GE Aerospace (NYSE:GE) Receives Consensus Rating of “Moderate Buy” from Analysts

GE Aerospace (NYSE:GE) has been assigned a consensus recommendation of “Moderate Buy” from the nineteen research firms that are currently covering the firm, Marketbeat.com reports. One equities research analyst has rated the stock with a sell recommendation, two have issued a hold recommendation and sixteen have given a buy recommendation to the company. The average 12 month price objective among brokers that have issued a report on the stock in the last year is $390.5882.

Several research analysts recently weighed in on the stock. Royal Bank Of Canada reissued an “outperform” rating and set a $400.00 price objective (up from $355.00) on shares of GE Aerospace in a research note on Wednesday, July 15th. Sanford C. Bernstein set a $421.00 price objective on GE Aerospace and gave the stock an “outperform” rating in a report on Thursday, July 23rd. Seaport Research Partners began coverage on shares of GE Aerospace in a research report on Tuesday, May 26th. They issued a “buy” rating and a $375.00 target price for the company. TD Cowen reaffirmed a “buy” rating and set a $380.00 price target (up from $330.00) on shares of GE Aerospace in a research report on Monday, July 13th. Finally, BNP Paribas Exane decreased their target price on shares of GE Aerospace from $300.00 to $270.00 and set an “underperform” rating for the company in a research note on Thursday, May 14th.

GE Aerospace Stock Performance

GE Aerospace stock opened at $343.51 on Wednesday. GE Aerospace has a 1 year low of $268.01 and a 1 year high of $388.84. The company has a market cap of $356.41 billion, a PE ratio of 40.46, a PEG ratio of 2.50 and a beta of 1.36. The company has a current ratio of 0.98, a quick ratio of 0.67 and a debt-to-equity ratio of 0.96. The company’s 50-day moving average is $360.35 and its two-hundred day moving average is $328.16.

GE Aerospace (NYSE:GE) last released its earnings results on Thursday, July 16th. The company reported $2.02 EPS for the quarter, topping analysts’ consensus estimates of $1.86 by $0.16. GE Aerospace had a net margin of 17.72% and a return on equity of 40.56%. The firm had revenue of $12.63 billion during the quarter, compared to analyst estimates of $11.87 billion. During the same quarter in the previous year, the business earned $1.66 EPS. The business’s quarterly revenue was up 21.1% compared to the same quarter last year. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. Equities analysts anticipate that GE Aerospace will post 7.91 earnings per share for the current year.

GE Aerospace Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, July 27th. Stockholders of record on Monday, July 6th were given a $0.47 dividend. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend was Monday, July 6th. GE Aerospace’s dividend payout ratio (DPR) is 22.14%.

Insider Buying and Selling at GE Aerospace

In other news, SVP Mohamed Ali sold 8,096 shares of the company’s 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 sale, the senior vice president directly owned 20,666 shares of the company’s stock, valued at approximately $7,309,770.86. This represents a 28.15% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.19% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On GE Aerospace

A number of institutional investors have recently bought and sold shares of GE. California State Teachers Retirement System increased its holdings in shares of GE Aerospace by 36,799.0% during the 2nd quarter. California State Teachers Retirement System now owns 594,835,395 shares of the company’s stock worth $222,307,832,000 after acquiring an additional 593,223,330 shares during the last quarter. Auto Owners Insurance Co lifted its holdings in GE Aerospace by 52,247.5% during the 4th quarter. Auto Owners Insurance Co now owns 65,721,281 shares of the company’s stock valued at $2,024,413,000 after purchasing an additional 65,595,733 shares during the last quarter. Norges Bank bought a new position in GE Aerospace during the fourth quarter worth $4,444,736,000. Amundi boosted its position in GE Aerospace by 135.2% during the first quarter. Amundi now owns 6,119,975 shares of the company’s stock worth $1,736,665,000 after purchasing an additional 3,518,278 shares during the period. Finally, Jupiter Topco LLC acquired a new position in shares of GE Aerospace in the second quarter valued at $1,283,858,000. Institutional investors and hedge funds own 74.77% of the company’s stock.

Key Headlines Impacting GE Aerospace

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

• Positive Sentiment: LEAP engine deliveries are accelerating. GE Aerospace’s LEAP deliveries increased 41% this year, helping address a key production bottleneck for Boeing and Airbus. Continued delivery growth could support commercial-engine revenue, aftermarket services and cash flow. GE Aerospace’s LEAP Engine Deliveries Jumped 41% This Year
• Positive Sentiment: Analyst sentiment remains constructive. Wall Street’s overall view is favorable, with recent price targets generally above the current trading level. GE’s strong commercial and defense franchises, backlog and free-cash-flow generation continue to support the bullish case. Is GE Aerospace a Buy as Wall Street Analysts Look Optimistic?
• Positive Sentiment: Broad-based operating strength is drawing investor attention. A long-term investment strategy highlighted GE Aerospace as a high-quality franchise with sustainable competitive advantages, reinforcing confidence in its business momentum. Broad-Based Strength Lifts GE Aerospace Performance
• Neutral Sentiment: Margin expansion is a key execution test. GE is relying on cost controls and backlog conversion to improve profitability, but inflation and investments for growth could pressure margins in the near term. Can GE Aerospace Boost Profit Margin Amid Cost Pressures?
• Negative Sentiment: Valuation and profit-taking are weighing on the shares. GE trades at a premium valuation, and recent weakness has been attributed to investors reassessing the stock after its strong rally rather than to a new negative earnings release. Comparisons with Howmet also suggest some investors see better risk-reward elsewhere. Howmet vs. GE Aerospace
• Negative Sentiment: Insider selling is a secondary caution signal. Company insiders reported sales and no open-market purchases during the past six months, which may reinforce concerns about the stock’s elevated valuation, although the activity does not indicate a change in operating fundamentals.

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.