GE Aerospace (NYSE:GE) Trading Up 1.6% Following Dividend Announcement

GE Aerospace (NYSE:GE) rose 1.6% during trading on Monday after the company announced a dividend. The company traded as high as $322.14 and last traded at $319.41. 3,476,464 shares traded hands during trading, a decline of 33% from the average session volume of 5,180,238 shares. The stock had previously closed at $314.27.

The newly announced dividend which will be paid on Monday, October 26th. Stockholders of record on Monday, October 5th will be paid a $0.47 dividend. The ex-dividend date is Monday, October 5th. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.6%. GE Aerospace’s dividend payout ratio is presently 22.14%.

Analysts Set New Price Targets

GE has been the subject of several recent research reports. The Goldman Sachs Group reissued a “buy” rating and set a $410.00 target price on shares of GE Aerospace in a report on Monday, July 20th. JPMorgan Chase & Co. boosted their price objective on GE Aerospace from $335.00 to $400.00 and gave the company an “overweight” rating in a report on Monday, July 20th. Susquehanna restated a “positive” rating and issued a $430.00 target price (up from $380.00) on shares of GE Aerospace in a research note on Thursday, July 9th. UBS Group raised their target price on GE Aerospace from $426.00 to $435.00 and gave the stock a “buy” rating in a report on Friday, July 17th. Finally, TD Cowen reissued a “buy” rating and issued a $380.00 price target (up from $330.00) on shares of GE Aerospace in a report on Monday, July 13th. Sixteen analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, GE Aerospace currently has an average rating of “Moderate Buy” and an average price target of $388.33.

GE Aerospace Stock Up 1.9%

The company has a market cap of $337.47 billion, a price-to-earnings ratio of 38.36, a PEG ratio of 2.33 and a beta of 1.35. The company has a current ratio of 0.98, a quick ratio of 0.67 and a debt-to-equity ratio of 0.96. The business has a fifty day moving average of $346.32 and a two-hundred day moving average of $327.30.

GE Aerospace (NYSE:GE) last issued its quarterly earnings data on Thursday, July 16th. The company reported $2.02 EPS for the quarter, beating the consensus estimate of $1.86 by $0.16. The company had revenue of $12.63 billion for the quarter, compared to analyst estimates of $11.87 billion. GE Aerospace had a return on equity of 40.56% and a net margin of 17.72%.GE Aerospace’s quarterly revenue was up 21.1% compared to the same quarter last year. During the same period last year, the company earned $1.66 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. As a group, equities analysts anticipate that GE Aerospace will post 7.91 EPS for the current fiscal year.

GE Aerospace News Roundup

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

• Positive Sentiment: Research investment supports long-term growth: GE Aerospace plans to invest $225 million to modernize its Niskayuna, New York, research center. The spending should expand engineering and testing capabilities, support future engine development and reinforce the company’s domestic aerospace technology base. GE Aerospace invests $225M into Niskayuna Research Center
• Positive Sentiment: Defense propulsion milestone adds strategic upside: GE Aerospace and Kratos successfully completed the first ignition test of the GEK800/F143 turbofan engine for cruise missiles and attritable aircraft. The milestone could position GE for future defense programs focused on lower-cost, mass-produced autonomous systems. Kratos, GE Aerospace advance cruise missile engine with ignition test
• Positive Sentiment: Aftermarket demand remains supportive: GE said demand for CFM56 engine overhauls remains strong, reinforcing the durability of its high-margin commercial services business and large installed-engine base. Analysts also argue that pricing power, a sizable services backlog and LEAP engine growth can offset some concerns about elevated oil prices. CFM56 Overhaul Demand Remains Strong, GE Aerospace Says
• Positive Sentiment: Governance and shareholder returns: GE appointed Wes Bush as independent lead director, potentially strengthening board oversight. It also declared a quarterly dividend of $0.47 per share, payable October 26 to shareholders of record October 5. GE Aerospace names Wes Bush independent lead director
• Neutral Sentiment: Valuation is being scrutinized: After a roughly 396% five-year gain, GE’s share price is being assessed against expected cash generation. Its elevated earnings multiple leaves less room for execution disappointments, even though recent results exceeded estimates.
• Negative Sentiment: GE9X certification remains a risk: Redesigned seals are shipping, but final production approval still depends on a separate FAA process. Any delay could pressure investor confidence in widebody engine execution. GE Aerospace Slips as GE9X Fix Enters Certification

Insider Activity

In related news, SVP Mohamed Ali sold 8,096 shares of GE Aerospace stock in a transaction dated Friday, July 24th. The stock was sold at an average price of $353.71, for a total value of $2,863,636.16. Following the sale, the senior vice president directly owned 20,666 shares in the company, valued at approximately $7,309,770.86. The trade was a 28.15% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. 0.19% of the stock is currently owned by company insiders.

Institutional Trading of GE Aerospace

A number of hedge funds have recently bought and sold shares of GE. State Street Corp boosted its position in shares of GE Aerospace by 2.6% during the second quarter. State Street Corp now owns 46,497,628 shares of the company’s stock worth $17,377,559,000 after buying an additional 1,160,584 shares during the period. Geode Capital Management LLC raised its holdings in shares of GE Aerospace by 1.3% in the 4th quarter. Geode Capital Management LLC now owns 24,774,942 shares of the company’s stock valued at $7,615,200,000 after buying an additional 312,880 shares during the period. Norges Bank acquired a new position in GE Aerospace during the 4th quarter worth about $4,444,736,000. Jennison Associates LLC lifted its stake in GE Aerospace by 37.7% during the 1st quarter. Jennison Associates LLC now owns 11,026,006 shares of the company’s stock worth $3,128,850,000 after acquiring an additional 3,017,937 shares in the last quarter. Finally, Invesco Ltd. boosted its holdings in GE Aerospace by 2.1% during the 4th quarter. Invesco Ltd. now owns 9,280,276 shares of the company’s stock valued at $2,858,604,000 after acquiring an additional 189,979 shares during the period. Institutional investors and hedge funds own 74.77% of the company’s stock.

GE Aerospace Company Profile

GE Aerospace (NYSE:GE) is a global aerospace company that designs, develops, manufactures and services aircraft engines and related systems. Its portfolio serves commercial aviation, military and defense, business and general aviation, and other aerospace markets.

The company’s products and services include commercial and military aircraft engines, integrated engine systems, avionics, mechanical systems and digital solutions. GE Aerospace also provides maintenance, repair, overhaul, spare parts, technical support and other lifecycle services for aircraft propulsion and related equipment.

GE Aerospace traces its roots to the aviation activities of General Electric, which began developing aircraft engines during World War I.