GE Aerospace (NYSE:GE) Shares Down 3.5% After Insider Selling

GE Aerospace (NYSE:GE)’s stock price traded down 3.5% on Wednesday following insider selling activity. The company traded as low as $348.84 and last traded at $350.9380. Approximately 3,704,283 shares traded hands during trading, a decline of 33% from the average session volume of 5,524,262 shares. The stock had previously closed at $363.59.

Specifically, SVP Mohamed Ali sold 8,096 shares of GE Aerospace stock in a transaction on Friday, July 24th. The stock was sold at an average price of $353.71, for a total transaction of $2,863,636.16. Following the completion of the sale, the senior vice president owned 20,666 shares of the company’s stock, valued at approximately $7,309,770.86. This trade represents a 28.15% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink.

Analysts Set New Price Targets

A number of equities analysts recently commented on the stock. JPMorgan Chase & Co. raised their price target on shares of GE Aerospace from $335.00 to $400.00 and gave the stock an “overweight” rating in a research report on Monday, July 20th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $450.00 price objective on shares of GE Aerospace in a report on Monday. Daiwa Securities Group initiated coverage on shares of GE Aerospace in a research report on Tuesday, March 31st. They set a “neutral” rating and a $301.00 target price on the stock. Wells Fargo & Company reaffirmed an “overweight” rating and set a $390.00 target price on shares of GE Aerospace in a report on Monday, July 20th. Finally, Jefferies Financial Group lifted their price target on shares of GE Aerospace from $365.00 to $455.00 and gave the company a “buy” rating in a research report on Thursday, July 2nd. Sixteen research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $390.59.

GE Aerospace News Summary

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

• Positive Sentiment: Strong engine and aftermarket demand remains a key support. Analysts expect a robust commercial engine market to benefit GE Aerospace’s engine, services, and aftermarket businesses. The company’s approximately $210 billion backlog also provides significant long-term revenue visibility. GE Aerospace backlog article
• Positive Sentiment: Commercial positioning in the Middle East is improving. GE Aerospace highlighted flight-performance milestones, durability enhancements, and technology updates supporting Middle Eastern carriers. The developments reinforce customer relationships and product competitiveness, although no major new contract was announced. GE Aerospace showcases the future of flight
• Neutral Sentiment: Sector-performance comparisons provide limited new information. A market review compares GE Aerospace with Heico and the broader aerospace group, but the available report does not identify a specific new catalyst or fundamental change for GE. Aerospace stock performance comparison
• Negative Sentiment: Valuation concerns are limiting enthusiasm. GE Aerospace trades at a substantial premium because investors expect recurring, resilient revenue from engine services. However, commentary notes that much of the company’s future execution is already reflected in the share price, leaving less room for disappointment. GE Aerospace valuation article
• Negative Sentiment: Executive stock sales add a near-term confidence concern. Senior Vice President Mohamed Ali sold 8,096 shares for approximately $2.86 million at an average price of $353.71, reducing his direct ownership by 28.15%. The sale is not necessarily a fundamental warning, but it can pressure sentiment when the stock is valued richly. GE Aerospace executive stock sale

GE Aerospace Stock Down 3.5%

The company has a debt-to-equity ratio of 0.96, a current ratio of 0.98 and a quick ratio of 0.67. The company has a market cap of $364.12 billion, a P/E ratio of 41.34, a PEG ratio of 2.76 and a beta of 1.35. The stock has a 50-day moving average of $344.60 and a 200 day moving average of $320.17.

GE Aerospace (NYSE:GE) last posted its quarterly earnings data on Thursday, July 16th. The company reported $2.02 earnings per share for the quarter, topping the consensus estimate of $1.86 by $0.16. GE Aerospace had a net margin of 17.72% and a return on equity of 40.56%. The business had revenue of $12.63 billion during the quarter, compared to analysts’ expectations of $11.87 billion. During the same quarter in the prior year, the business posted $1.66 earnings per share. GE Aerospace’s 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. Research analysts anticipate that GE Aerospace will post 7.91 earnings per share for the current year.

GE Aerospace Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Monday, July 27th. Stockholders of record on Monday, July 6th were given a $0.47 dividend. The ex-dividend date was Monday, July 6th. This represents a $1.88 annualized dividend and a dividend yield of 0.5%. GE Aerospace’s payout ratio is presently 22.14%.

Institutional Trading of GE Aerospace

A number of institutional investors and hedge funds have recently made changes to their positions in GE. Blueline Advisors LLC bought a new position in GE Aerospace in the fourth quarter valued at approximately $25,000. Ankerstar Wealth LLC acquired a new position in GE Aerospace during the fourth quarter valued at approximately $31,000. Tucker Asset Management LLC bought a new stake in GE Aerospace during the fourth quarter worth $32,000. Lifetime Wealth Management P.C. bought a new stake in GE Aerospace during the fourth quarter worth $40,000. Finally, Beaird Harris Wealth Management LLC boosted its holdings in shares of GE Aerospace by 72.0% in the 3rd quarter. Beaird Harris Wealth Management LLC now owns 141 shares of the company’s stock valued at $42,000 after purchasing an additional 59 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.