Wells Fargo & Company Cuts GE Aerospace (NYSE:GE) Price Target to $380.00

GE Aerospace (NYSE:GE) had its price target cut by Wells Fargo & Company from $390.00 to $380.00 in a research note issued to investors on Wednesday, MarketBeat reports. They currently have an overweight rating on the stock.

A number of other research firms have also recently weighed in on GE. The Goldman Sachs Group reaffirmed a “buy” rating and set a $410.00 price target on shares of GE Aerospace in a report on Monday, July 20th. Jefferies Financial Group set a $435.00 target price on GE Aerospace and gave the stock a “buy” rating in a report on Wednesday, September 23rd. UBS Group raised their target price on GE Aerospace from $426.00 to $435.00 and gave the company a “buy” rating in a research note on Friday, July 17th. Weiss Ratings raised GE Aerospace from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, July 17th. Finally, JPMorgan Chase & Co. upped their price target on shares of GE Aerospace from $335.00 to $400.00 and gave the stock an “overweight” rating in a research report on Monday, July 20th. Sixteen equities research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $386.67.

GE Aerospace Trading Down 0.9%

Shares of GE Aerospace stock opened at $309.49 on Wednesday. GE Aerospace has a 12-month low of $268.91 and a 12-month high of $388.84. The stock has a market capitalization of $321.11 billion, a P/E ratio of 36.45, a price-to-earnings-growth ratio of 2.28 and a beta of 1.38. The company has a 50-day simple moving average of $341.45 and a 200 day simple moving average of $327.17. The company has a quick ratio of 0.67, a current ratio of 0.98 and a debt-to-equity ratio of 0.96.

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

GE Aerospace Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, October 26th. Shareholders of record on Monday, October 5th will be given a dividend of $0.47 per share. The ex-dividend date is Monday, October 5th. This represents a $1.88 dividend on an annualized basis and a yield of 0.6%. GE Aerospace’s dividend payout ratio is presently 22.14%.

Insider Activity

In other news, SVP Mohamed Ali sold 8,096 shares of the firm’s stock in a transaction dated Friday, July 24th. The shares were sold at an average price of $353.71, for a total value 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 trade represents a 28.15% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Company insiders own 0.19% of the company’s stock.

Hedge Funds Weigh In On GE Aerospace

Large investors have recently bought and sold shares of the business. Polaris Financial Partners bought a new position in GE Aerospace during the third quarter worth about $396,000. Boltwood Capital Management raised its position in shares of GE Aerospace by 3.1% in the 3rd quarter. Boltwood Capital Management now owns 1,163 shares of the company’s stock valued at $363,000 after acquiring an additional 35 shares during the period. CX Institutional boosted its stake in GE Aerospace by 264.0% during the 3rd quarter. CX Institutional now owns 41,798 shares of the company’s stock worth $13,053,000 after acquiring an additional 30,315 shares during the last quarter. GoalVest Advisory LLC grew its holdings in GE Aerospace by 330.1% during the third quarter. GoalVest Advisory LLC now owns 30,858 shares of the company’s stock valued at $9,637,000 after purchasing an additional 23,684 shares during the period. Finally, Planning Strategies Inc. increased its stake in GE Aerospace by 60.1% in the third quarter. Planning Strategies Inc. now owns 855 shares of the company’s stock valued at $267,000 after purchasing an additional 321 shares in the last quarter. 74.77% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about GE Aerospace

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

• Positive Sentiment: GE Aerospace declared a quarterly dividend of $0.47 per share, reinforcing shareholder returns and signaling confidence in cash generation. GE Aerospace declares quarterly dividend
• Positive Sentiment: The company is committing the first funding from a $30 million workforce-development program, including nearly $1 million for Southwest Ohio organizations. The effort could help expand its skilled labor pipeline and support future production capacity. GE Aerospace workforce development investment
• Positive Sentiment: GE Aerospace added aftermarket support relationships with FL Technics Indonesia for Boeing 737 and Airbus A320 avionics and with Aero Norway for LEAP engine-module work. These agreements expand its global maintenance, repair and overhaul ecosystem, although near-term financial benefits were not disclosed. FL Technics Indonesia partnership Aero Norway LEAP agreement
• Neutral Sentiment: GE Aerospace is reportedly spending $11.75 billion to address engine-production bottlenecks. The investment may improve long-term delivery capacity, but it also highlights execution demands and substantial capital requirements. GE Aerospace engine bottleneck investment
• Negative Sentiment: Wells Fargo cut its price target to $380 while maintaining a Buy rating, and separate coverage characterized its outlook as pessimistic. The target reduction likely pressured GE, particularly because the stock trades at roughly 36 times earnings—well above the broader market—leaving less room for execution disappointments. Wells Fargo lowers GE Aerospace target GE Aerospace analyst downgrade

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.