GE Aerospace (NYSE:GE) Trading Up 3.7% – Should You Buy?

GE Aerospace (NYSE:GE)’s stock price shot up 3.7% during mid-day trading on Tuesday . The stock traded as high as $330.40 and last traded at $327.02. 5,675,070 shares were traded during mid-day trading, a decline of 5% from the average session volume of 5,950,516 shares. The stock had previously closed at $315.41.

Key Stories Impacting GE Aerospace

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

• Positive Sentiment: United Airlines selected 300 GEnx engines (plus spares) to power new Boeing 787 Dreamliners — a material commercial order that expands GE’s installed base, strengthens long-term aftermarket, spare parts and MRO revenue, and directly boosts backlog. United Orders 300 GEnx Engines
• Positive Sentiment: Industry reports note United will become the world’s largest GEnx operator as its 787 fleet grows to 200+ GEnx-powered jets — this scale increases recurring aftermarket service, overhaul, and spares revenue for GE over many years. United to become largest GEnx engine operator
• Positive Sentiment: Recent analyst/press coverage highlights a large backlog and a meaningful dividend increase (reported ~31%), signaling strong cash generation and management willingness to return capital — a tailwind for investor sentiment. GE MarketBeat Coverage
• Positive Sentiment: Analyst commentary points to momentum in GE Aerospace’s Defense & Propulsion segment — growing defense propulsion, additive manufacturing and critical systems can sustain margin and aftermarket contributions beyond civil aviation cycles. Zacks: Strength in Defense & Propulsion
• Neutral Sentiment: Unrelated regional tech/real-estate product news (Korter.ge launches analytics in Georgia) is circulating in the feed but has no material impact on GE Aerospace’s fundamentals. Korter.ge Launches New Analytics Features

Wall Street Analysts Forecast Growth

GE has been the topic of a number of recent research reports. Susquehanna restated a “positive” rating and issued a $380.00 target price on shares of GE Aerospace in a report on Thursday, January 15th. Weiss Ratings reissued a “buy (b)” rating on shares of GE Aerospace in a research report on Thursday, January 22nd. Sanford C. Bernstein reissued an “outperform” rating on shares of GE Aerospace in a research note on Monday, October 27th. Wall Street Zen upgraded shares of GE Aerospace from a “hold” rating to a “buy” rating in a research report on Saturday, January 24th. Finally, 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. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, one has given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $319.00.

GE Aerospace Stock Up 3.7%

The firm has a market capitalization of $342.98 billion, a PE ratio of 49.44, a price-to-earnings-growth ratio of 2.91 and a beta of 1.40. The company has a current ratio of 1.04, a quick ratio of 0.74 and a debt-to-equity ratio of 1.00. The firm has a 50-day moving average of $310.11 and a two-hundred day moving average of $297.70.

GE Aerospace (NYSE:GE) last announced its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, topping the consensus estimate of $1.43 by $0.14. The company had revenue of $11.90 billion during the quarter, compared to analyst estimates of $11.27 billion. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.The firm’s revenue was up 17.6% on a year-over-year basis. During the same period in the prior year, the firm posted $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, equities research analysts forecast 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. Shareholders of record on Monday, March 9th will be paid a dividend of $0.47 per share. This is an increase from GE Aerospace’s previous quarterly dividend of $0.36. This represents a $1.88 annualized dividend and a yield of 0.6%. The ex-dividend date is Monday, March 9th. GE Aerospace’s payout ratio is presently 17.69%.

Insider Transactions at GE Aerospace

In other GE Aerospace news, SVP Russell Stokes sold 30,363 shares of the firm’s stock in a transaction dated 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 of the company’s stock, valued at $46,103,507.98. This trade represents a 16.79% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, 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 approximately $5,055,245.55. This represents a 19.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 45,398 shares of company stock valued at $13,837,171 over the last 90 days. Corporate insiders own 0.21% of the company’s stock.

Institutional Investors Weigh In On GE Aerospace

Hedge funds have recently modified their holdings of the stock. Vanguard Group Inc. lifted its position in shares of GE Aerospace by 0.8% during the fourth quarter. Vanguard Group Inc. now owns 92,731,541 shares of the company’s stock worth $28,564,097,000 after purchasing an additional 699,364 shares in the last quarter. State Street Corp increased its stake in GE Aerospace by 1.5% during the 4th quarter. State Street Corp now owns 45,240,802 shares of the company’s stock worth $13,951,570,000 after buying an additional 663,160 shares during the period. Geode Capital Management LLC lifted its holdings in GE Aerospace by 1.3% in the 4th quarter. Geode Capital Management LLC now owns 24,774,942 shares of the company’s stock worth $7,615,200,000 after buying an additional 312,880 shares in the last quarter. Capital World Investors lifted its holdings in GE Aerospace by 16.2% in the 3rd quarter. Capital World Investors now owns 21,442,810 shares of the company’s stock worth $6,449,731,000 after buying an additional 2,995,054 shares in the last quarter. Finally, Norges Bank purchased a new position in GE Aerospace in the 4th quarter valued at about $4,444,736,000. 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.