GE Aerospace (NYSE:GE) Given Average Recommendation of “Moderate Buy” by Analysts

Shares of GE Aerospace (NYSE:GE) have been given an average recommendation of “Moderate Buy” by the twenty brokerages that are presently covering the firm, Marketbeat reports. One equities research analyst has rated the stock with a sell rating, three have given a hold rating, fifteen have assigned a buy rating and one has given a strong buy rating to the company. The average 1-year target price among brokerages that have issued a report on the stock in the last year is $343.8889.

Several analysts have recently weighed in on the stock. Susquehanna reaffirmed a “positive” rating and set a $380.00 price target on shares of GE Aerospace in a research note on Thursday, January 15th. Wolfe Research raised their price objective on GE Aerospace from $340.00 to $360.00 and gave the stock an “outperform” rating in a report on Monday, January 12th. The Goldman Sachs Group lifted their target price on GE Aerospace from $338.00 to $350.00 and gave the company a “buy” rating in a research report on Friday, January 23rd. Morgan Stanley started coverage on GE Aerospace in a report on Friday, February 20th. They issued an “overweight” rating and a $425.00 target price for the company. Finally, Wall Street Zen upgraded GE Aerospace from a “hold” rating to a “buy” rating in a research note on Saturday, March 21st.

GE Aerospace Stock Down 0.1%

Shares of GE opened at $280.92 on Friday. The firm has a fifty day moving average price of $311.44 and a 200-day moving average price of $306.60. The company has a current ratio of 1.04, a quick ratio of 0.74 and a debt-to-equity ratio of 1.00. The firm has a market capitalization of $294.63 billion, a P/E ratio of 34.51, a P/E/G ratio of 2.60 and a beta of 1.43. GE Aerospace has a 12-month low of $159.36 and a 12-month high of $348.48.

GE Aerospace (NYSE:GE) last posted its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, topping the consensus estimate of $1.43 by $0.14. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The company had revenue of $11.90 billion for the quarter, compared to the consensus estimate of $11.27 billion. During the same quarter last year, the firm posted $1.32 EPS. The firm’s revenue was up 17.6% compared to the same quarter last year. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Equities research analysts expect that GE Aerospace will post 5.4 earnings per share for the current year.

GE Aerospace Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, April 27th. Shareholders of record on Monday, March 9th will be issued a dividend of $0.47 per share. This represents a $1.88 annualized dividend and a yield of 0.7%. The ex-dividend date is Monday, March 9th. This is a positive change from GE Aerospace’s previous quarterly dividend of $0.36. GE Aerospace’s dividend payout ratio (DPR) is currently 23.10%.

Trending Headlines about GE Aerospace

Here are the key news stories impacting GE Aerospace this week:

• Positive Sentiment: Wells Fargo upgraded GE Aerospace to a “strong-buy”, which can support near-term demand from growth-oriented investors and partially offset execution concerns. Wells Fargo upgrade reported via Zacks
• Positive Sentiment: GE delivered a sixth F404‑IN20 engine for India’s Tejas Mk‑1A program, showing continued production progress despite broader supply timing issues. Delivery cadence can support future revenue recognition and backlog visibility. GE Aerospace delivers sixth F404-IN20 engine (The Hindu)
• Neutral Sentiment: Aviation Week explores whether GE is the “mystery” engine supplier for the new F‑47 program — a potential new defense opportunity but still unconfirmed. If true, it could be a multi‑year revenue driver; uncertainty makes it speculative for now. Debrief: Is GE Mystery Engine Provider For F-47 (Aviation Week)
• Neutral Sentiment: GE’s reorganization and MRO strategy are under focus — changes could improve long‑term service profitability but may create near‑term execution risks as teams and processes shift. What GE Aerospace’s Reorganization Means For MRO (Aviation Week)
• Neutral Sentiment: Daiwa has begun coverage of GE Aerospace — added investor attention can increase trading interest but the impact depends on the research stance and model changes. Daiwa Securities Begins Coverage on GE Aerospace
• Neutral Sentiment: Shareholder groups are pressing for independent due‑diligence reporting on GE’s defense sales to Israel, raising governance/ESG scrutiny that could attract votes and public attention but has uncertain near‑term financial impact. Shareholder Activism Puts GE Israel Defense Contracts In Focus (Yahoo)
• Negative Sentiment: HAL (Hindustan Aeronautics) has imposed penalties on GE for repeated delays in delivering engines for the Tejas Mk‑1A fighter, highlighting contract execution and schedule risk in a strategically important program — this is the primary near‑term negative catalyst. HAL penalises GE Aerospace over Tejas engine delays (Business Standard)
• Negative Sentiment: Citigroup has lowered its expectations for GE Aerospace’s stock price, adding downward analyst pressure and validating some investor concerns about near‑term valuation and execution. Citigroup Lowers Expectations for GE Aerospace (American Banking News)
• Negative Sentiment: Recent headlines and data show the stock underperformed and experienced a notable one‑day decline, reflecting market sensitivity to the combination of execution headlines, analyst moves and macro rate pressures. GE Aerospace stock declines while market improves (Yahoo)

Insider Buying and Selling at GE Aerospace

In other news, SVP Amy L. Gowder sold 4,000 shares of the business’s stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $305.73, for a total value of $1,222,920.00. Following the completion of the sale, the senior vice president 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 transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, VP Robert M. Giglietti sold 3,035 shares of the company’s stock in a transaction that occurred on Friday, January 30th. The stock was 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 directly owned 10,583 shares of the company’s stock, valued at $3,233,212.33. The trade was a 22.29% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 37,398 shares of company stock valued at $11,455,491. Company insiders own 0.19% of the company’s stock.

Institutional Trading of GE Aerospace

A number of hedge funds have recently bought and sold shares of GE. Forty three Eighteen Advisors LLC purchased a new position in shares of GE Aerospace in the 4th quarter valued at $2,078,000. Rockefeller Capital Management L.P. raised its position in shares of GE Aerospace by 18.9% in the 4th quarter. Rockefeller Capital Management L.P. now owns 521,787 shares of the company’s stock worth $160,726,000 after acquiring an additional 82,770 shares in the last quarter. Bank of New Hampshire lifted its stake in shares of GE Aerospace by 0.3% during the 4th quarter. Bank of New Hampshire now owns 10,917 shares of the company’s stock worth $3,363,000 after purchasing an additional 38 shares during the last quarter. Osbon Capital Management LLC purchased a new stake in shares of GE Aerospace during the 4th quarter worth $65,000. Finally, Lane Brothers & Co. Inc. bought a new stake in GE Aerospace during the fourth quarter valued at about $379,000. 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.