Wells Fargo & Company upgraded shares of GE Aerospace (NYSE:GE – Free Report) to a strong-buy rating in a research note issued to investors on Tuesday,Zacks.com reports.
Several other research firms also recently weighed in on GE. Zacks Research downgraded GE Aerospace from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, March 24th. Morgan Stanley initiated coverage on shares of GE Aerospace in a research report on Friday, February 20th. They set an “overweight” rating and a $425.00 price objective on the stock. BNP Paribas Exane lowered their target price on shares of GE Aerospace from $305.00 to $290.00 and set an “underperform” rating on the stock in a report on Friday, January 23rd. Wall Street Zen upgraded shares of GE Aerospace from a “hold” rating to a “buy” rating in a research report on Saturday, March 21st. Finally, JPMorgan Chase & Co. raised their target price on shares of GE Aerospace from $325.00 to $335.00 and gave the company an “overweight” rating in a research note on Monday, January 26th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $343.89.
Check Out Our Latest Research Report on GE Aerospace
GE Aerospace Price Performance
GE Aerospace (NYSE:GE – Get Free Report) last released its quarterly earnings data on Thursday, January 22nd. The company reported $1.57 earnings per share for the quarter, topping analysts’ consensus estimates of $1.43 by $0.14. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.The firm had revenue of $11.90 billion during the quarter, compared to analyst estimates of $11.27 billion. During the same quarter in the prior year, the company posted $1.32 earnings per share. The business’s quarterly 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. As a group, analysts forecast 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 $0.47 dividend. This represents a $1.88 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend 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 is presently 23.10%.
Insider Transactions at GE Aerospace
In other news, SVP Amy L. Gowder sold 4,000 shares of the company’s stock in a transaction that occurred on 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 sale, the senior vice president directly owned 16,535 shares of the company’s stock, valued at $5,055,245.55. This represents a 19.48% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Russell Stokes sold 30,363 shares of the 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 transaction, the senior vice president owned 150,434 shares of the company’s stock, valued at $46,103,507.98. This represents a 16.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 37,398 shares of company stock valued at $11,455,491 in the last ninety days. Corporate insiders own 0.19% of the company’s stock.
Institutional Investors Weigh In On GE Aerospace
A number of hedge funds have recently bought and sold shares of GE. REAP Financial Group LLC bought a new position in shares of GE Aerospace in the 3rd quarter valued at about $25,000. Blueline Advisors LLC bought a new stake in GE Aerospace during the fourth quarter worth approximately $25,000. Marquette Asset Management LLC purchased a new stake in GE Aerospace during the third quarter valued at approximately $26,000. Barnes Dennig Private Wealth Management LLC raised its position in GE Aerospace by 147.2% during the third quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company’s stock valued at $27,000 after purchasing an additional 53 shares during the period. Finally, Ankerstar Wealth LLC bought a new stake in shares of GE Aerospace in the 4th quarter valued at approximately $31,000. Hedge funds and other institutional investors own 74.77% of the company’s stock.
Trending Headlines about GE Aerospace
Here are the key news stories impacting GE Aerospace this week:
- Positive Sentiment: Delivery/contract momentum: GE Aerospace delivered its sixth F404‑IN20 engine for India’s Tejas LCA‑Mk1A program, underscoring ongoing defense revenue recognition and backlog conversion that support future cash flow. GE Aerospace delivers sixth F404-IN20 engine for Tejas LCA-Mk1A
- Positive Sentiment: Analyst support: Wells Fargo initiated coverage with an “overweight” rating and $325 target, adding institutional demand potential and validating growth expectations. Wells Fargo Overweight Coverage
- Positive Sentiment: Citi maintains a buy rating even after lowering its price target to $353, signaling confidence in GE Aerospace’s earnings trajectory despite somewhat reduced near‑term upside. Citigroup adjusts GE Aerospace price target to $353
- Positive Sentiment: Capacity investments: Management is significantly investing in MRO and manufacturing capacity to shorten turnaround times and meet strong engine demand — a potential multi‑year earnings catalyst as backlog converts. GE’s Investment in Manufacturing Capacity
- Positive Sentiment: Supply‑chain expansion: GE Aerospace is expanding its global aviation supply‑chain network to support production scale-up and reliability — supportive for delivery rates and aftermarket growth. GE Aerospace expands global aviation supply chain network
- Neutral Sentiment: Daiwa started coverage with a neutral rating and $301 target, warning that high consensus expectations leave less margin for error — a mixed signal that could temper upside. Wall Street Split on GE Aerospace as Daiwa Sets $301 Target
- Neutral Sentiment: Index/fund positioning: Coverage notes that GE Aerospace maintains industrial leadership and placement in S&P‑related funds, which can stabilize flows but is not an immediate catalyst. GE Aerospace maintains industrial leadership in S&P 500 fund
- Negative Sentiment: Shareholder activism / ESG risk: JLens and the ADL are pushing a proposal for an independent report on GE’s human‑rights due diligence for Israel defense sales; GE’s board opposes it. This raises governance/ESG scrutiny and could create reputational or regulatory pressure. Shareholder Activism Puts GE Israel Defense Contracts And ESG Risks In Focus
- Negative Sentiment: Recent pullback: The stock has declined sharply this month despite a growing ~$190B backlog — suggesting profit‑taking, rotation, or concern over valuation and execution risk that could weigh near term. 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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