GE Aerospace (NYSE:GE) Given Consensus Rating of “Moderate Buy” by Brokerages
by Amy Steele · The Cerbat GemShares of GE Aerospace (NYSE:GE – Get Free Report) have received a consensus rating of “Moderate Buy” from the twenty-one ratings firms that are currently covering the company, MarketBeat.com reports. One analyst has rated the stock with a sell recommendation, three have assigned a hold recommendation, sixteen have issued a buy recommendation and one has assigned a strong buy recommendation to the company. The average twelve-month price target among analysts that have issued ratings on the stock in the last year is $349.8889.
Several research analysts have weighed in on GE shares. Citigroup lowered their target price on GE Aerospace from $380.00 to $353.00 and set a “buy” rating on the stock in a research note on Wednesday, April 1st. Jefferies Financial Group set a $365.00 target price on GE Aerospace in a research note on Sunday. Royal Bank Of Canada reiterated an “outperform” rating and issued a $355.00 target price on shares of GE Aerospace in a research note on Wednesday, April 22nd. President Capital decreased their price target on GE Aerospace from $355.00 to $342.00 and set a “buy” rating on the stock in a research note on Wednesday, April 22nd. Finally, Sanford C. Bernstein lifted their price target on GE Aerospace from $374.00 to $405.00 and gave the company an “outperform” rating in a research note on Tuesday, March 3rd.
Read Our Latest Stock Report on GE
GE Aerospace Trading Down 2.1%
Shares of GE stock opened at $283.10 on Thursday. The business’s 50 day moving average is $306.50 and its two-hundred day moving average is $306.39. GE Aerospace has a twelve month low of $196.86 and a twelve month high of $348.48. The company has a market capitalization of $295.37 billion, a P/E ratio of 34.86, a price-to-earnings-growth ratio of 2.65 and a beta of 1.43. The company has a current ratio of 1.01, a quick ratio of 0.70 and a debt-to-equity ratio of 0.99.
GE Aerospace (NYSE:GE – Get Free Report) last announced its earnings results on Tuesday, April 21st. The company reported $1.86 earnings per share for the quarter, beating the consensus estimate of $1.60 by $0.26. GE Aerospace had a return on equity of 37.99% and a net margin of 17.86%.The company had revenue of $11.61 billion for the quarter, compared to the consensus estimate of $11.61 billion. During the same period last year, the business posted $1.49 EPS. The company’s revenue was up 24.6% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Equities analysts forecast that GE Aerospace will post 7.45 EPS for the current year.
GE Aerospace Increases Dividend
The firm also recently declared a quarterly dividend, which was paid on Monday, April 27th. Investors of record on Monday, March 9th were paid a $0.47 dividend. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.7%. This is a boost from GE Aerospace’s previous quarterly dividend of $0.36. The ex-dividend date was Monday, March 9th. GE Aerospace’s dividend payout ratio (DPR) is presently 23.15%.
Insider Activity at GE Aerospace
In related news, SVP Amy L. Gowder sold 4,000 shares of GE Aerospace stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $305.73, for a total value of $1,222,920.00. Following the sale, the senior vice president directly owned 16,535 shares in the company, valued at $5,055,245.55. The trade was a 19.48% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available 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 value of $927,222.85. Following the completion of the sale, the vice president owned 10,583 shares in the company, valued at approximately $3,233,212.33. This trade represents a 22.29% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 37,398 shares of company stock worth $11,455,491 over the last three months. 0.19% of the stock is currently owned by corporate insiders.
Institutional Trading of GE Aerospace
A number of institutional investors have recently modified their holdings of GE. REAP Financial Group LLC acquired a new position in GE Aerospace during the third quarter worth $25,000. Blueline Advisors LLC acquired a new position in GE Aerospace during the fourth quarter worth $25,000. Marquette Asset Management LLC acquired a new position in GE Aerospace during the third quarter worth $26,000. Barnes Dennig Private Wealth Management LLC raised its holdings 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 worth $27,000 after purchasing an additional 53 shares during the last quarter. Finally, Ankerstar Wealth LLC acquired a new position in GE Aerospace during the fourth quarter worth $31,000. 74.77% of the stock is currently owned by hedge funds and other institutional investors.
Trending Headlines about GE Aerospace
Here are the key news stories impacting GE Aerospace this week:
- Positive Sentiment: Q1 results beat expectations — strong top-line growth, EPS outperformance, an 87% jump in orders and a record backlog bolster medium-term revenue visibility. GE Aerospace Stock (GE) Opinions on Q1 Earnings Release
- Positive Sentiment: Defense exposure and contract wins are tailwinds — the Pentagon added $46M to a helicopter-engine contract and GE continues to collect significant government awards, supporting defense segment revenue. Pentagon Adds $46M to GE Engine Contract
- Positive Sentiment: Macro defense spending is rising — higher global military budgets lift ETFs and the sector, which helps GE’s defense backlog and visibility. Defense ETFs to Buy as Global Military Spending Rises 2.9%
- Positive Sentiment: Commercial OEM orders still growing — large airline orders (e.g., Copa’s Boeing 737 MAX deal) imply ongoing demand for engines and services over the medium term. Panama’s Copa Airlines orders 60 more Boeing 737 MAX
- Neutral Sentiment: Analyst coverage remains constructive — multiple firms still carry above-current price targets (median ~$350), leaving upside in consensus estimates despite near-term headwinds. GE Aerospace Stock (GE) Opinions on Q1 Earnings Release
- Neutral Sentiment: Market chatter and trending stock status — retail and social-media buying is visible in the pullback, creating short-term volatility but not yet changing fundamentals. GE Aerospace (GE) Is a Trending Stock
- Negative Sentiment: Management trimmed FY2026 guidance and flagged margin pressure tied to geopolitical (Middle East) and fuel-price risks — the guidance cut, not the beat, appears to have driven the immediate sell-off. The Top 5 Analyst Questions From GE Aerospace’s Q1 Earnings Call
- Negative Sentiment: Insider and large institutional selling noted in recent filings — several senior insiders sold shares and some big holders materially reduced positions, which can amplify downward pressure. GE Aerospace Stock (GE) Opinions on Q1 Earnings Release
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.