GE Aerospace (NYSE:GE – Get Free Report) has earned a consensus rating of “Moderate Buy” from the nineteen brokerages that are covering the firm, Marketbeat reports. One analyst has rated the stock with a sell rating, two have given a hold rating and sixteen have given a buy rating to the company. The average twelve-month price target among analysts that have issued a report on the stock in the last year is $390.5882.
A number of equities research analysts recently issued reports on GE shares. Sanford C. Bernstein set a $421.00 price objective on GE Aerospace and gave the stock an “outperform” rating in a research report on Thursday, July 23rd. JPMorgan Chase & Co. boosted their target price on GE Aerospace from $335.00 to $400.00 and gave the stock an “overweight” rating in a research report on Monday, July 20th. Citigroup restated a “buy” rating and issued a $431.00 target price (up from $353.00) on shares of GE Aerospace in a research note on Wednesday, July 1st. Jefferies Financial Group raised their price target on GE Aerospace from $365.00 to $455.00 and gave the company a “buy” rating in a report on Thursday, July 2nd. Finally, Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $450.00 price objective on shares of GE Aerospace in a report on Monday, July 27th.
Check Out Our Latest Stock Report on GE
GE Aerospace Stock Performance
GE Aerospace (NYSE:GE – Get Free Report) last announced its quarterly earnings data on Thursday, July 16th. The company reported $2.02 earnings per share for the quarter, beating the consensus estimate of $1.86 by $0.16. GE Aerospace had a return on equity of 40.56% and a net margin of 17.72%.The business had revenue of $12.63 billion during the quarter, compared to analyst estimates of $11.87 billion. During the same period in the prior year, the company earned $1.66 earnings per share. GE Aerospace’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. On average, research analysts predict that GE Aerospace will post 7.91 EPS for the current year.
GE Aerospace Dividend Announcement
The firm also recently announced a quarterly dividend, which was paid on Monday, July 27th. Investors of record on Monday, July 6th were issued a dividend of $0.47 per share. The ex-dividend date of this dividend was Monday, July 6th. This represents a $1.88 annualized dividend and a dividend yield of 0.5%. GE Aerospace’s dividend payout ratio (DPR) is currently 22.14%.
Key Headlines Impacting GE Aerospace
Here are the key news stories impacting GE Aerospace this week:
- Positive Sentiment: LEAP engine deliveries are accelerating. GE Aerospace’s LEAP deliveries increased 41% this year, helping address a key production bottleneck for Boeing and Airbus. Continued delivery growth could support commercial-engine revenue, aftermarket services and cash flow. GE Aerospace’s LEAP Engine Deliveries Jumped 41% This Year
- Positive Sentiment: Analyst sentiment remains constructive. Wall Street’s overall view is favorable, with recent price targets generally above the current trading level. GE’s strong commercial and defense franchises, backlog and free-cash-flow generation continue to support the bullish case. Is GE Aerospace a Buy as Wall Street Analysts Look Optimistic?
- Positive Sentiment: Broad-based operating strength is drawing investor attention. A long-term investment strategy highlighted GE Aerospace as a high-quality franchise with sustainable competitive advantages, reinforcing confidence in its business momentum. Broad-Based Strength Lifts GE Aerospace Performance
- Neutral Sentiment: Margin expansion is a key execution test. GE is relying on cost controls and backlog conversion to improve profitability, but inflation and investments for growth could pressure margins in the near term. Can GE Aerospace Boost Profit Margin Amid Cost Pressures?
- Negative Sentiment: Valuation and profit-taking are weighing on the shares. GE trades at a premium valuation, and recent weakness has been attributed to investors reassessing the stock after its strong rally rather than to a new negative earnings release. Comparisons with Howmet also suggest some investors see better risk-reward elsewhere. Howmet vs. GE Aerospace
- Negative Sentiment: Insider selling is a secondary caution signal. Company insiders reported sales and no open-market purchases during the past six months, which may reinforce concerns about the stock’s elevated valuation, although the activity does not indicate a change in operating fundamentals.
Insider Activity
In related news, SVP Mohamed Ali sold 8,096 shares of the firm’s stock in a transaction dated Friday, July 24th. The stock was sold at an average price of $353.71, for a total value of $2,863,636.16. Following the sale, the senior vice president directly owned 20,666 shares of the company’s stock, valued at $7,309,770.86. This trade represents a 28.15% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Corporate insiders own 0.19% of the company’s stock.
Institutional Inflows and Outflows
A number of large investors have recently added to or reduced their stakes in the stock. Blueline Advisors LLC bought a new position in GE Aerospace in the fourth quarter valued at about $25,000. Ankerstar Wealth LLC purchased a new position in shares of GE Aerospace during the fourth quarter valued at about $31,000. Tucker Asset Management LLC purchased a new position in GE Aerospace during the 4th quarter valued at approximately $32,000. Paladin Partners LLC purchased a new position in shares of GE Aerospace in the second quarter valued at $38,000. Finally, Lifetime Wealth Management P.C. bought a new stake in shares of GE Aerospace in the 4th quarter worth about $40,000. Hedge funds and other institutional investors 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.
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