Morgan Stanley Lowers GE Aerospace (NYSE:GE) Price Target to $400.00

GE Aerospace (NYSE:GE) had its target price reduced by stock analysts at Morgan Stanley from $425.00 to $400.00 in a report released on Wednesday, Marketbeat.com reports. The brokerage currently has an “overweight” rating on the stock. Morgan Stanley’s price target points to a potential upside of 41.46% from the stock’s current price.

A number of other equities research analysts have also recently issued reports on GE. Citigroup dropped 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. Wells Fargo & Company assumed coverage on GE Aerospace in a research note on Wednesday, April 1st. They set an “overweight” rating and a $325.00 price objective on the stock. UBS Group set a $374.00 price objective on GE Aerospace and gave the stock a “buy” rating in a research note on Friday, January 23rd. TD Cowen dropped their price objective on GE Aerospace from $350.00 to $330.00 and set a “buy” rating on the stock in a research note on Wednesday, April 8th. Finally, Wolfe Research upped their price objective on GE Aerospace from $340.00 to $360.00 and gave the stock an “outperform” rating in a research note on Monday, January 12th. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $349.06.

GE Aerospace Trading Up 2.3%

NYSE GE opened at $282.77 on Wednesday. GE Aerospace has a 52 week low of $194.05 and a 52 week high of $348.48. The stock has a market capitalization of $295.03 billion, a price-to-earnings ratio of 34.82, a PEG ratio of 2.59 and a beta of 1.43. The company has a debt-to-equity ratio of 0.99, a quick ratio of 0.74 and a current ratio of 1.01. The stock’s 50 day moving average price is $309.41 and its two-hundred day moving average price is $306.71.

GE Aerospace (NYSE:GE) last announced its quarterly earnings data on Tuesday, April 21st. The company reported $1.86 earnings per share (EPS) 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 for the quarter, compared to analysts’ expectations of $11.61 billion. During the same quarter in the prior year, the business posted $1.49 EPS. The business’s revenue was up 24.6% compared to the same quarter last year. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, analysts anticipate that GE Aerospace will post 7.38 earnings per share for the current fiscal year.

Insider Activity at GE Aerospace

In related news, SVP Russell Stokes sold 30,363 shares of the stock in a transaction on Friday, January 30th. The stock was sold at an average price of $306.47, for a total value of $9,305,348.61. Following the sale, the senior vice president owned 150,434 shares in the company, valued at approximately $46,103,507.98. This represents a 16.79% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Amy L. Gowder sold 4,000 shares of the 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 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 disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 37,398 shares of company stock worth $11,455,491. Company insiders own 0.19% of the company’s stock.

Institutional Investors Weigh In On GE Aerospace

A number of large investors have recently added to or reduced their stakes in the business. Diversified Trust Co grew its holdings in shares of GE Aerospace by 21.3% during the 3rd quarter. Diversified Trust Co now owns 32,021 shares of the company’s stock worth $9,633,000 after purchasing an additional 5,625 shares in the last quarter. Cadinha & Co. LLC grew its holdings in shares of GE Aerospace by 154.8% during the 3rd 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 in the last quarter. Phoenix Financial Ltd. grew its holdings in shares of GE Aerospace by 34.3% during the 3rd 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 in the last quarter. Integrity Financial Corp WA acquired a new stake in shares of GE Aerospace during the 3rd quarter worth $481,000. Finally, Prime Capital Investment Advisors LLC grew its holdings in shares of GE Aerospace by 23.6% during the 3rd 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 in the last quarter. Institutional investors own 74.77% of the company’s stock.

GE Aerospace News Summary

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.