GE Aerospace (NYSE:GE) Price Target Cut to $353.00 by Analysts at Citigroup

GE Aerospace (NYSE:GE) had its price target trimmed by Citigroup from $380.00 to $353.00 in a report released on Wednesday,MarketScreener reports. The brokerage currently has a buy rating on the stock.

GE has been the topic of a number of other reports. Wall Street Zen raised GE Aerospace from a “hold” rating to a “buy” rating in a research report on Saturday, March 21st. TD Cowen raised 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. Wells Fargo & Company initiated coverage on shares of GE Aerospace in a research note on Wednesday. They issued an “overweight” rating and a $325.00 price target for the company. Zacks Research cut shares of GE Aerospace from a “strong-buy” rating to a “hold” rating in a report on Tuesday, March 24th. Finally, JPMorgan Chase & Co. increased their price objective on shares of GE Aerospace from $325.00 to $335.00 and gave the company an “overweight” rating in a research note on Monday, January 26th. Sixteen research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, GE Aerospace currently has an average rating of “Moderate Buy” and an average price target of $343.89.

GE Aerospace Stock Up 3.4%

Shares of GE Aerospace stock opened at $293.34 on Wednesday. GE Aerospace has a 1-year low of $159.36 and a 1-year high of $348.48. The company has a market capitalization of $307.66 billion, a PE ratio of 36.04, a P/E/G ratio of 2.62 and a beta of 1.43. 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 business has a 50-day moving average of $311.98 and a 200-day moving average of $306.72.

GE Aerospace (NYSE:GE) last released its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, topping the consensus estimate of $1.43 by $0.14. The business had revenue of $11.90 billion for 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%.The company’s revenue was up 17.6% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, equities analysts forecast that GE Aerospace will post 5.4 EPS for the current fiscal year.

GE Aerospace Increases Dividend

The company 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. The ex-dividend date of this dividend is Monday, March 9th. This represents a $1.88 dividend on an annualized basis and a yield of 0.6%. This is a boost from GE Aerospace’s previous quarterly dividend of $0.36. GE Aerospace’s dividend payout ratio (DPR) is 23.10%.

Insider Transactions at GE Aerospace

In related news, SVP Amy L. Gowder sold 4,000 shares of the company’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $305.73, for a total transaction of $1,222,920.00. Following 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 transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, VP Robert M. Giglietti sold 3,035 shares of the firm’s stock in a transaction on Friday, January 30th. The stock was sold at an average price of $305.51, for a total value of $927,222.85. Following the transaction, the vice president owned 10,583 shares in the company, 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. In the last quarter, insiders sold 37,398 shares of company stock worth $11,455,491. 0.19% of the stock is currently owned by corporate insiders.

Institutional Trading of GE Aerospace

Institutional investors have recently added to or reduced their stakes in the business. REAP Financial Group LLC acquired a new position in shares of GE Aerospace in the 3rd quarter valued at about $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. Lavaca Capital LLC lifted its holdings in GE Aerospace by 1,666.7% in the second quarter. Lavaca Capital LLC now owns 106 shares of the company’s stock worth $27,000 after acquiring an additional 100 shares during the last quarter. Finally, 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. Institutional investors own 74.77% of the company’s stock.

Key Stories Impacting GE Aerospace

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

• Positive Sentiment: Large, growing backlog and stronger-than-expected results support revenue visibility and justify premium valuation — investors see persistent engine demand underpinning future cash flow. GE Aerospace Is Down 14% This Month While Its $190 Billion Backlog Keeps Growing
• Positive Sentiment: GE is ramping investments in MRO and manufacturing capacity to shorten turn times and meet heavy engine demand — a potential catalyst for margin expansion and faster revenue recognition. GE’s Investment in Manufacturing Capacity
• Positive Sentiment: Wells Fargo initiated/featured GE as an aero/defense pick and set an Overweight stance, signaling institutional buy-side support that can help the stock bid. GE, Boeing, and 3 More Aero and Defense Plays
• Positive Sentiment: GE expanded its global aviation supply-chain network and maintained industrial leadership in S&P 500 funds — enhancements to resiliency and index positioning can support demand for the stock. GE Aerospace Expands Global Aviation Supply Chain Network GE Aerospace Maintains Industrial Leadership In S&P 500 Fund
• Neutral Sentiment: Citigroup trimmed its price target to $353 but kept a Buy rating — reduces upside but leaves analyst support intact. Citigroup Adjusts GE Aerospace Price Target
• Neutral Sentiment: Daiwa initiated coverage with a Neutral rating and a $301 target, highlighting that strong fundamentals leave limited margin for error — contributes to mixed analyst signals. Wall Street Split on GE Aerospace as Daiwa Sets $301 Target
• Negative Sentiment: Broader market/geopolitical volatility (reports of conflict-related threats) has pressured aero/defense names and contributed to recent intra-month weakness — a risk to short-term sentiment. Shares Plummet Amid Geopolitical Headlines

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.