GE Aerospace (NYSE:GE) Trading 2% Higher - Should You Buy?

Key Points

• GE Aerospace shares rose about 2% to $296.57 on Wednesday with volume ~4.35M (24% below average); analysts have a consensus rating of “Moderate Buy” and a consensus target of $331.12, with price targets ranging from $290 to $405 and several recent upgrades.
• The company beat quarterly expectations with EPS $1.57 vs. $1.43 est. and revenue $11.90B (up 17.6% YoY), and set FY2026 guidance of $7.10–$7.40 EPS.
• GE raised its quarterly dividend to $0.47 ($1.88 annualized, ~0.6% yield), while insiders sold roughly 37,398 shares (~$11.5M) in the last 90 days and institutional investors own about 74.8% of the stock.

GE Aerospace (NYSE:GE - Get Free Report)'s share price rose 2% on Wednesday . The stock traded as high as $297.87 and last traded at $296.5720. Approximately 4,352,705 shares changed hands during mid-day trading, a decline of 24% from the average daily volume of 5,692,515 shares. The stock had previously closed at $290.63.

Analysts Set New Price Targets

GE has been the subject of a number of recent research reports. Zacks Research upgraded GE Aerospace from a "hold" rating to a "strong-buy" rating in a research note on Tuesday, January 27th. Susquehanna restated a "positive" rating and set a $380.00 price target on shares of GE Aerospace in a report on Thursday, January 15th. Sanford C. Bernstein lifted their price target on GE Aerospace from $374.00 to $405.00 and gave the stock an "outperform" rating in a research report on Tuesday, March 3rd. JPMorgan Chase & Co. upped their price target on shares of GE Aerospace from $325.00 to $335.00 and gave the stock an "overweight" rating in a research note on Monday, January 26th. Finally, BNP Paribas Exane cut their price objective on shares of GE Aerospace from $305.00 to $290.00 and set an "underperform" rating on the stock in a research report on Friday, January 23rd. One 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 assigned a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $331.12.

GE Aerospace Price Performance

The firm has a market capitalization of $311.05 billion, a P/E ratio of 36.43, a PEG ratio of 2.69 and a beta of 1.36. 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 firm has a 50-day moving average of $316.10 and a 200-day moving average of $306.66.

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

GE Aerospace Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, April 27th. Investors of record on Monday, March 9th will be issued a $0.47 dividend. This represents a $1.88 annualized dividend and a 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 dividend payout ratio is 23.10%.

Insiders Place Their Bets

In other news, VP Robert M. Giglietti sold 3,035 shares of GE Aerospace stock in a transaction that occurred on Friday, January 30th. The shares were 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 $3,233,212.33. The trade was a 22.29% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, SVP Russell Stokes sold 30,363 shares of the business's stock in a transaction that occurred on Friday, January 30th. The shares were sold at an average price of $306.47, for a total transaction of $9,305,348.61. Following the transaction, the senior vice president directly owned 150,434 shares of the company's stock, valued at $46,103,507.98. The trade was a 16.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 37,398 shares of company stock valued at $11,455,491. 0.19% of the stock is owned by insiders.

Institutional Investors Weigh In On GE Aerospace

A number of large investors have recently added to or reduced their stakes in the stock. Brighton Jones LLC lifted its holdings in GE Aerospace by 25.3% in the fourth quarter. Brighton Jones LLC now owns 12,008 shares of the company's stock valued at $2,003,000 after acquiring an additional 2,421 shares during the period. Revolve Wealth Partners LLC increased its position in shares of GE Aerospace by 7.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 2,251 shares of the company's stock valued at $375,000 after purchasing an additional 150 shares during the last quarter. Sivia Capital Partners LLC increased its position in shares of GE Aerospace by 4.6% during the 2nd quarter. Sivia Capital Partners LLC now owns 4,337 shares of the company's stock valued at $1,116,000 after purchasing an additional 191 shares during the last quarter. Prudential PLC bought a new position in shares of GE Aerospace in the 2nd quarter worth approximately $573,000. Finally, Titleist Asset Management LLC purchased a new position in shares of GE Aerospace in the second quarter worth approximately $218,000. Institutional investors own 74.77% of the company's stock.

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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