GE Aerospace (NYSE:GE) Shares Up 2.3% After Analyst Upgrade

GE Aerospace (NYSE:GE)’s stock price rose 2.3% on Thursday after BNP Paribas Exane raised their price target on the stock from $290.00 to $300.00. BNP Paribas Exane currently has an underperform rating on the stock. GE Aerospace traded as high as $282.94 and last traded at $282.77. Approximately 8,571,617 shares were traded during mid-day trading, an increase of 46% from the average daily volume of 5,890,142 shares. The stock had previously closed at $276.29.

GE has been the subject of a number of other research reports. Deutsche Bank Aktiengesellschaft increased their price target on GE Aerospace from $375.00 to $387.00 and gave the company a “buy” rating in a research report on Friday, January 23rd. The Goldman Sachs Group increased their price target on GE Aerospace from $338.00 to $350.00 and gave the company a “buy” rating in a research report on Friday, January 23rd. Daiwa Securities Group initiated coverage on GE Aerospace in a research report on Tuesday, March 31st. They issued a “neutral” rating and a $301.00 price target for the company. Susquehanna reiterated a “positive” rating and issued a $380.00 price target on shares of GE Aerospace in a research report on Thursday, January 15th. Finally, President Capital decreased their price target on GE Aerospace from $355.00 to $342.00 and set a “buy” rating for the company in a research report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $349.06.

Insiders Place Their Bets

In other news, SVP Amy L. Gowder sold 4,000 shares of GE Aerospace stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $305.73, for a total transaction of $1,222,920.00. Following the completion of the sale, the senior vice president directly owned 16,535 shares in the company, valued at $5,055,245.55. The trade was a 19.48% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, VP Robert M. Giglietti sold 3,035 shares of GE Aerospace stock in a transaction dated Friday, January 30th. The shares were sold at an average price of $305.51, for a total value of $927,222.85. Following the sale, the vice president owned 10,583 shares of the company’s stock, valued at approximately $3,233,212.33. This represents a 22.29% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 37,398 shares of company stock worth $11,455,491. 0.19% of the stock is currently owned by company insiders.

Key Headlines Impacting GE Aerospace

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

• Positive Sentiment: Citi and several commentaries call the pullback a buying opportunity — Citi told clients the earnings beat and strong demand justify buying the dip, helping underpin the rebound in GE shares. GE Stock Drops After Earnings. Citi Says Buy the Dip.
• Positive Sentiment: Wells Fargo initiated coverage with an Overweight and $325 target, citing LEAP SV ramp and long?term cash?flow upside — a bullish institutional view that supports demand and multi?year growth assumptions. Wells Fargo Asserts GE Aerospace (GE) Growth Prospects on Leap SV Ramp
• Positive Sentiment: Independent commentary (Seeking Alpha and others) frames the roughly 10% dip as an entry point given strong orders, backlog and services growth — supportive for longer?term investors focused on aerospace cycle recovery. GE Aerospace: This 10% Dip Looks Like A Buying Opportunity
• Neutral Sentiment: An AFI KLM / Woodward agreement expands LEAP MRO capacity — this strengthens the LEAP aftermarket ecosystem (CFM = GE + Safran) and is mildly supportive for long?term services revenue, but it’s not an immediate market mover for GE stock. Air France Industries KLM Engineering & Maintenance Signs Agreement with Woodward for LEAP Engine Component Support
• Neutral Sentiment: GE Aerospace Foundation workforce program and MRO/manufacturing investments are positive for supply?chain resilience and talent pipeline but are longer?dated positives that won’t reverse near?term sentiment. GE Aerospace Foundation Announces Inaugural “Lifting Futures” Workforce Locations
• Negative Sentiment: Market reaction to Q1: GE beat on revenue and EPS but left FY guidance essentially unchanged; investors interpreted that as capped near?term upside, triggering the initial selloff and continued pressure. Why GE Aerospace (GE) Stock Is Trading Lower Today
• Negative Sentiment: Immediate market impact was large — commentary notes a roughly $20B market?cap haircut as investors punished unchanged guidance despite strong orders and backlog, amplifying volatility. GE loses $20b in market cap on earnings
• Negative Sentiment: Analyst reactions are mixed: some firms trimmed price targets (Morgan Stanley, President Capital) or kept cautious stances (BNP Paribas maintained an underperform despite a slightly higher PT), creating divergent signals that add short?term uncertainty. BNP Paribas adjusts price target on GE Aerospace to 300 from 290; maintains underperform rating

Institutional Trading of GE Aerospace

Several institutional investors have recently modified their holdings of GE. High Falls Advisors Inc boosted its stake 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 in the last quarter. Jacobsen Capital Management raised its position in shares of GE Aerospace by 1.4% during the third quarter. Jacobsen Capital Management now owns 2,295 shares of the company’s stock worth $690,000 after acquiring an additional 32 shares during the last quarter. Harfst & Associates Inc. raised its position in shares of GE Aerospace by 0.4% during the third quarter. Harfst & Associates Inc. now owns 7,444 shares of the company’s stock worth $2,239,000 after acquiring an additional 33 shares during the last quarter. Ledyard National Bank raised its position in shares of GE Aerospace by 1.2% during the third quarter. Ledyard National Bank now owns 2,754 shares of the company’s stock worth $828,000 after acquiring an additional 33 shares during the last quarter. Finally, Hardy Reed LLC increased its holdings in GE Aerospace by 0.7% in the third quarter. Hardy Reed LLC now owns 4,999 shares of the company’s stock valued at $1,504,000 after purchasing an additional 33 shares during the last quarter. Institutional investors and hedge funds own 74.77% of the company’s stock.

GE Aerospace Stock Up 2.3%

The business has a fifty day moving average of $310.02 and a 200 day moving average of $306.87. The firm has a market cap of $296.57 billion, a P/E ratio of 34.82, a P/E/G ratio of 2.71 and a beta of 1.43. The company has a quick ratio of 0.74, a current ratio of 1.01 and a debt-to-equity ratio of 0.99.

GE Aerospace (NYSE:GE) last released its quarterly earnings data on Tuesday, April 21st. The company reported $1.86 EPS for the quarter, beating analysts’ consensus estimates of $1.60 by $0.26. The business had revenue of $11.61 billion during the quarter, compared to the consensus estimate of $11.61 billion. GE Aerospace had a return on equity of 37.99% and a net margin of 17.86%.The firm’s revenue was up 24.6% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.49 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, equities research analysts predict that GE Aerospace will post 7.34 EPS for the current year.

GE Aerospace Increases Dividend

The firm also recently declared 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 represents a $1.88 annualized dividend and a dividend yield of 0.7%. This is an increase from GE Aerospace’s previous quarterly dividend of $0.36. The ex-dividend date is Monday, March 9th. GE Aerospace’s dividend payout ratio is currently 23.15%.

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.