GE Aerospace (NYSE:GE) Trading 1.6% Higher - Still a Buy?

Key Points

• Shares rose about 1.6% to roughly $313 as relief from geopolitical risk (a reported cease-fire), bullish media commentary and an earnings beat — plus strength in the Commercial Engines unit — drove buying; GE set FY‑2026 EPS guidance of 7.10–7.40.
• Analysts show a consensus Moderate Buy with an average price target of $350.88, though some firms trimmed targets (TD Cowen to $330; Citi to $353) while others maintain higher targets (UBS $374).
• GE raised its quarterly dividend to $0.47 (annualized $1.88, ~0.6% yield), even as insiders sold about 37,398 shares (~$11.5M) in the past three months.

GE Aerospace (NYSE:GE - Get Free Report) shares rose 1.6% on Thursday . The stock traded as high as $315.05 and last traded at $312.9440. Approximately 5,394,551 shares traded hands during mid-day trading, a decline of 6% from the average daily volume of 5,727,088 shares. The stock had previously closed at $308.06.

Trending Headlines about GE Aerospace

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

• Positive Sentiment: Barron’s highlights that President Trump’s cease-fire announcement relieved commercial aerospace risk, sparking buying in airline and engine makers — a direct catalyst for GE Aerospace’s rally. Why GE Aerospace Stock Is Having Its Best Day In Nearly a Year
• Positive Sentiment: TV pundit Jim Cramer publicly called GE Aerospace a buy, citing continued aircraft production at Boeing that will sustain engine demand — a sentiment driver for retail and momentum flows. Jim Cramer on GE Aerospace: “I Think the Stock Is a Buy”
• Positive Sentiment: Coverage emphasizing strength in GE’s Commercial Engines unit (surging orders and big deals) supports a durable revenue runway — reinforcing the upbeat view after GE’s recent earnings beat and FY26 EPS guide. Strength in Commercial Engines Unit Aids GE Aerospace: Can It Sustain?
• Positive Sentiment: Long-form bulls (Seeking Alpha) argue the market is underappreciating GE Aerospace’s multi-decade free cash flow profile, providing a fundamental backing for higher multiples. GE Aerospace: The Market Is Missing The Multi-Decade Cash Flow Engine
• Neutral Sentiment: Broader analysis comparing the GE spin-offs (GE Aerospace, GE Vernova, others) provides investor context on valuation and growth trade-offs but doesn’t change near-term aerospace fundamentals. The GE Family Divided: Comparing Valuations, Growth Rates, and Analyst Sentiment Across 3 Sectors
• Neutral Sentiment: Local PR: GE’s 747 flying laboratory activity (CVG) is good for branding and engineering visibility but is a non-material operational update. GE Aerospace’s 747 flight test plane visits Cincinnati
• Negative Sentiment: TD Cowen trimmed its price target from $350 to $330 while keeping a Buy rating — a signal that upside expectations were slightly reduced, which can cap near-term analyst-driven upside. TD Cowen adjusts price target on GE Aerospace to $330 from $350; maintains Buy rating

Analyst Ratings Changes

GE has been the subject of several analyst reports. Zacks Research downgraded GE Aerospace from a "strong-buy" rating to a "hold" rating in a report on Tuesday, March 24th. UBS Group set a $374.00 price target on GE Aerospace and gave the company a "buy" rating in a report on Friday, January 23rd. Wells Fargo & Company initiated coverage on GE Aerospace in a report on Wednesday, April 1st. They issued an "overweight" rating and a $325.00 price target for the company. JPMorgan Chase & Co. boosted their price target 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 cut their price target on GE Aerospace from $380.00 to $353.00 and set a "buy" rating for the company in a report on Wednesday, April 1st. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $350.88.

GE Aerospace Trading Up 1.6%

The firm has a market capitalization of $328.22 billion, a price-to-earnings ratio of 38.45, a P/E/G ratio of 2.60 and a beta of 1.43. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.74 and a current ratio of 1.04. The business has a fifty day moving average price of $311.45 and a 200 day moving average price of $306.57.

GE Aerospace (NYSE:GE - Get Free Report) last released its quarterly earnings data on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, topping analysts' consensus estimates of $1.43 by $0.14. The business had revenue of $11.90 billion during the quarter, compared to the consensus estimate of $11.27 billion. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.The business's revenue for the quarter was up 17.6% on a year-over-year basis. During the same period in the prior year, the firm posted $1.32 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, equities analysts forecast that GE Aerospace will post 5.4 earnings per share for the current year.

GE Aerospace Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, April 27th. Stockholders of record on Monday, March 9th will be issued a dividend of $0.47 per share. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date is Monday, March 9th. This is a positive change from GE Aerospace's previous quarterly dividend of $0.36. GE Aerospace's payout ratio is currently 23.10%.

Insider Activity at GE Aerospace

In related news, VP Robert M. Giglietti sold 3,035 shares of the stock in a transaction on Friday, January 30th. The stock was sold at an average price of $305.51, for a total value of $927,222.85. Following the completion of the sale, the vice president directly owned 10,583 shares in the company, valued at approximately $3,233,212.33. This represents a 22.29% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Amy L. Gowder sold 4,000 shares of the stock in a transaction 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 sale, the senior vice president owned 16,535 shares of the company's stock, valued at approximately $5,055,245.55. This represents a 19.48% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 37,398 shares of company stock worth $11,455,491. Corporate insiders own 0.19% of the company's stock.

Institutional Trading of GE Aerospace

Several large investors have recently added to or reduced their stakes in GE. High Falls Advisors Inc boosted its position in GE Aerospace by 3.0% in the 4th quarter. High Falls Advisors Inc now owns 1,069 shares of the company's stock valued at $329,000 after buying an additional 31 shares during the last quarter. Jacobsen Capital Management boosted its position in GE Aerospace by 1.4% in 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 during the last quarter. Harfst & Associates Inc. boosted its position in GE Aerospace by 0.4% in 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 during the last quarter. Ledyard National Bank boosted its position in GE Aerospace by 1.2% in the 3rd 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 boosted its position in GE Aerospace by 0.7% in the 3rd 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 currently owned by institutional investors and hedge funds.

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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