GE Aerospace (NYSE:GE) Trading Down 1.8% – Time to Sell?

GE Aerospace (NYSE:GE) was down 1.8% during trading on Wednesday . The stock traded as low as $291.15 and last traded at $292.16. Approximately 7,296,797 shares traded hands during trading, an increase of 19% from the average daily volume of 6,116,207 shares. The stock had previously closed at $297.47.

GE Aerospace News Roundup

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

• Positive Sentiment: NASA-supported ground tests show GE’s hybrid-electric narrowbody engine demonstrator met core functions, validating tech progress that could open new aircraft retrofit and next-generation engine markets. NASA, GE Test Hybrid Engine for Next Decade of Flight
• Positive Sentiment: Multiple outlets report GE completed successful hybrid-electric ground tests and exceeded test targets, reinforcing the long-term value of its electric/hybrid roadmap and potential TAM expansion for investors. GE Exceeds Targets In Hybrid-Electric Passport Ground Tests
• Positive Sentiment: Citi added GE to its high-conviction focus list and outlined a path to a much larger market value, signaling strong institutional conviction that could support multiple expansion. Citi adds GE to high-conviction focus list, sees path to $1T market value
• Positive Sentiment: JPMorgan raised its price target on GE to $335, reflecting rising analyst confidence and providing an upside anchor for stock valuation. JPMorgan Boosts GE Price Target to $335
• Neutral Sentiment: Coverage roundups note broad Wall Street optimism and rating activity on GE; analyst attention can drive intraday moves but doesn’t always translate to immediate fundamental change. Is GE (GE) a Buy as Wall Street Analysts Look Optimistic?
• Neutral Sentiment: Sector pieces and fair-value reviews highlight GE’s trade-offs (strong cashflow and tech pipeline vs. tariff/near-term margin uncertainty); useful context for medium-term investors but not a catalyst by itself. GE Aerospace: The Pros And Cons Of Investing In The Stock Right Now
• Neutral Sentiment: Delta/GE engine settlement mention appears operational/legal in nature; could remove uncertainty around specific engine matters but lacks detail to be a clear directional catalyst. Delta Airlines Settles on GE Aerospace GEnx Engines
• Negative Sentiment: Market selling is attributed to near-term margin pressure and guidance nuance, which prompted short-term profit-taking despite strong revenue/earnings beats; that narrative is likely why shares eased today. The Market Is Wrong to Sell Off GE Aerospace Stock After the Latest Update: Here’s Why

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on GE shares. Susquehanna restated a “positive” rating and set a $380.00 price target on shares of GE Aerospace in a report on Thursday, January 15th. Citigroup reissued a “buy” rating and set a $380.00 target price (up from $378.00) on shares of GE Aerospace in a research note on Friday, January 23rd. BNP Paribas Exane decreased their price target on shares of GE Aerospace from $305.00 to $290.00 and set an “underperform” rating for the company in a research note on Friday, January 23rd. Wolfe Research upped their price objective on shares of GE Aerospace from $340.00 to $360.00 and gave the company an “outperform” rating in a report on Monday, January 12th. Finally, Deutsche Bank Aktiengesellschaft increased their price objective on shares of GE Aerospace from $375.00 to $387.00 and gave the stock a “buy” rating in a research report on Friday, January 23rd. Sixteen equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $319.00.

GE Aerospace Price Performance

The company has a debt-to-equity ratio of 1.00, a current ratio of 1.04 and a quick ratio of 0.74. The business’s fifty day moving average price is $305.01 and its 200-day moving average price is $293.35. The stock has a market capitalization of $308.17 billion, a price-to-earnings ratio of 35.89, a PEG ratio of 2.26 and a beta of 1.40.

GE Aerospace (NYSE:GE) last released its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.43 by $0.14. The business had revenue of $12.72 billion during the quarter, compared to the consensus estimate of $11.27 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 17.6% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.32 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, research analysts forecast that GE Aerospace will post 5.4 EPS for the current year.

GE Aerospace Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, January 26th. Shareholders of record on Monday, December 29th were issued a dividend of $0.36 per share. This represents a $1.44 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date of this dividend was Monday, December 29th. GE Aerospace’s payout ratio is currently 17.69%.

Insider Activity at GE Aerospace

In related news, SVP Russell Stokes sold 8,000 shares of the firm’s stock in a transaction dated Wednesday, November 19th. The shares were sold at an average price of $297.71, for a total transaction of $2,381,680.00. Following the transaction, the senior vice president directly owned 150,434 shares of the company’s stock, valued at $44,785,706.14. This trade represents a 5.05% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.21% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On GE Aerospace

Hedge funds have recently modified their holdings of the company. Jacobsen Capital Management boosted its position in shares of GE Aerospace by 1.4% in the third quarter. Jacobsen Capital Management now owns 2,295 shares of the company’s stock valued at $690,000 after acquiring an additional 32 shares during the period. Ledyard National Bank lifted its stake in GE Aerospace by 1.2% in the 3rd quarter. Ledyard National Bank now owns 2,754 shares of the company’s stock worth $828,000 after purchasing an additional 33 shares in the last quarter. Hardy Reed LLC boosted its holdings in GE Aerospace by 0.7% in the 3rd 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 period. Wolff Wiese Magana LLC grew its position in shares of GE Aerospace by 1.0% during the 4th quarter. Wolff Wiese Magana LLC now owns 3,474 shares of the company’s stock valued at $1,070,000 after purchasing an additional 33 shares in the last quarter. Finally, Darwin Wealth Management LLC grew its position in shares of GE Aerospace by 2.0% during the 4th quarter. Darwin Wealth Management LLC now owns 1,699 shares of the company’s stock valued at $523,000 after purchasing an additional 33 shares in the last quarter. Institutional investors own 74.77% of the company’s stock.

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.