GE Aerospace Stock on 8 December 2025: Dividend, Hedge Fund Moves and Fresh Price Targets Explained

GE Aerospace (NYSE: GE) continues to sit at the center of the industrials and aerospace story in late 2025. As of Monday, 8 December 2025, the stock is trading around the high‑$280s per share, within a 52‑week range of roughly $159 to $317, and giving the company a market value of about $300 billion, making it the largest industrials company by market cap globally. ^[1]

At the same time, GE Aerospace has just reaffirmed its dividend, reported a strong Q3 beat with raised guidance, and attracted a wave of new institutional moves and analyst commentary. Here’s a structured rundown of what’s happening right now with GE Aerospace stock.

GE Aerospace share price snapshot on 8 December 2025

Different data providers quote slightly different intraday numbers, but they all tell a similar story:

Recent price: Around $288 per share in Monday’s session. ^[2]
52‑week range: Approximately $159.36 (low) to $316.67 (high). ^[3]
Market capitalization: Roughly $299–308 billion, depending on the source and exact price snapshot. ^[4]
Price performance: GE Aerospace has delivered well over 60% share‑price growth over the past year, by some estimates around two‑thirds. ^[5]

Valuation is rich:

Trailing P/E is generally quoted in the high‑30s to mid‑40s, depending on dataset. ^[6]
Forward P/E is around the mid‑40s, implying investors are paying a premium for future earnings growth. ^[7]

In other words, GE Aerospace is priced like a growth stock, not a sleepy industrial, reflecting its transition into a pure‑play aerospace and defense giant.

Big money is moving: hedge funds and sovereign funds reshuffle

Fresh 13F filings and December news show that institutional investors are actively rebalancing their exposure to GE Aerospace:

Winslow Capital Management cut its stake by 48.7% in Q2, selling about 1.13 million shares and ending the quarter with roughly 1.19 million shares worth about $306 million (about 0.11% of the company). ^[8]
WINTON GROUP Ltd reduced its position by 46.4%, selling 17,192 shares and finishing Q2 with 19,884 shares valued at just over $5.1 million. ^[9]
Temasek Holdings, Singapore’s sovereign wealth fund, trimmed its stake by 6.9%, selling 28,000 shares and holding 378,126 shares worth about $97.3 million. ^[10]
GeoWealth Management cut its stake by 46%, exiting Q2 with 5,526 shares valued around $1.42 million. ^[11]
On the other side of the ledger, Natixis boosted its holdings by 279.8% to 224,859 shares worth roughly $57.9 million. ^[12]
StoneX Group Inc. raised its stake by 85.1% to 18,197 shares valued around $4.68 million. ^[13]

Across these filings, MarketBeat estimates that around three‑quarters of GE Aerospace’s shares are held by institutional investors, while insiders own about 0.2%. ^[14]

Takeaway: Professional investors are highly engaged, with some large holders taking profits after a big run‑up and others adding aggressively on strength. That mix is typical for a mature, widely owned blue chip trading near record highs.

Dividend update: 0.36 USD per share, ex‑dividend 29 December

On 4 December 2025, GE Aerospace’s board authorized a regular quarterly dividend of $0.36 per share on its common stock. ^[15]

Key dates and details:

Dividend amount: $0.36 per share
Payable date:26 January 2026
Shareholders of record: Close of business 29 December 2025
Ex‑dividend date: Also 29 December 2025 (per the Business Wire release and related coverage) ^[16]
Annualized yield: About 0.5% at current prices, or $1.44 per share per year. ^[17]
Payout ratio: Around 19% of earnings, leaving ample room for reinvestment and potential future increases. ^[18]

Given GE Aerospace’s focus on high‑return reinvestment and deleveraging, the dividend is modest but well‑covered and clearly positioned as a supplement to capital appreciation rather than the main attraction.

Q3 2025 earnings: beat on revenue, EPS and cash, plus raised guidance

GE Aerospace’s third‑quarter 2025 results, released on 21 October 2025, were a major driver of the stock’s 2025 rally. ^[19]

Headline numbers:

Orders: $12.8 billion, up 2% year‑on‑year
Revenue (GAAP): $12.2 billion, up 24%
Adjusted revenue: $11.3 billion, up 26% ^[20]
GAAP profit: $2.5 billion, up 33%
Adjusted operating profit: $2.3 billion, up 26%, with operating margins around 20% ^[21]
Adjusted EPS:$1.66, up 44%, beating the consensus estimate of $1.46. ^[22]
Free cash flow: About $2.4 billion, up 30% year‑on‑year. ^[23]

Management responded by raising full‑year 2025 guidance, setting EPS guidance at $6.00–$6.20, while sell‑side analysts currently model around $5.40 EPS for the year. ^[24]

CEO Larry Culp highlighted:

Strong services growth and engine output
More than 130% free‑cash‑flow conversion
Ongoing investment in the LEAP engine durability and next‑generation technologies to sustain growth. ^[25]

For now, GE Aerospace is executing what investors wanted from the spin‑off: faster growth, expanding cash flows and tighter strategic focus.

What Wall Street is saying: ratings and price targets

Recent notes and articles show a broadly bullish but not unanimous sell‑side view.

Consensus view

MarketBeat’s synthesis of broker research shows: ^[26]

Rating: Moderate Buy
Analyst mix: 1 Strong Buy, 15 Buy, 2 Hold, 2 Sell
Consensus 12‑month price target:$304.31
Implied upside: Roughly 5–7% from current levels, depending on the exact price snapshot

A separate MarketWatch snapshot puts the target range at: ^[27]

High: $374
Median: $345
Low: $255
Average: $338.19

That spread underscores that valuation is contentious: some analysts see substantial upside from continued execution, others worry that much of the good news is already reflected in the price.

Notable recent calls

Susquehanna initiated coverage on 4 December 2025 with a positive rating and a $350 price target, arguing GE Aerospace is “at the center of the Aerospace & Defense industry” and noting that GE (including its CFM joint venture with Safran) powers roughly three out of every four commercial engine flights globally. ^[28]
The same initiation highlighted GE’s installed base of more than 45,000 commercial and 25,000 military engines, growing at mid‑single digits and representing about 65% of sales, a key driver of recurring services revenue. ^[29]
Other brokers have raised targets through 2025, including Wolfe Research (to $330, “outperform”) and Jefferies (to $350, “buy”), while Zacks recently cut its stance from “strong buy” to “hold.” ^[30]

At the same time, at least one independent analyst on platforms like Seeking Alpha has downgraded GE Aerospace from Buy to Hold after Q3, citing valuation concerns even while acknowledging strong fundamental execution. ^[31]

Quant and algorithmic forecasts: what models are pricing in

Beyond Wall Street research, several quantitative and algorithmic services have published long‑term forecasts for GE Aerospace:

StockScan’s model labels GE a “Moderate Sell” right now based on technical indicators, with 17 indicators splitting into 4 Buy, 8 Sell and 5 Neutral signals. ^[32]
Its 2026–2027 price path is notably conservative, with an average 2026 target around $217 and 2027 around $250, both below today’s price, implying potential multiple compression after this year’s rally. ^[33]
For 2028–2030, the same model sees GE gradually climbing back, with 2030 averages in the high‑$280s and potential highs above $300, broadly consistent with modest real returns from today’s levels. ^[34]

A separate Benzinga deep dive draws on CoinCodex algorithmic forecasts and arrives at a similar big picture:

2025–2026 likely bring volatility and consolidation rather than a straight‑line move higher. ^[35]
The 2030 outlook remains bullish, with models pointing to significantly higher prices if GE executes on its backlog and growth strategy. ^[36]

These forecasts are model‑driven and inherently uncertain, but they highlight an important theme: after a huge 2023–2025 rerating, future returns may depend more on earnings growth than on further multiple expansion.

Strategy and growth drivers: engines, services, defense and workforce

Commercial and defense momentum

Recent press releases and news flow show GE Aerospace leaning into both its commercial and defense franchises:

New engine deals in November 2025 include Saudia Group choosing GEnx‑1B engines for new Boeing 787 Dreamliners, flydubai ordering GEnx‑1B engines and services for its first widebody fleet, and Emirates signing for 130 additional GE engines to power its expanding Boeing 777‑9 fleet. ^[37]
On the defense and technology side, GE announced a collaboration with Shield AI on propulsion for the X‑BAT autonomous vehicle program, and a lease‑pool management partnership with AerCap covering the GE9X engine. ^[38]

This pipeline strengthens an already massive backlog estimated above $175 billion, driven heavily by the LEAP and GE9X programs and long‑tail service contracts. ^[39]

Service‑driven business model

Multiple analyses emphasize that GE Aerospace now functions as a razor‑and‑blade business:

After engines are sold at relatively low margin, high‑margin maintenance, repair and overhaul (MRO) and other services account for around 70% of commercial revenue. ^[40]
That service mix underpins the company’s high free‑cash‑flow conversion and supports management’s goal of about $8.5 billion in free cash flow by 2028. ^[41]

Investing in capacity and talent

On 8 December 2025, GE Aerospace highlighted a $30 million, five‑year commitment from the GE Aerospace Foundation to train 10,000 people for highly skilled manufacturing roles by 2030. ^[42]

Key elements of this workforce initiative:

Funding state‑of‑the‑art equipment and instructors for manufacturing programs across the U.S.
A new $500,000 commitment to the Heroes MAKE America initiative, helping U.S. military personnel transition into civilian aviation technician roles via new certification programs near Fort Bragg. ^[43]
Additional donations (over $2.5 million this year, including $1 million for AMTEP in Massachusetts) to expand aviation and advanced manufacturing training at colleges across the country. ^[44]

For investors, this isn’t just ESG messaging; it addresses a real skilled‑labor bottleneck in aerospace and defense production, which directly affects GE’s ability to convert backlog into revenue.

Big‑picture context: GE Aerospace now dominates industrials

According to recent research from The Motley Fool, GE Aerospace is now the No. 1 industrial company in the world by market capitalization, ahead of names like Caterpillar and RTX. ^[45]

That leadership highlights how dramatically GE has transformed from a sprawling conglomerate into a focused, high‑value aerospace franchise following the spin‑offs of GE Vernova (energy) and GE HealthCare.

Key risks investors should keep in mind

Even with strong execution, several risk factors are front and center in current analysis:

Valuation risk
- GE trades at premium multiples relative to the market and many aerospace peers, with trailing and forward P/E ratios around or above the 40x mark. ^[46]
- Benzinga and other commentators warn that for today’s valuation to be justified, GE must hit or exceed its ambitious free‑cash‑flow and earnings targets, leaving little room for missteps. ^[47]
Tariffs and macro headwinds
- Management expects roughly $500 million in tariff‑related costs in 2025, which they are trying to offset via supply‑chain optimization and pricing. ^[48]
- Any slowdown in global air traffic, defense budgets or GDP could pressure orders and aftermarket revenue.
Execution risk on new engines
- Large, complex programs like LEAP and GE9X require huge upfront investments and can generate losses before their service tails become profitable. ^[49]
- Competitor experience shows that technical issues can create costly retrofit and compensation obligations.
Supply‑chain and labor constraints
- The broader aerospace industry still faces supply‑chain constraints and a shortage of skilled workers, which GE itself is trying to address via training initiatives. ^[50]
Positioning and profit‑taking
- With the stock up around 60–70% over the past year and institutional ownership near 75%, filings show some large holders (Winslow, Winton, Temasek, GeoWealth) locking in gains, even as others add. ^[51]

None of these risks are unusual for a large aerospace name, but they raise the bar for continued outperformance from today’s valuation.

Bull vs bear snapshot for GE Aerospace on 8 December 2025

The bull case highlights:

A dominant competitive position in jet engines, with a huge installed base and high switching costs. ^[52]
Strong Q3 2025 execution, rising margins and cash flows, and raised full‑year guidance. ^[53]
A service‑heavy, recurring‑revenue model and a backlog north of $175 billion, offering long‑term visibility. ^[54]
A steadily growing dividend with a low payout ratio and modest but positive yield. ^[55]
Recognition as the largest industrial stock globally, which can attract index and ETF flows. ^[56]

The bear (or cautious) case stresses:

A high valuation that already prices in much of the growth story. ^[57]
Algorithmic and technical models that see limited or even negative near‑term return potential from today’s levels. ^[58]
Evidence of profit‑taking by some large shareholders and insider selling (e.g., SVP Russell Stokes’s 8,000‑share sale in November). ^[59]
Macroeconomic and policy risks, including tariffs and supply‑chain pressures, that could erode margins if not fully offset. ^[60]

Bottom line

As of 8 December 2025, GE Aerospace stock is:

Fundamentally strong, with robust earnings momentum, cash generation and strategic tailwinds across commercial and defense markets.
Highly regarded, sitting at the top of the industrials sector and carrying a consensus Moderate Buy rating with double‑digit upside baked into some price targets. ^[61]
But also expensive and widely owned, with sophisticated investors actively rebalancing and several independent voices cautioning about valuation.

For investors following GE Aerospace, the key questions now are:

Can management keep delivering mid‑20% revenue and EPS growth while expanding free cash flow as promised? ^[62]
Will the engine programs and backlog translate into sustained high‑margin services revenue without major technical or regulatory surprises? ^[63]
Does the current valuation leave enough upside after factoring in those execution and macro risks?

This article is for information and news purposes only and does not constitute investment advice. Anyone considering an investment in GE Aerospace should evaluate their own risk tolerance, time horizon and portfolio needs, and consider consulting a qualified financial adviser.