GE Aerospace (NYSE:GE) Rating Lowered to "Hold" at Zacks Research

Key Points

• Zacks Research downgraded GE Aerospace from a "strong-buy" to a "hold" in a research note issued Tuesday.
• GE beat expectations with $1.57 EPS and $11.90B in quarterly revenue, and set FY 2026 guidance of 7.100–7.400 EPS.
• Most analysts remain bullish (16 Buys, 2 Holds, 1 Sell) with an average target of $331.12, while insiders sold about 37,398 shares (~$11.5M) over the past three months.

GE Aerospace (NYSE:GE - Get Free Report) was downgraded by research analysts at Zacks Research from a "strong-buy" rating to a "hold" rating in a research note issued on Tuesday,Zacks.com reports.

GE has been the subject of a number of other reports. Susquehanna reaffirmed a "positive" rating and set a $380.00 target price on shares of GE Aerospace in a research report on Thursday, January 15th. UBS Group set a $374.00 price target on GE Aerospace and gave the company a "buy" rating in a research note on Friday, January 23rd. BNP Paribas Exane decreased their price objective on GE Aerospace from $305.00 to $290.00 and set an "underperform" rating for the company in a report on Friday, January 23rd. Deutsche Bank Aktiengesellschaft upped their price objective on shares of GE Aerospace from $375.00 to $387.00 and gave the stock a "buy" rating in a research note on Friday, January 23rd. Finally, The Goldman Sachs Group increased their target price on shares of GE Aerospace from $338.00 to $350.00 and gave the stock a "buy" rating in a report on Friday, January 23rd. Sixteen equities research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, GE Aerospace presently has an average rating of "Moderate Buy" and an average target price of $331.12.

GE Aerospace Stock Up 2.0%

Shares of GE opened at $296.57 on Tuesday. GE Aerospace has a 12-month low of $159.36 and a 12-month high of $348.48. The firm has a fifty day moving average price of $315.65 and a 200-day moving average price of $306.59. The firm has a market capitalization of $311.05 billion, a P/E ratio of 36.43, a P/E/G ratio of 2.68 and a beta of 1.36. The company has a current ratio of 1.04, a quick ratio of 0.74 and a debt-to-equity ratio of 1.00.

GE Aerospace (NYSE:GE - Get Free Report) last issued its earnings results on Thursday, January 22nd. The company reported $1.57 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 business had revenue of $11.90 billion for the quarter, compared to analyst estimates of $11.27 billion. During the same period last year, the company posted $1.32 earnings per share. The company'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 research analysts expect that GE Aerospace will post 5.4 earnings per share for the current year.

Insider Transactions at GE Aerospace

In related news, SVP Russell Stokes sold 30,363 shares of the firm's stock in a transaction dated Friday, January 30th. The stock was sold at an average price of $306.47, for a total transaction of $9,305,348.61. Following the sale, the senior vice president owned 150,434 shares of the company's stock, valued at $46,103,507.98. This trade represents a 16.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, SVP Amy L. Gowder sold 4,000 shares of GE Aerospace stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $305.73, for a total value of $1,222,920.00. Following the completion of the transaction, the senior vice president owned 16,535 shares in the company, valued at $5,055,245.55. This trade represents a 19.48% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 37,398 shares of company stock valued at $11,455,491. Corporate insiders own 0.19% of the company's stock.

Hedge Funds Weigh In On GE Aerospace

Large investors have recently added to or reduced their stakes in the company. Diversified Trust Co lifted its stake in shares of GE Aerospace by 21.3% during the third quarter. Diversified Trust Co now owns 32,021 shares of the company's stock worth $9,633,000 after buying an additional 5,625 shares during the period. Cadinha & Co. LLC grew its holdings in shares of GE Aerospace by 154.8% during the third quarter. Cadinha & Co. LLC now owns 97,280 shares of the company's stock valued at $29,264,000 after buying an additional 59,106 shares during the last quarter. Czech National Bank increased its position in shares of GE Aerospace by 3.3% in the 3rd quarter. Czech National Bank now owns 269,330 shares of the company's stock valued at $81,020,000 after acquiring an additional 8,668 shares during the period. Phoenix Financial Ltd. increased its position in shares of GE Aerospace by 34.3% in the 3rd quarter. Phoenix Financial Ltd. now owns 22,632 shares of the company's stock valued at $6,808,000 after acquiring an additional 5,775 shares during the period. Finally, Integrity Financial Corp WA purchased a new position in GE Aerospace in the 3rd quarter worth $481,000. 74.77% of the stock is currently owned by institutional investors.

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.

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