GE Aerospace (NYSE:GE) Shares Up 2.1% – Here’s What Happened

GE Aerospace (NYSE:GE)’s share price shot up 2.1% on Thursday . The company traded as high as $299.19 and last traded at $298.6260. 5,978,852 shares were traded during trading, a decline of 4% from the average session volume of 6,205,639 shares. The stock had previously closed at $292.48.

GE Aerospace News Summary

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

• Positive Sentiment: Zacks Research upgraded GE Aerospace from “hold” to “strong‑buy,” adding sell‑side momentum that can drive demand for the shares. Zacks.com
• Positive Sentiment: Citi placed GE on its high‑conviction focus list and outlined a path toward a much larger market value, a bullish institutional endorsement that can lift sentiment and multiple expansion. Citi adds GE to high-conviction focus list, sees path to $1T market value
• Positive Sentiment: JPMorgan raised its price target on GE to $335, signaling higher analyst valuation assumptions that can support further upside. JPMorgan Boosts GE Aerospace Price Target to $335
• Positive Sentiment: GE and NASA reported successful ground tests/validation of a hybrid‑electric narrowbody engine under the HyTEC program — a high‑profile technology milestone that strengthens GE’s long‑term positioning in lower‑emissions propulsion and future aircraft platforms. NASA, GE Aerospace Validate Hybrid Aircraft Engine Under HyTEC Program
• Positive Sentiment: The Motley Fool argues the market overreacted to short‑term margin noise and that recent updates support a long‑term constructive thesis, which can encourage buy‑and‑hold investors. The Market Is Wrong to Sell Off GE Aerospace Stock After the Latest Update: Here’s Why
• Neutral Sentiment: Zacks ran a broader piece on analyst optimism for GE that summarizes street ratings and context; useful for investors reviewing consensus but not a direct catalyst. Is GE (GE) a Buy as Wall Street Analysts Look Optimistic?
• Neutral Sentiment: Reports say Delta reached a settlement related to GEnx engines; outcome reduces legal/contract uncertainty but the broader commercial impact is unclear. Delta Airlines Settles on GE Aerospace (GE) GEnx Engines amid Tests on Hypersonic Missiles
• Neutral Sentiment: News about GE Appliances starting water‑filter manufacturing is positive for the GE brand and U.S. manufacturing narrative but has limited direct impact on GE Aerospace’s aerospace results. Built for America: GE Appliances Announces First-ever Water Filter Manufacturing

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on GE shares. Susquehanna reissued a “positive” rating and set a $380.00 price target on shares of GE Aerospace in a report on Thursday, January 15th. Bank of America raised their target price on shares of GE Aerospace from $310.00 to $365.00 and gave the company a “buy” rating in a research note on Monday, October 27th. TD Cowen increased their price objective on shares of GE Aerospace from $330.00 to $350.00 and gave the company a “buy” rating in a report on Wednesday, January 14th. 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. Finally, Wolfe Research upped their price objective on GE Aerospace from $340.00 to $360.00 and gave the company an “outperform” rating in a report on Monday, January 12th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, GE Aerospace has an average rating of “Moderate Buy” and an average target price of $319.00.

GE Aerospace Stock Performance

The company has a market capitalization of $314.99 billion, a price-to-earnings ratio of 36.69, a price-to-earnings-growth ratio of 2.77 and a beta of 1.40. The firm has a 50-day simple moving average of $304.83 and a two-hundred day simple moving average of $293.35. The company has a current ratio of 1.04, a quick ratio of 0.74 and a debt-to-equity ratio of 1.00.

GE Aerospace (NYSE:GE) last issued its quarterly earnings data on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, beating 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 business had revenue of $11.90 billion for the quarter, compared to analyst estimates of $11.27 billion. During the same quarter in the prior year, the firm posted $1.32 EPS. The firm’s revenue for the quarter was up 17.6% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, sell-side analysts forecast that GE Aerospace will post 5.4 earnings per share for the current fiscal year.

GE Aerospace Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, January 26th. Investors of record on Monday, December 29th were issued a $0.36 dividend. This represents a $1.44 annualized dividend and a yield of 0.5%. The ex-dividend date was Monday, December 29th. GE Aerospace’s dividend payout ratio is currently 17.69%.

Insiders Place Their Bets

In other GE Aerospace news, SVP Russell Stokes sold 8,000 shares of the company’s stock in a transaction that occurred on Wednesday, November 19th. The shares were sold at an average price of $297.71, for a total value of $2,381,680.00. Following the completion of the sale, the senior vice president owned 150,434 shares of the company’s stock, valued at approximately $44,785,706.14. This represents a 5.05% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.21% of the company’s stock.

Hedge Funds Weigh In On GE Aerospace

Several hedge funds have recently made changes to their positions in the business. REAP Financial Group LLC bought a new position in shares of GE Aerospace during the 3rd quarter worth about $25,000. Marquette Asset Management LLC bought a new position in shares of GE Aerospace in the third quarter valued at approximately $26,000. Barnes Dennig Private Wealth Management LLC lifted its stake in GE Aerospace by 147.2% during the 3rd quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company’s stock valued at $27,000 after acquiring an additional 53 shares in the last quarter. Bare Financial Services Inc lifted its position in shares of GE Aerospace by 81.1% during 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 in the last quarter. Finally, Roble Belko & Company Inc boosted its stake in shares of GE Aerospace by 98.1% in the 3rd quarter. Roble Belko & Company Inc now owns 103 shares of the company’s stock worth $31,000 after buying an additional 51 shares during the last quarter. 74.77% of the stock is owned by institutional investors.

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.