Key Points
- GE Aerospace SVP Russell Stokes sold 30,363 shares on Jan. 30 at an average of $306.47 for a total of $9,305,348.61, leaving him with 150,434 shares — a 16.79% reduction in his stake (valued ≈ $46.1M).
- Multiple senior executives disclosed insider sales between Jan. 30–Feb. 2 that trimmed insider holdings by mid‑teens to low‑20% ranges, a development some investors view as short‑term negative for sentiment.
- Separately, GE Aerospace beat Q4 estimates (EPS $1.57 vs. $1.43; revenue $11.9B vs. $11.27B), set FY2026 guidance of 7.10–7.40 EPS, and received credit and analyst upgrades (Moody’s upgrade and several higher price targets), supporting a constructive fundamental outlook.
GE Aerospace (NYSE:GE - Get Free Report) VP Robert Giglietti sold 3,035 shares of the business's stock in a transaction dated Friday, January 30th. The stock was sold at an average price of $305.51, for a total value of $927,222.85. Following the transaction, the vice president owned 10,583 shares of the company's stock, valued at approximately $3,233,212.33. The trade was a 22.29% 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.
GE Aerospace Stock Performance
NYSE:GE opened at $309.88 on Wednesday. The stock has a market cap of $325.00 billion, a P/E ratio of 38.07, a PEG ratio of 2.85 and a beta of 1.40. The company has a quick ratio of 0.74, a current ratio of 1.04 and a debt-to-equity ratio of 1.00. The business's 50-day moving average price is $306.00 and its two-hundred day moving average price is $294.76. GE Aerospace has a twelve month low of $159.36 and a twelve month high of $332.79.
GE Aerospace (NYSE:GE - Get Free Report) last issued its quarterly earnings data on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, topping the consensus estimate of $1.43 by $0.14. The company had revenue of $11.90 billion during the quarter, compared to analyst estimates of $11.27 billion. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.GE Aerospace's revenue was up 17.6% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, equities analysts predict that GE Aerospace will post 5.4 EPS for the current fiscal year.
GE Aerospace Dividend Announcement
The business also recently declared a quarterly dividend, which was paid on Monday, January 26th. Stockholders of record on Monday, December 29th were issued a $0.36 dividend. The ex-dividend date of this dividend was Monday, December 29th. This represents a $1.44 dividend on an annualized basis and a dividend yield of 0.5%. GE Aerospace's dividend payout ratio is presently 17.69%.
Wall Street Analysts Forecast Growth
GE has been the topic of a number of research analyst reports. Wolfe Research increased their target price on GE Aerospace from $340.00 to $360.00 and gave the company an "outperform" rating in a research note on Monday, January 12th. BNP Paribas Exane cut their price objective on GE Aerospace from $305.00 to $290.00 and set an "underperform" rating for the company in a report on Friday, January 23rd. The Goldman Sachs Group increased their price objective on GE Aerospace from $338.00 to $350.00 and gave the company a "buy" rating in a research report on Friday, January 23rd. TD Cowen raised their price objective on GE Aerospace from $330.00 to $350.00 and gave the company a "buy" rating in a report on Wednesday, January 14th. Finally, Wall Street Zen upgraded GE Aerospace from a "hold" rating to a "buy" rating in a research report on Saturday, January 24th. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, one has given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus target price of $319.00.
View Our Latest Stock Report on GE Aerospace
Institutional Investors Weigh In On GE Aerospace
Several institutional investors have recently bought and sold shares of GE. Norges Bank purchased a new stake in shares of GE Aerospace during the second quarter valued at approximately $3,408,828,000. Capital World Investors increased its stake in shares of GE Aerospace by 16.2% in the third quarter. Capital World Investors now owns 21,442,810 shares of the company's stock worth $6,449,731,000 after buying an additional 2,995,054 shares during the period. Jennison Associates LLC raised its holdings in GE Aerospace by 21.5% during the 3rd quarter. Jennison Associates LLC now owns 8,430,878 shares of the company's stock valued at $2,536,177,000 after buying an additional 1,494,541 shares during the last quarter. Vanguard Group Inc. boosted its position in GE Aerospace by 1.6% during the 2nd quarter. Vanguard Group Inc. now owns 91,989,511 shares of the company's stock valued at $23,677,180,000 after buying an additional 1,482,069 shares during the period. Finally, CIBC Bancorp USA Inc. bought a new stake in GE Aerospace in the 3rd quarter worth $285,263,000. 74.77% of the stock is currently owned by hedge funds and other institutional investors.
GE Aerospace News Roundup
Here are the key news stories impacting GE Aerospace this week:
- Positive Sentiment: Moody’s upgraded GE Aerospace’s senior unsecured rating to A2, lowering funding risk and supporting valuation and refinancing flexibility. Moody’s upgrade
- Positive Sentiment: JPMorgan raised its price target after GE said it expects low double-digit growth in 2026 — a bullish signal for earnings momentum and analyst sentiment. JPMorgan increases PT
- Positive Sentiment: GE disclosed a $300M boost for its Singapore engine repair site, expanding MRO capacity in a high-growth region and supporting aftermarket revenue. Singapore engine repair investment
- Positive Sentiment: GE and NASA completed a successful hybrid-electric ground test — a technology milestone that supports long-term innovation and potential new market exposure. NASA hybrid-electric test
- Positive Sentiment: GE is establishing an aerospace research partnership in Singapore (CAAS/EDB pact) to co-develop AI and propulsion tech, reinforcing international R&D and commercial ties. Singapore R&D pact
- Neutral Sentiment: Seeking Alpha pieces offer mixed views — one frames GE as a "big buy opportunity," another notes a quant system signaling "hold" — reflecting differing investor timeframes. Big buy opportunity Quant says hold
- Neutral Sentiment: News that Palantir and GE supported FTAI Aviation’s rally highlights robust end-market demand for aerospace services but is peripheral to GE’s core fundamentals. FTAI article
- Negative Sentiment: Boeing and GE identified a potential durability issue with a seal on 777X engines — a technical concern that could affect deliveries, aftermarket work and near-term risk perceptions until resolved. 777X engine seal issue
- Negative Sentiment: Several senior GE Aerospace executives sold shares (Jan 30–Feb 2 filings), reducing insider holdings by mid-teens to low-20% ranges — a signal some investors read as profit-taking or personal liquidity needs rather than loss of confidence, but still a short-term negative for sentiment. Insider sale - Giglietti SEC filing Insider sale - Stokes SEC filing Insider sale - Gowder SEC filing
About GE Aerospace
(
Get Free Report)
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.
Further Reading
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