Shares of GE Aerospace (NYSE:GE) increased by 1.2% on Wednesday, reaching a high of $298.61 before closing at $296.94. During the trading session, 4,093,190 shares changed hands, marking a decline of 25% from the average volume of 5,430,363 shares. This uptick follows a previous closing price of $293.44.
Analysts Provide Mixed Ratings
Several equity research analysts have recently adjusted their ratings on GE Aerospace. On November 18, BNP Paribas downgraded the stock to a “strong sell” rating. In contrast, Bank of America raised its price target from $310.00 to $365.00, maintaining a “buy” rating as of October 27. Deutsche Bank reaffirmed a “buy” rating with a price target of $350.00 on October 8.
Wolfe Research also increased its target from $280.00 to $330.00, assigning an “outperform” rating. Overall, fifteen analysts have issued buy ratings, while two have rated the stock as a hold, and two others have given it a sell rating. According to MarketBeat.com, the average rating is “Moderate Buy,” with an average target price of $301.27.
Strong Quarterly Earnings Report
GE Aerospace recently announced its quarterly earnings on October 21, revealing an earnings per share (EPS) of $1.66. This figure exceeded analysts’ expectations of $1.46 by $0.20. The company posted a return on equity of 34.01% and a net margin of 18.34%. Quarterly revenue reached $11.31 billion, significantly surpassing the consensus estimate of $10.29 billion. This performance reflects a 26.4% increase in revenue compared to the same quarter last year.
For the full year 2025, the company has set a guidance range for EPS at 6.000-6.200. Analysts project that GE Aerospace will report an EPS of 5.4 for the current year.
The company also declared a quarterly dividend of $0.36 per share, which was paid on October 27. This dividend translates to an annualized total of $1.44 and a yield of 0.5%. The payout ratio stands at 19.23%.
Insider Transactions and Institutional Investments
In recent news, Senior Vice President Russell Stokes sold 8,000 shares of GE Aerospace on November 19 for an average price of $297.71, amounting to a total transaction value of $2,381,680.00. Following this sale, Stokes retains 150,434 shares, valued at approximately $44,785,706.14, representing a 5.05% decrease in his ownership. The transaction was disclosed in a filing with the SEC.
Institutional investors have also been active, with several making significant changes to their holdings in GE Aerospace. Bare Financial Services Inc increased its position by 81.1% during the second quarter, now owning 96 shares valued at $25,000. REAP Financial Group LLC and Marquette Asset Management LLC also acquired new stakes in the company, each valued at around $25,000. Notably, 74.77% of the stock is currently owned by institutional investors and hedge funds.
About GE Aerospace
GE Aerospace, part of General Electric, specializes in aerospace products and services, operating through two main segments: Commercial Engines and Services, and Defense and Propulsion Technologies. The company provides jet and turboprop engines, along with integrated systems for various types of aircraft, including commercial, military, business, and general aviation.
Market observers continue to monitor GE Aerospace’s performance closely as it navigates a dynamic aerospace sector.
