GE Aerospace (NYSE:GE) Receives Consensus Recommendation of “Moderate Buy” from Brokerages

GE Aerospace (NYSE:GE) has been assigned a consensus rating of “Moderate Buy” from the nineteen research firms that are currently covering the company, MarketBeat.com reports. One investment analyst has rated the stock with a sell rating, one has assigned a hold rating, sixteen have assigned a buy rating and one has assigned a strong buy rating to the company. The average 1-year price objective among brokers that have issued a report on the stock in the last year is $331.1176.

GE has been the topic of several recent research reports. Deutsche Bank Aktiengesellschaft increased their target price on GE Aerospace from $375.00 to $387.00 and gave the stock a “buy” rating in a research report on Friday, January 23rd. Wolfe Research boosted their price objective on GE Aerospace from $340.00 to $360.00 and gave the company an “outperform” rating in a research note on Monday, January 12th. Weiss Ratings reissued a “buy (b)” rating on shares of GE Aerospace in a report on Thursday, January 22nd. BNP Paribas Exane cut their target price on GE Aerospace from $305.00 to $290.00 and set an “underperform” rating for the company in a research note on Friday, January 23rd. Finally, Susquehanna reaffirmed a “positive” rating and set a $380.00 target price on shares of GE Aerospace in a report on Thursday, January 15th.

Insider Activity at GE Aerospace

In other GE Aerospace news, SVP Russell Stokes sold 30,363 shares of the firm’s stock in a transaction on Friday, January 30th. The shares were sold at an average price of $306.47, for a total value of $9,305,348.61. Following the completion of the transaction, the senior vice president directly owned 150,434 shares of the company’s stock, valued at $46,103,507.98. This trade represents a 16.79% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, VP Robert M. Giglietti sold 3,035 shares of the firm’s stock in a transaction on Friday, January 30th. The shares were sold at an average price of $305.51, for a total transaction of $927,222.85. Following the completion of the transaction, the vice president directly owned 10,583 shares of the company’s stock, valued at approximately $3,233,212.33. The trade was a 22.29% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 37,398 shares of company stock valued at $11,455,491. Corporate insiders own 0.21% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in GE. Auto Owners Insurance Co raised its holdings in shares of GE Aerospace by 52,247.5% in 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 acquiring an additional 65,595,733 shares in the last quarter. Norges Bank bought a new stake in shares of GE Aerospace during the 4th quarter valued at about $4,444,736,000. Capital World Investors grew its holdings in shares of GE Aerospace by 16.2% during the third quarter. Capital World Investors now owns 21,442,810 shares of the company’s stock worth $6,449,731,000 after purchasing an additional 2,995,054 shares in the last quarter. Corient Private Wealth LLC increased its position in shares of GE Aerospace by 382.1% in the fourth quarter. Corient Private Wealth LLC now owns 2,757,281 shares of the company’s stock worth $849,325,000 after purchasing an additional 2,185,321 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. increased its position in shares of GE Aerospace by 1,200.7% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 1,847,011 shares of the company’s stock worth $568,935,000 after purchasing an additional 1,705,005 shares during the last quarter. Institutional investors own 74.77% of the company’s stock.

GE Aerospace Stock Performance

NYSE GE opened at $326.75 on Wednesday. The firm has a market cap of $342.70 billion, a P/E ratio of 40.14, a price-to-earnings-growth ratio of 2.97 and a beta of 1.36. The company has a quick ratio of 0.74, a current ratio of 1.04 and a debt-to-equity ratio of 1.00. The company’s 50 day moving average is $320.15 and its 200-day moving average is $304.95. GE Aerospace has a 12-month low of $159.36 and a 12-month high of $348.48.

GE Aerospace (NYSE:GE) last released its quarterly earnings data on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, topping the consensus estimate of $1.43 by $0.14. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The company had revenue of $11.90 billion during the quarter, compared to the consensus estimate of $11.27 billion. During the same period last year, the firm earned $1.32 EPS. GE Aerospace’s revenue for the quarter was up 17.6% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Sell-side analysts predict that GE Aerospace will post 5.4 earnings per share for the current year.

GE Aerospace Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, April 27th. Investors of record on Monday, March 9th will be paid a dividend of $0.47 per share. This is an increase from GE Aerospace’s previous quarterly dividend of $0.36. This represents a $1.88 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend is Monday, March 9th. GE Aerospace’s dividend payout ratio is presently 23.10%.

Key Headlines Impacting GE Aerospace

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

• Positive Sentiment: Company announces an additional $1 billion of U.S. investment to expand engine production, supplier base and manufacturing capacity — this directly underpins revenue/production growth expectations and defense supply resilience. GE Aerospace to invest additional $1 billion in US (Reuters)
• Positive Sentiment: Multiple site-level investments (totaling roughly $1B nationwide) — includes planned spending in West Michigan, Huntsville, Greenville, Terre Haute, Dayton, Rockford and several North Carolina plants — signaling capex deployment to raise engine output and reduce supply constraints. GE Aerospace to invest another $1B across US operations (Yahoo)
• Positive Sentiment: Recent operational momentum: strong Q4 results and FY‑2026 EPS guidance (company has highlighted robust commercial orders and large defense contracts), which support higher forward earnings expectations. What’s Behind GE Stock’s Massive Rally? (Forbes)
• Positive Sentiment: Short interest fell sharply in February (down ~27% to ~11.23M shares, ~1.1% of float; ~2.1 days to cover) — lower short exposure reduces potential selling pressure and can amplify rallies as bearish bets unwind.
• Positive Sentiment: Defense demand tailwind: broader market flows into defense-related names/ETFs amid geopolitical tensions, which benefits GE Aerospace as a major defense supplier. Why This Defense ETF Could Keep Rallying (MarketBeat)
• Neutral Sentiment: Analyst and media coverage highlighting GE among “surging” stocks and performance comparisons to peers may attract momentum investors but doesn’t change fundamentals on its own. 2 Surging Stocks for Long-Term Investors (Yahoo)
• Negative Sentiment: Valuation and balance-sheet considerations: shares trade at elevated multiples (P/E ~40) and GE Aerospace carries leverage (debt-to-equity ~1.0); high valuation raises sensitivity to execution misses or slower demand.

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.