GE Aerospace (NYSE:GE) Stock Has Consensus Price Target of $386.67

Posted by Francis Steltz on Oct 22nd, 2026

GE Aerospace (NYSE:GE – Get Free Report) has been given a consensus recommendation of “Moderate Buy” by the twenty-one analysts that are presently covering the stock, Marketbeat Ratings reports. One equities research analyst has rated the stock with a sell rating, three have given a hold rating and seventeen have assigned a buy rating to the company. The average 12-month price objective among brokers that have covered the stock in the last year is $375.62.

GE has been the subject of several recent analyst reports. Guggenheim set a $380.00 target price on GE Aerospace in a research report on Wednesday. Jefferies Financial Group set a $435.00 price target on shares of GE Aerospace and gave the stock a “buy” rating in a research note on Wednesday, September 23rd. TD Cowen reissued a “buy” rating and issued a $380.00 price objective (up from $330.00) on shares of GE Aerospace in a research note on Monday, July 13th. HC Wainwright set a $375.00 target price on shares of GE Aerospace in a research report on Wednesday. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of GE Aerospace in a research report on Thursday, October 15th.

Check Out Our Latest Report on GE Aerospace

Insider Transactions at GE Aerospace

In related news, SVP Mohamed Ali sold 8,096 shares of the stock in a transaction dated Friday, July 24th. The shares were sold at an average price of $353.71, for a total value of $2,863,636.16. Following the completion of the transaction, the senior vice president owned 20,666 shares of the company’s stock, valued at $7,309,770.86. This represents a 28.15% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.19% of the stock is owned by company insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. Auto Owners Insurance Co boosted its holdings in shares of 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 worth $2,024,413,000 after acquiring an additional 65,595,733 shares in the last quarter. State Street Corp raised its holdings in GE Aerospace by 2.6% during the 2nd quarter. State Street Corp now owns 46,497,628 shares of the company’s stock worth $17,377,559,000 after purchasing an additional 1,160,584 shares during the last quarter. Jennison Associates LLC lifted its holdings in GE Aerospace by 37.7% in the first quarter. Jennison Associates LLC now owns 11,026,006 shares of the company’s stock valued at $3,128,850,000 after buying an additional 3,017,937 shares during the period. Invesco Ltd. lifted its stake in shares of GE Aerospace by 2.1% in the 4th quarter. Invesco Ltd. now owns 9,280,276 shares of the company’s stock valued at $2,858,604,000 after purchasing an additional 189,979 shares during the period. Finally, Bank of America Corp DE lifted its stake in GE Aerospace by 10.0% in the first quarter. Bank of America Corp DE now owns 7,664,679 shares of the company’s stock valued at $2,175,006,000 after buying an additional 695,731 shares during the period. 74.77% of the stock is owned by institutional investors.

Trending Headlines about GE Aerospace

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

Positive Sentiment: Guidance was raised again. GE now expects fiscal 2026 adjusted EPS of $8.00–$8.10, above the $7.92 consensus and up from its previous $7.65–$7.85 forecast. The company also lifted its revenue-growth outlook to approximately 19%–20%, operating-profit guidance to $10.9–$11.0 billion, and free-cash-flow guidance to $9.1–$9.4 billion. GE Aerospace raises 2026 profit forecast
Positive Sentiment: Commercial services remain the key growth engine. GE beat third-quarter estimates with adjusted EPS of $2.25 versus $2.01 expected and revenue of $13.29 billion versus $12.88 billion expected. Orders rose 49% to $19 billion, while strong engine-repair, spare-parts, and maintenance demand is supporting expectations for low-double-digit services growth in 2027. GE Aerospace Q3 earnings call highlights
Positive Sentiment: Long-term aftermarket demand looks resilient. Delayed aircraft deliveries, aging fleets, and airline fuel pressures could encourage carriers to keep existing aircraft in service longer, supporting GE’s sizable services backlog and high-margin maintenance business. GE also reported that an AI tool reduced technical-record processing time by about 25%, potentially improving engine turnaround and availability.
Neutral Sentiment: Analyst sentiment remains mixed. UBS raised its target to $380, while JPMorgan, RBC, and Susquehanna lowered targets but retained bullish ratings. Citi described the stock as an attractive entry point, highlighting strong operating trends despite recent post-earnings weakness.
Negative Sentiment: Near-term profitability concerns overshadowed the beat. Management expects GE9X production ramp-up costs to create an approximately $300 million profit drag in 2027. Investors are also monitoring margin pressure, supply-chain constraints, spare-parts backlogs, fuel-related airline risks, and lower operating cash flow.
Negative Sentiment: Valuation remains demanding. Commentary pointed to a premium valuation after a strong multiyear run, while BNP Paribas Exane cut its target to $280 and assigned an underperform rating. The combination of elevated expectations and concerns about future costs helps explain why GE stock decreased even after the earnings beat.

GE Aerospace Price Performance

Shares of NYSE:GE opened at $295.62 on Thursday. GE Aerospace has a one year low of $268.91 and a one year high of $388.84. The company has a market capitalization of $306.73 billion, a PE ratio of 34.10, a price-to-earnings-growth ratio of 2.16 and a beta of 1.38. The company has a debt-to-equity ratio of 0.96, a quick ratio of 0.67 and a current ratio of 0.98. The stock has a fifty day moving average of $325.95 and a 200-day moving average of $328.95.

GE Aerospace (NYSE:GE – Get Free Report) last released its quarterly earnings results on Tuesday, October 20th. The company reported $2.25 earnings per share for the quarter, beating analysts’ consensus estimates of $2.01 by $0.24. GE Aerospace had a return on equity of 44.43% and a net margin of 17.31%. The business had revenue of $13.29 billion during the quarter, compared to analyst estimates of $12.88 billion. During the same quarter last year, the company posted $1.66 EPS. GE Aerospace’s revenue for the quarter was up 24.7% on a year-over-year basis. As a group, equities analysts anticipate that GE Aerospace will post 8.00 EPS for the current fiscal year.

GE Aerospace Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, October 26th. Shareholders of record on Monday, October 5th will be issued a $0.47 dividend. This represents a $1.88 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend is Monday, October 5th. GE Aerospace’s payout ratio is 22.14%.

GE Aerospace Company Profile

(Get Free Report)

GE Aerospace (NYSE: GE) is a global aerospace company that designs, develops, manufactures and services aircraft engines and related systems. Its products support commercial air transport, business and general aviation, military aircraft, and other defense applications. The company also provides engine components, avionics, mechanical systems, digital solutions and maintenance, repair and overhaul services.

GE Aerospace serves airlines, aircraft operators, leasing companies, airframers and government customers worldwide.

Analyst Recommendations for GE Aerospace (NYSE:GE)

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