GE Aerospace (NYSE:GE) Shares Down 2.2% - What's Next?

Key Points

• Shares of GE Aerospace fell about 2.2% intraday to roughly $280 on Monday, with trading volume slightly above the average session level.
• Analysts' consensus rating is a Moderate Buy with a consensus price target of $349.89 (individual targets range roughly $301–$380), implying notable upside from current prices.
• Fundamentals remain strong: GE Aerospace beat quarterly EPS estimates ($1.86 vs. $1.60), delivered 24.6% revenue growth, set FY2026 EPS guidance of 7.10–7.40, and raised its quarterly dividend to $0.47.

Shares of GE Aerospace (NYSE:GE - Get Free Report) traded down 2.2% during mid-day trading on Monday . The company traded as low as $279.41 and last traded at $280.0730. 6,122,670 shares traded hands during mid-day trading, an increase of 2% from the average session volume of 6,002,390 shares. The stock had previously closed at $286.51.

Analysts Set New Price Targets

A number of equities analysts have issued reports on the stock. Susquehanna restated a "positive" rating and issued a $380.00 price objective on shares of GE Aerospace in a research report on Thursday, January 15th. Wells Fargo & Company started coverage on shares of GE Aerospace in a research report on Wednesday, April 1st. They issued an "overweight" rating and a $325.00 price objective on the stock. Daiwa Securities Group started coverage on GE Aerospace in a research note on Tuesday, March 31st. They set a "neutral" rating and a $301.00 target price on the stock. President Capital reduced their target price on GE Aerospace from $355.00 to $342.00 and set a "buy" rating on the stock in a research note on Wednesday, April 22nd. Finally, Zacks Research cut GE Aerospace from a "strong-buy" rating to a "hold" rating in a research note on Tuesday, March 24th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus target price of $349.89.

GE Aerospace Price Performance

The stock has a market cap of $292.21 billion, a P/E ratio of 34.49, a price-to-earnings-growth ratio of 2.66 and a beta of 1.36. The company has a debt-to-equity ratio of 0.99, a quick ratio of 0.70 and a current ratio of 1.01. The firm has a 50-day moving average price of $305.62 and a 200-day moving average price of $306.38.

GE Aerospace (NYSE:GE - Get Free Report) last released its quarterly earnings results on Tuesday, April 21st. The company reported $1.86 earnings per share for the quarter, beating the consensus estimate of $1.60 by $0.26. The company had revenue of $11.61 billion for the quarter, compared to analyst estimates of $11.61 billion. GE Aerospace had a return on equity of 37.99% and a net margin of 17.86%.The firm's revenue was up 24.6% on a year-over-year basis. During the same period in the previous year, the company posted $1.49 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, analysts forecast that GE Aerospace will post 7.46 earnings per share for the current fiscal year.

GE Aerospace Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, April 27th. Stockholders of record on Monday, March 9th were given a $0.47 dividend. The ex-dividend date of this dividend was Monday, March 9th. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.7%. This is a boost from GE Aerospace's previous quarterly dividend of $0.36. GE Aerospace's payout ratio is currently 23.15%.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the business. High Falls Advisors Inc boosted its position in shares of GE Aerospace by 3.0% in the 4th quarter. High Falls Advisors Inc now owns 1,069 shares of the company's stock worth $329,000 after purchasing an additional 31 shares in the last quarter. Jacobsen Capital Management increased its position in GE Aerospace by 1.4% during the 3rd quarter. Jacobsen Capital Management now owns 2,295 shares of the company's stock valued at $690,000 after buying an additional 32 shares in the last quarter. Harfst & Associates Inc. increased its position in GE Aerospace by 0.4% during the 3rd quarter. Harfst & Associates Inc. now owns 7,444 shares of the company's stock valued at $2,239,000 after buying an additional 33 shares in the last quarter. Ledyard National Bank raised its stake in GE Aerospace by 1.2% during the third quarter. Ledyard National Bank now owns 2,754 shares of the company's stock valued at $828,000 after buying an additional 33 shares during the last quarter. Finally, Hardy Reed LLC raised its stake in GE Aerospace by 0.7% during the third quarter. Hardy Reed LLC now owns 4,999 shares of the company's stock valued at $1,504,000 after buying an additional 33 shares during the last quarter. 74.77% of the stock is owned by hedge funds and other 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.

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