GE Aerospace (NYSE:GE) Stock Falls 1.6% Following Analyst Downgrade

GE Aerospace (NYSE:GE)’s share price fell 1.6% during trading on Wednesday after Wells Fargo & Company lowered their price target on the stock from $390.00 to $380.00. Wells Fargo & Company currently has an overweight rating on the stock. GE Aerospace traded as low as $312.25 and last traded at $312.9350. 4,182,879 shares were traded during trading, a decline of 19% from the average session volume of 5,143,227 shares. The stock had previously closed at $317.89.

Other analysts have also recently issued reports about the company. Melius Research set a $350.00 price objective on GE Aerospace and gave the stock a “hold” rating in a report on Monday, September 14th. UBS Group raised their target price on shares of GE Aerospace from $426.00 to $435.00 and gave the company a “buy” rating in a report on Friday, July 17th. Jefferies Financial Group set a $435.00 price target on shares of GE Aerospace and gave the stock a “buy” rating in a research report on Wednesday, September 23rd. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $450.00 price target on shares of GE Aerospace in a research note on Monday, July 27th. Finally, JPMorgan Chase & Co. increased their price objective on shares of GE Aerospace from $335.00 to $400.00 and gave the company an “overweight” rating in a research report on Monday, July 20th. Sixteen 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, the company has a consensus rating of “Moderate Buy” and an average price target of $386.67.

Insider Transactions at GE Aerospace

In other GE Aerospace news, SVP Mohamed Ali sold 8,096 shares of the company’s stock in a transaction on 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 transaction, the senior vice president owned 20,666 shares of the company’s stock, valued at $7,309,770.86. This represents a 28.15% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. 0.19% of the stock is currently owned by insiders.

Key GE Aerospace News

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

• Positive Sentiment: Analysts expect GE Aerospace’s third-quarter earnings, scheduled for October 20, to rise by double digits. Strong results or an upward outlook could provide a catalyst after the stock’s recent pullback. What to Expect From GE Aerospace’s Q3 2026 Earnings Report
• Positive Sentiment: Wells Fargo maintained an “overweight” rating while lowering its price target to $380 from $390, implying substantial potential upside from recent levels. UBS also reaffirmed its buy rating. Wells Fargo Adjusts Price Target on GE Aerospace UBS Reaffirms Buy Rating
• Positive Sentiment: GE Aerospace and Kratos Defense successfully ignited the GEK800 turbofan cruise-missile engine, supporting the company’s developing defense opportunity. GE also secured domestic Apache engine servicing in Poland, adding to its long-term aftermarket and international support business. Poland Secures Domestic Apache Engine Servicing
• Neutral Sentiment: Workforce-training grants and a $1 million gift to the National Air and Space Museum may strengthen GE Aerospace’s talent pipeline and industry relationships, but they are unlikely to materially affect near-term earnings. National Air and Space Museum Reopens Classrooms
• Negative Sentiment: GE Aerospace trades at roughly 37 times earnings versus about 22 times for the S&P 500. Analysts warn that this premium valuation assumes continued rapid expansion, while management has indicated that demand is no longer the primary driver of services growth. Is GE Stock Riskier Than It Looks?
• Negative Sentiment: The stock has fallen about 18% from its August 6 record, and investor attention is turning to CFM56 retirement data and what it means for 2027 service revenue. Any evidence of slower aftermarket growth could pressure the valuation further. GE Aerospace Stock Has Fallen 18 Percent

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the stock. QRG Capital Management Inc. grew its stake in GE Aerospace by 9.8% in the 2nd quarter. QRG Capital Management Inc. now owns 214,416 shares of the company’s stock worth $80,134,000 after acquiring an additional 19,155 shares in the last quarter. Envestnet Portfolio Solutions Inc. raised its stake in shares of GE Aerospace by 35.7% during the second quarter. Envestnet Portfolio Solutions Inc. now owns 18,478 shares of the company’s stock valued at $6,906,000 after acquiring an additional 4,861 shares in the last quarter. Envestnet Asset Management Inc. raised its stake in shares of GE Aerospace by 3.7% during the second quarter. Envestnet Asset Management Inc. now owns 1,507,740 shares of the company’s stock valued at $563,485,000 after acquiring an additional 54,448 shares in the last quarter. State Street Corp boosted its holdings in shares of GE Aerospace by 2.6% in the second quarter. State Street Corp now owns 46,497,628 shares of the company’s stock valued at $17,377,559,000 after purchasing an additional 1,160,584 shares during the period. Finally, Security National Bank of SO Dak purchased a new stake in shares of GE Aerospace in the second quarter valued at approximately $55,000. 74.77% of the stock is currently owned by institutional investors.

GE Aerospace Stock Performance

The firm has a 50 day moving average of $343.65 and a 200-day moving average of $327.15. The company has a market cap of $324.69 billion, a P/E ratio of 36.86, a PEG ratio of 2.32 and a beta of 1.35. The company has a quick ratio of 0.67, a current ratio of 0.98 and a debt-to-equity ratio of 0.96.

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

GE Aerospace Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, October 26th. Investors of record on Monday, October 5th will be issued a $0.47 dividend. This represents a $1.88 annualized dividend and a dividend yield of 0.6%. The ex-dividend date is Monday, October 5th. GE Aerospace’s payout ratio is presently 22.14%.

About GE Aerospace

GE Aerospace is an aerospace and defense company that designs, develops, manufactures and services aircraft engines and integrated systems. Its products support commercial and business aviation, military aircraft, and other specialized aerospace applications.

The company’s offerings include commercial and military jet engines, propulsion systems, avionics, electrical power systems, mechanical systems and digital solutions. GE Aerospace also provides maintenance, repair, overhaul and other lifecycle services intended to support the operation and performance of aircraft and engines.

GE Aerospace serves airlines, aircraft manufacturers, leasing companies, defense organizations and other customers worldwide.