GE Aerospace (NYSE:GE) Receives Consensus Recommendation of “Moderate Buy” from Analysts

GE Aerospace (NYSE:GE) has been given a consensus rating of “Moderate Buy” by the nineteen brokerages that are currently covering the company, Marketbeat reports. One analyst has rated the stock with a sell rating, two have given a hold rating and sixteen have issued a buy rating on the company. The average 1-year target price among brokerages that have issued a report on the stock in the last year is $331.1176.

Several equities research analysts recently issued reports on GE shares. Zacks Research downgraded GE Aerospace from a “strong-buy” rating to a “hold” rating in a report on Tuesday, March 24th. Sanford C. Bernstein lifted their target price on GE Aerospace from $374.00 to $405.00 and gave the company an “outperform” rating in a research report on Tuesday, March 3rd. Deutsche Bank Aktiengesellschaft boosted their price target on shares of GE Aerospace from $375.00 to $387.00 and gave the stock a “buy” rating in a research note on Friday, January 23rd. TD Cowen increased their price target on shares of GE Aerospace from $330.00 to $350.00 and gave the stock a “buy” rating in a research report on Wednesday, January 14th. Finally, Morgan Stanley assumed coverage on shares of GE Aerospace in a research note on Friday, February 20th. They issued an “overweight” rating and a $425.00 price objective for the company.

GE Aerospace Stock Down 0.8%

GE Aerospace stock opened at $283.00 on Friday. GE Aerospace has a fifty-two week low of $159.36 and a fifty-two week high of $348.48. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.74 and a current ratio of 1.04. The firm has a 50 day moving average price of $314.11 and a 200 day moving average price of $306.70. The company has a market capitalization of $296.81 billion, a PE ratio of 34.77, a price-to-earnings-growth ratio of 2.61 and a beta of 1.36.

GE Aerospace (NYSE:GE) last released its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, topping analysts’ consensus estimates of $1.43 by $0.14. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.The company had revenue of $11.90 billion for the quarter, compared to analysts’ expectations of $11.27 billion. During the same period in the prior year, the firm earned $1.32 earnings per share. The firm’s revenue was up 17.6% compared to the same quarter last year. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Research analysts expect that GE Aerospace will post 5.4 earnings per share for the current year.

GE Aerospace Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, April 27th. Shareholders of record on Monday, March 9th will be issued a dividend of $0.47 per share. This is a boost from GE Aerospace’s previous quarterly dividend of $0.36. The ex-dividend date is Monday, March 9th. This represents a $1.88 dividend on an annualized basis and a yield of 0.7%. GE Aerospace’s dividend payout ratio (DPR) is currently 23.10%.

GE Aerospace News Summary

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

• Positive Sentiment: Jim Cramer singled out GE Aerospace as a “huge winner,” which has driven investor interest and helped the stock’s recent outperformance. Read More.
• Positive Sentiment: GE Aerospace is planning a €110 million European site expansion with workforce development — a capacity and supply-chain investment that supports higher production for recovering commercial aviation demand. Read More.
• Positive Sentiment: Market commentary highlights aviation strength as a tailwind for GE Aerospace and S&P futures, reinforcing demand expectations for engines, services and aftermarket revenue. Read More.
• Neutral Sentiment: An industry comparison reviews how GE’s engine families stack up against Rolls‑Royce’s Trent series — useful context on competitiveness but not an immediate catalyst unless product wins or specs change market share. Read More.
• Negative Sentiment: Zacks Research downgraded GE Aerospace from “strong-buy” to “hold,” a change that can pressure sentiment and trigger short-term selling by momentum-focused investors. Read More.
• Negative Sentiment: Competitive dynamics: coverage of RTX/Pratt & Whitney highlights how rival engine programs and strong aftermarket services at competitors could limit GE Aerospace’s share gains and margin expansion in some segments. Read More.

Insider Buying and Selling at GE Aerospace

In other GE Aerospace news, SVP Amy L. Gowder sold 4,000 shares of the business’s stock in a transaction 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 transaction, the senior vice president owned 16,535 shares in the company, valued at $5,055,245.55. The trade was a 19.48% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, SVP Russell Stokes sold 30,363 shares of the company’s stock in a transaction on Friday, January 30th. The stock was sold at an average price of $306.47, for a total value of $9,305,348.61. Following the sale, the senior vice president directly owned 150,434 shares in the company, valued at $46,103,507.98. This represents a 16.79% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 37,398 shares of company stock valued at $11,455,491 in the last 90 days. Company insiders own 0.19% of the company’s stock.

Institutional Investors Weigh In On GE Aerospace

Large investors have recently bought and sold shares of the stock. Brighton Jones LLC lifted its stake in GE Aerospace by 25.3% in the fourth quarter. Brighton Jones LLC now owns 12,008 shares of the company’s stock worth $2,003,000 after acquiring an additional 2,421 shares during the last quarter. Revolve Wealth Partners LLC raised its holdings in shares of 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 purchasing an additional 150 shares in the last quarter. Sivia Capital Partners LLC raised its holdings in shares of GE Aerospace by 4.6% in 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. Elevation Point Wealth Partners LLC lifted its position in shares of GE Aerospace by 17.6% during the 2nd quarter. Elevation Point Wealth Partners LLC now owns 2,643 shares of the company’s stock worth $680,000 after purchasing an additional 396 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. lifted its position in shares of GE Aerospace by 11.3% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 130,198 shares of the company’s stock worth $33,512,000 after purchasing an additional 13,212 shares during the last quarter. Hedge funds and other institutional investors own 74.77% of the company’s stock.

About GE Aerospace

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.