TD Cowen Cuts GE Aerospace (NYSE:GE) Price Target to $330.00

Key Points

• TD Cowen cut its price target on GE Aerospace to $330 (from $350) but kept a "buy" rating, implying roughly a 6.95% upside from the prior close.
• GE beat Q results with $1.57 EPS vs. $1.43 expected and revenue of $11.90B (+17.6% YoY), and set FY2026 guidance of 7.10–7.40 EPS.
• The stock carries a consensus "Moderate Buy" rating with a mean target of $342.78 (1 Strong Buy, 15 Buy, 3 Hold, 1 Sell), while insiders sold about 37,398 shares (~$11.46M) last quarter, leaving insiders with 0.19% ownership.

GE Aerospace (NYSE:GE - Get Free Report) had its target price reduced by equities research analysts at TD Cowen from $350.00 to $330.00 in a research report issued on Wednesday,MarketScreener reports. The brokerage currently has a "buy" rating on the stock. TD Cowen's price objective points to a potential upside of 6.95% from the company's previous close.

A number of other analysts also recently issued reports on GE. Deutsche Bank Aktiengesellschaft lifted their price objective on shares of GE Aerospace from $375.00 to $387.00 and gave the stock a "buy" rating in a report on Friday, January 23rd. UBS Group set a $374.00 price objective on shares of GE Aerospace and gave the stock a "buy" rating in a report on Friday, January 23rd. Zacks Research downgraded shares of GE Aerospace from a "strong-buy" rating to a "hold" rating in a report on Tuesday, March 24th. Citigroup dropped their price objective on shares of GE Aerospace from $380.00 to $353.00 and set a "buy" rating for the company in a report on Wednesday, April 1st. Finally, The Goldman Sachs Group lifted their price objective 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. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $342.78.

GE Aerospace Price Performance

Shares of NYSE:GE traded up $19.95 on Wednesday, hitting $308.55. The company's stock had a trading volume of 1,273,766 shares, compared to its average volume of 5,639,438. The company has a 50-day simple moving average of $311.13 and a 200 day simple moving average of $306.56. GE Aerospace has a 1 year low of $165.70 and a 1 year high of $348.48. The company has a market capitalization of $323.62 billion, a PE ratio of 37.92, a PEG ratio of 2.60 and a beta of 1.43. 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 released its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share 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 firm had revenue of $11.90 billion for the quarter, compared to analysts' expectations of $11.27 billion. During the same quarter last year, the firm posted $1.32 EPS. The company'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. Sell-side analysts forecast that GE Aerospace will post 5.4 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, VP Robert M. Giglietti sold 3,035 shares of the firm's stock in a transaction dated Friday, January 30th. The stock was sold at an average price of $305.51, for a total transaction of $927,222.85. Following the transaction, the vice president directly 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 sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, SVP Russell Stokes sold 30,363 shares of the firm's stock in a transaction dated 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 transaction, the senior vice president directly owned 150,434 shares in the company, valued at $46,103,507.98. This trade represents a 16.79% decrease in their ownership of the stock. 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 over the last quarter. 0.19% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

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