GE Aerospace (NYSE:GE) Stock Price Up 2.7% – Time to Buy?

GE Aerospace (NYSE:GE)’s share price traded up 2.7% during mid-day trading on Friday . The company traded as high as $307.60 and last traded at $306.8930. 7,287,331 shares traded hands during mid-day trading, an increase of 17% from the average session volume of 6,244,466 shares. The stock had previously closed at $298.86.

Key Headlines Impacting GE Aerospace

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

• Positive Sentiment: Q4 results and FY‑2026 guidance: GE Aerospace reported a Q4 beat on revenue and EPS and set FY‑2026 EPS guidance of $7.10–$7.40, giving investors better near‑term visibility and supporting the stock’s strength.
• Positive Sentiment: Analyst upgrade — Zacks: Zacks moved GE Aerospace from “hold” to “strong‑buy,” which can attract buying interest and validate recent operational momentum. Zacks Research Upgrade
• Positive Sentiment: Bullish media/analyst commentary: High‑profile bulls including Jim Cramer and several bullish writeups (e.g., The Motley Fool) argue the market is underpricing GE’s longer‑term margin and growth potential, which can support short‑term rallies. Jim Cramer Insists Market is Wrong About GE Aerospace (GE) The Market Is Wrong to Sell Off GE Aerospace Stock After the Latest Update: Here’s Why
• Positive Sentiment: R&D and propulsion technology progress: Multiple reports detail GE Aerospace’s advances in hybrid‑electric systems and engine‑efficiency modeling (University of Melbourne partnership, ground tests of narrowbody hybrid systems, hybrid‑electric engine tests). These developments support long‑term addressable market expansion and sustainability-driven demand. University of Melbourne and GE Aerospace Partner to Revolutionize Jet Engine Efficiency with Frontier Supercomputer Simulations GE Tests Hybrid Electric Engine Tech GE Aerospace Demonstrates Narrowbody Hybrid Electric Engine System in Ground Test
• Neutral Sentiment: Annual reports released: GE Aerospace and GE Vernova published annual reports that include investor messages — useful for due diligence but not an immediate catalyst. GE Aerospace and GE Vernova Issue Their Annual Reports. They Contain Messages for Investors.
• Neutral Sentiment: Analyst Q&A / call coverage: Post‑earnings analyst Q&A pieces and call‑summary articles (e.g., Yahoo Finance’s top questions) provide color and can influence intraday flows but are informational rather than structural catalysts. GE Aerospace’s Q4 Earnings Call: Our Top 5 Analyst Questions
• Neutral Sentiment: Related GE unit news — GE Vernova and GE Appliances: Strong results at GE Vernova underline positive group dynamics but are distinct businesses; GE Appliances’ J.D. Power recognition is brand‑positive but owned by Haier, so limited direct impact on GE Aerospace. GE Vernova’s Q4 Was Strong—But the Backlog Number Matters More GE Appliances Recognized as the #1 Most Reliable Appliance Brand in the J.D. Power 2025 U.S. Appliance Reliability & Service Study
• Negative Sentiment: Global minimum tax impact: A global minimum‑tax deal will increase GE Aerospace’s tax payments to Singapore, reducing after‑tax margins and cash flow from that jurisdiction — this is the primary near‑term negative headline investors are pricing in. Global Minimum Tax Deal Makes GE Aerospace Pay More to Singapore

Analyst Upgrades and Downgrades

A number of analysts have recently commented on GE shares. UBS Group set a $374.00 price objective on shares of GE Aerospace and gave the stock a “buy” rating in a research report on Friday, January 23rd. Sanford C. Bernstein restated an “outperform” rating on shares of GE Aerospace in a research note on Monday, October 27th. Wall Street Zen raised GE Aerospace from a “hold” rating to a “buy” rating in a research report on Saturday, January 24th. TD Cowen upped their target price on GE Aerospace from $330.00 to $350.00 and gave the stock a “buy” rating in a report on Wednesday, January 14th. Finally, Zacks Research upgraded GE Aerospace from a “hold” rating to a “strong-buy” rating in a research note on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $319.00.

GE Aerospace Stock Up 2.7%

The stock has a market cap of $323.71 billion, a P/E ratio of 37.70, a price-to-earnings-growth ratio of 2.72 and a beta of 1.40. The firm has a 50 day simple moving average of $304.99 and a 200-day simple moving average of $293.38. 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 posted its earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share for the quarter, topping analysts’ consensus estimates of $1.43 by $0.14. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.The business had revenue of $11.90 billion for the quarter, compared to analyst estimates of $11.27 billion. During the same period in the previous year, the firm earned $1.32 EPS. The firm’s revenue was up 17.6% compared to the same quarter last year. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, equities research analysts forecast that GE Aerospace will post 5.4 earnings per share for the current fiscal year.

GE Aerospace Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, January 26th. Stockholders 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 dividend yield of 0.5%. The ex-dividend date 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 GE Aerospace stock in a transaction that occurred on Wednesday, November 19th. The stock was sold at an average price of $297.71, for a total transaction of $2,381,680.00. Following the completion of the sale, the senior vice president directly owned 150,434 shares of the company’s stock, valued at approximately $44,785,706.14. This trade represents a 5.05% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Insiders own 0.21% of the company’s stock.

Hedge Funds Weigh In On GE Aerospace

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Brighton Jones LLC boosted its position in shares of GE Aerospace by 25.3% during the 4th quarter. Brighton Jones LLC now owns 12,008 shares of the company’s stock worth $2,003,000 after acquiring an additional 2,421 shares in the last quarter. Revolve Wealth Partners LLC lifted its stake in GE Aerospace by 7.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 2,251 shares of the company’s stock worth $375,000 after purchasing an additional 150 shares during the last quarter. Sivia Capital Partners LLC boosted its holdings in shares of GE Aerospace by 4.6% in the 2nd quarter. Sivia Capital Partners LLC now owns 4,337 shares of the company’s stock valued at $1,116,000 after purchasing an additional 191 shares in the last quarter. Cooper Financial Group increased its stake in shares of GE Aerospace by 48.1% in the 2nd quarter. Cooper Financial Group now owns 3,980 shares of the company’s stock valued at $1,024,000 after purchasing an additional 1,292 shares during the last quarter. Finally, Consolidated Portfolio Review Corp bought a new position in shares of GE Aerospace in the 2nd quarter valued at $949,000. 74.77% of the stock is owned by institutional investors and hedge funds.

About GE Aerospace

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.