GE Aerospace (NYSE:GE) Downgraded by Wall Street Zen to “Hold”

Posted by Patrick Bannon on Feb 22nd, 2026

Wall Street Zen cut shares of GE Aerospace (NYSE:GE – Free Report) from a buy rating to a hold rating in a report published on Saturday morning.

Other equities analysts also recently issued research reports about the company. Deutsche Bank Aktiengesellschaft upped their target price on GE Aerospace from $375.00 to $387.00 and gave the company a “buy” rating in a research report on Friday, January 23rd. BNP Paribas Exane reduced their price target 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. UBS Group set a $374.00 price objective on GE Aerospace and gave the company a “buy” rating in a report on Friday, January 23rd. Wolfe Research upped their price target on shares of GE Aerospace from $340.00 to $360.00 and gave the company an “outperform” rating in a research note on Monday, January 12th. Finally, Citigroup reiterated a “buy” rating and issued a $380.00 price objective (up previously from $378.00) on shares of GE Aerospace in a research note on Friday, January 23rd. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, GE Aerospace presently has a consensus rating of “Moderate Buy” and an average target price of $329.29.

Read Our Latest Analysis on GE

GE Aerospace Price Performance

NYSE:GE opened at $342.54 on Friday. GE Aerospace has a one year low of $159.36 and a one year high of $344.30. The company has a market cap of $359.26 billion, a P/E ratio of 42.08, a P/E/G ratio of 3.17 and a beta of 1.40. The firm’s fifty day moving average price is $313.63 and its two-hundred day moving average price is $299.23. The company has a debt-to-equity ratio of 1.00, a current ratio of 1.04 and a quick ratio of 0.74.

GE Aerospace (NYSE:GE – Get Free Report) last posted its earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 analysts’ expectations of $11.27 billion. During the same quarter last year, the company posted $1.32 EPS. GE Aerospace’s quarterly revenue was up 17.6% compared to the same quarter last year. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Equities analysts expect that GE Aerospace will post 5.4 earnings per share for the current year.

GE Aerospace Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, April 27th. Investors of record on Monday, March 9th will be paid a $0.47 dividend. This represents a $1.88 dividend on an annualized basis and a yield of 0.5%. This is a boost from GE Aerospace’s previous quarterly dividend of $0.36. The ex-dividend date of this dividend is Monday, March 9th. GE Aerospace’s payout ratio is presently 17.69%.

Insider Buying and Selling

In other news, SVP Russell Stokes sold 30,363 shares of the business’s stock in a transaction that occurred 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 in the company, valued at approximately $46,103,507.98. The trade was a 16.79% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, SVP Amy L. Gowder sold 4,000 shares of the stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $305.73, for a total transaction of $1,222,920.00. Following the sale, the senior vice president owned 16,535 shares in the company, valued at $5,055,245.55. This represents a 19.48% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 37,398 shares of company stock valued at $11,455,491 over the last quarter. 0.21% of the stock is owned by company insiders.

Institutional Investors Weigh In On GE Aerospace

Several institutional investors and hedge funds have recently added to or reduced their stakes in GE. REAP Financial Group LLC acquired a new stake in GE Aerospace in the third quarter valued at about $25,000. Blueline Advisors LLC bought a new position in shares of GE Aerospace in the fourth quarter worth about $25,000. Marquette Asset Management LLC bought a new position in shares of GE Aerospace in the third quarter worth about $26,000. Barnes Dennig Private Wealth Management LLC boosted its stake in shares of GE Aerospace by 147.2% in the 3rd quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company’s stock valued at $27,000 after purchasing an additional 53 shares in the last quarter. Finally, Bare Financial Services Inc grew its holdings in shares of GE Aerospace by 81.1% during the 2nd quarter. Bare Financial Services Inc now owns 96 shares of the company’s stock valued at $25,000 after purchasing an additional 43 shares during the last quarter. 74.77% of the stock is currently owned by institutional investors.

Key GE Aerospace News

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

Positive Sentiment: Morgan Stanley initiated coverage of GE Aerospace with an Overweight rating and a $425 price target, arguing the market underestimates GE’s long‑term free cash flow and pricing power — a clear analyst-driven bullish catalyst. Morgan Stanley initiates GE Aerospace stock with overweight rating
Positive Sentiment: Media coverage is spotlighting GE’s new “AI Wingmate” program — AI tools for inspections and predictive maintenance that could lower airline downtime and support services revenue growth, boosting investor sentiment around recurring aftermarket cash flows. GE Aerospace readies for liftoff with wild new AI wingmate
Positive Sentiment: Reports note GE signed a significant engine order with United Airlines (and dealer/airline comments praising GE engines surfaced), reinforcing near‑term aftermarket and OEM revenue visibility. Contract wins like this support higher revenue and service attach rates. GE Aerospace, United Airlines ink big engine order
Positive Sentiment: GE is partnering with Starfighters Space to support the STARLAUNCH I rocket program’s critical design review — a small but strategic aerospace collaboration that highlights GE’s broader aerospace engineering role and potential new revenue avenues. Starfighters and GE Progress STARLAUNCH Platform
Neutral Sentiment: Technically, several market commentators flagged GE Aerospace entering a “buy range” and hitting all‑time highs — this momentum can attract trend‑following flows but also raises volatility risk on any pullback. Dow Jones Futures Fall Before Big Economic Data, Possible Trump Tariff Ruling; AI Leader Climbs, Cancer-Test Firm Crashes

About GE Aerospace

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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.