GE’s combination of growth and valuation that could attract long‑term investors. 4 GARP Stocks That Investors Can Scoop Up for Maximum Returns
• Positive Sentiment: BNP Paribas notes investors are holding their nerve in aerospace despite conflict risks, suggesting resilience in demand expectations for engine/parts cycles. Investors hold their nerve on aerospace amid conflict risks: BNP Paribas
• Neutral Sentiment: Research report cites GE among leaders in the veterinary diagnostic imaging market — a positive long‑term revenue exposure but unlikely to move near‑term results materially. Veterinary Diagnostic Imaging Market Report 2026
• Neutral Sentiment: ADL and JLens publicly urged shareholders to vote AGAINST a proxy proposal that they say could harm GE’s defense business — a governance/ESG development that may influence activist/proxy dynamics but not immediate operations. ADL and JLens Urge GE Aerospace Shareholders to Vote AGAINST Proposal 7
• Negative Sentiment: Daiwa initiated coverage with a Neutral rating and a $301 target, warning that strong fundamentals are already priced in and highlighting fuel/expectation risks — a more conservative view that could cap upside if other analysts follow. Wall Street Split on GE Aerospace as Daiwa Sets $301 Target and Flags High Expectations
• Negative Sentiment: Short‑term volatility from geopolitical headlines (threats to Iran’s energy infrastructure) triggered sectorwide selling that included GE, pressuring shares intraday. Graham Corporation, Keysight, Flowserve, MasTec, and GE Aerospace Shares Plummet
• Negative Sentiment: Technical/pundit criticism (one analyst calling GE a poor setup) may weigh on sentiment for traders focused on chart momentum. Dell, GE Aerospace: Only one has ‘one of the worst setups’ possible

Analyst Upgrades and Downgrades

GE has been the topic of a number of research analyst reports. Citigroup restated a “buy” rating and issued a $380.00 target price (up from $378.00) on shares of GE Aerospace in a research note on Friday, January 23rd. Deutsche Bank Aktiengesellschaft boosted their price objective on shares of GE Aerospace from $375.00 to $387.00 and gave the stock a “buy” rating in a research note on Friday, January 23rd. Wall Street Zen upgraded GE Aerospace from a “hold” rating to a “buy” rating in a research note on Saturday, March 21st. BNP Paribas Exane lowered their price objective on shares of GE Aerospace from $305.00 to $290.00 and set an “underperform” rating for the company in a research note on Friday, January 23rd. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of GE Aerospace in a report on Thursday, January 22nd. Sixteen equities research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $329.44.

GE Aerospace Price Performance

The stock has a market cap of $297.10 billion, a PE ratio of 34.80, a price-to-earnings-growth ratio of 2.61 and a beta of 1.36. The company has a debt-to-equity ratio of 1.00, a current ratio of 1.04 and a quick ratio of 0.74. The stock’s fifty day moving average is $313.06 and its 200-day moving average is $306.81.

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

GE Aerospace Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, April 27th. Investors of record on Monday, March 9th will be given a $0.47 dividend. This is a boost 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 dividend on an annualized basis and a dividend yield of 0.7%. GE Aerospace’s payout ratio is currently 23.10%.

Insiders Place Their Bets

In other GE Aerospace news, SVP Russell Stokes sold 30,363 shares of the company’s stock in a transaction that occurred on Friday, January 30th. The stock was sold at an average price of $306.47, for a total transaction of $9,305,348.61. Following the completion of the sale, the senior vice president directly owned 150,434 shares of the company’s stock, valued at $46,103,507.98. This represents a 16.79% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Amy L. Gowder sold 4,000 shares of the firm’s stock in a transaction on 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 sale, the senior vice president owned 16,535 shares of the company’s stock, valued at $5,055,245.55. This trade represents a 19.48% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 37,398 shares of company stock valued at $11,455,491. Insiders own 0.19% of the company’s stock.

Hedge Funds Weigh In On GE Aerospace

Several institutional investors and hedge funds have recently modified their holdings of GE. Bare Financial Services Inc grew its holdings in GE Aerospace by 81.1% in the second quarter. Bare Financial Services Inc now owns 96 shares of the company’s stock valued at $25,000 after purchasing an additional 43 shares during the period. REAP Financial Group LLC acquired a new stake in shares of GE Aerospace in the third quarter valued at about $25,000. Blueline Advisors LLC purchased a new stake in shares of GE Aerospace during the fourth quarter valued at approximately $25,000. Marquette Asset Management LLC acquired a new position in GE Aerospace in the 3rd quarter worth $26,000. Finally, Lavaca Capital LLC lifted its stake in shares of GE Aerospace by 1,666.7% in the second quarter. Lavaca Capital LLC now owns 106 shares of the company’s stock worth $27,000 after acquiring an additional 100 shares in the last quarter. Hedge funds and other institutional investors own 74.77% of the company’s stock.

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.