GE Aerospace
About: GE Aerospace is the global leader in designing, manufacturing, and servicing large aircraft engines, along with partner Safran in their CFM joint venture. With its massive global installed base of nearly 70,000 commercial and military engines, GE Aerospace earns most of its profits on recurring service revenue of that equipment, which operates for decades. GE Aerospace is the remaining core business of the company formed in 1892 with historical ties to American inventor Thomas Edison; that company became a storied conglomerate with peak revenue of $130 billion in 2000. GE spun off its appliance, finance, healthcare, and wind and power businesses between 2016 and 2024.
Employees: 125,000
0
Funds holding %
of 6,809 funds
0
Analysts bullish %
of 7 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
156% more first-time investments, than exits
New positions opened: 289 | Existing positions closed: 113
48% more call options, than puts
Call options by funds: $3.53B | Put options by funds: $2.38B
26% more repeat investments, than reductions
Existing positions increased: 908 | Existing positions reduced: 720
14% more capital invested
Capital invested by funds: $138B [Q2] → $157B (+$19B) [Q3]
9% more funds holding in top 10
Funds holding in top 10: 54 [Q2] → 59 (+5) [Q3]
8% more funds holding
Funds holding: 2,134 [Q2] → 2,310 (+176) [Q3]
2.16% less ownership
Funds ownership: 78.89% [Q2] → 76.72% (-2.16%) [Q3]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$200
19%
upside
Avg. target
$219
30%
upside
High target
$235
40%
upside
7 analyst ratings
7 positive
100%
0 neutral
0%
0 negative
0%
Wells Fargo Matthew Akers 33% 1-year accuracy 15 / 46 met price target | 34%upside $225 | Overweight Maintained | 11 Dec 2024 |
RBC Capital Ken Herbert 51% 1-year accuracy 35 / 69 met price target | 19%upside $200 | Outperform Maintained | 23 Oct 2024 |
B of A Securities Ronald Epstein 47% 1-year accuracy 14 / 30 met price target | 19%upside $200 | Buy Maintained | 23 Oct 2024 |
UBS Gavin Parsons 50% 1-year accuracy 9 / 18 met price target | 37%upside $230 | Buy Maintained | 23 Oct 2024 |
Bernstein Brendan Luecke 0% 1-year accuracy 0 / 2 met price target | 34%upside $225 | Outperform Maintained | 14 Oct 2024 |
Financial journalist opinion
Based on 21 articles about GE published over the past 30 days
Positive
Zacks Investment Research
23 hours ago
Buy These 5 3D Printing Stocks to Strengthen Your Portfolio for 2025
Five 3D printing stocks have strong revenues and earnings growth potential for 2025 and solid short-term upside. These are: ADSK, NVDA, GE, LHX, CSR.
Negative
Seeking Alpha
1 day ago
Buckle Up Buttercup: My Warning To Dividend Investors
The Fed's recent rate cut and upward revision of future rate expectations confirm my concerns about persistent above-average inflation and geopolitical risks. Market volatility has increased, signaling a growing acceptance of "higher for longer" rates, impacting long-term borrowing costs and economic stability. Despite economic uncertainty, I see opportunities for prudent investors and will provide more investment ideas in the coming days and months. Stay tuned!
Positive
Barrons
1 day ago
After GE's Spinoff Success, What's Next for Honeywell, FedEx
For every GE Vernova, up 154%, there is a Kenvue, which has dropped more than 20%, or a Solventum, which has fallen 17%.
Neutral
Business Wire
3 days ago
GE Appliances' "Elf-gineers" Adapt and Donate More Than 100 Toys for Kids With Disabilities
LOUISVILLE, Ky.--(BUSINESS WIRE)--This holiday season, a team of passionate and innovative employees from GE Appliances, a Haier company, known as the "GE Appliances Elf-gineers," dedicated their time and engineering expertise to adapt more than 100 toys for local children with disabilities. The goal: to help ensure every child can experience the magic of play, regardless of their abilities. For many children with disabilities, toys with buttons that light up, move, or play sounds can be diffic.
Positive
Investors Business Daily
4 days ago
Analysts Urge Clients To Buy 10 Stocks Before Year's End
Not sure which S&P 500 stocks to buy before the year's up? Just ask the analysts — they'll tell you.
Neutral
Seeking Alpha
4 days ago
GE Aerospace: Surging Free Cash Flow Makes This A Top Stock, And I Am Buying
GE Aerospace stock has declined nearly 9% due to concerns over potential government spending cuts, but the company has low defense exposure. EBITDA estimates show minor downward revisions, with annual growth expected at 8.3%, an improvement from earlier estimates. Free cash flow projections have been slightly reduced, but still indicate strong shareholder returns through dividends and share repurchases.
Neutral
Business Wire
1 week ago
GE Aerospace Board of Directors Authorizes Regular Quarterly Dividend
EVENDALE, Ohio--(BUSINESS WIRE)--The Board of Directors of GE Aerospace (NYSE: GE) today declared a $0.28 per share dividend on the outstanding common stock of the Company. The dividend is payable January 27, 2025, to shareholders of record at the close of business on December 27, 2024. The ex-dividend date is December 27, 2024. About GE Aerospace GE Aerospace (NYSE: GE) is a global aerospace propulsion, services, and systems leader with an installed base of approximately 44,000 commercial and.
Positive
Seeking Alpha
1 week ago
General Electric, Spin-Offs, And Dividends
Since the spin-off on March 27, GEV is the second best performing stock in the S&P 500 with a 161.9% gain. On a relative strength basis, spin-offs were actually outperforming the broader market throughout 2014 into 2017, but the trend has shifted out of favor in the past several years.
Negative
Seeking Alpha
1 week ago
GE Vernova: Valued Like The Magnificent 7, Delivering Like An Industrial
GE Vernova's valuation is excessively high, trading at ~3x revenue, despite modest revenue growth and low profit margins, making it overvalued compared to peers. The wind turbine segment struggles with profitability and faces intense competition, particularly from low-cost Chinese manufacturers, casting doubt on future margins. Medium-term prospects are supported by strong order intake and a growing backlog, especially in gas power for AI data centers, but long-term headwinds are expected.
Positive
Seeking Alpha
1 week ago
Dividend Dynasty: My Blueprint For Market-Beating Returns
Dividend growth investing offers above-average returns with below-average risks, relying on long-term strategies that avoid chasing high yields or overvaluing Dividend Aristocrats. By focusing on overlooked opportunities in sectors like energy, aerospace, and transportation, I've built a portfolio leveraging long-term secular growth trends. This strategy refines traditional investing with disciplined capital allocation, aiming to uncover undervalued opportunities and achieve sustainable market outperformance.
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