Royal Bank Of Canada Reiterates “Outperform” Rating for GE Aerospace (NYSE:GE)

GE Aerospace (NYSE:GE)‘s stock had its “outperform” rating reaffirmed by research analysts at Royal Bank Of Canada in a report issued on Wednesday,Benzinga reports. They currently have a $355.00 target price on the stock. Royal Bank Of Canada’s price target suggests a potential upside of 25.54% from the stock’s current price.

Several other research analysts have also recently commented on GE. Morgan Stanley reduced their target price on GE Aerospace from $425.00 to $400.00 and set an “overweight” rating for the company in a research report on Wednesday. The Goldman Sachs Group raised their target price on GE Aerospace from $338.00 to $350.00 and gave the stock a “buy” rating in a research report on Friday, January 23rd. Susquehanna reaffirmed a “positive” rating and issued a $380.00 target price on shares of GE Aerospace in a research report on Thursday, January 15th. JPMorgan Chase & Co. raised their target price on GE Aerospace from $325.00 to $335.00 and gave the stock an “overweight” rating in a research report on Monday, January 26th. Finally, Wolfe Research raised their target price on GE Aerospace from $340.00 to $360.00 and gave the stock an “outperform” rating in a research report on Monday, January 12th. One 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 company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $349.06.

GE Aerospace Trading Up 2.3%

Shares of GE opened at $282.77 on Wednesday. GE Aerospace has a 12-month low of $194.05 and a 12-month high of $348.48. The company has a quick ratio of 0.74, a current ratio of 1.01 and a debt-to-equity ratio of 0.99. The firm has a market capitalization of $295.03 billion, a price-to-earnings ratio of 34.82, a P/E/G ratio of 2.59 and a beta of 1.43. The stock’s 50-day moving average price is $309.41 and its 200 day moving average price is $306.71.

GE Aerospace (NYSE:GE) last issued its quarterly earnings results on Tuesday, April 21st. The company reported $1.86 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.60 by $0.26. The firm had revenue of $11.61 billion for the quarter, compared to analyst estimates of $11.61 billion. GE Aerospace had a return on equity of 37.99% and a net margin of 17.86%.The company’s quarterly revenue was up 24.6% compared to the same quarter last year. During the same period in the previous year, the company posted $1.49 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, research analysts predict that GE Aerospace will post 7.38 earnings per share for the current year.

Insiders Place Their Bets

In other GE Aerospace news, SVP Amy L. Gowder sold 4,000 shares of the stock in a transaction 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 completion of the transaction, the senior vice president directly owned 16,535 shares in the company, valued at $5,055,245.55. This represents a 19.48% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, VP Robert M. Giglietti sold 3,035 shares of the 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 of the company’s stock, valued at $3,233,212.33. This represents a 22.29% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 37,398 shares of company stock worth $11,455,491 over the last three months. 0.19% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in the business. Vanguard Group Inc. raised its holdings in shares of GE Aerospace by 0.8% in the fourth quarter. Vanguard Group Inc. now owns 92,731,541 shares of the company’s stock valued at $28,564,097,000 after buying an additional 699,364 shares during the last quarter. Auto Owners Insurance Co raised its holdings in shares of GE Aerospace by 52,247.5% in the fourth quarter. Auto Owners Insurance Co now owns 65,721,281 shares of the company’s stock valued at $2,024,413,000 after buying an additional 65,595,733 shares during the last quarter. State Street Corp raised its holdings in shares of GE Aerospace by 1.5% in the fourth quarter. State Street Corp now owns 45,240,802 shares of the company’s stock valued at $13,951,570,000 after buying an additional 663,160 shares during the last quarter. Geode Capital Management LLC raised its holdings in shares of GE Aerospace by 1.3% in the fourth quarter. Geode Capital Management LLC now owns 24,774,942 shares of the company’s stock valued at $7,615,200,000 after buying an additional 312,880 shares during the last quarter. Finally, Capital World Investors raised its holdings in shares of GE Aerospace by 16.2% in the third quarter. Capital World Investors now owns 21,442,810 shares of the company’s stock valued at $6,449,731,000 after buying an additional 2,995,054 shares during the last quarter. 74.77% of the stock is owned by institutional investors.

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.