GE Aerospace (NYSE:GE) Shares Down 1% - What's Next?

Key Points

• GE Aerospace shares fell about 1% to $286.91 in mid‑day trading with volume of ~3.77M shares (down ~37% vs. average), trading below its 50‑ and 200‑day moving averages near $305.
• The company reported a Q1 EPS beat of $1.86 vs. $1.60 expected and revenue of $11.61B (up 24.6% YoY), and set FY2026 guidance of $7.10–$7.40 EPS (analysts average ~$7.45).
• Analysts maintain a consensus rating of “Moderate Buy” with an average target of $349.89, and the company recently raised its quarterly dividend to $0.47 (annualized $1.88, ~0.7% yield).

GE Aerospace (NYSE:GE - Get Free Report)'s share price dropped 1% during mid-day trading on Friday . The company traded as low as $286.24 and last traded at $286.9080. Approximately 3,772,760 shares traded hands during trading, a decline of 37% from the average daily volume of 6,000,835 shares. The stock had previously closed at $289.93.

Wall Street Analyst Weigh In

GE has been the topic of a number of recent analyst reports. Wolfe Research boosted their target price on GE Aerospace from $340.00 to $360.00 and gave the stock an "outperform" rating in a research report on Monday, January 12th. Wall Street Zen lowered GE Aerospace from a "buy" rating to a "hold" rating in a research report on Monday. JPMorgan Chase & Co. boosted their target price on GE Aerospace from $325.00 to $335.00 and gave the stock an "overweight" rating in a research report on Monday, January 26th. Royal Bank Of Canada reaffirmed an "outperform" rating and set a $355.00 target price on shares of GE Aerospace in a research report on Wednesday, April 22nd. Finally, UBS Group cut their target price on GE Aerospace from $357.00 to $350.00 and set a "buy" rating on the stock in a research report on Wednesday, April 22nd. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $349.89.

GE Aerospace Stock Down 1.0%

The company has a debt-to-equity ratio of 0.99, a current ratio of 1.01 and a quick ratio of 0.70. The firm has a market cap of $299.34 billion, a PE ratio of 35.33, a P/E/G ratio of 2.64 and a beta of 1.43. The business has a fifty day moving average price of $305.62 and a two-hundred day moving average price of $306.27.

GE Aerospace (NYSE:GE - Get Free Report) last issued its quarterly earnings results on Tuesday, April 21st. The company reported $1.86 earnings per share for the quarter, beating analysts' consensus estimates of $1.60 by $0.26. GE Aerospace had a return on equity of 37.99% and a net margin of 17.86%.The business had revenue of $11.61 billion for the quarter, compared to the consensus estimate of $11.61 billion. During the same quarter in the previous year, the company posted $1.49 earnings per share. GE Aerospace's revenue for the quarter was up 24.6% compared to the same quarter last year. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, analysts anticipate that GE Aerospace will post 7.45 EPS for the current fiscal year.

GE Aerospace Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, April 27th. Stockholders of record on Monday, March 9th were issued 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 was Monday, March 9th. GE Aerospace's dividend payout ratio is presently 23.15%.

Insider Buying and Selling at GE Aerospace

In other GE Aerospace news, SVP Amy L. Gowder sold 4,000 shares of the business's stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $305.73, for a total value of $1,222,920.00. Following the transaction, the senior vice president owned 16,535 shares in the company, valued at $5,055,245.55. The trade was a 19.48% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Corporate insiders own 0.19% of the company's stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently bought and sold shares of the company. Vanguard Group Inc. grew its stake in GE Aerospace by 0.8% in the fourth quarter. Vanguard Group Inc. now owns 92,731,541 shares of the company's stock valued at $28,564,097,000 after purchasing an additional 699,364 shares in the last quarter. Auto Owners Insurance Co grew its stake in GE Aerospace by 52,247.5% in the fourth quarter. Auto Owners Insurance Co now owns 65,721,281 shares of the company's stock valued at $2,024,413,000 after purchasing an additional 65,595,733 shares in the last quarter. State Street Corp grew its stake in GE Aerospace by 1.5% in the fourth quarter. State Street Corp now owns 45,240,802 shares of the company's stock valued at $13,951,570,000 after purchasing an additional 663,160 shares in the last quarter. Geode Capital Management LLC grew its stake in GE Aerospace by 1.3% in the fourth quarter. Geode Capital Management LLC now owns 24,774,942 shares of the company's stock valued at $7,615,200,000 after purchasing an additional 312,880 shares in the last quarter. Finally, Capital World Investors grew its stake in GE Aerospace by 16.2% in the third quarter. Capital World Investors now owns 21,442,810 shares of the company's stock valued at $6,449,731,000 after purchasing an additional 2,995,054 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.

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