GE Aerospace (NYSE:GE – Free Report) had its price target raised by UBS Group from $426.00 to $435.00 in a research report report published on Friday, Marketbeat.com reports. UBS Group currently has a buy rating on the stock.
Several other equities analysts have also commented on the stock. Jefferies Financial Group increased their price objective on shares of GE Aerospace from $365.00 to $455.00 and gave the company a “buy” rating in a research report on Thursday, July 2nd. Citigroup restated a “buy” rating and set a $431.00 target price (up from $353.00) on shares of GE Aerospace in a research report on Wednesday, July 1st. Morgan Stanley lowered their price target on shares of GE Aerospace from $425.00 to $400.00 and set an “overweight” rating for the company in a report on Wednesday, April 22nd. Susquehanna reissued a “positive” rating and set a $430.00 price objective (up from $380.00) on shares of GE Aerospace in a research note on Thursday, July 9th. Finally, TD Cowen restated a “buy” rating and set a $380.00 price objective (up from $330.00) on shares of GE Aerospace in a research report on Monday. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $370.33.
View Our Latest Research Report on GE Aerospace
GE Aerospace Stock Performance
GE Aerospace (NYSE:GE – Get Free Report) last posted its quarterly earnings results on Thursday, July 16th. The company reported $2.02 EPS for the quarter, topping analysts’ consensus estimates of $1.86 by $0.16. GE Aerospace had a return on equity of 40.56% and a net margin of 17.72%.The company had revenue of $12.63 billion for the quarter, compared to analysts’ expectations of $11.87 billion. During the same period in the previous year, the firm earned $1.66 EPS. The firm’s revenue was up 21.1% compared to the same quarter last year. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. Equities analysts anticipate that GE Aerospace will post 7.75 earnings per share for the current fiscal year.
GE Aerospace Announces Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Monday, July 27th. Stockholders of record on Monday, July 6th will be issued a dividend of $0.47 per share. The ex-dividend date is Monday, July 6th. This represents a $1.88 annualized dividend and a dividend yield of 0.5%. GE Aerospace’s dividend payout ratio is 23.15%.
Institutional Investors Weigh In On GE Aerospace
Several institutional investors and hedge funds have recently made changes to their positions in the stock. Vanguard Group Inc. boosted its stake 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 worth $28,564,097,000 after acquiring an additional 699,364 shares during the last quarter. Auto Owners Insurance Co boosted its stake in GE Aerospace by 52,247.5% during the 4th quarter. Auto Owners Insurance Co now owns 65,721,281 shares of the company’s stock worth $2,024,413,000 after purchasing an additional 65,595,733 shares during the last quarter. State Street Corp boosted its stake in GE Aerospace by 1.5% during the 4th quarter. State Street Corp now owns 45,240,802 shares of the company’s stock worth $13,951,570,000 after purchasing an additional 663,160 shares during the last quarter. Geode Capital Management LLC grew its holdings in shares of GE Aerospace by 1.3% during the fourth quarter. Geode Capital Management LLC now owns 24,774,942 shares of the company’s stock worth $7,615,200,000 after buying an additional 312,880 shares in the last quarter. Finally, Norges Bank purchased a new stake in shares of GE Aerospace during the fourth quarter worth $4,444,736,000. 74.77% of the stock is currently owned by institutional investors and hedge funds.
GE Aerospace News Roundup
Here are the key news stories impacting GE Aerospace this week:
- Positive Sentiment: GE Aerospace beat Q2 estimates, posting $2.02 EPS on $12.63 billion in revenue, and raised its FY 2026 outlook to $7.65-$7.85 EPS, signaling stronger profit, cash flow, and demand momentum. Article: GE Aerospace lifts 2026 forecast as airlines keep up maintenance spending
- Positive Sentiment: Several reports highlighted resilient commercial services and maintenance demand, which supports the company’s longer-term earnings power and helped analysts say the stock may still have room to run. Article: GE Q2 Earnings Call Points to a Higher 2026 Ceiling
- Positive Sentiment: UBS raised its price target on GE Aerospace to $435 and reiterated a buy rating, reinforcing the view that fundamentals remain strong after earnings.
- Positive Sentiment: The CFM LEAP 1B durability kit was approved, a product and aftermarket development that may help support future engine service revenue. Article: GE Aerospace Says CFM Leap 1B Durability Kit Approved
- Neutral Sentiment: CEO Larry Culp said there are “no victory laps,” suggesting management sees execution and supply chain issues as the main challenge even after a record quarter. Article: GE Aerospace Has a Record Quarter. Larry Culp Says ‘No Victory Laps’
- Neutral Sentiment: Some coverage noted that backlog remains huge, but slowing order growth and ongoing delivery constraints are tempering enthusiasm and keeping valuation concerns in focus. Article: GE boosts profit outlook but stock falls as booming order growth cools
- Negative Sentiment: The stock is under pressure because investors appear to be taking profits after a strong run and are worried the valuation is already rich, even with the improved guidance. Article: GE Aerospace Q2 earnings top estimates as commercial services drive growth
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.
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