GE Aerospace (NYSE:GE) Upgraded by Wells Fargo & Company to Strong-Buy Rating

Key Points

• Wells Fargo & Company upgraded GE Aerospace (NYSE:GE) to a Strong-Buy, while overall analyst coverage averages a "Moderate Buy" with an average price target of $343.89 (1 Strong Buy, 15 Buy, 3 Hold, 1 Sell).
• GE Aerospace beat quarterly expectations with $1.57 EPS (vs. $1.43 consensus) and $11.90B revenue (up 17.6% YoY), and set FY2026 guidance of 7.10–7.40 EPS.
• Insiders sold 37,398 shares (~$11.46M) last quarter—leaving insider ownership at just 0.19%—while institutional investors hold about 74.77% of the stock.

GE Aerospace (NYSE:GE - Get Free Report) was upgraded by stock analysts at Wells Fargo & Company to a "strong-buy" rating in a research note issued to investors on Tuesday,Zacks.com reports.

Several other brokerages also recently issued reports on GE. UBS Group set a $374.00 price objective on shares of GE Aerospace and gave the stock a "buy" rating in a research report on Friday, January 23rd. JPMorgan Chase & Co. boosted their target price on GE Aerospace from $325.00 to $335.00 and gave the company an "overweight" rating in a research note on Monday, January 26th. Citigroup decreased their price target on shares of GE Aerospace from $380.00 to $353.00 and set a "buy" rating for the company in a research note on Wednesday. TD Cowen boosted their price objective on shares of GE Aerospace from $330.00 to $350.00 and gave the stock a "buy" rating in a research report on Wednesday, January 14th. Finally, Daiwa Securities Group began coverage on shares of GE Aerospace in a report on Tuesday. They set a "neutral" rating and a $301.00 target price for the company. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, GE Aerospace has an average rating of "Moderate Buy" and an average price target of $343.89.

GE Aerospace Stock Up 3.4%

GE Aerospace stock opened at $293.34 on Tuesday. 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 has a fifty-two week low of $159.36 and a fifty-two week high of $348.48. The firm has a fifty day moving average price of $311.98 and a two-hundred day moving average price of $306.72. The firm has a market cap of $307.66 billion, a price-to-earnings ratio of 36.04, a P/E/G ratio of 2.62 and a beta of 1.36.

GE Aerospace (NYSE:GE - Get Free Report) last issued its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.43 by $0.14. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.The company had revenue of $11.90 billion for the quarter, compared to the consensus estimate of $11.27 billion. During the same period last year, the business posted $1.32 earnings per share. The firm's 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. As a group, analysts forecast that GE Aerospace will post 5.4 earnings per share for the current year.

Insider Activity

In related news, SVP Russell Stokes sold 30,363 shares of GE Aerospace 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 completion of the transaction, the senior vice president owned 150,434 shares in the company, valued at approximately $46,103,507.98. This trade represents a 16.79% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, VP Robert M. Giglietti sold 3,035 shares of the business's stock in a transaction that occurred on Friday, January 30th. The stock was sold at an average price of $305.51, for a total value of $927,222.85. Following the transaction, the vice president directly owned 10,583 shares in the company, valued at approximately $3,233,212.33. This trade represents a 22.29% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 37,398 shares of company stock valued at $11,455,491 in the last quarter. Company insiders own 0.19% of the company's stock.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the business. High Falls Advisors Inc lifted its holdings in GE Aerospace by 3.0% during the 4th quarter. High Falls Advisors Inc now owns 1,069 shares of the company's stock valued at $329,000 after purchasing an additional 31 shares during the last quarter. Jacobsen Capital Management lifted its stake in shares of GE Aerospace by 1.4% during the 3rd quarter. Jacobsen Capital Management now owns 2,295 shares of the company's stock worth $690,000 after buying an additional 32 shares during the last quarter. Harfst & Associates Inc. boosted its holdings in shares of GE Aerospace by 0.4% during the 3rd quarter. Harfst & Associates Inc. now owns 7,444 shares of the company's stock worth $2,239,000 after buying an additional 33 shares during the period. Ledyard National Bank grew its stake in GE Aerospace by 1.2% in the 3rd quarter. Ledyard National Bank now owns 2,754 shares of the company's stock valued at $828,000 after buying an additional 33 shares during the last quarter. Finally, Hardy Reed LLC lifted its position in GE Aerospace by 0.7% during the third quarter. Hardy Reed LLC now owns 4,999 shares of the company's stock worth $1,504,000 after acquiring an additional 33 shares during the last quarter. 74.77% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting GE Aerospace

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

• Positive Sentiment: Delivery/contract momentum: GE Aerospace delivered its sixth F404‑IN20 engine for India’s Tejas LCA‑Mk1A program, underscoring ongoing defense revenue recognition and backlog conversion that support future cash flow. GE Aerospace delivers sixth F404-IN20 engine for Tejas LCA-Mk1A
• Positive Sentiment: Analyst support: Wells Fargo initiated coverage with an "overweight" rating and $325 target, adding institutional demand potential and validating growth expectations. Wells Fargo Overweight Coverage
• Positive Sentiment: Citi maintains a buy rating even after lowering its price target to $353, signaling confidence in GE Aerospace’s earnings trajectory despite somewhat reduced near‑term upside. Citigroup adjusts GE Aerospace price target to $353
• Positive Sentiment: Capacity investments: Management is significantly investing in MRO and manufacturing capacity to shorten turnaround times and meet strong engine demand — a potential multi‑year earnings catalyst as backlog converts. GE's Investment in Manufacturing Capacity
• Positive Sentiment: Supply‑chain expansion: GE Aerospace is expanding its global aviation supply‑chain network to support production scale-up and reliability — supportive for delivery rates and aftermarket growth. GE Aerospace expands global aviation supply chain network
• Neutral Sentiment: Daiwa started coverage with a neutral rating and $301 target, warning that high consensus expectations leave less margin for error — a mixed signal that could temper upside. Wall Street Split on GE Aerospace as Daiwa Sets $301 Target
• Neutral Sentiment: Index/fund positioning: Coverage notes that GE Aerospace maintains industrial leadership and placement in S&P‑related funds, which can stabilize flows but is not an immediate catalyst. GE Aerospace maintains industrial leadership in S&P 500 fund
• Negative Sentiment: Shareholder activism / ESG risk: JLens and the ADL are pushing a proposal for an independent report on GE’s human‑rights due diligence for Israel defense sales; GE’s board opposes it. This raises governance/ESG scrutiny and could create reputational or regulatory pressure. Shareholder Activism Puts GE Israel Defense Contracts And ESG Risks In Focus
• Negative Sentiment: Recent pullback: The stock has declined sharply this month despite a growing ~$190B backlog — suggesting profit‑taking, rotation, or concern over valuation and execution risk that could weigh near term. GE Aerospace Is Down 14% This Month While Its $190 Billion Backlog Keeps Growing

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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