GE Aerospace (NYSE:GE) Receives Average Rating of “Moderate Buy” from Brokerages

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

A number of analysts have recently issued reports on the company. JPMorgan Chase & Co. lifted their target price on GE Aerospace from $325.00 to $335.00 and gave the stock an “overweight” rating in a research report on Monday, January 26th. Zacks Research upgraded GE Aerospace from a “hold” rating to a “strong-buy” rating in a report on Tuesday, January 27th. Wall Street Zen lowered GE Aerospace from a “buy” rating to a “hold” rating in a research report on Saturday, February 21st. TD Cowen increased their target price on GE Aerospace from $330.00 to $350.00 and gave the company a “buy” rating in a research note on Wednesday, January 14th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of GE Aerospace in a research note on Thursday, January 22nd.

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 Stock Performance

Shares of NYSE:GE opened at $334.16 on Wednesday. The business’s 50-day simple moving average is $318.82 and its 200 day simple moving average is $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. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.74 and a current ratio of 1.04. GE Aerospace has a one year low of $159.36 and a one year high of $348.48.

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

GE Aerospace Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, April 27th. Stockholders of record on Monday, March 9th will be given a $0.47 dividend. This represents a $1.88 annualized dividend and a dividend yield of 0.6%. 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. GE Aerospace’s payout ratio is presently 17.69%.

Insider Activity

In other news, SVP Russell Stokes sold 30,363 shares of the stock in a transaction dated Friday, January 30th. The shares were sold at an average price of $306.47, for a total transaction of $9,305,348.61. Following the transaction, the senior vice president owned 150,434 shares of the company’s stock, valued at approximately $46,103,507.98. This trade represents a 16.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, VP Robert M. Giglietti sold 3,035 shares of the business’s stock in a transaction dated Friday, January 30th. The shares were sold at an average price of $305.51, for a total value of $927,222.85. Following the completion of the sale, the vice president directly owned 10,583 shares of the company’s stock, valued at approximately $3,233,212.33. This represents a 22.29% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 37,398 shares of company stock worth $11,455,491. 0.21% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On GE Aerospace

Several institutional investors and hedge funds have recently made changes to their positions in the company. REAP Financial Group LLC acquired a new stake in shares of GE Aerospace during the third quarter worth $25,000. Blueline Advisors LLC bought a new stake in shares of GE Aerospace during the 4th quarter valued at about $25,000. Marquette Asset Management LLC acquired a new stake in GE Aerospace during the third quarter worth about $26,000. Barnes Dennig Private Wealth Management LLC lifted its holdings in GE Aerospace by 147.2% in the third quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company’s stock worth $27,000 after acquiring an additional 53 shares during the last quarter. Finally, Bare Financial Services Inc lifted its holdings in GE Aerospace by 81.1% in the second quarter. Bare Financial Services Inc now owns 96 shares of the company’s stock worth $25,000 after acquiring an additional 43 shares during the last quarter. 74.77% of the stock is owned by institutional investors and hedge funds.

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.