GE Aerospace (NYSE:GE) Coverage Initiated by Analysts at Daiwa Securities Group

Daiwa Securities Group began coverage on shares of GE Aerospace (NYSE:GE) in a report issued on Tuesday, Marketbeat reports. The brokerage issued a neutral rating and a $301.00 price target on the stock.

Other research analysts have also recently issued research reports about the stock. UBS Group set a $374.00 target price on shares of GE Aerospace and gave the company a “buy” rating in a research note on Friday, January 23rd. Sanford C. Bernstein boosted their price objective on GE Aerospace from $374.00 to $405.00 and gave the company an “outperform” rating in a research report on Tuesday, March 3rd. BNP Paribas Exane cut their target price on GE Aerospace from $305.00 to $290.00 and set an “underperform” rating for the company in a research report on Friday, January 23rd. Wolfe Research lifted their target price on GE Aerospace from $340.00 to $360.00 and gave the company an “outperform” rating in a research note on Monday, January 12th. Finally, Citigroup restated a “buy” rating and issued a $380.00 price target (up from $378.00) on shares of GE Aerospace in a research note on Friday, January 23rd. Sixteen equities research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, GE Aerospace currently has an average rating of “Moderate Buy” and an average target price of $329.44.

GE Aerospace Stock Up 3.7%

Shares of GE Aerospace stock opened at $283.28 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 has a 50-day moving average of $312.48 and a 200 day moving average of $306.82. The firm has a market cap of $297.10 billion, a price-to-earnings ratio of 34.80, a PEG ratio of 2.52 and a beta of 1.36. GE Aerospace has a 1 year low of $159.36 and a 1 year high of $348.48.

GE Aerospace (NYSE:GE) last posted its quarterly earnings data on Thursday, January 22nd. The company reported $1.57 earnings per share for the quarter, beating 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 during the quarter, compared to analyst estimates of $11.27 billion. During the same quarter last year, the company earned $1.32 EPS. The firm’s revenue for the quarter was up 17.6% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, sell-side analysts anticipate that GE Aerospace will post 5.4 earnings per share for the current fiscal year.

GE Aerospace Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, April 27th. Stockholders of record on Monday, March 9th will be paid a $0.47 dividend. This represents a $1.88 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Monday, March 9th. This is a positive change from GE Aerospace’s previous quarterly dividend of $0.36. GE Aerospace’s dividend payout ratio is 23.10%.

Insider Buying and Selling

In related news, SVP Russell Stokes sold 30,363 shares of the company’s 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 directly owned 150,434 shares in the company, valued at approximately $46,103,507.98. This represents a 16.79% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, 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 transaction, the senior vice president directly owned 16,535 shares in the company, valued at approximately $5,055,245.55. This represents a 19.48% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 37,398 shares of company stock worth $11,455,491 over the last three months. 0.19% of the stock is owned by insiders.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of GE. REAP Financial Group LLC bought a new stake in shares of GE Aerospace in the 3rd quarter valued at about $25,000. Blueline Advisors LLC bought a new position in shares of GE Aerospace during the 4th quarter worth approximately $25,000. Marquette Asset Management LLC purchased a new stake in GE Aerospace during the third quarter valued at approximately $26,000. Lavaca Capital LLC lifted its position in GE Aerospace by 1,666.7% during the second quarter. Lavaca Capital LLC now owns 106 shares of the company’s stock valued at $27,000 after acquiring an additional 100 shares during the last quarter. Finally, Barnes Dennig Private Wealth Management LLC boosted its stake 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 valued at $27,000 after acquiring an additional 53 shares in the last quarter. 74.77% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting GE Aerospace

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

• Positive Sentiment: Expanded supply‑chain footprint — GE Aerospace said it is widening its global aviation supply‑chain network, which should help secure parts, reduce lead times and support production ramp for commercial and defense engines. That underpins medium‑term revenue and delivery targets. GE Aerospace Expands Global Aviation Supply Chain Network
• Positive Sentiment: Shows up in GARP lists — GE appears in recent GARP (growth at a reasonable price) stock coverage, reinforcing investor interest from growth/value managers who favor companies with solid earnings momentum and reasonable valuations. This can support longer‑term demand for the shares. 4 GARP Stocks That Investors Can Scoop Up
• Positive Sentiment: Proxy/activist context — ADL and JLens urged shareholders to vote AGAINST a proxy proposal they say could harm GE’s defense business, signaling support from influential investor groups for GE’s existing defense strategy; a favorable vote outcome would remove near‑term policy uncertainty. ADL and JLens Urge GE Aerospace Shareholders to Vote AGAINST Proposal 7
• Neutral Sentiment: New coverage from Daiwa — Daiwa initiated coverage with a Neutral rating and a $301 price target, calling out strong fundamentals but warning that expectations already priced in the stock leave limited margin for error. The $301 target is modestly above current levels, so the report may temper some upside enthusiasm. Wall Street Split on GE Aerospace as Daiwa Sets $301 Target and Flags High Expectations
• Neutral Sentiment: Sector note: investors holding steady — BNP Paribas and other commentators say investors are generally holding their nerve in aerospace despite heightened conflict risks, implying demand for aerospace names like GE remains intact unless risks escalate. Investors hold their nerve on aerospace amid conflict risks: BNP Paribas
• Negative Sentiment: Short‑term geopolitical sell‑off — Earlier market moves knocked down several aerospace and industrial names after a geopolitical escalation headline; that produced intra‑day pressure on GE shares and highlights how sensitive the stock can be to conflict news even when fundamentals remain strong. Graham Corporation, Keysight, Flowserve, MasTec, and GE Aerospace Shares Plummet, What You Need To Know
• Negative Sentiment: Technical/strategy critique — Some chart analysts have flagged GE’s setup as less attractive than peers, which could trigger tactical selling by short‑term technical traders if momentum stalls. Dell, GE Aerospace: Only one has ‘one of the worst setups’ possible

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.