GE Aerospace (NYSE:GE) Earns Overweight Rating from Analysts at Wells Fargo & Company

Research analysts at Wells Fargo & Company assumed coverage on shares of GE Aerospace (NYSE:GE) in a report released on Wednesday. The brokerage set an “overweight” rating and a $325.00 price target on the stock. Wells Fargo & Company‘s target price suggests a potential upside of 14.73% from the company’s previous close.

Several other research analysts have also commented on the stock. Daiwa Securities Group initiated coverage on shares of GE Aerospace in a research note on Tuesday. They issued a “neutral” rating and a $301.00 price objective for the company. JPMorgan Chase & Co. raised their price target on shares of GE Aerospace from $325.00 to $335.00 and gave the company an “overweight” rating in a research report on Monday, January 26th. Wall Street Zen raised GE Aerospace from a “hold” rating to a “buy” rating in a research report on Saturday, March 21st. Weiss Ratings reiterated a “buy (b)” rating on shares of GE Aerospace in a report on Thursday, January 22nd. Finally, Wolfe Research boosted their target price on GE Aerospace from $340.00 to $360.00 and gave the stock an “outperform” rating in a research note on Monday, January 12th. Sixteen analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, GE Aerospace presently has an average rating of “Moderate Buy” and an average target price of $345.39.

GE Aerospace Price Performance

GE stock opened at $283.28 on Wednesday. The business’s fifty day moving average price is $312.48 and its 200 day moving average price is $306.82. GE Aerospace has a 12-month low of $159.36 and a 12-month high of $348.48. The company has a current ratio of 1.04, a quick ratio of 0.74 and a debt-to-equity ratio of 1.00. The company has a market capitalization of $297.10 billion, a PE ratio of 34.80, a P/E/G ratio of 2.52 and a beta of 1.36.

GE Aerospace (NYSE:GE) last announced its earnings results on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, beating analysts’ consensus estimates of $1.43 by $0.14. The company had revenue of $11.90 billion during the quarter, compared to analysts’ expectations of $11.27 billion. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.GE Aerospace’s revenue for the quarter was up 17.6% on a year-over-year basis. During the same period last year, the business posted $1.32 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, sell-side analysts anticipate that GE Aerospace will post 5.4 EPS for the current year.

Insider Activity at GE Aerospace

In other news, SVP Amy L. Gowder sold 4,000 shares of the company’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $305.73, for a total transaction of $1,222,920.00. Following the completion of the transaction, the senior vice president directly owned 16,535 shares of the company’s stock, valued at approximately $5,055,245.55. This represents a 19.48% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, VP Robert M. Giglietti sold 3,035 shares of the stock in a transaction dated Friday, January 30th. The shares were sold at an average price of $305.51, for a total value of $927,222.85. Following the completion of the transaction, the vice president owned 10,583 shares in the company, valued at approximately $3,233,212.33. The trade was a 22.29% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 37,398 shares of company stock valued at $11,455,491 over the last quarter. 0.19% of the stock is owned by insiders.

Institutional Investors Weigh In On GE Aerospace

Several institutional investors have recently added to or reduced their stakes in the business. Auto Owners Insurance Co lifted its position in shares of GE Aerospace by 52,247.5% during the 4th quarter. Auto Owners Insurance Co now owns 65,721,281 shares of the company’s stock worth $2,024,413,000 after buying an additional 65,595,733 shares during the last quarter. Norges Bank acquired a new stake in GE Aerospace during the 4th quarter worth $4,444,736,000. Capital World Investors lifted its position in GE Aerospace by 16.2% in the third quarter. Capital World Investors now owns 21,442,810 shares of the company’s stock valued at $6,449,731,000 after acquiring an additional 2,995,054 shares during the last quarter. Corient Private Wealth LLC boosted its stake in GE Aerospace by 382.1% in the fourth quarter. Corient Private Wealth LLC now owns 2,757,281 shares of the company’s stock valued at $849,325,000 after acquiring an additional 2,185,321 shares in the last quarter. Finally, Northwestern Mutual Wealth Management Co. grew its holdings in shares of GE Aerospace by 1,200.7% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 1,847,011 shares of the company’s stock worth $568,935,000 after purchasing an additional 1,705,005 shares during the last quarter. Hedge funds and other institutional investors own 74.77% of the company’s stock.

Key GE Aerospace News

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

• Positive Sentiment: GE Aerospace says it is expanding its global aviation supply‑chain network, which should support aftermarket growth and revenue visibility for engines and MRO services. This is a direct operational positive for GE’s aerospace segment. Article Title
• Positive Sentiment: GE appears on recent investor screens (GARP lists) as a growth-at-a-reasonable-price candidate, which can attract buy‑and‑hold and strategy‑focused flows. Inclusion in thematic/analyst roundups can help underlying demand for the shares. Article Title
• Neutral Sentiment: A Pentagon insider was named chair of REalloys as the U.S. pushes onshoring of rare‑earths — relevant to defense supply chains but only indirectly related to GE Aerospace. This is a sector development to monitor for long‑term defense supply stability rather than an immediate catalyst for GE. Article Title
• Neutral Sentiment: BNP Paribas commentary suggests many investors are holding positions in aerospace despite conflict risks — a sign of sector resilience that can limit downside in GE absent worse news. Article Title
• Negative Sentiment: Daiwa initiated coverage of GE Aerospace with a Neutral rating and a $301 price target, warning that strong fundamentals are already priced in and highlighting fuel‑price risks — the $301 target sits below many street estimates and could cap upside or prompt some profit‑taking. Article Title
• Negative Sentiment: Geopolitical headlines (threats to Iranian energy infrastructure) sparked an afternoon selloff across aerospace/industrial names, and GE shares moved lower alongside peers as investors priced in conflict-driven demand and supply risks. This macro/sector flow is a short‑term negative. Article Title
• Negative Sentiment: ADL and JLens are urging shareholders to vote AGAINST Proposal 7 at GE’s annual meeting, introducing governance/ESG activism that could create distraction or investor uncertainty if it gains traction. Article Title

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.