GE Aerospace (NYSE:GE) Trading 2.1% Higher – What’s Next?

GE Aerospace (NYSE:GE)’s stock price traded up 2.1% on Tuesday . The company traded as high as $346.80 and last traded at $346.2740. 5,892,635 shares were traded during trading, an increase of 1% from the average session volume of 5,807,594 shares. The stock had previously closed at $338.99.

Trending Headlines about GE Aerospace

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

• Positive Sentiment: United Airlines picked GE Aerospace’s GEnx engines for a large Boeing 787 fleet order (300 engines plus spares), a material commercial win that boosts long‑term aftermarket and service revenue visibility. United Airlines selects GE Aerospace (GE)’s GEnx Engines for Boeing 787
• Positive Sentiment: GE Aerospace announced an AI-focused partnership with Palantir to apply data/AI to jet‑engine operations — a strategic move that can improve engine reliability, reduce maintenance costs and expand high‑margin services. GE Aerospace teams with Palantir on AI-driven jet-engine contract
• Positive Sentiment: Analyst sentiment is turning bullish — Zacks upgraded GE to a Strong Buy and recent coverage (including Morgan Stanley initiation) highlights the standalone aerospace story, stronger estimates and valuation re‑rating potential. This type of coverage tends to lift demand for the stock. GE (GE) Upgraded to Strong Buy: Here’s What You Should Know
• Positive Sentiment: GE and Kratos won a U.S. Air Force award to design an engine for expendable collaborative aircraft — a defense program win that expands GE’s military engine portfolio and R&D pipeline. Kratos and GE Aerospace Win U.S. Air Force Award to Design Engine for Expendable Combat Collaborative Aircraft
• Neutral Sentiment: Analyst and media comparisons with RTX and other defense suppliers note GE’s stronger recent growth and engine program wins, but also highlight differences in backlog and valuation—useful context for longer‑term positioning rather than an immediate catalyst. GE Aerospace vs. RTX: Which Aerospace & Defense Stock Should You Bet On?

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on GE shares. BNP Paribas Exane cut their price target on GE Aerospace from $305.00 to $290.00 and set an “underperform” rating for the company in a report on Friday, January 23rd. Morgan Stanley started coverage on GE Aerospace in a research report on Friday. They issued an “overweight” rating and a $425.00 price objective on the stock. Wall Street Zen lowered shares of GE Aerospace from a “buy” rating to a “hold” rating in a research report on Saturday. The Goldman Sachs Group upped their price objective on GE Aerospace from $338.00 to $350.00 and gave the stock a “buy” rating in a report on Friday, January 23rd. Finally, JPMorgan Chase & Co. increased their target price on shares of GE Aerospace from $325.00 to $335.00 and gave the company an “overweight” rating in a report on Monday, January 26th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, one has given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $329.29.

GE Aerospace Trading Up 2.1%

The company has a market capitalization of $363.18 billion, a P/E ratio of 42.54, a P/E/G ratio of 3.17 and a beta of 1.40. The stock’s 50 day moving average is $314.38 and its 200-day moving average is $299.89. The company has a debt-to-equity ratio of 1.00, a current ratio of 1.04 and a quick ratio of 0.74.

GE Aerospace (NYSE:GE) last released its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share for the quarter, beating the consensus estimate of $1.43 by $0.14. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.The company had revenue of $11.90 billion for the quarter, compared to analyst estimates of $11.27 billion. During the same period in the previous year, the company posted $1.32 earnings per share. The firm’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. As a group, equities research analysts anticipate that GE Aerospace will post 5.4 earnings per share for the current year.

GE Aerospace Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, April 27th. Stockholders of record on Monday, March 9th will be given a $0.47 dividend. The ex-dividend date of this dividend is Monday, March 9th. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.5%. This is an increase from GE Aerospace’s previous quarterly dividend of $0.36. GE Aerospace’s payout ratio is presently 17.69%.

Insiders Place Their Bets

In other news, VP Robert M. Giglietti sold 3,035 shares of the stock in a transaction on Friday, January 30th. The stock was sold at an average price of $305.51, for a total value of $927,222.85. Following the sale, the vice president directly 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 transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, SVP Russell Stokes sold 30,363 shares of the stock in a transaction dated 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 sale, the senior vice president directly owned 150,434 shares in the company, valued at $46,103,507.98. This trade represents a 16.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 37,398 shares of company stock valued at $11,455,491. 0.21% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On GE Aerospace

Several institutional investors have recently modified their holdings of the business. REAP Financial Group LLC bought a new stake in shares of GE Aerospace in the third quarter worth approximately $25,000. Blueline Advisors LLC bought a new position in GE Aerospace during the fourth quarter valued at approximately $25,000. Marquette Asset Management LLC purchased a new stake in GE Aerospace in the third quarter worth approximately $26,000. Barnes Dennig Private Wealth Management LLC grew its position in GE Aerospace by 147.2% in the 3rd quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company’s stock worth $27,000 after purchasing an additional 53 shares during the period. Finally, Bare Financial Services Inc raised its stake in GE Aerospace by 81.1% during the 2nd quarter. Bare Financial Services Inc now owns 96 shares of the company’s stock valued at $25,000 after buying an additional 43 shares during the last quarter. 74.77% of the stock is 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.