GE Aerospace (NYSE:GE) Price Target Raised to $405.00

GE Aerospace (NYSE:GE) had its target price raised by Sanford C. Bernstein from $374.00 to $405.00 in a research note issued to investors on Tuesday morning,Benzinga reports. They currently have an outperform rating on the stock.

A number of other research firms have also weighed in on GE. Deutsche Bank Aktiengesellschaft raised their price objective on GE Aerospace from $375.00 to $387.00 and gave the company a “buy” rating in a research report on Friday, January 23rd. Susquehanna reissued a “positive” rating and issued a $380.00 target price on shares of GE Aerospace in a research note on Thursday, January 15th. The Goldman Sachs Group lifted their price target on GE Aerospace from $338.00 to $350.00 and gave the stock a “buy” rating in a research report on Friday, January 23rd. Weiss Ratings reiterated a “buy (b)” rating on shares of GE Aerospace in a research note on Thursday, January 22nd. Finally, UBS Group set a $374.00 price objective on shares of GE Aerospace and gave the company a “buy” rating in a research report on Friday, January 23rd. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $331.12.

GE Aerospace Stock Down 3.7%

Shares of GE Aerospace stock opened at $327.13 on Tuesday. GE Aerospace has a 1 year low of $159.36 and a 1 year high of $348.48. The firm has a market cap of $343.10 billion, a price-to-earnings ratio of 40.19, a PEG ratio of 3.14 and a beta of 1.36. The company has a 50-day moving average of $319.50 and a 200 day moving average of $303.25. 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) last posted 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 business had revenue of $11.90 billion for the quarter, compared to analyst estimates of $11.27 billion. During the same quarter in the previous year, the firm posted $1.32 earnings per share. GE Aerospace’s quarterly revenue was up 17.6% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, sell-side analysts anticipate that GE Aerospace will post 5.4 earnings per share for the current fiscal 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 given a dividend of $0.47 per share. This represents a $1.88 dividend on an annualized basis and a yield of 0.6%. This is a boost from GE Aerospace’s previous quarterly dividend of $0.36. The ex-dividend date is Monday, March 9th. GE Aerospace’s dividend payout ratio (DPR) is currently 17.69%.

Insiders Place Their Bets

In related news, VP Robert M. Giglietti sold 3,035 shares of the firm’s stock in a transaction that occurred on Friday, January 30th. The shares were sold at an average price of $305.51, for a total value of $927,222.85. Following the transaction, the vice president owned 10,583 shares of the company’s stock, valued at approximately $3,233,212.33. This trade represents a 22.29% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, SVP Amy L. Gowder sold 4,000 shares of the business’s stock in a transaction that occurred on Monday, February 2nd. The shares were 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 of the company’s stock, valued at $5,055,245.55. This trade represents a 19.48% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 37,398 shares of company stock valued at $11,455,491. Insiders own 0.21% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in the business. Bare Financial Services Inc grew its holdings in GE Aerospace by 81.1% during the second 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 period. REAP Financial Group LLC purchased a new position in shares of GE Aerospace during the 3rd quarter valued at about $25,000. Blueline Advisors LLC purchased a new position in shares of GE Aerospace during the 4th quarter valued at about $25,000. Marquette Asset Management LLC bought a new position in shares of GE Aerospace during the 3rd quarter valued at approximately $26,000. Finally, Lavaca Capital LLC grew its stake in shares of GE Aerospace by 1,666.7% during the 2nd quarter. Lavaca Capital LLC now owns 106 shares of the company’s stock valued at $27,000 after acquiring an additional 100 shares during the period. 74.77% of the stock is currently owned by institutional investors.

More GE Aerospace News

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

• Positive Sentiment: Recent operational wins and demand: Coverage highlights GE’s surge driven by robust engine demand, major airline deals and upward revisions to earnings forecasts — a key reason investors have bid the stock toward its 52‑week highs. GE Aerospace is Trading Near 52-Week High: Should You Buy the Stock?
• Positive Sentiment: Analyst bullishness: Sanford C. Bernstein flagged upside for GE, and brokerages show a consensus “Moderate Buy,” supporting the case for further upside if execution continues. GE Aerospace (NYSE:GE) Stock Price Expected to Rise, Sanford C. Bernstein Analyst Says GE Aerospace (NYSE:GE) Given Consensus Rating of “Moderate Buy” by Brokerages
• Neutral Sentiment: Trending and investor interest pieces: Multiple Zacks/Yahoo and industry sites are flagging GE as a trending stock and revisiting the valuation/risks — increases visibility but may amplify short‑term trading flows. GE Aerospace (GE) Is a Trending Stock: Facts to Know Before Betting on It Zacks trending story
• Neutral Sentiment: GE Vernova (GEV) attention: Separate coverage notes investor interest in GE’s other businesses (GE Vernova). Spin‑off/portfolio segmentation can re‑rate parts of the old GE, but effects on GE Aerospace depend on deal/timing. GE Vernova Inc. (GEV) is Attracting Investor Attention: Here is What You Should Know
• Negative Sentiment: Profit‑taking and valuation risk: After a ~73% rally into 52‑week highs, elevated multiples (P/E ~40) raise sensitivity to any earnings hiccup or order delays — a likely driver of today’s pullback. GE Aerospace (GE) Stock Approaches Peak — Is Now the Time to Invest?
• Negative Sentiment: Broader market headwinds: Market moves (oil surge and macro data/jobs risk) can pressure cyclical and growth names; headlines about futures slipping may have exacerbated selling in otherwise strong individual names. Dow Jones Futures: Stock Market Skids On Surging Oil Prices, Pare Losses As Broadcom, Nvidia Rise

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.