GE Aerospace (NYSE:GE – Free Report) had its price objective hoisted by Deutsche Bank Aktiengesellschaft from $375.00 to $387.00 in a report issued on Friday morning, Marketbeat reports. They currently have a buy rating on the stock.
GE has been the topic of a number of other research reports. UBS Group set a $374.00 target price on GE Aerospace and gave the stock a “buy” rating in a research note on Friday. Susquehanna reaffirmed a “positive” rating and set a $380.00 price objective on shares of GE Aerospace in a research note on Thursday, January 15th. Citigroup reiterated a “buy” rating and issued a $380.00 target price (up from $378.00) on shares of GE Aerospace in a research note on Friday. TD Cowen increased their price target on shares of GE Aerospace from $330.00 to $350.00 and gave the stock a “buy” rating in a report on Wednesday, January 14th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating on shares of GE Aerospace in a report on Monday, October 27th. Sixteen equities research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $318.41.
Read Our Latest Analysis on GE Aerospace
GE Aerospace Price Performance
GE Aerospace (NYSE:GE – Get Free Report) last posted its quarterly earnings data on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, topping the consensus estimate of $1.43 by $0.14. The business had revenue of $12.72 billion during the quarter, compared to the consensus estimate of $11.27 billion. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The business’s revenue for the quarter was up 17.6% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, equities analysts forecast that GE Aerospace will post 5.4 earnings per share for the current fiscal year.
GE Aerospace Dividend Announcement
The company also recently announced a quarterly dividend, which will be paid on Monday, January 26th. Shareholders of record on Monday, December 29th will be paid a dividend of $0.36 per share. The ex-dividend date of this dividend is Monday, December 29th. This represents a $1.44 dividend on an annualized basis and a yield of 0.5%. GE Aerospace’s payout ratio is 19.23%.
Insider Activity at GE Aerospace
In other GE Aerospace news, SVP Russell Stokes sold 8,000 shares of GE Aerospace stock in a transaction on Wednesday, November 19th. The stock was sold at an average price of $297.71, for a total value of $2,381,680.00. Following the sale, the senior vice president owned 150,434 shares in the company, valued at $44,785,706.14. The trade was a 5.05% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 0.21% of the company’s stock.
Institutional Trading of GE Aerospace
Hedge funds have recently added to or reduced their stakes in the company. Ameriflex Group Inc. lifted its stake in shares of GE Aerospace by 23.5% in the 2nd quarter. Ameriflex Group Inc. now owns 1,742 shares of the company’s stock valued at $437,000 after purchasing an additional 331 shares in the last quarter. Diversified Trust Co raised its holdings in GE Aerospace by 21.3% in the third quarter. Diversified Trust Co now owns 32,021 shares of the company’s stock valued at $9,633,000 after buying an additional 5,625 shares during the period. Cadinha & Co. LLC lifted its position in GE Aerospace by 154.8% during the third quarter. Cadinha & Co. LLC now owns 97,280 shares of the company’s stock valued at $29,264,000 after buying an additional 59,106 shares in the last quarter. Police & Firemen s Retirement System of New Jersey grew its stake in GE Aerospace by 1.8% during the second quarter. Police & Firemen s Retirement System of New Jersey now owns 159,682 shares of the company’s stock worth $41,101,000 after buying an additional 2,779 shares during the period. Finally, Czech National Bank grew its stake in GE Aerospace by 3.3% during the third quarter. Czech National Bank now owns 269,330 shares of the company’s stock worth $81,020,000 after buying an additional 8,668 shares during the period. Institutional investors and hedge funds 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: Q4 results beat and big order/backlog momentum — GE reported better‑than‑expected Q4 EPS and revenue, with record LEAP deliveries, a large order surge and aftermarket strength that support profit and cash‑flow upside. Is GE Stock Fully Valued Around $300?
- Positive Sentiment: Company guidance and profit outlook point higher — Management raised FY‑2026 profit guidance above some estimates citing high‑margin aftermarket demand, which supports medium‑term earnings upgrades. GE forecasts 2026 profit above estimates
- Positive Sentiment: Analyst upgrades/price target increases from major bulge‑bracket firms — Goldman Sachs and Deutsche Bank raised price targets and remain Buy, signalling meaningful upside from current levels. Goldman Sachs raises PT to $350 Deutsche Bank raises PT to $387
- Neutral Sentiment: MarketBeat view: pullback is a buying setup — Technical/long‑term analysts call the post‑earnings pullback a buy‑the‑dip opportunity given buybacks, dividends and intact uptrend, but they expect possible short‑term sideways action. MarketBeat tailwinds article
- Negative Sentiment: Mixed/negative investor reaction — Despite the beats, the stock slipped as some investors focused on signs of slowing sequential revenue growth and viewed FY guidance as cautious; that contributed to today’s decline. Stock brushes off upbeat Q4
- Negative Sentiment: Analyst downgrade/price target cut adds short‑term pressure — BNP Paribas Exane cut its price target and kept an Underperform rating, creating a headline that can amplify selling even as other banks lift targets. BNP Paribas Exane cuts PT to $290
- Negative Sentiment: Risk of near‑term range‑bound action or deeper pullback if support breaks — Market commentary highlights a likely range near ~$280–$300; a break below support could trigger more downside. MarketBeat technical notes
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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