GE Aerospace (NYSE:GE) Trading 3.7% Higher on Analyst Upgrade

Shares of GE Aerospace (NYSE:GE) were up 3.7% during mid-day trading on Tuesday after Wells Fargo & Company upgraded the stock to a strong-buy rating. The stock traded as high as $286.49 and last traded at $283.2780. Approximately 7,539,313 shares traded hands during mid-day trading, an increase of 31% from the average daily volume of 5,749,128 shares. The stock had previously closed at $273.25.

Several other analysts also recently issued reports on GE. Wall Street Zen upgraded GE Aerospace from a “hold” rating to a “buy” rating in a research note on Saturday, March 21st. TD Cowen raised their price objective on GE Aerospace from $330.00 to $350.00 and gave the company a “buy” rating in a research note on Wednesday, January 14th. Wolfe Research boosted their target price on GE Aerospace from $340.00 to $360.00 and gave the stock an “outperform” rating in a report on Monday, January 12th. Sanford C. Bernstein increased their price target on GE Aerospace from $374.00 to $405.00 and gave the company an “outperform” rating in a report on Tuesday, March 3rd. Finally, The Goldman Sachs Group lifted their price target on shares of GE Aerospace from $338.00 to $350.00 and gave the company a “buy” rating in a research report on Friday, January 23rd. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, GE Aerospace has a consensus rating of “Moderate Buy” and a consensus price target of $343.89.

Insider Transactions at GE Aerospace

In related news, SVP Russell Stokes sold 30,363 shares of the business’s stock in a transaction on Friday, January 30th. The shares were sold at an average price of $306.47, for a total transaction of $9,305,348.61. Following the transaction, the senior vice president owned 150,434 shares of the company’s stock, valued at approximately $46,103,507.98. The trade was a 16.79% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, VP Robert M. Giglietti sold 3,035 shares of the company’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 transaction, the vice president owned 10,583 shares of the company’s stock, valued at approximately $3,233,212.33. The trade was a 22.29% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 37,398 shares of company stock worth $11,455,491. Insiders own 0.19% of the company’s stock.

Key GE Aerospace News

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

• Positive Sentiment: Wells Fargo added GE to its coverage and pushed the name into the firm’s aerospace/defense buy list, and other broker notes (including Citigroup keeping a Buy while trimming its target) keep institutional interest and upside case alive. Read More.
• Positive Sentiment: GE delivered the sixth F404‑IN20 engine for India’s Tejas LCA‑Mk1A program — a visible contract execution milestone that supports revenue recognition and aftermarket prospects in a strategic market. Read More.
• Positive Sentiment: Management is investing heavily to expand MRO and manufacturing capacity to meet strong engine demand; coupled with a roughly $190B backlog, these moves underpin longer‑term growth and margin improvement potential. Read More.
• Neutral Sentiment: Daiwa Securities initiated coverage of GE, increasing analyst touchpoints; new coverage itself is informational but not an immediate catalyst. Read More.
• Neutral Sentiment: GE is expanding its global aviation supply‑chain network and remains a cornerstone industrial holding in S&P 500 funds — supportive for steady institutional demand but slow to move short‑term price action. Read More.
• Negative Sentiment: Regulatory/contract risk in India: reports say GE may face penalty action for missing multiple Tejas engine deadlines — this raises near‑term execution and revenue timing risk on a high‑visibility program. Read More.
• Negative Sentiment: Shareholder activism (JLENS, ADL) is targeting GE over Israel defense contracts and is pushing for independent human‑rights due diligence — a reputational/ESG risk that could force disclosures or board‑level debates ahead of the AGM. Read More.
• Negative Sentiment: Momentum risk: the stock has pulled back sharply this month despite the large backlog and strong quarterly results, indicating investor rotation or profit‑taking that can amplify downside on any negative headlines. Read More.

Institutional Trading of GE Aerospace

Several institutional investors have recently made changes to their positions in GE. Diversified Trust Co lifted its stake in shares of GE Aerospace by 21.3% in the 3rd quarter. Diversified Trust Co now owns 32,021 shares of the company’s stock valued at $9,633,000 after purchasing an additional 5,625 shares during the period. Cadinha & Co. LLC grew its stake in shares of GE Aerospace by 154.8% during the third quarter. Cadinha & Co. LLC now owns 97,280 shares of the company’s stock worth $29,264,000 after purchasing an additional 59,106 shares during the period. Czech National Bank increased its holdings in GE Aerospace by 3.3% in the third quarter. Czech National Bank now owns 269,330 shares of the company’s stock valued at $81,020,000 after purchasing an additional 8,668 shares during the last quarter. Phoenix Financial Ltd. lifted its stake in GE Aerospace by 34.3% in the third quarter. Phoenix Financial Ltd. now owns 22,632 shares of the company’s stock valued at $6,808,000 after buying an additional 5,775 shares during the period. Finally, Integrity Financial Corp WA acquired a new position in GE Aerospace in the third quarter valued at about $481,000. 74.77% of the stock is currently owned by institutional investors and hedge funds.

GE Aerospace Stock Performance

The stock has a market cap of $295.88 billion, a P/E ratio of 34.62, a PEG ratio of 2.62 and a beta of 1.36. The stock has a fifty day simple moving average of $311.98 and a 200-day simple moving average of $306.72. The company has a quick ratio of 0.74, a current ratio of 1.04 and a debt-to-equity ratio of 1.00.

GE Aerospace (NYSE:GE) last announced its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share for the quarter, beating analysts’ consensus estimates of $1.43 by $0.14. The business had revenue of $11.90 billion for the quarter, compared to the consensus estimate of $11.27 billion. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. GE Aerospace’s revenue for the quarter was up 17.6% on a year-over-year basis. During the same period last year, the company posted $1.32 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Equities analysts expect that GE Aerospace will post 5.4 earnings per share for the current fiscal year.

GE Aerospace Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, April 27th. Stockholders of record on Monday, March 9th will be given a dividend of $0.47 per share. This is a positive change from GE Aerospace’s previous quarterly dividend of $0.36. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend is Monday, March 9th. GE Aerospace’s payout ratio is 23.10%.

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.