GE Aerospace (NYSE:GE) Shares Up 6.7% – What’s Next?

Shares of GE Aerospace (NYSE:GE) were up 6.7% on Wednesday . The stock traded as high as $313.13 and last traded at $308.0360. Approximately 6,404,764 shares traded hands during trading, an increase of 12% from the average daily volume of 5,732,891 shares. The stock had previously closed at $288.60.

GE Aerospace News Roundup

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

• Positive Sentiment: Geopolitical relief lifted commercial aerospace stocks after President Trump’s cease‑fire announcement, which market coverage says is the main reason GE Aerospace is seeing strong buying interest today. Why GE Aerospace Stock Is Having Its Best Day In Nearly a Year
• Positive Sentiment: Operational momentum: GE’s Commercial Engines & Services unit is driving revenue growth (organic revenue +24% y/y in Q4) and strong order activity, giving investors confidence in near‑term fundamentals and backlog visibility. Strength in Commercial Engines Unit Aids GE Aerospace: Can It Sustain?
• Positive Sentiment: New analyst coverage and bullish calls are supporting demand — Wells Fargo initiated coverage with an Overweight rating and a $325 target, helping to underpin buying interest. Wells Fargo and Daiwa Initiate Coverage on GE Aerospace (GE)
• Positive Sentiment: Positive media/TV mentions (Jim Cramer included GE in a short list of stock calls) add retail/investor attention that can amplify intraday moves. Jim Cramer’s 5 Stock Calls and the Impact of Bond Market
• Neutral Sentiment: TD Cowen trimmed its price target from $350 to $330 but kept a Buy rating — a modest near‑term negative for upside expectations, though the rating remains supportive. TD Cowen Adjusts Price Target on GE Aerospace to $330
• Neutral Sentiment: Upcoming earnings: analysts expect high single‑digit EPS growth for the next report; this keeps focus on execution and could sustain volatility into the print. Earnings Preview: What to Expect From GE Aerospace’s Report
• Neutral Sentiment: PR/brand items like the 747 flying laboratory visiting Cincinnati generate local buzz but are unlikely to move fundamentals materially. GE Aerospace’s 747 flight test plane visits Cincinnati
• Negative Sentiment: Political/geopolitical and execution risks persist: shareholder activism over defense sales and reported delays supplying F404 engines to India highlight reputation and delivery risks that could weigh on sentiment over the medium term. Is GE (GE) Balancing Defense Profitability and Political Risk or Exposing a Strategic Vulnerability?

Analyst Upgrades and Downgrades

GE has been the topic of several research reports. Wolfe Research increased their price target on shares of GE Aerospace from $340.00 to $360.00 and gave the stock an “outperform” rating in a research report on Monday, January 12th. 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. 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. 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, Zacks Research cut shares of GE Aerospace from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, March 24th. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, GE Aerospace presently has an average rating of “Moderate Buy” and an average target price of $342.78.

GE Aerospace Trading Up 6.7%

The company’s fifty day moving average is $311.13 and its two-hundred day moving average is $306.56. The stock has a market cap of $323.07 billion, a price-to-earnings ratio of 37.84, a PEG ratio of 2.60 and a beta of 1.43. The company has a quick ratio of 0.74, a current ratio of 1.04 and a debt-to-equity ratio of 1.00.

GE Aerospace (NYSE:GE) last issued its 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. The firm had revenue of $11.90 billion for the quarter, compared to analysts’ expectations of $11.27 billion. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The firm’s revenue was up 17.6% compared to the same quarter last year. During the same quarter last year, the company earned $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, research analysts predict that GE Aerospace will post 5.4 EPS for the current fiscal year.

GE Aerospace Increases Dividend

The company 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 annualized dividend and a yield of 0.6%. This is a positive change from GE Aerospace’s previous quarterly dividend of $0.36. The ex-dividend date of this dividend is Monday, March 9th. GE Aerospace’s dividend payout ratio is 23.10%.

Insider Activity at GE Aerospace

In related news, SVP Russell Stokes sold 30,363 shares of the firm’s stock in a transaction that occurred 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 sale, the senior vice president 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 sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Amy L. Gowder sold 4,000 shares of the firm’s stock in a transaction that occurred on Monday, February 2nd. The shares were 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 approximately $5,055,245.55. This trade represents a 19.48% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 37,398 shares of company stock valued at $11,455,491 over the last 90 days. 0.19% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On GE Aerospace

Hedge funds have recently added to or reduced their stakes in the stock. REAP Financial Group LLC purchased a new position in GE Aerospace in the third quarter valued at approximately $25,000. Blueline Advisors LLC purchased a new position in GE Aerospace in the fourth quarter valued at approximately $25,000. Marquette Asset Management LLC purchased a new position in GE Aerospace in the third quarter valued at approximately $26,000. Lavaca Capital LLC grew its position in shares of GE Aerospace by 1,666.7% during the second quarter. Lavaca Capital LLC now owns 106 shares of the company’s stock worth $27,000 after acquiring an additional 100 shares during the last quarter. Finally, Barnes Dennig Private Wealth Management LLC grew its position in shares of GE Aerospace by 147.2% during the third quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company’s stock worth $27,000 after acquiring an additional 53 shares during the last quarter. 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.