GE Aerospace (NYSE:GE – Get Free Report) traded down 5% on Wednesday . The company traded as low as $355.98 and last traded at $356.3340. 4,734,566 shares were traded during mid-day trading, a decline of 11% from the average daily volume of 5,327,131 shares. The stock had previously closed at $375.09.
Key Headlines Impacting GE Aerospace
Here are the key news stories impacting GE Aerospace this week:
- Positive Sentiment: New U.S. Air Force engine contract: GE Aerospace and Kratos secured an Engineering, Manufacturing and Development contract for the GEK800, designated the F143-ZZ-100, as a second-source engine for the Joint Air-to-Surface Standoff Missile. The award expands GE’s defense presence and supports longer-term demand for compact propulsion systems used in missiles and uncrewed aircraft. Air Force taps GE Aerospace and Kratos for JASSM engine
- Positive Sentiment: Defense and commercial demand remain supportive: Recent coverage highlights GE’s expanding defense portfolio, strong commercial aerospace demand and an approximately $210 billion backlog. These factors provide revenue visibility and reinforce the company’s growth outlook. Investors Are Reacting To General Electric Winning A New U.S. Air Force Engine Contract
- Positive Sentiment: Technology and program milestones: GE’s Bengaluru team is contributing to hybrid-electric flight initiatives, while the T901 engine cleared a preliminary flight rating for the UH-60 Black Hawk. Both developments could strengthen GE’s longer-term technology and military growth opportunities. GE’s T901 engine clears preliminary flight rating for UH-60 Black Hawk
- Neutral Sentiment: Sen. Jon Husted and a senior Pentagon official visited GE Aerospace, underscoring government attention to the company’s aerospace and defense capabilities, although no immediate financial impact was announced. Sen. Husted, senior Pentagon official visit GE Aerospace
- Negative Sentiment: Valuation concerns are weighing on sentiment: Analysts argue the stock may already reflect much of GE’s expected growth after its year-to-date rally. The shares trade at a high earnings multiple, making them vulnerable to profit-taking or disappointing guidance. GE Aerospace Rises 19.9% YTD: Is the Rally Still Worth Chasing?
- Negative Sentiment: Execution risks remain: Coverage points to rising costs, debt and margin pressure despite earnings beats and raised guidance. Those concerns may be offsetting the positive defense news and contributing to the stock’s recent decrease. Hold GE Aerospace Even as Wall Street Remains Bullish
Analyst Upgrades and Downgrades
GE has been the topic of several recent analyst reports. Sanford C. Bernstein set a $421.00 target price on GE Aerospace and gave the company an “outperform” rating in a research note on Thursday, July 23rd. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $450.00 price target on shares of GE Aerospace in a research note on Monday, July 27th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $410.00 price objective on shares of GE Aerospace in a research report on Monday, July 20th. Morgan Stanley reduced their price objective on GE Aerospace from $425.00 to $400.00 and set an “overweight” rating for the company in a report on Wednesday, April 22nd. Finally, President Capital decreased their target price on GE Aerospace from $355.00 to $342.00 and set a “buy” rating for the company in a research report on Wednesday, April 22nd. Sixteen analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, GE Aerospace presently has a consensus rating of “Moderate Buy” and a consensus price target of $390.59.
GE Aerospace Stock Down 5.0%
The company has a quick ratio of 0.67, a current ratio of 0.98 and a debt-to-equity ratio of 0.96. The company has a market cap of $369.72 billion, a PE ratio of 41.97, a PEG ratio of 2.69 and a beta of 1.36. The company’s fifty day moving average is $359.82 and its 200-day moving average is $326.01.
GE Aerospace (NYSE:GE – Get Free Report) last announced its earnings results on Thursday, July 16th. The company reported $2.02 earnings per share for the quarter, beating analysts’ consensus estimates of $1.86 by $0.16. The business had revenue of $12.63 billion during the quarter, compared to analyst estimates of $11.87 billion. GE Aerospace had a net margin of 17.72% and a return on equity of 40.56%. The company’s quarterly revenue was up 21.1% compared to the same quarter last year. During the same period in the previous year, the business earned $1.66 EPS. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. On average, analysts predict that GE Aerospace will post 7.91 EPS for the current year.
GE Aerospace Announces Dividend
The company also recently disclosed a quarterly dividend, which was paid on Monday, July 27th. Investors of record on Monday, July 6th were given a dividend of $0.47 per share. This represents a $1.88 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date was Monday, July 6th. GE Aerospace’s dividend payout ratio is 22.14%.
Insiders Place Their Bets
In other GE Aerospace news, SVP Mohamed Ali sold 8,096 shares of the firm’s stock in a transaction dated Friday, July 24th. The stock was sold at an average price of $353.71, for a total value of $2,863,636.16. Following the transaction, the senior vice president directly 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 sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Corporate insiders own 0.19% of the company’s stock.
Hedge Funds Weigh In On GE Aerospace
Institutional investors have recently made changes to their positions in the business. Burkett Financial Services LLC boosted its position in shares of GE Aerospace by 28.9% during the 2nd quarter. Burkett Financial Services LLC now owns 125 shares of the company’s stock valued at $47,000 after acquiring an additional 28 shares during the last quarter. BOK Financial Private Wealth Inc. boosted its holdings in shares of GE Aerospace by 3.2% in the second quarter. BOK Financial Private Wealth Inc. now owns 960 shares of the company’s stock valued at $359,000 after purchasing an additional 30 shares during the period. High Falls Advisors Inc increased its position in GE Aerospace by 3.0% during the 4th quarter. High Falls Advisors Inc now owns 1,069 shares of the company’s stock valued at $329,000 after purchasing an additional 31 shares during the period. Gradient Investments LLC raised its position in shares of GE Aerospace by 4.4% in the 2nd quarter. Gradient Investments LLC now owns 765 shares of the company’s stock worth $286,000 after acquiring an additional 32 shares in the last quarter. Finally, Kinloch Capital LLC boosted its stake in GE Aerospace by 3.1% in the second quarter. Kinloch Capital LLC now owns 1,079 shares of the company’s stock valued at $403,000 after acquiring an additional 32 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.
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