GE Aerospace (NYSE:GE) Shares Down 3.7% After Analyst Downgrade

GE Aerospace (NYSE:GE)’s share price fell 3.7% on Wednesday after UBS Group lowered their price target on the stock from $357.00 to $350.00. UBS Group currently has a buy rating on the stock. GE Aerospace traded as low as $268.91 and last traded at $276.0250. 12,728,033 shares were traded during trading, an increase of 118% from the average session volume of 5,833,833 shares. The stock had previously closed at $286.73.

Other analysts also recently issued research reports about the company. Zacks Research downgraded GE Aerospace from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, March 24th. President Capital cut their target price on GE Aerospace from $355.00 to $342.00 and set a “buy” rating on the stock in a research note on Wednesday. Wall Street Zen raised GE Aerospace from a “hold” rating to a “buy” rating in a research note on Sunday. Wells Fargo & Company began coverage on GE Aerospace in a research note on Wednesday, April 1st. They set an “overweight” rating and a $325.00 target price on the stock. Finally, BNP Paribas Exane cut their target price on GE Aerospace from $305.00 to $290.00 and set an “underperform” rating on the stock in a research note on Friday, January 23rd. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, GE Aerospace presently has an average rating of “Moderate Buy” and a consensus target price of $348.50.

Insider Activity

In other news, VP Robert M. Giglietti sold 3,035 shares of GE Aerospace stock in a transaction on Friday, January 30th. The stock was sold at an average price of $305.51, for a total transaction of $927,222.85. Following the transaction, the vice president directly owned 10,583 shares in the company, valued at approximately $3,233,212.33. This trade represents a 22.29% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Russell Stokes sold 30,363 shares of GE Aerospace stock in a transaction on Friday, January 30th. The shares were sold at an average price of $306.47, for a total value of $9,305,348.61. Following the transaction, the senior vice president owned 150,434 shares in the company, valued at approximately $46,103,507.98. This trade represents 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 ninety days, insiders have sold 37,398 shares of company stock worth $11,455,491. 0.19% of the stock is owned by company insiders.

GE Aerospace News Roundup

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

• Positive Sentiment: Q1 results beat expectations: adjusted EPS $1.86 vs. ~$1.60 and revenue/orders jumped sharply, supporting management’s FY‑2026 guidance range and showing robust commercial and services demand. GE Aerospace Q1 Adj. Profit Rises; Backs FY26 Outlook
• Positive Sentiment: Company investing in workforce, MRO and manufacturing capacity (Lifting Futures training program + new MRO/manufacturing investments) — supports long‑term execution and supply‑chain scalability. GE Aerospace Makes New MRO, Manufacturing Workforce Investments
• Neutral Sentiment: Analyst landscape is mixed but still constructive overall — several firms maintained Buy/Overweight stances while trimming price targets after the print. That keeps upside narrative intact but reduces near‑term support. Where Do Analysts Stand on GE Aerospace Stock (GE) Post Q1 Earnings?
• Neutral Sentiment: Competitive positioning note: BNP Paribas flagged peers like RTX as better positioned after earnings from the sector’s big players — useful context for relative valuation decisions. RTX is best positioned after aerospace earnings trio reports: BNP Paribas
• Negative Sentiment: Management left FY‑2026 EPS guidance at $7.10–$7.40 (below some street consensus), which disappointed investors who expected upward revisions after the beat — a primary reason for the selloff. General Electric (GE) Is Down 9.8% After Strong Aerospace Beat But Unchanged 2026 Outlook
• Negative Sentiment: Rising jet‑fuel costs and Middle East geopolitical uncertainty were flagged on the call as margin and demand risks, prompting investors to mark down near‑term multiple. GE stock falls despite earnings beat as fuel costs and weaker flight outlook weigh
• Negative Sentiment: Rotation into GE Vernova (the spun‑off energy company) after its blowout quarter sent GEV sharply higher and contributed to GE Aerospace selling pressure and a noticeable one‑day market‑cap loss. GE Vernova Zooms 13%, GE Aerospace Loses 5% as Earnings Day Fractures the Family

Hedge Funds Weigh In On GE Aerospace

Several hedge funds have recently modified their holdings of GE. REAP Financial Group LLC acquired a new position in shares of GE Aerospace during the 3rd quarter valued at $25,000. Blueline Advisors LLC acquired a new position in shares of GE Aerospace during the 4th quarter valued at $25,000. Marquette Asset Management LLC acquired a new position in shares of GE Aerospace during the 3rd quarter valued at $26,000. Barnes Dennig Private Wealth Management LLC increased its position in shares of GE Aerospace by 147.2% during the 3rd quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company’s stock valued at $27,000 after purchasing an additional 53 shares during the period. Finally, Roble Belko & Company Inc increased its position in shares of GE Aerospace by 98.1% during the 3rd quarter. Roble Belko & Company Inc now owns 103 shares of the company’s stock valued at $31,000 after purchasing an additional 51 shares during the period. 74.77% of the stock is currently owned by institutional investors and hedge funds.

GE Aerospace Stock Down 3.7%

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 market capitalization of $289.50 billion, a price-to-earnings ratio of 33.91, a PEG ratio of 2.83 and a beta of 1.43. The stock has a fifty day moving average of $310.78 and a 200-day moving average of $307.09.

GE Aerospace (NYSE:GE) last issued its earnings results on Tuesday, April 21st. The company reported $1.86 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.60 by $0.26. The business had revenue of $11.61 billion for the quarter, compared to analysts’ expectations of $11.61 billion. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.The company’s quarterly revenue was up 24.6% on a year-over-year basis. During the same period in the previous year, the firm posted $1.49 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, sell-side analysts expect that GE Aerospace will post 7.43 EPS for the current year.

GE Aerospace Increases Dividend

The business also recently announced 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 dividend on an annualized basis and a dividend yield of 0.7%. 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 presently 23.10%.

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.