GE Aerospace (NYSE:GE) Receives Consensus Recommendation of “Moderate Buy” from Brokerages

Shares of GE Aerospace (NYSE:GE) have received a consensus rating of “Moderate Buy” from the twenty ratings firms that are presently covering the firm, Marketbeat.com reports. One analyst has rated the stock with a sell recommendation, three have assigned a hold recommendation, fifteen have assigned a buy recommendation and one has issued a strong buy recommendation on the company. The average twelve-month price target among analysts that have issued ratings on the stock in the last year is $343.8889.

GE has been the subject of several analyst reports. Wall Street Zen upgraded GE Aerospace from a “hold” rating to a “buy” rating in a research report on Saturday, March 21st. Deutsche Bank Aktiengesellschaft upped their price target on GE Aerospace from $375.00 to $387.00 and gave the company 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. Wells Fargo & Company assumed coverage on shares of GE Aerospace in a research note on Wednesday. They issued an “overweight” rating and a $325.00 target price on the stock. Finally, Citigroup lowered their target price on shares of GE Aerospace from $380.00 to $353.00 and set a “buy” rating on the stock in a report on Wednesday.

GE Aerospace News Summary

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 Price Performance

Shares of GE Aerospace stock opened at $280.92 on Friday. The firm has a market cap of $294.63 billion, a P/E ratio of 34.51, a price-to-earnings-growth ratio of 2.70 and a beta of 1.43. The firm’s 50-day simple moving average is $311.70 and its 200-day simple moving average is $306.55. GE Aerospace has a twelve month low of $159.36 and a twelve month high of $348.48. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.74 and a current ratio of 1.04.

GE Aerospace (NYSE:GE) last posted its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.43 by $0.14. The firm had revenue of $11.90 billion during 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%. The company’s quarterly revenue was up 17.6% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, research analysts expect that GE Aerospace will post 5.4 EPS for the current fiscal year.

GE Aerospace Increases Dividend

The company also recently disclosed 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 is a positive change from GE Aerospace’s previous quarterly dividend of $0.36. This represents a $1.88 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Monday, March 9th. GE Aerospace’s payout ratio is currently 23.10%.

Insider Transactions at GE Aerospace

In other news, SVP Russell Stokes sold 30,363 shares of the firm’s stock in a transaction that occurred on Friday, January 30th. The shares were sold at an average price of $306.47, for a total transaction of $9,305,348.61. Following the completion of the sale, the senior vice president owned 150,434 shares of the company’s stock, valued at approximately $46,103,507.98. This trade represents a 16.79% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, VP Robert M. Giglietti sold 3,035 shares of GE Aerospace 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 transaction, the vice president owned 10,583 shares of the company’s stock, valued at $3,233,212.33. This trade represents a 22.29% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 37,398 shares of company stock valued at $11,455,491. Corporate insiders own 0.19% of the company’s stock.

Hedge Funds Weigh In On GE Aerospace

A number of institutional investors and hedge funds have recently bought and sold shares of the business. Brighton Jones LLC grew its holdings in GE Aerospace by 25.3% during the 4th quarter. Brighton Jones LLC now owns 12,008 shares of the company’s stock worth $2,003,000 after acquiring an additional 2,421 shares during the last quarter. Revolve Wealth Partners LLC increased its position in GE Aerospace by 7.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 2,251 shares of the company’s stock valued at $375,000 after acquiring an additional 150 shares in the last quarter. Sivia Capital Partners LLC raised its stake in shares of GE Aerospace by 4.6% in the second quarter. Sivia Capital Partners LLC now owns 4,337 shares of the company’s stock worth $1,116,000 after acquiring an additional 191 shares during the last quarter. Elevation Point Wealth Partners LLC lifted its position in shares of GE Aerospace by 17.6% during the second quarter. Elevation Point Wealth Partners LLC now owns 2,643 shares of the company’s stock worth $680,000 after purchasing an additional 396 shares in the last quarter. Finally, Northwestern Mutual Wealth Management Co. lifted its position in shares of GE Aerospace by 11.3% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 130,198 shares of the company’s stock worth $33,512,000 after purchasing an additional 13,212 shares in the last quarter. Institutional investors and hedge funds own 74.77% of the company’s stock.

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.