What's Happening?
GE Aerospace's stock is trading near record highs as the company approaches its ex-dividend date on December 29, 2025. The company declared a $0.36 per share quarterly dividend, with a pay date set for
January 26, 2026. GE Aerospace has seen strong growth in 2025, driven by robust demand for its commercial engines and defense propulsion systems. Citi initiated coverage with a Buy rating and a $386 price target, citing megatrends in aerospace and defense. GE's aftermarket business remains profitable, benefiting from airlines extending the life of older fleets due to delivery delays.
Why It's Important?
GE Aerospace's strong stock performance reflects investor confidence in the company's ability to capitalize on market trends and demand for aerospace technology. The upcoming dividend date may influence trading patterns, as investors position themselves to benefit from the payout. GE's focus on expanding its capacity and supply chain investments supports its growth strategy, ensuring it can meet demand for its engines and services. The company's ability to secure long-term service agreements and expand its installed base positions it well for sustained revenue generation, even amid industry challenges.
