GE Aerospace (NYSE:GE) Receives $388.33 Consensus Target Price from Analysts

GE Aerospace (NYSE:GE) has received a consensus recommendation of “Moderate Buy” from the twenty research firms that are currently covering the company, Marketbeat.com reports. One investment analyst has rated the stock with a sell recommendation, three have assigned a hold recommendation and sixteen have given a buy recommendation to the company. The average 1-year price target among brokers that have updated their coverage on the stock in the last year is $388.3333.

A number of analysts have issued reports on GE shares. Wells Fargo & Company reissued an “overweight” rating and issued a $390.00 target price on shares of GE Aerospace in a research report on Monday, July 20th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $450.00 price objective on shares of GE Aerospace in a research note on Monday, July 27th. TD Cowen reiterated a “buy” rating and issued a $380.00 price objective (up from $330.00) on shares of GE Aerospace in a report on Monday, July 13th. Susquehanna reiterated a “positive” rating and set a $430.00 price target (up from $380.00) on shares of GE Aerospace in a research note on Thursday, July 9th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and set a $410.00 target price on shares of GE Aerospace in a research note on Monday, July 20th.

GE Aerospace Trading Up 0.3%

Shares of GE stock opened at $319.96 on Friday. The company has a debt-to-equity ratio of 0.96, a current ratio of 0.98 and a quick ratio of 0.67. The firm has a market cap of $331.98 billion, a PE ratio of 37.69, a price-to-earnings-growth ratio of 2.33 and a beta of 1.35. The company has a 50-day moving average of $346.32 and a two-hundred day moving average of $327.30. GE Aerospace has a 1-year low of $268.91 and a 1-year high of $388.84.

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

GE Aerospace Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, October 26th. Investors of record on Monday, October 5th will be paid a dividend of $0.47 per share. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date is Monday, October 5th. GE Aerospace’s dividend payout ratio is presently 22.14%.

Key Headlines Impacting GE Aerospace

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

• Positive Sentiment: Defense propulsion milestone: GE Aerospace and Kratos Defense successfully ignited the GEK800/F143 turbofan engine, advancing development of a cruise-missile and “attritable” strike-system powerplant. The milestone could support future defense production and diversify GE’s exposure beyond commercial aviation. Kratos and GE Aerospace GEK800 ignition announcement
• Positive Sentiment: Investment in future technology: GE plans to invest $225 million to modernize its Niskayuna, New York, research center. The spending is expected to strengthen aerospace-engine development and advanced manufacturing capabilities over the long term. GE Aerospace Niskayuna research center investment
• Positive Sentiment: Commercial-services resilience: An analyst maintains a Buy view, arguing that GE’s roughly $170 billion services backlog, large installed engine base and pricing power can support durable cash flow even if elevated oil prices moderate airline aftermarket demand. LEAP engine growth, widebody maintenance and defense diversification are cited as offsets. GE Aerospace oil-price analysis
• Positive Sentiment: Strong legacy-engine demand: GE said demand for CFM56 overhauls remains strong, supporting its high-margin aftermarket business while newer LEAP engines continue to enter service. The company also declared a quarterly dividend of $0.47 per share, payable October 26 to shareholders of record October 5. CFM56 overhaul demand report
• Neutral Sentiment: Governance update: GE appointed Wes Bush as independent lead director, a move intended to strengthen board oversight and governance. The change is supportive for accountability but is unlikely to materially affect near-term earnings. GE Aerospace lead director announcement
• Negative Sentiment: Near-term execution and valuation concerns: GE’s redesigned GE9X seals have entered certification, but production approval still requires a separate FAA process. Investors also remain focused on the potential for high oil prices to slow aftermarket activity, the integration and cost of the $11.75 billion Consolidated Precision Products acquisition, and GE’s premium valuation near 38 times earnings. GE9X certification report

Insider Activity

In related news, SVP Mohamed Ali sold 8,096 shares of the business’s stock in a transaction on Friday, July 24th. The shares were sold at an average price of $353.71, for a total transaction of $2,863,636.16. Following the completion of the transaction, the senior vice president owned 20,666 shares in the company, valued at approximately $7,309,770.86. The trade was a 28.15% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Company insiders own 0.19% of the company’s stock.

Hedge Funds Weigh In On GE Aerospace

Several hedge funds have recently added to or reduced their stakes in GE. Auto Owners Insurance Co raised its stake 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 worth $2,024,413,000 after acquiring an additional 65,595,733 shares in the last quarter. Norges Bank purchased a new position in shares of GE Aerospace during the fourth quarter worth about $4,444,736,000. Amundi increased its position in shares of 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 in the last quarter. Jupiter Topco LLC acquired a new stake in shares of GE Aerospace during the second quarter worth about $1,283,858,000. Finally, Wellington Management Group LLP lifted its holdings in shares of GE Aerospace by 97.3% in the 2nd quarter. Wellington Management Group LLP now owns 6,797,935 shares of the company’s stock valued at $2,540,592,000 after purchasing an additional 3,352,432 shares during the last quarter. 74.77% of the stock is currently owned by hedge funds and other institutional investors.

About GE Aerospace

GE Aerospace (NYSE:GE) is a global aerospace company that designs, develops, manufactures and services aircraft engines and related systems. Its portfolio serves commercial aviation, military and defense, business and general aviation, and other aerospace markets.

The company’s products and services include commercial and military aircraft engines, integrated engine systems, avionics, mechanical systems and digital solutions. GE Aerospace also provides maintenance, repair, overhaul, spare parts, technical support and other lifecycle services for aircraft propulsion and related equipment.

GE Aerospace traces its roots to the aviation activities of General Electric, which began developing aircraft engines during World War I.