GE Aerospace (NYSE:GE – Get Free Report) had its price objective upped by BNP Paribas Exane from $290.00 to $300.00 in a note issued to investors on Wednesday,MarketScreener reports. The brokerage currently has an “underperform” rating on the stock. BNP Paribas Exane’s target price points to a potential upside of 6.09% from the company’s previous close.
Several other brokerages have also recently weighed in on GE. Citigroup dropped their target price on GE Aerospace from $380.00 to $353.00 and set a “buy” rating for the company in a report on Wednesday, April 1st. Sanford C. Bernstein increased their target price on GE Aerospace from $374.00 to $405.00 and gave the company an “outperform” rating in a report on Tuesday, March 3rd. TD Cowen dropped their target price on GE Aerospace from $350.00 to $330.00 and set a “buy” rating for the company in a report on Wednesday, April 8th. UBS Group dropped their target price on GE Aerospace from $357.00 to $350.00 and set a “buy” rating for the company in a report on Wednesday. Finally, JPMorgan Chase & Co. increased their target price on GE Aerospace from $325.00 to $335.00 and gave the company an “overweight” rating in a report on Monday, January 26th. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, three have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, GE Aerospace has an average rating of “Moderate Buy” and a consensus target price of $349.06.
View Our Latest Report on GE Aerospace
GE Aerospace Price Performance
GE Aerospace (NYSE:GE – Get Free Report) last issued its earnings results on Tuesday, April 21st. The company reported $1.86 earnings per share for the quarter, beating the consensus estimate of $1.60 by $0.26. The company had revenue of $11.61 billion during the quarter, compared to analysts’ expectations of $11.61 billion. GE Aerospace had a return on equity of 37.99% and a net margin of 17.86%.GE Aerospace’s quarterly revenue was up 24.6% compared to the same quarter last year. During the same period in the prior year, the business posted $1.49 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Equities analysts predict that GE Aerospace will post 7.38 earnings per share for the current fiscal year.
Insiders Place Their Bets
In other GE Aerospace news, SVP Amy L. Gowder sold 4,000 shares of the stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $305.73, for a total value of $1,222,920.00. Following the completion of the sale, the senior vice president owned 16,535 shares in the company, valued at approximately $5,055,245.55. This trade represents a 19.48% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, VP Robert M. Giglietti sold 3,035 shares of the 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 completion of the sale, the vice president owned 10,583 shares of the company’s stock, valued at approximately $3,233,212.33. This trade represents a 22.29% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 37,398 shares of company stock worth $11,455,491. 0.19% of the stock is currently owned by company insiders.
Institutional Investors Weigh In On GE Aerospace
Several institutional investors and hedge funds have recently bought and sold shares of the business. Vanguard Group Inc. lifted its holdings in GE Aerospace by 0.8% in the 4th quarter. Vanguard Group Inc. now owns 92,731,541 shares of the company’s stock worth $28,564,097,000 after buying an additional 699,364 shares during the period. Auto Owners Insurance Co raised its position in shares of GE Aerospace by 52,247.5% in the 4th quarter. Auto Owners Insurance Co now owns 65,721,281 shares of the company’s stock worth $2,024,413,000 after acquiring an additional 65,595,733 shares in the last quarter. State Street Corp raised its position in shares of GE Aerospace by 1.5% in the 4th quarter. State Street Corp now owns 45,240,802 shares of the company’s stock worth $13,951,570,000 after acquiring an additional 663,160 shares in the last quarter. Geode Capital Management LLC raised its position in shares of GE Aerospace by 1.3% in the 4th quarter. Geode Capital Management LLC now owns 24,774,942 shares of the company’s stock worth $7,615,200,000 after acquiring an additional 312,880 shares in the last quarter. Finally, Capital World Investors raised its position in shares of GE Aerospace by 16.2% in the 3rd quarter. Capital World Investors now owns 21,442,810 shares of the company’s stock worth $6,449,731,000 after acquiring an additional 2,995,054 shares in the last quarter. Hedge funds and other institutional investors own 74.77% of the company’s stock.
Key GE Aerospace News
Here are the key news stories impacting GE Aerospace this week:
- Positive Sentiment: Citi and other outlets pushed a “buy the dip” narrative after the earnings pullback, arguing fundamentals (robust demand, large services backlog) support a rebound. GE Stock Drops After Earnings. Citi Says Buy the Dip.
- Positive Sentiment: Wells Fargo initiated coverage with an Overweight and a $325 target, highlighting LEAP‑engine ramp prospects and multi‑year free cash flow upside. Wells Fargo Asserts GE Aerospace Growth Prospects
- Positive Sentiment: GE is rolling out workforce and MRO investments (Lifting Futures training program and new MRO/manufacturing commitments) that support capacity expansion and long‑term service revenue. GE Aerospace Foundation Announces Inaugural “Lifting Futures” Workforce Locations
- Neutral Sentiment: Analyst moves are mixed: some firms trimmed price targets but kept buy/overweight stances (Morgan Stanley, UBS, President Capital), while others maintain higher targets — signaling continued conviction but differing timing and valuation views. Morgan Stanley Lowers Price Target on GE Aerospace
- Neutral Sentiment: Industry MRO partnerships (e.g., AFI KLM / Woodward support for LEAP components) underscore growing LEAP ecosystem activity, which is structurally supportive for GE as CFM partner. (Industry release)
- Negative Sentiment: Management left FY‑2026 guidance essentially unchanged despite a strong quarter; that cautious outlook sparked the earlier sharp selloff (material market‑cap decline reported by outlets) as investors had hoped for raised guidance. Why GE Aerospace (GE) Stock Is Trading Lower Today
- Negative Sentiment: Several analyst notes and headlines highlight short‑term margin pressure and geopolitical/skip risks that could weigh on near‑term sentiment even if demand remains strong. GE loses $20B in market cap on earnings
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.
See Also
Receive News & Ratings for GE Aerospace Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for GE Aerospace and related companies with MarketBeat.com's FREE daily email newsletter.
