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

Shares of GE Aerospace (NYSE:GE) have been assigned a consensus recommendation of “Moderate Buy” from the twenty research firms that are presently covering the stock, MarketBeat Ratings reports. One research analyst has rated the stock with a sell recommendation, three have given a hold recommendation and sixteen have assigned a buy recommendation to the company. The average 1-year price target among brokerages that have covered the stock in the last year is $387.22.

GE has been the topic of several recent research reports. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $450.00 price objective on shares of GE Aerospace in a research report on Monday, July 27th. Sanford C. Bernstein restated an “outperform” rating on shares of GE Aerospace in a research note on Wednesday, September 9th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $410.00 price target on shares of GE Aerospace in a research report on Monday, July 20th. Weiss Ratings upgraded shares of GE Aerospace from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, July 17th. Finally, Jefferies Financial Group set a $435.00 price objective on shares of GE Aerospace and gave the company a “buy” rating in a report on Wednesday.

Insider Activity

In related news, SVP Mohamed Ali sold 8,096 shares of the business’s stock in a transaction that occurred on Friday, July 24th. The stock was sold at an average price of $353.71, for a total value of $2,863,636.16. Following the completion of the sale, the senior vice president directly 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 filing with the SEC, which is accessible through this link. Company insiders own 0.19% of the company’s stock.

Institutional Trading of GE Aerospace

A number of institutional investors have recently modified their holdings of GE. Auto Owners Insurance Co lifted its position in GE Aerospace by 52,247.5% during the fourth quarter. Auto Owners Insurance Co now owns 65,721,281 shares of the company’s stock worth $2,024,413,000 after purchasing an additional 65,595,733 shares during the period. State Street Corp lifted its holdings in shares of GE Aerospace by 2.6% during the 2nd quarter. State Street Corp now owns 46,497,628 shares of the company’s stock worth $17,377,559,000 after acquiring an additional 1,160,584 shares during the period. Geode Capital Management LLC lifted its holdings in shares of GE Aerospace by 1.3% during the 4th quarter. Geode Capital Management LLC now owns 24,774,942 shares of the company’s stock worth $7,615,200,000 after acquiring an additional 312,880 shares during the period. Norges Bank acquired a new stake in shares of GE Aerospace during the 4th quarter worth approximately $4,444,736,000. Finally, Jennison Associates LLC boosted its position in shares of GE Aerospace by 37.7% during the 1st quarter. Jennison Associates LLC now owns 11,026,006 shares of the company’s stock worth $3,128,850,000 after acquiring an additional 3,017,937 shares in the last quarter. 74.77% of the stock is currently owned by institutional investors.

GE Aerospace Trading Up 2.2%

Shares of NYSE:GE opened at $326.95 on Friday. GE Aerospace has a 12-month low of $268.91 and a 12-month high of $388.84. The stock has a market cap of $339.24 billion, a PE ratio of 38.51, a P/E/G ratio of 2.39 and a beta of 1.35. The business has a 50 day moving average of $344.55 and a 200-day moving average of $327.22. The company has a quick ratio of 0.67, a current ratio of 0.98 and a debt-to-equity ratio of 0.96.

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

GE Aerospace Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, October 26th. Stockholders of record on Monday, October 5th will be given a $0.47 dividend. 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 payout ratio is presently 22.14%.

More GE Aerospace News

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

• Positive Sentiment: GE Aerospace’s strong engine demand and services backlog continue to support its long-term outlook, helping offset concerns about near-term cost inflation. GE Aerospace Stock Faces Pressure As Jefferies Cuts Price Target
• Positive Sentiment: The company’s $11.75 billion acquisition of Consolidated Precision Products is intended to address precision-casting and supply-chain bottlenecks, potentially allowing GE to convert strong demand into higher production and revenue. GE Aerospace is Spending $11.75 Billion to Fix a Supply-Chain Bottleneck
• Positive Sentiment: GE Aerospace signed an avionics systems service-support agreement with FL Technics Indonesia, expanding its aftermarket support footprint and recurring-services potential. GE Aerospace Signs Avionics Systems Service Support Agreement
• Positive Sentiment: GE and Kratos achieved first ignition of the GEK800 missile engine, marking progress in a defense program that could broaden GE’s military-engine opportunities. Kratos and GE Aerospace Achieve First Ignition of GEK800 Missile Engine
• Positive Sentiment: Wall Street’s average brokerage recommendation remains bullish, providing supportive sentiment even though analyst ratings can be overly optimistic. Is It Worth Investing in GE Based on Wall Street’s Bullish Views?
• Neutral Sentiment: GE Aerospace is viewed as an operating-margin and revenue-growth leader among peers, but its premium valuation may already reflect much of that advantage, limiting upside unless execution remains strong. Is GE Aerospace’s Lead Already in Its Stock Price?
• Negative Sentiment: Jefferies lowered its GE Aerospace price target to $435 from $455 while maintaining a Buy rating, signaling reduced near-term valuation expectations despite confidence in the business. Jefferies Adjusts Price Target on GE Aerospace
• Negative Sentiment: Rising costs caused margin pressure even as profit increased, raising questions about how quickly GE can translate LEAP engine demand and stronger guidance into improved profitability. GE Aerospace Faces Margin Pressure From Rising Costs
• Negative Sentiment: Disagreement with Boeing over the cause of a 777-9 ETOPS testing delay highlights potential program-timing and execution risks. Boeing and GE Aerospace Differ on Cause of 777-9 ETOPS Testing Holdup

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.