GE Aerospace (NYSE:GE) Trading Up 1.6% – What’s Next?

by · The Cerbat Gem

GE Aerospace (NYSE:GE – Get Free Report)’s share price shot up 1.6% during trading on Monday . The company traded as high as $322.14 and last traded at $319.41. Approximately 3,476,464 shares changed hands during mid-day trading, a decline of 33% from the average daily volume of 5,180,238 shares. The stock had previously closed at $314.27.

Trending Headlines about GE Aerospace

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

  • Positive Sentiment: GE Aerospace plans to invest $225 million to modernize its Niskayuna, New York, research center. The project should strengthen engineering and testing capabilities, supporting longer-term innovation in aircraft engines and related technologies. GE Aerospace invests $225M to modernize Niskayuna research center
  • Positive Sentiment: GE Aerospace and Kratos Defense reported successful ignition of the GEK800 turbofan cruise-missile propulsion system, marking a key program milestone and highlighting potential growth in defense aerospace. Kratos and GE Aerospace achieve GEK800 milestone
  • Positive Sentiment: The company’s proposed $11.75 billion acquisition of Consolidated Precision Products and roughly $1 billion of planned investment to address engine shop-visit capacity could improve supply-chain control, aftermarket execution and long-term profitability. The strategy represents a shift toward greater vertical integration. GE Aerospace Goes Vertical Integration
  • Neutral Sentiment: Investors continue to balance strong earnings momentum and raised guidance against the substantial cost and execution requirements associated with the CPP transaction and manufacturing expansion. GE Aerospace stock edges higher as investors weigh earnings momentum and $11.75 billion deal
  • Negative Sentiment: GE9X redesign work is progressing, with updated seals shipping, but production approval still depends on a separate FAA certification process. The uncertainty could delay deliveries or increase costs for the engine program. GE Aerospace slips as GE9X fix enters certification

Analyst Upgrades and Downgrades

A number of brokerages have recently weighed in on GE. Jefferies Financial Group boosted their price target on GE Aerospace from $365.00 to $455.00 and gave the stock a “buy” rating in a research note on Thursday, July 2nd. Weiss Ratings raised shares of GE Aerospace from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, July 17th. TD Cowen reissued a “buy” rating and set a $380.00 target price (up from $330.00) on shares of GE Aerospace in a research report on Monday, July 13th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $450.00 price target on shares of GE Aerospace in a research note on Monday, July 27th. Finally, Melius Research set a $350.00 price target on shares of GE Aerospace and gave the stock a “hold” rating in a report on Monday, September 14th. Sixteen investment analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, GE Aerospace currently has a consensus rating of “Moderate Buy” and an average price target of $388.33.

Read Our Latest Report on GE Aerospace

GE Aerospace Stock Performance

The company has a debt-to-equity ratio of 0.96, a quick ratio of 0.67 and a current ratio of 0.98. The firm’s 50 day simple moving average is $347.66 and its 200 day simple moving average is $327.54. The firm has a market capitalization of $331.41 billion, a price-to-earnings ratio of 37.62, a PEG ratio of 2.29 and a beta of 1.35.

GE Aerospace (NYSE:GE – Get Free Report) last released its quarterly earnings data on Thursday, July 16th. The company reported $2.02 earnings per share for the quarter, topping analysts’ consensus estimates of $1.86 by $0.16. GE Aerospace had a net margin of 17.72% and a return on equity of 40.56%. The firm had revenue of $12.63 billion for the quarter, compared to analyst estimates of $11.87 billion. During the same quarter in the prior year, the business earned $1.66 earnings per share. The business’s quarterly revenue was up 21.1% compared to the same quarter last year. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. Sell-side analysts forecast that GE Aerospace will post 7.91 earnings per share for the current fiscal year.

GE Aerospace Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, July 27th. Shareholders of record on Monday, July 6th were given a dividend of $0.47 per share. This represents a $1.88 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend was Monday, July 6th. GE Aerospace’s dividend payout ratio (DPR) is currently 22.14%.

Insider Buying and Selling at GE Aerospace

In other news, SVP Mohamed Ali sold 8,096 shares of the business’s stock in a transaction dated Friday, July 24th. The stock was sold at an average price of $353.71, for a total value of $2,863,636.16. Following the completion of the transaction, the senior vice president owned 20,666 shares of the company’s stock, valued at $7,309,770.86. The trade was a 28.15% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Insiders own 0.19% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of the stock. Geode Capital Management LLC increased its holdings in shares of GE Aerospace by 1.3% during the 4th quarter. Geode Capital Management LLC now owns 24,774,942 shares of the company’s stock valued at $7,615,200,000 after purchasing an additional 312,880 shares in the last quarter. Norges Bank purchased a new stake in GE Aerospace during the fourth quarter worth $4,444,736,000. Jennison Associates LLC grew its position in GE Aerospace by 37.7% during the first quarter. Jennison Associates LLC now owns 11,026,006 shares of the company’s stock valued at $3,128,850,000 after buying an additional 3,017,937 shares during the period. Invesco Ltd. grew its position in GE Aerospace by 2.1% during the fourth quarter. Invesco Ltd. now owns 9,280,276 shares of the company’s stock valued at $2,858,604,000 after buying an additional 189,979 shares during the period. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its holdings in GE Aerospace by 6.3% in the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 7,251,603 shares of the company’s stock valued at $2,710,142,000 after buying an additional 427,820 shares in the last quarter. 74.77% of the stock is currently owned by hedge funds and other institutional investors.

GE Aerospace Company Profile

(Get Free Report)

GE Aerospace (NYSE:GE) is a global aerospace company that designs, develops, manufactures and services aircraft engines and related systems. Its portfolio serves commercial aviation, military and defense, business and general aviation, and other aerospace markets.

The company’s products and services include commercial and military aircraft engines, integrated engine systems, avionics, mechanical systems and digital solutions. GE Aerospace also provides maintenance, repair, overhaul, spare parts, technical support and other lifecycle services for aircraft propulsion and related equipment.

GE Aerospace traces its roots to the aviation activities of General Electric, which began developing aircraft engines during World War I.

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