GE Aerospace (NYSE:GE) Given New $350.00 Price Target at UBS Group

GE Aerospace (NYSE:GE) had its price target decreased by UBS Group from $357.00 to $350.00 in a research note released on Wednesday morning,Benzinga reports. UBS Group currently has a buy rating on the stock.

A number of other research firms also recently weighed in on GE. President Capital cut their price target on GE Aerospace from $355.00 to $342.00 and set a “buy” rating for the company in a research note on Wednesday. Wolfe Research raised their price target on GE Aerospace from $340.00 to $360.00 and gave the stock an “outperform” rating in a research note on Monday, January 12th. Citigroup cut their price objective on GE Aerospace from $380.00 to $353.00 and set a “buy” rating on the stock in a research note on Wednesday, April 1st. The Goldman Sachs Group raised their price objective on GE Aerospace from $338.00 to $350.00 and gave the company a “buy” rating in a research note on Friday, January 23rd. Finally, Sanford C. Bernstein raised their price objective on GE Aerospace from $374.00 to $405.00 and gave the company an “outperform” rating in a research note on Tuesday, March 3rd. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $348.50.

GE Aerospace Stock Down 3.7%

GE opened at $276.03 on Wednesday. GE Aerospace has a fifty-two week low of $192.57 and a fifty-two week high of $348.48. The business has a 50-day moving average of $310.02 and a 200-day moving average of $306.87. The company has a debt-to-equity ratio of 0.99, a current ratio of 1.01 and a quick ratio of 0.74. The company has a market capitalization of $289.50 billion, a PE ratio of 33.99, a price-to-earnings-growth ratio of 2.71 and a beta of 1.43.

GE Aerospace (NYSE:GE) last posted its quarterly earnings results on Tuesday, April 21st. The company reported $1.86 earnings per share for the quarter, topping analysts’ consensus estimates of $1.60 by $0.26. GE Aerospace had a return on equity of 37.99% and a net margin of 17.86%.The company had revenue of $11.61 billion during the quarter, compared to the consensus estimate of $11.61 billion. During the same period last year, the business earned $1.49 EPS. The business’s quarterly revenue was up 24.6% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Equities research analysts forecast that GE Aerospace will post 7.34 EPS for the current fiscal 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 $0.47 dividend. This is an increase from GE Aerospace’s previous quarterly dividend of $0.36. 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 0.7%. GE Aerospace’s payout ratio is 23.10%.

Insider Buying and Selling at GE Aerospace

In other news, SVP Russell Stokes sold 30,363 shares of GE Aerospace stock in a transaction that occurred on Friday, January 30th. The stock was sold at an average price of $306.47, for a total transaction of $9,305,348.61. Following the sale, 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 position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, VP Robert M. Giglietti sold 3,035 shares of GE Aerospace stock in a transaction that occurred 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 sale, the vice president directly owned 10,583 shares in the company, valued at $3,233,212.33. The trade was a 22.29% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 37,398 shares of company stock valued at $11,455,491 in the last 90 days. 0.19% of the stock is currently owned by insiders.

Institutional Trading of GE Aerospace

Several institutional investors have recently modified their holdings of the company. Diversified Trust Co raised its position in shares of GE Aerospace by 21.3% during the third quarter. Diversified Trust Co now owns 32,021 shares of the company’s stock worth $9,633,000 after acquiring an additional 5,625 shares during the last quarter. Cadinha & Co. LLC increased its position in GE Aerospace by 154.8% in the third quarter. Cadinha & Co. LLC now owns 97,280 shares of the company’s stock worth $29,264,000 after purchasing an additional 59,106 shares during the period. Phoenix Financial Ltd. increased its position in GE Aerospace by 34.3% in the third quarter. Phoenix Financial Ltd. now owns 22,632 shares of the company’s stock worth $6,808,000 after purchasing an additional 5,775 shares during the period. Integrity Financial Corp WA acquired a new stake in GE Aerospace in the third quarter worth about $481,000. Finally, Prime Capital Investment Advisors LLC increased its position in GE Aerospace by 23.6% in the third quarter. Prime Capital Investment Advisors LLC now owns 51,105 shares of the company’s stock worth $15,373,000 after purchasing an additional 9,750 shares during the period. Institutional investors and hedge funds own 74.77% of the company’s stock.

Key Headlines Impacting GE Aerospace

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

• Positive Sentiment: Q1 beat and demand strength — GE reported adjusted EPS of $1.86 (above estimates) with revenue and orders surging (orders up ~80–87%), and a commercial services backlog above $170B, showing strong near‑term cash/earnings visibility. GE Aerospace (GE) Q1 2026 Earnings Call Highlights
• Positive Sentiment: Ongoing analyst conviction — several firms reaffirmed buys/overweights (and new coverage from Wells Fargo with an Overweight and $325 PT), signaling continued analyst confidence in longer‑term growth from LEAP ramp and services. Wells Fargo Asserts GE Aerospace (GE) Growth Prospects on Leap SV Ramp
• Neutral Sentiment: Strategic investments — GE announced workforce and MRO/manufacturing investments (Lifting Futures program) that support long‑term capacity and talent pipeline but are unlikely to swing near‑term results materially. GE Aerospace Foundation Announces Inaugural “Lifting Futures” Workforce Locations
• Negative Sentiment: Unchanged/tepid guidance and risk warnings — management maintained FY26 guidance (EPS 7.10–7.40) which sits slightly below street consensus and flagged headwinds from rising jet fuel/oil costs and Middle East geopolitical risk; investors punished the stock despite the beat. GE Aerospace raises profit outlook, warns on oil prices
• Negative Sentiment: Analyst PT trims and market reaction — several firms pared price targets (Morgan Stanley, UBS, President Capital, TD Cowen trims noted) and the stock lost significant market value on heavy volume as sellers focused on the guide/risk comments rather than the beat. Where Do Analysts Stand on GE Aerospace Stock (GE) Post Q1 Earnings?
• Negative Sentiment: Relative performance vs. spinoff — GE Vernova’s blowout quarter and big rally on the same day contrasted with GE Aerospace’s decline, amplifying headline pressure on GE Aerospace shares. GE Vernova Zooms 13%, GE Aerospace Loses 5 as Earnings Day Fractures the Family

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.