GE Aerospace (NYSE:GE) Stock Price Target Cut by Wells Fargo & Company

GE Aerospace (NYSE:GE) had its price target reduced by equities research analysts at Wells Fargo & Company from $390.00 to $380.00 in a research note issued on Wednesday. The brokerage currently has an “overweight” rating on the stock. Wells Fargo & Company‘s target price indicates a potential upside of 19.34% from the stock’s previous close.

A number of other research analysts have also weighed in on the company. JPMorgan Chase & Co. raised their price objective on GE Aerospace from $335.00 to $400.00 and gave the company an “overweight” rating in a research report on Monday, July 20th. Sanford C. Bernstein reissued an “outperform” rating on shares of GE Aerospace in a research note on Wednesday, September 9th. Susquehanna reaffirmed a “positive” rating and issued a $430.00 price objective (up from $380.00) on shares of GE Aerospace in a research note on Thursday, July 9th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $450.00 target price on shares of GE Aerospace in a research report on Monday, July 27th. Finally, Weiss Ratings upgraded shares of GE Aerospace from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, July 17th. 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 stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $386.67.

GE Aerospace Stock Up 0.1%

NYSE GE opened at $318.42 on Wednesday. The company has a current ratio of 0.98, a quick ratio of 0.67 and a debt-to-equity ratio of 0.96. GE Aerospace has a 12 month low of $268.91 and a 12 month high of $388.84. The stock’s 50 day moving average is $343.65 and its 200 day moving average is $327.15. The stock has a market cap of $330.38 billion, a PE ratio of 37.51, a P/E/G ratio of 2.32 and a beta of 1.35.

GE Aerospace (NYSE:GE) last released its quarterly earnings data on Thursday, July 16th. The company reported $2.02 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.86 by $0.16. GE Aerospace had a net margin of 17.72% and a return on equity of 40.56%. The firm had revenue of $12.63 billion for the quarter, compared to analysts’ expectations of $11.87 billion. During the same quarter last year, the business posted $1.66 earnings per share. The company’s revenue for the quarter was up 21.1% compared to the same quarter last year. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. Research analysts predict that GE Aerospace will post 7.91 EPS for the current fiscal year.

Insider Transactions at GE Aerospace

In other news, SVP Mohamed Ali sold 8,096 shares of the company’s stock in a transaction that occurred on Friday, July 24th. The stock was sold at an average price of $353.71, for a total transaction of $2,863,636.16. Following the transaction, the senior vice president owned 20,666 shares of the company’s stock, valued at approximately $7,309,770.86. This represents a 28.15% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. 0.19% of the stock is currently owned by insiders.

Institutional Investors Weigh In On GE Aerospace

A number of institutional investors and hedge funds have recently added to or reduced their stakes in GE. Burkett Financial Services LLC lifted its position in GE Aerospace by 28.9% during the second quarter. Burkett Financial Services LLC now owns 125 shares of the company’s stock valued at $47,000 after purchasing an additional 28 shares during the period. BOK Financial Private Wealth Inc. raised its stake in shares of GE Aerospace by 3.2% during the 2nd quarter. BOK Financial Private Wealth Inc. now owns 960 shares of the company’s stock valued at $359,000 after buying an additional 30 shares during the last quarter. Gradient Investments LLC lifted its holdings in shares of GE Aerospace by 4.4% in the 2nd quarter. Gradient Investments LLC now owns 765 shares of the company’s stock valued at $286,000 after buying an additional 32 shares during the period. Kinloch Capital LLC boosted its stake in shares of GE Aerospace by 3.1% in the second quarter. Kinloch Capital LLC now owns 1,079 shares of the company’s stock worth $403,000 after buying an additional 32 shares during the last quarter. Finally, Saxon Interests Inc. grew its holdings in GE Aerospace by 2.5% during the fourth quarter. Saxon Interests Inc. now owns 1,351 shares of the company’s stock worth $416,000 after acquiring an additional 33 shares during the period. Institutional investors own 74.77% of the company’s stock.

Trending Headlines about GE Aerospace

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

• Positive Sentiment: UBS reaffirmed its Buy rating on GE Aerospace, signaling continued confidence in the company’s commercial aerospace recovery, engine-services growth and defense prospects. UBS Reaffirms Their Buy Rating on GE Aerospace
• Positive Sentiment: GE Aerospace and Kratos Defense successfully ignited the GEK800 turbofan cruise-missile engine, providing a new data point for investors focused on GE’s defense expansion and potential future program opportunities. General Electric What Is Behind The Fresh Attention Now
• Positive Sentiment: GE committed nearly $500,000 for aerospace workforce training in Southwest Ohio. The investment may strengthen the company’s labor pipeline and support long-term production capacity, although its direct financial impact is limited. GE Aerospace Training Investment
• Positive Sentiment: GE finalized an agreement to localize T700 engine servicing in Poland, expanding its international defense support footprint and potentially improving access to regional military contracts. Poland Secures Domestic Apache Engine Servicing
• Neutral Sentiment: Wells Fargo kept its Overweight rating but reduced its price target to $380 from $390, suggesting analysts remain bullish while acknowledging a more limited near-term upside. Wells Fargo Adjusts GE Aerospace Price Target
• Negative Sentiment: Investors remain concerned that GE trades at a premium valuation—roughly 37 times earnings—while commercial-engine margins declined year over year. The company’s October 20 earnings report could therefore be an important catalyst for validating growth and profitability expectations. Is GE Stock Riskier Than It Looks

About GE Aerospace

GE Aerospace is an aerospace and defense company that designs, develops, manufactures and services aircraft engines and integrated systems. Its products support commercial and business aviation, military aircraft, and other specialized aerospace applications.

The company’s offerings include commercial and military jet engines, propulsion systems, avionics, electrical power systems, mechanical systems and digital solutions. GE Aerospace also provides maintenance, repair, overhaul and other lifecycle services intended to support the operation and performance of aircraft and engines.

GE Aerospace serves airlines, aircraft manufacturers, leasing companies, defense organizations and other customers worldwide.