GE Aerospace (NYSE:GE – Free Report) had its price objective lifted by The Goldman Sachs Group from $338.00 to $350.00 in a report published on Friday morning,MarketScreener reports. The brokerage currently has a buy rating on the stock.
A number of other research firms have also issued reports on GE. Zacks Research lowered GE Aerospace from a “strong-buy” rating to a “hold” rating in a research report on Friday, September 26th. TD Cowen upped their target price on shares of GE Aerospace from $330.00 to $350.00 and gave the stock a “buy” rating in a research note on Wednesday, January 14th. JPMorgan Chase & Co. raised their target price on shares of GE Aerospace from $275.00 to $325.00 and gave the company an “overweight” rating in a report on Monday, October 27th. Susquehanna reiterated a “positive” rating and issued a $380.00 price target on shares of GE Aerospace in a research note on Thursday, January 15th. Finally, BNP Paribas Exane increased their price objective on shares of GE Aerospace from $275.00 to $305.00 and gave the company an “underperform” rating in a research report on Thursday, January 8th. Sixteen equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $318.41.
View Our Latest Stock Report on GE Aerospace
GE Aerospace Price Performance
GE Aerospace (NYSE:GE – Get Free Report) last posted 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. The business had revenue of $12.72 billion for the quarter, compared to analyst estimates of $11.27 billion. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.The company’s revenue was up 17.6% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.32 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, research analysts expect that GE Aerospace will post 5.4 EPS for the current fiscal year.
GE Aerospace Dividend Announcement
The firm also recently declared a quarterly dividend, which will be paid on Monday, January 26th. Investors of record on Monday, December 29th will be issued a $0.36 dividend. This represents a $1.44 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date of this dividend is Monday, December 29th. GE Aerospace’s dividend payout ratio is 17.69%.
Insider Buying and Selling at GE Aerospace
In other news, SVP Russell Stokes sold 8,000 shares of the company’s stock in a transaction on Wednesday, November 19th. The shares were sold at an average price of $297.71, for a total value of $2,381,680.00. Following the completion of the transaction, the senior vice president owned 150,434 shares in the company, valued at approximately $44,785,706.14. This represents a 5.05% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Corporate insiders own 0.21% of the company’s stock.
Hedge Funds Weigh In On GE Aerospace
Several large investors have recently bought and sold shares of the stock. Bridgewater Advisors Inc. increased its position in shares of GE Aerospace by 8.6% during the fourth quarter. Bridgewater Advisors Inc. now owns 4,369 shares of the company’s stock worth $1,392,000 after purchasing an additional 345 shares in the last quarter. Sunpointe LLC grew its stake in GE Aerospace by 5.0% during the 4th quarter. Sunpointe LLC now owns 2,575 shares of the company’s stock worth $794,000 after buying an additional 122 shares during the last quarter. Farther Finance Advisors LLC grew its stake in GE Aerospace by 34.5% during the 4th quarter. Farther Finance Advisors LLC now owns 31,044 shares of the company’s stock worth $9,563,000 after buying an additional 7,963 shares during the last quarter. Freestone Capital Holdings LLC increased its position in GE Aerospace by 1.8% during the fourth quarter. Freestone Capital Holdings LLC now owns 12,360 shares of the company’s stock worth $3,807,000 after buying an additional 220 shares during the period. Finally, Cura Wealth Advisors LLC lifted its stake in GE Aerospace by 22.6% in the fourth quarter. Cura Wealth Advisors LLC now owns 1,190 shares of the company’s stock valued at $366,000 after buying an additional 219 shares during the last quarter. Institutional investors and hedge funds own 74.77% of the company’s stock.
GE Aerospace News Roundup
Here are the key news stories impacting GE Aerospace this week:
- Positive Sentiment: Q4 results beat and big order/backlog momentum — GE reported better‑than‑expected Q4 EPS and revenue, with record LEAP deliveries, a large order surge and aftermarket strength that support profit and cash‑flow upside. Is GE Stock Fully Valued Around $300?
- Positive Sentiment: Company guidance and profit outlook point higher — Management raised FY‑2026 profit guidance above some estimates citing high‑margin aftermarket demand, which supports medium‑term earnings upgrades. GE forecasts 2026 profit above estimates
- Positive Sentiment: Analyst upgrades/price target increases from major bulge‑bracket firms — Goldman Sachs and Deutsche Bank raised price targets and remain Buy, signalling meaningful upside from current levels. Goldman Sachs raises PT to $350 Deutsche Bank raises PT to $387
- Neutral Sentiment: MarketBeat view: pullback is a buying setup — Technical/long‑term analysts call the post‑earnings pullback a buy‑the‑dip opportunity given buybacks, dividends and intact uptrend, but they expect possible short‑term sideways action. MarketBeat tailwinds article
- Negative Sentiment: Mixed/negative investor reaction — Despite the beats, the stock slipped as some investors focused on signs of slowing sequential revenue growth and viewed FY guidance as cautious; that contributed to today’s decline. Stock brushes off upbeat Q4
- Negative Sentiment: Analyst downgrade/price target cut adds short‑term pressure — BNP Paribas Exane cut its price target and kept an Underperform rating, creating a headline that can amplify selling even as other banks lift targets. BNP Paribas Exane cuts PT to $290
- Negative Sentiment: Risk of near‑term range‑bound action or deeper pullback if support breaks — Market commentary highlights a likely range near ~$280–$300; a break below support could trigger more downside. MarketBeat technical notes
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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