GE Aerospace Shares Slide 3.7% After Yearlong Rally

Overview

• GE Aerospace fell 3.7% to $327.13 on Thursday, touching $320.79 intraday, after a roughly 73% twelve‑month surge, with profit‑taking and broader market softness cited for the pullback.
• Fourth‑quarter results topped expectations, with EPS of $1.57 versus $1.43 consensus and revenue of $11.90 billion versus $11.27 billion, up 17.6% year over year.
• Management lifted its FY‑2026 EPS outlook to a $7.10–$7.40 range, compared with a $7.44 Zacks consensus estimate.
• The quarterly dividend was raised 30.6% to $0.47 per share, payable April 27 to shareholders of record on March 9.
• Shares trade at a premium multiple near 44x forward earnings versus roughly 34x for the industry, while the Street’s consensus is Moderate Buy with an average target around $331 and targets ranging from $290 (underperform) to $374 (buy).