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

GE Aerospace (NYSE:GE)’s stock price was up 1.6% on Thursday . The company traded as high as $315.05 and last traded at $312.9440. Approximately 5,394,551 shares were traded 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

Analysts Set New Price Targets

A number of equities analysts have weighed in on GE shares. Weiss Ratings reissued a “buy (b)” rating on shares of GE Aerospace in a research report on Thursday, January 22nd. Citigroup reduced their price target on shares of GE Aerospace from $380.00 to $353.00 and set a “buy” rating on the stock in a research report on Wednesday, April 1st. TD Cowen reduced their price target on shares of GE Aerospace from $350.00 to $330.00 and set a “buy” rating on the stock in a research report on Wednesday. JPMorgan Chase & Co. increased their price target on shares of GE Aerospace from $325.00 to $335.00 and gave the stock an “overweight” rating in a research report on Monday, January 26th. Finally, Susquehanna reaffirmed a “positive” rating and set a $380.00 price target on shares of GE Aerospace in a research report on Thursday, January 15th. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $350.88.

GE Aerospace Stock Up 1.6%

The company has a debt-to-equity ratio of 1.00, a current ratio of 1.04 and a quick ratio of 0.74. The firm’s 50-day moving average price is $311.45 and its 200 day moving average price is $306.57. The firm has a market cap of $328.22 billion, a P/E ratio of 38.45, a PEG ratio of 2.60 and a beta of 1.43.

GE Aerospace (NYSE:GE) last issued its earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 for the quarter, compared to analysts’ expectations of $11.27 billion. During the same quarter last year, the company posted $1.32 earnings per share. GE Aerospace’s revenue 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 earnings per share 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. Shareholders of record on Monday, March 9th will be issued a $0.47 dividend. This is an increase from GE Aerospace’s previous quarterly dividend of $0.36. This represents a $1.88 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend is Monday, March 9th. GE Aerospace’s dividend payout ratio is 23.10%.

Insiders Place Their Bets

In other GE Aerospace news, SVP Amy L. Gowder sold 4,000 shares of the firm’s stock in a transaction dated 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 transaction, the senior vice president owned 16,535 shares of the company’s stock, valued at $5,055,245.55. This trade represents a 19.48% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, VP Robert M. Giglietti sold 3,035 shares of the firm’s stock in a transaction dated Friday, January 30th. The stock was sold at an average price of $305.51, for a total transaction of $927,222.85. Following the completion of the transaction, the vice president directly owned 10,583 shares in the company, valued at $3,233,212.33. This represents a 22.29% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 37,398 shares of company stock valued at $11,455,491 over the last quarter. Insiders own 0.19% of the company’s stock.

Institutional Investors Weigh In On GE Aerospace

A number of hedge funds have recently made changes to their positions in GE. Diversified Trust Co increased its position in shares of GE Aerospace by 21.3% during 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 increased its position in shares of GE Aerospace by 154.8% during the third quarter. Cadinha & Co. LLC now owns 97,280 shares of the company’s stock worth $29,264,000 after acquiring an additional 59,106 shares in the last quarter. Czech National Bank increased its position in shares of 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 acquiring an additional 8,668 shares in the last quarter. Phoenix Financial Ltd. increased its position in shares of GE Aerospace by 34.3% during the third quarter. Phoenix Financial Ltd. now owns 22,632 shares of the company’s stock worth $6,808,000 after acquiring an additional 5,775 shares in the last quarter. Finally, Integrity Financial Corp WA bought a new stake in shares of GE Aerospace during the third quarter worth $481,000. 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.