GE Aerospace (NYSE:GE) Given Consensus Rating of “Moderate Buy” by Brokerages

GE Aerospace (NYSE:GE) has received a consensus rating of “Moderate Buy” from the nineteen analysts that are currently covering the company, MarketBeat.com reports. One analyst has rated the stock with a sell rating, one has issued a hold rating, sixteen have given a buy rating and one has given a strong buy rating to the company. The average 1-year price objective among brokerages that have issued a report on the stock in the last year is $331.1176.

A number of research firms have issued reports on GE. Deutsche Bank Aktiengesellschaft boosted their target price on shares of GE Aerospace from $375.00 to $387.00 and gave the company a “buy” rating in a research note on Friday, January 23rd. UBS Group set a $374.00 price objective on GE Aerospace and gave the stock a “buy” rating in a research report on Friday, January 23rd. The Goldman Sachs Group increased their price objective on GE Aerospace from $338.00 to $350.00 and gave the stock a “buy” rating in a report on Friday, January 23rd. Susquehanna reaffirmed a “positive” rating and set a $380.00 target price on shares of GE Aerospace in a research note on Thursday, January 15th. Finally, Citigroup reiterated a “buy” rating and set a $380.00 price target (up from $378.00) on shares of GE Aerospace in a research report on Friday, January 23rd.

Insider Activity at GE Aerospace

In other news, SVP Amy L. Gowder sold 4,000 shares of the company’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $305.73, for a total value of $1,222,920.00. Following the completion of the sale, the senior vice president directly owned 16,535 shares of the company’s stock, valued at approximately $5,055,245.55. This represents a 19.48% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, VP Robert M. Giglietti sold 3,035 shares of the stock in a transaction that occurred on Friday, January 30th. The shares were sold at an average price of $305.51, for a total transaction of $927,222.85. Following the completion of the transaction, the vice president owned 10,583 shares of the company’s stock, valued at $3,233,212.33. This trade represents a 22.29% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 37,398 shares of company stock worth $11,455,491 in the last 90 days. Corporate insiders own 0.21% of the company’s stock.

Institutional Investors Weigh In On GE Aerospace

A number of institutional investors have recently added to or reduced their stakes in GE. Brighton Jones LLC boosted its stake in GE Aerospace by 25.3% during the fourth quarter. Brighton Jones LLC now owns 12,008 shares of the company’s stock valued at $2,003,000 after buying an additional 2,421 shares in the last quarter. Revolve Wealth Partners LLC lifted its holdings in GE Aerospace by 7.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 2,251 shares of the company’s stock valued at $375,000 after acquiring an additional 150 shares during the last quarter. Sivia Capital Partners LLC boosted its position in shares of GE Aerospace by 4.6% during the 2nd quarter. Sivia Capital Partners LLC now owns 4,337 shares of the company’s stock valued at $1,116,000 after purchasing an additional 191 shares in the last quarter. Burney Co. boosted its position in shares of GE Aerospace by 31.4% during the 2nd quarter. Burney Co. now owns 3,740 shares of the company’s stock valued at $963,000 after purchasing an additional 894 shares in the last quarter. Finally, Westside Investment Management Inc. grew its stake in shares of GE Aerospace by 20.9% in the 2nd quarter. Westside Investment Management Inc. now owns 1,506 shares of the company’s stock worth $386,000 after purchasing an additional 260 shares during the last quarter. 74.77% of the stock is currently owned by institutional investors and hedge funds.

GE Aerospace Price Performance

Shares of GE opened at $334.16 on Wednesday. GE Aerospace has a 12 month low of $159.36 and a 12 month high of $348.48. The company has a debt-to-equity ratio of 1.00, a current ratio of 1.04 and a quick ratio of 0.74. The stock has a fifty day moving average price of $318.82 and a 200 day moving average price of $302.82. The company has a market cap of $350.47 billion, a P/E ratio of 41.05, a PEG ratio of 3.19 and a beta of 1.36.

GE Aerospace (NYSE:GE) last announced its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.43 by $0.14. The company had revenue of $11.90 billion during the quarter, compared to the consensus estimate of $11.27 billion. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The company’s revenue for the quarter was up 17.6% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, research analysts forecast that GE Aerospace will post 5.4 earnings per share for the current year.

GE Aerospace Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, April 27th. Investors of record on Monday, March 9th will be issued a $0.47 dividend. The ex-dividend date of this dividend is Monday, March 9th. This is an increase from GE Aerospace’s previous quarterly dividend of $0.36. This represents a $1.88 annualized dividend and a yield of 0.6%. GE Aerospace’s dividend payout ratio is currently 17.69%.

Key GE Aerospace News

Here are the key news stories impacting GE Aerospace this week:

• Positive Sentiment: Sanford C. Bernstein raised its price target to $405 and kept an “outperform” rating, citing the company’s strong Q4 results and momentum in widebody services and LEAP engine growth; the new target implies meaningful upside versus current levels. GE Aerospace (GE) Stock Climbs Following Bernstein’s $405 Price Target Upgrade
• Positive Sentiment: Q4 results beat expectations with revenue and EPS upside driven by services (widebody aftermarket) and LEAP engine growth — reinforcing the company’s top‑line momentum and FY26 EPS guidance range. Q4 recap and catalyst summary
• Positive Sentiment: GE is involved in a DoD/Palantir partnership for J85 engine support (data/AI for spare‑parts forecasting and supply visibility), highlighting defense/commercial crossover for aftermarket digital services. That contract could expand serviceable revenue and operational efficiency. Palantir Stock Rises on Iran Conflict—But Here’s the Real Story
• Positive Sentiment: A GE supplier won a JobsOhio grant to expand and add ~300 jobs in the Cincinnati area, which supports regional supply‑chain capacity for GE engines and services. GE Aerospace supplier gets JobsOhio grant for 300‑job expansion
• Neutral Sentiment: Analyst commentary and roundups (Zacks, Seeking Alpha) emphasize that recent upgrades and positive headlines matter but investors should separate short‑term momentum from long‑term fundamentals; these pieces are more interpretive than news‑moving. GE Aerospace: A Steady Trend Not Driven By Hype
• Neutral Sentiment: Market commentary highlights that analyst upgrades can drive short‑term flows but investors should evaluate whether growth and margin improvements justify the current multiple. Should You Invest in GE (GE) Based on Bullish Wall Street Views?
• Negative Sentiment: An AviationWeek opinion argues that a diversified corporate model can hold back aerospace firms; such commentary raises questions about capital allocation and focus—issues investors watch when valuation is high. Opinion: The Diversified Model Is Holding Back Aerospace Companies
• Negative Sentiment: Elevated valuation metrics (P/E ~41, PEG ~3.2) make the stock more susceptible to pullbacks and profit‑taking after recent gains, which helps explain downward pressure despite positive news.

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.