Shares of GE Aerospace (NYSE:GE – Get Free Report) have earned a consensus recommendation of “Moderate Buy” from the nineteen ratings firms that are covering the stock, Marketbeat.com reports. One analyst has rated the stock with a sell rating, two have issued a hold rating and sixteen have issued a buy rating on the company. The average twelve-month price target among brokerages that have covered the stock in the last year is $331.1176.
Several research analysts have recently weighed in on GE shares. BNP Paribas Exane lowered their target price on GE Aerospace from $305.00 to $290.00 and set an “underperform” rating on the stock in a report on Friday, January 23rd. Deutsche Bank Aktiengesellschaft lifted their price objective on GE Aerospace from $375.00 to $387.00 and gave the stock a “buy” rating in a research report on Friday, January 23rd. Zacks Research lowered GE Aerospace from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, March 24th. 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 note on Monday, January 12th. Finally, Sanford C. Bernstein lifted their price target on GE Aerospace from $374.00 to $405.00 and gave the stock an “outperform” rating in a report on Tuesday, March 3rd.
View Our Latest Stock Analysis on GE
GE Aerospace Price Performance
GE Aerospace (NYSE:GE – Get Free Report) last posted its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share for the quarter, topping analysts’ consensus estimates of $1.43 by $0.14. The firm had revenue of $11.90 billion for the quarter, compared to analyst estimates of $11.27 billion. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. GE Aerospace’s quarterly revenue was up 17.6% on a year-over-year basis. During the same period in the previous year, the business posted $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, equities analysts predict that GE Aerospace will post 5.4 earnings per share for the current fiscal year.
GE Aerospace Increases Dividend
The company also recently announced a quarterly dividend, which will be paid on Monday, April 27th. Shareholders of record on Monday, March 9th will be paid a dividend of $0.47 per share. This represents a $1.88 dividend on an annualized basis and a yield of 0.7%. This is a boost from GE Aerospace’s previous quarterly dividend of $0.36. The ex-dividend date of this dividend is Monday, March 9th. GE Aerospace’s payout ratio is presently 23.10%.
Insider Buying and Selling at GE Aerospace
In other news, VP Robert M. Giglietti sold 3,035 shares of the firm’s stock in a transaction that occurred on Friday, January 30th. The shares were sold at an average price of $305.51, for a total transaction of $927,222.85. Following the completion of the sale, the vice president owned 10,583 shares in the company, valued at $3,233,212.33. This trade represents a 22.29% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, SVP Amy L. Gowder sold 4,000 shares of GE Aerospace stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $305.73, for a total transaction of $1,222,920.00. Following the sale, the senior vice president directly owned 16,535 shares in the company, valued at approximately $5,055,245.55. The trade was a 19.48% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 37,398 shares of company stock worth $11,455,491 in the last ninety days. 0.19% of the stock is owned by insiders.
Institutional Investors Weigh In On GE Aerospace
Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Vanguard Group Inc. increased its position in shares of GE Aerospace by 0.8% during the 4th quarter. Vanguard Group Inc. now owns 92,731,541 shares of the company’s stock worth $28,564,097,000 after purchasing an additional 699,364 shares during the last quarter. Auto Owners Insurance Co raised its holdings in 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 valued at $2,024,413,000 after buying an additional 65,595,733 shares during the period. State Street Corp lifted its position in 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 lifted its position in 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 boosted its stake in GE Aerospace by 16.2% during the third quarter. Capital World Investors now owns 21,442,810 shares of the company’s stock worth $6,449,731,000 after buying an additional 2,995,054 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: Jim Cramer singled out GE Aerospace as a “huge winner,” which has driven investor interest and helped the stock’s recent outperformance. Read More.
- Positive Sentiment: GE Aerospace is planning a €110 million European site expansion with workforce development — a capacity and supply-chain investment that supports higher production for recovering commercial aviation demand. Read More.
- Positive Sentiment: Market commentary highlights aviation strength as a tailwind for GE Aerospace and S&P futures, reinforcing demand expectations for engines, services and aftermarket revenue. Read More.
- Neutral Sentiment: An industry comparison reviews how GE’s engine families stack up against Rolls‑Royce’s Trent series — useful context on competitiveness but not an immediate catalyst unless product wins or specs change market share. Read More.
- Negative Sentiment: Zacks Research downgraded GE Aerospace from “strong-buy” to “hold,” a change that can pressure sentiment and trigger short-term selling by momentum-focused investors. Read More.
- Negative Sentiment: Competitive dynamics: coverage of RTX/Pratt & Whitney highlights how rival engine programs and strong aftermarket services at competitors could limit GE Aerospace’s share gains and margin expansion in some segments. Read More.
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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