Investment analysts at Wells Fargo & Company began coverage on shares of GE Aerospace (NYSE:GE – Get Free Report) in a report issued on Wednesday, MarketBeat Ratings reports. The firm set an “overweight” rating and a $325.00 price target on the stock. Wells Fargo & Company‘s price objective points to a potential upside of 15.69% from the company’s previous close.
A number of other research analysts have also recently issued reports on GE. JPMorgan Chase & Co. boosted their target price on GE Aerospace from $325.00 to $335.00 and gave the company an “overweight” rating in a research note on Monday, January 26th. Deutsche Bank Aktiengesellschaft lifted their price objective on GE Aerospace from $375.00 to $387.00 and gave the company a “buy” rating in a report on Friday, January 23rd. BNP Paribas Exane decreased their price objective on GE Aerospace from $305.00 to $290.00 and set an “underperform” rating for the company in a research report on Friday, January 23rd. The Goldman Sachs Group increased their target price on GE Aerospace from $338.00 to $350.00 and gave the stock a “buy” rating in a research note on Friday, January 23rd. Finally, Citigroup restated a “buy” rating and set a $380.00 target price (up from $378.00) on shares of GE Aerospace in a report on Friday, January 23rd. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $343.89.
Read Our Latest Research Report on GE
GE Aerospace Trading Down 4.0%
GE Aerospace (NYSE:GE – Get Free Report) last released its quarterly earnings data on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, beating analysts’ consensus estimates of $1.43 by $0.14. The business had revenue of $11.90 billion during the quarter, compared to analysts’ expectations of $11.27 billion. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The firm’s quarterly revenue was up 17.6% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.32 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Equities research analysts predict that GE Aerospace will post 5.4 EPS for the current year.
Insider Buying and Selling
In related news, SVP Amy L. Gowder sold 4,000 shares of the stock in a transaction dated 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 approximately $5,055,245.55. This trade represents a 19.48% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, SVP Russell Stokes sold 30,363 shares of GE Aerospace stock in a transaction that occurred on Friday, January 30th. The shares were sold at an average price of $306.47, for a total value of $9,305,348.61. Following the completion of the sale, the senior vice president directly owned 150,434 shares in the company, valued at approximately $46,103,507.98. This represents a 16.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 37,398 shares of company stock worth $11,455,491. 0.19% of the stock is owned by corporate insiders.
Institutional Trading of GE Aerospace
A number of hedge funds and other institutional investors have recently made changes to their positions in the business. Diversified Trust Co grew its position in shares of 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 purchasing an additional 5,625 shares during the last quarter. Cadinha & Co. LLC increased its stake in shares of GE Aerospace by 154.8% during the third 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 during the period. Czech National Bank lifted its holdings in GE Aerospace by 3.3% during the 3rd quarter. Czech National Bank now owns 269,330 shares of the company’s stock worth $81,020,000 after purchasing an additional 8,668 shares during the last quarter. Phoenix Financial Ltd. boosted its stake in GE Aerospace by 34.3% in the 3rd quarter. Phoenix Financial Ltd. now owns 22,632 shares of the company’s stock valued at $6,808,000 after purchasing an additional 5,775 shares during the period. Finally, Integrity Financial Corp WA bought a new stake in GE Aerospace in the 3rd quarter valued at $481,000. 74.77% of the stock is currently owned by institutional investors and hedge funds.
More GE Aerospace News
Here are the key news stories impacting GE Aerospace this week:
- Positive Sentiment: Wells Fargo initiated/boosted coverage, putting GE Aerospace on a recommended list and assigning an overweight / strong‑buy view with a $325 price target, which supports upside expectations from sell‑side momentum. GE, Boeing, and 3 More Aero and Defense Plays
- Positive Sentiment: Management is investing heavily in manufacturing and MRO capacity to shorten turnarounds and meet strong engine demand; coupled with a growing backlog (~$190B), that supports medium‑term revenue visibility. GE’s Investment in Manufacturing Capacity: Is It a Catalyst for Next Growth Phase?
- Positive Sentiment: Operational milestone: GE delivered a sixth F404‑IN20 engine for India’s Tejas LCA‑Mk1A program, showing progress on deliveries and contract execution. GE Aerospace delivers sixth F404‑IN20 engine for Tejas LCA‑Mk1A
- Neutral Sentiment: Citigroup lowered its price target (from $380 to $353) but kept a buy stance — a modest downward revision that tempers upside projections while still showing analyst support. Citigroup adjusts GE Aerospace price target to $353 from $380; maintains buy rating
- Neutral Sentiment: New coverage from Daiwa and other outlets increases analyst attention and may raise trading volume/volatility but doesn’t change fundamentals immediately. Daiwa Securities Group Begins Coverage on GE Aerospace (NYSE:GE)
- Neutral Sentiment: Multiple “trending” / investor‑interest writeups highlight attention to GE and sister GE Vernova, which can amplify short‑term moves as retail flows chase headlines. Here is What to Know Beyond Why GE Aerospace (GE) is a Trending Stock
- Negative Sentiment: Regulatory/contract risk: reports say GE faces penalty action for missing multiple Tejas engine delivery deadlines — a direct execution concern that can pressure near‑term sentiment and margins. GE faces penalty action for missing multiple Tejas engine deadlines
- Negative Sentiment: Shareholder activism (JLens/ADL) is pressing for an independent review of GE’s due diligence on Israel defense contracts — an ESG/governance risk that could lead to proxy fights, reputational cost or operational scrutiny. Shareholder Activism Puts GE Israel Defense Contracts And ESG Risks In Focus
- Negative Sentiment: Short‑term price pressure: commentary notes GE Aerospace is down materially this month despite backlog growth, indicating investor profit‑taking or rotation away from cyclicals. GE Aerospace Is Down 14% This Month While Its $190 Billion Backlog Keeps Growing
GE Aerospace Company Profile
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.
Further Reading
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