GE Aerospace (NYSE:GE) Research Coverage Started at Daiwa Securities Group

Daiwa Securities Group started coverage on shares of GE Aerospace (NYSE:GE) in a research note published on Tuesday, MarketBeat Ratings reports. The brokerage issued a neutral rating and a $301.00 price target on the stock.

A number of other equities analysts have also recently weighed in on the company. Susquehanna reissued a “positive” rating and set a $380.00 price objective on shares of GE Aerospace in a report on Thursday, January 15th. The Goldman Sachs Group upped their target price on GE Aerospace from $338.00 to $350.00 and gave the stock a “buy” rating in a research note on Friday, January 23rd. Morgan Stanley initiated coverage on shares of GE Aerospace in a research report on Friday, February 20th. They set an “overweight” rating and a $425.00 price target on the stock. BNP Paribas Exane decreased their price target on shares of GE Aerospace from $305.00 to $290.00 and set an “underperform” rating on the stock in a research note on Friday, January 23rd. Finally, JPMorgan Chase & Co. upped their price objective on shares of GE Aerospace from $325.00 to $335.00 and gave the company an “overweight” rating in a research note on Monday, January 26th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $343.89.

GE Aerospace Stock Down 4.0%

Shares of NYSE:GE opened at $280.92 on Tuesday. The firm has a market capitalization of $294.63 billion, a PE ratio of 34.51, a price-to-earnings-growth ratio of 2.70 and a beta of 1.43. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.74 and a current ratio of 1.04. GE Aerospace has a 52-week low of $159.36 and a 52-week high of $348.48. The firm has a fifty day moving average of $311.70 and a 200 day moving average of $306.55.

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

GE Aerospace Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, April 27th. Shareholders of record on Monday, March 9th will be paid a $0.47 dividend. This is an increase from GE Aerospace’s previous quarterly dividend of $0.36. The ex-dividend date of this dividend is Monday, March 9th. This represents a $1.88 dividend on an annualized basis and a yield of 0.7%. GE Aerospace’s payout ratio is presently 23.10%.

Insiders Place Their Bets

In other news, SVP Amy L. Gowder sold 4,000 shares of the company’s stock in a transaction dated Monday, February 2nd. The shares were 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 ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, VP Robert M. Giglietti sold 3,035 shares of the 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 sale, the vice president owned 10,583 shares of the company’s stock, valued at approximately $3,233,212.33. This represents a 22.29% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 37,398 shares of company stock valued at $11,455,491 in the last quarter. Insiders own 0.19% of the company’s stock.

Institutional Investors Weigh In On GE Aerospace

A number of large investors have recently made changes to their positions in GE. REAP Financial Group LLC purchased a new stake in GE Aerospace in the third quarter worth $25,000. Blueline Advisors LLC bought a new stake in GE Aerospace in the fourth quarter valued at $25,000. Marquette Asset Management LLC purchased a new position in GE Aerospace during the 3rd quarter valued at $26,000. Barnes Dennig Private Wealth Management LLC raised its holdings in GE Aerospace by 147.2% in the 3rd quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company’s stock worth $27,000 after purchasing an additional 53 shares in the last quarter. Finally, Ankerstar Wealth LLC bought a new position in GE Aerospace in the 4th quarter worth $31,000. 74.77% of the stock is currently owned by institutional investors.

Key Headlines Impacting GE Aerospace

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

• Positive Sentiment: Wells Fargo initiated/boosted coverage, putting GE Aerospace on a recommended list and assigning an overweight / strong‑buy view with a $325 price target, which supports upside expectations from sell‑side momentum. GE, Boeing, and 3 More Aero and Defense Plays
• Positive Sentiment: Management is investing heavily in manufacturing and MRO capacity to shorten turnarounds and meet strong engine demand; coupled with a growing backlog (~$190B), that supports medium‑term revenue visibility. GE’s Investment in Manufacturing Capacity: Is It a Catalyst for Next Growth Phase?
• Positive Sentiment: Operational milestone: GE delivered a sixth F404‑IN20 engine for India’s Tejas LCA‑Mk1A program, showing progress on deliveries and contract execution. GE Aerospace delivers sixth F404‑IN20 engine for Tejas LCA‑Mk1A
• Neutral Sentiment: Citigroup lowered its price target (from $380 to $353) but kept a buy stance — a modest downward revision that tempers upside projections while still showing analyst support. Citigroup adjusts GE Aerospace price target to $353 from $380; maintains buy rating
• Neutral Sentiment: New coverage from Daiwa and other outlets increases analyst attention and may raise trading volume/volatility but doesn’t change fundamentals immediately. Daiwa Securities Group Begins Coverage on GE Aerospace (NYSE:GE)
• Neutral Sentiment: Multiple “trending” / investor‑interest writeups highlight attention to GE and sister GE Vernova, which can amplify short‑term moves as retail flows chase headlines. Here is What to Know Beyond Why GE Aerospace (GE) is a Trending Stock
• Negative Sentiment: Regulatory/contract risk: reports say GE faces penalty action for missing multiple Tejas engine delivery deadlines — a direct execution concern that can pressure near‑term sentiment and margins. GE faces penalty action for missing multiple Tejas engine deadlines
• Negative Sentiment: Shareholder activism (JLens/ADL) is pressing for an independent review of GE’s due diligence on Israel defense contracts — an ESG/governance risk that could lead to proxy fights, reputational cost or operational scrutiny. Shareholder Activism Puts GE Israel Defense Contracts And ESG Risks In Focus
• Negative Sentiment: Short‑term price pressure: commentary notes GE Aerospace is down materially this month despite backlog growth, indicating investor profit‑taking or rotation away from cyclicals. 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.