Sanford C. Bernstein Issues Positive Forecast for GE Aerospace (NYSE:GE) Stock Price

GE Aerospace (NYSE:GE) had its price objective increased by Sanford C. Bernstein from $374.00 to $405.00 in a report issued on Tuesday,Benzinga reports. The firm currently has an outperform rating on the stock.

Other equities analysts have also issued reports about the stock. Weiss Ratings reissued a “buy (b)” rating on shares of GE Aerospace in a research report on Thursday, January 22nd. TD Cowen raised their target price on shares of GE Aerospace from $330.00 to $350.00 and gave the stock a “buy” rating in a report on Wednesday, January 14th. Citigroup reaffirmed a “buy” rating and set a $380.00 target price (up from $378.00) on shares of GE Aerospace in a report on Friday, January 23rd. Morgan Stanley assumed coverage on GE Aerospace in a research report on Friday, February 20th. They set an “overweight” rating and a $425.00 target price on the stock. Finally, The Goldman Sachs Group upped their target price on shares of GE Aerospace from $338.00 to $350.00 and gave the stock a “buy” rating in a report on Friday, January 23rd. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $331.12.

GE Aerospace Price Performance

Shares of GE opened at $334.16 on Tuesday. 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 company’s fifty day moving average price is $318.82 and its 200-day moving average price is $302.82. GE Aerospace has a 1-year low of $159.36 and a 1-year high of $348.48. The firm has a market capitalization of $350.47 billion, a PE ratio of 41.05, a price-to-earnings-growth ratio of 3.19 and a beta of 1.36.

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

GE Aerospace Increases Dividend

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

Insiders Place Their Bets

In other news, SVP Amy L. Gowder sold 4,000 shares of GE Aerospace 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 transaction, the senior vice president directly owned 16,535 shares of the company’s stock, valued at $5,055,245.55. The trade was a 19.48% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, VP Robert M. Giglietti sold 3,035 shares of the company’s stock in a transaction that occurred on Friday, January 30th. The shares were sold at an average price of $305.51, for a total value of $927,222.85. Following 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 disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 37,398 shares of company stock valued at $11,455,491. 0.21% of the stock is owned by corporate insiders.

Institutional Trading of GE Aerospace

A number of institutional investors have recently added to or reduced their stakes in GE. Norges Bank purchased a new position in GE Aerospace in the 4th quarter valued at approximately $4,444,736,000. Capital World Investors grew its stake in GE Aerospace by 16.2% in the 3rd quarter. Capital World Investors now owns 21,442,810 shares of the company’s stock valued at $6,449,731,000 after acquiring an additional 2,995,054 shares during the last quarter. Corient Private Wealth LLC increased its holdings in GE Aerospace by 382.1% during the 4th quarter. Corient Private Wealth LLC now owns 2,757,281 shares of the company’s stock valued at $849,325,000 after acquiring an additional 2,185,321 shares in the last quarter. Northwestern Mutual Wealth Management Co. increased its holdings in GE Aerospace by 1,200.7% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,847,011 shares of the company’s stock valued at $568,935,000 after acquiring an additional 1,705,005 shares in the last quarter. Finally, Jennison Associates LLC raised its position in GE Aerospace by 21.5% during the third quarter. Jennison Associates LLC now owns 8,430,878 shares of the company’s stock worth $2,536,177,000 after acquiring an additional 1,494,541 shares during the last quarter. Hedge funds and other institutional investors own 74.77% of the company’s stock.

GE Aerospace News Roundup

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.