GE Aerospace (NYSE:GE) Receives Consensus Rating of "Moderate Buy" from Brokerages

Key Points

• Analysts remain broadly bullish: Twenty research firms give GE Aerospace a consensus “Moderate Buy” rating, with 16 buys, three holds and one sell. The average one-year price target is $388.33.
• Recent results exceeded expectations: GE reported quarterly EPS of $2.02 versus the $1.86 consensus and revenue of $12.63 billion, up 21.1% year over year. The company guided to fiscal 2026 EPS of $7.65–$7.85.
• Growth catalysts are balanced by risks: GE said the GE9X engine-seal issue should not delay Boeing’s 777X, while its planned $11.75 billion acquisition aims to ease supply-chain constraints. However, the deal’s expected 2027 closing, integration risks and elevated valuation remain investor concerns.

Shares of GE Aerospace (NYSE:GE - Get Free Report) have earned a consensus recommendation of "Moderate Buy" from the twenty research firms that are covering the company, MarketBeat reports. One analyst has rated the stock with a sell rating, three have assigned a hold rating and sixteen have assigned a buy rating to the company. The average 1 year target price among analysts that have issued a report on the stock in the last year is $388.3333.

Several analysts recently issued reports on GE shares. JPMorgan Chase & Co. upped their price objective on shares of GE Aerospace from $335.00 to $400.00 and gave the company an "overweight" rating in a research note on Monday, July 20th. The Goldman Sachs Group reissued a "buy" rating and issued a $410.00 target price on shares of GE Aerospace in a research note on Monday, July 20th. Susquehanna restated a "positive" rating and set a $430.00 target price (up from $380.00) on shares of GE Aerospace in a report on Thursday, July 9th. Citigroup restated a "buy" rating and set a $431.00 target price (up from $353.00) on shares of GE Aerospace in a report on Wednesday, July 1st. Finally, Seaport Research Partners assumed coverage on GE Aerospace in a research report on Tuesday, May 26th. They issued a "buy" rating and a $375.00 price target for the company.

GE Aerospace Trading Up 0.1%

Shares of GE stock opened at $313.88 on Friday. GE Aerospace has a fifty-two week low of $268.91 and a fifty-two week high of $388.84. The company has a debt-to-equity ratio of 0.96, a quick ratio of 0.67 and a current ratio of 0.98. The stock's fifty day moving average is $347.66 and its two-hundred day moving average is $327.67. The firm has a market capitalization of $325.66 billion, a P/E ratio of 36.97, a PEG ratio of 2.29 and a beta of 1.35.

GE Aerospace (NYSE:GE - Get Free Report) last released its earnings results on Thursday, July 16th. The company reported $2.02 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.86 by $0.16. The business had revenue of $12.63 billion during the quarter, compared to analyst estimates of $11.87 billion. GE Aerospace had a net margin of 17.72% and a return on equity of 40.56%. The company's revenue for the quarter was up 21.1% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.66 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. Research analysts expect that GE Aerospace will post 7.91 earnings per share for the current fiscal year.

GE Aerospace Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Monday, July 27th. Shareholders of record on Monday, July 6th were paid a dividend of $0.47 per share. The ex-dividend date of this dividend was Monday, July 6th. This represents a $1.88 dividend on an annualized basis and a yield of 0.6%. GE Aerospace's payout ratio is 22.14%.

More GE Aerospace News

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

• Positive Sentiment: GE9X issue appears manageable: GE Aerospace said an upgraded mid-seal for the GE9X engine is being shipped to Boeing in the third quarter and remains on track without delaying the Boeing 777X’s planned entry into service next year. This reduces a potential program and revenue risk. GE Aerospace says GE9X mid-seal issue won't delay Boeing 777X entry into service
• Positive Sentiment: Airline demand remains supportive: Management sees no changes to airline fleet plans despite the ongoing air-traffic recovery, supporting long-term demand for GE engines and aftermarket services. The 777X timeline also provides a potential future boost to engine deliveries.
• Positive Sentiment: Supply-chain investment could improve services growth: GE’s planned $11.75 billion acquisition of Consolidated Precision Products is intended to secure critical castings and turbine-blade components, potentially easing bottlenecks that have contributed to a sizable services backlog and delayed spare-parts deliveries. GE Aerospace’s CPP deal won’t close until 2027
• Neutral Sentiment: Investor attention is elevated: GE is a trending stock, while analysts continue to highlight its strong growth outlook alongside valuation concerns. Its shares remain below their 50-day and 200-day moving averages, suggesting cautious sentiment despite the recent improvement.
• Negative Sentiment: Acquisition and valuation risks remain: The CPP transaction is not expected to close until 2027, delaying any supply-chain benefits and leaving GE exposed to integration, financing and execution risks. With a forward-looking valuation near 37 times earnings, investors may demand continued strong growth to support the stock.

Insider Transactions at GE Aerospace

In other GE Aerospace news, SVP Mohamed Ali sold 8,096 shares of the company's stock in a transaction 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 $7,309,770.86. This represents a 28.15% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. 0.19% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the company. Blueline Advisors LLC acquired a new stake in GE Aerospace during the fourth quarter worth about $25,000. Paladin Partners LLC acquired a new position in GE Aerospace in the 2nd quarter valued at about $38,000. Parvin Asset Management LLC purchased a new stake in shares of GE Aerospace in the 2nd quarter valued at approximately $41,000. Markowski Investments purchased a new stake in shares of GE Aerospace in the 2nd quarter valued at approximately $46,000. Finally, Burkett Financial Services LLC increased its holdings in shares of GE Aerospace by 28.9% during the 2nd quarter. Burkett Financial Services LLC now owns 125 shares of the company's stock worth $47,000 after buying an additional 28 shares during the last quarter. Institutional investors and hedge funds own 74.77% of the company's stock.

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.

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