GE Aerospace (NYSE:GE) Stock Price Up 2.3% - Time to Buy?

Key Points

• Morgan Stanley initiated coverage with an Overweight and $425 price target and several brokers have raised targets, helping lift shares about 2.3% and contributing to a consensus "Moderate Buy" sentiment.
• GE Aerospace beat quarterly expectations with $1.57 EPS vs. $1.43 est and $11.90B revenue (up 17.6% YoY), and set FY2026 guidance of $7.10–$7.40 EPS, supporting stronger free‑cash‑flow and aftermarket revenue expectations.
• The company raised its quarterly dividend to $0.47 (annualized $1.88, ~0.5% yield), but insiders sold about 37,398 shares last quarter, a mixed signal for investors balancing income and insider activity.

GE Aerospace (NYSE:GE - Get Free Report)'s share price traded up 2.3% during trading on Friday . The company traded as high as $344.30 and last traded at $342.5360. 5,019,770 shares were traded during trading, a decline of 14% from the average session volume of 5,827,042 shares. The stock had previously closed at $334.74.

Key Stories Impacting GE Aerospace

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

• Positive Sentiment: Morgan Stanley initiated coverage of GE Aerospace with an Overweight rating and a $425 price target, arguing the market underestimates GE’s long‑term free cash flow and pricing power — a clear analyst-driven bullish catalyst. Morgan Stanley initiates GE Aerospace stock with overweight rating
• Positive Sentiment: Media coverage is spotlighting GE’s new "AI Wingmate" program — AI tools for inspections and predictive maintenance that could lower airline downtime and support services revenue growth, boosting investor sentiment around recurring aftermarket cash flows. GE Aerospace readies for liftoff with wild new AI wingmate
• Positive Sentiment: Reports note GE signed a significant engine order with United Airlines (and dealer/airline comments praising GE engines surfaced), reinforcing near‑term aftermarket and OEM revenue visibility. Contract wins like this support higher revenue and service attach rates. GE Aerospace, United Airlines ink big engine order
• Positive Sentiment: GE is partnering with Starfighters Space to support the STARLAUNCH I rocket program’s critical design review — a small but strategic aerospace collaboration that highlights GE’s broader aerospace engineering role and potential new revenue avenues. Starfighters and GE Progress STARLAUNCH Platform
• Neutral Sentiment: Technically, several market commentators flagged GE Aerospace entering a “buy range” and hitting all‑time highs — this momentum can attract trend‑following flows but also raises volatility risk on any pullback. Dow Jones Futures Fall Before Big Economic Data, Possible Trump Tariff Ruling; AI Leader Climbs, Cancer-Test Firm Crashes

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on GE. TD Cowen lifted their price target on shares of GE Aerospace from $330.00 to $350.00 and gave the stock a "buy" rating in a research note on Wednesday, January 14th. Weiss Ratings restated a "buy (b)" rating on shares of GE Aerospace in a report on Thursday, January 22nd. Bank of America boosted their target price on shares of GE Aerospace from $310.00 to $365.00 and gave the stock a "buy" rating in a research note on Monday, October 27th. JPMorgan Chase & Co. increased their target price on GE Aerospace from $325.00 to $335.00 and gave the company an "overweight" rating in a report on Monday, January 26th. Finally, Citigroup reaffirmed a "buy" rating and set a $380.00 price target (up from $378.00) on shares of GE Aerospace in a report on Friday, January 23rd. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $329.29.

GE Aerospace Price Performance

The company has a quick ratio of 0.74, a current ratio of 1.04 and a debt-to-equity ratio of 1.00. The firm has a market capitalization of $359.26 billion, a price-to-earnings ratio of 42.08, a P/E/G ratio of 3.04 and a beta of 1.40. The company has a fifty day moving average price of $312.79 and a two-hundred day moving average price of $298.58.

GE Aerospace (NYSE:GE - Get Free Report) last released its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, beating the consensus estimate of $1.43 by $0.14. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The firm had revenue of $11.90 billion during the quarter, compared to the consensus estimate of $11.27 billion. During the same quarter in the prior year, the firm earned $1.32 EPS. GE Aerospace'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. On average, equities research analysts expect that GE Aerospace will post 5.4 EPS for the current fiscal year.

GE Aerospace Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, April 27th. Stockholders of record on Monday, March 9th will be paid a dividend of $0.47 per share. This represents a $1.88 annualized dividend and a dividend yield of 0.5%. This is a positive change from GE Aerospace's previous quarterly dividend of $0.36. The ex-dividend date is Monday, March 9th. GE Aerospace's payout ratio is currently 17.69%.

Insider Buying and Selling

In other GE Aerospace news, SVP Russell Stokes sold 30,363 shares of GE Aerospace stock in a transaction that occurred on Friday, January 30th. The stock was sold at an average price of $306.47, for a total value of $9,305,348.61. Following the transaction, the senior vice president directly owned 150,434 shares in the company, valued at approximately $46,103,507.98. This trade represents a 16.79% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, SVP Amy L. Gowder sold 4,000 shares of the business's stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $305.73, for a total value of $1,222,920.00. Following the completion of the transaction, the senior vice president directly owned 16,535 shares in the company, valued at approximately $5,055,245.55. The trade was a 19.48% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 37,398 shares of company stock valued at $11,455,491 over the last quarter. 0.21% of the stock is currently owned by insiders.

Institutional Trading of GE Aerospace

Institutional investors have recently modified their holdings of the business. Diversified Trust Co grew its position in GE Aerospace by 21.3% in the third quarter. Diversified Trust Co now owns 32,021 shares of the company's stock worth $9,633,000 after acquiring an additional 5,625 shares in the last quarter. Cadinha & Co. LLC lifted its stake in shares of GE Aerospace by 154.8% in the 3rd quarter. Cadinha & Co. LLC now owns 97,280 shares of the company's stock valued at $29,264,000 after purchasing an additional 59,106 shares during the last quarter. Police & Firemen s Retirement System of New Jersey boosted its holdings in GE Aerospace by 1.8% in the second quarter. Police & Firemen s Retirement System of New Jersey now owns 159,682 shares of the company's stock worth $41,101,000 after purchasing an additional 2,779 shares in the last quarter. Czech National Bank increased its position in GE Aerospace by 3.3% during the third quarter. Czech National Bank now owns 269,330 shares of the company's stock worth $81,020,000 after buying an additional 8,668 shares during the last quarter. Finally, Phoenix Financial Ltd. raised its holdings in GE Aerospace by 34.3% during 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 in the last quarter. 74.77% of the stock is currently owned by hedge funds and other institutional investors.

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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