GE Aerospace (NYSE:GE) Stock Jumps 4.5% – Time to Buy?

Posted by Brenda Bartman on Nov 2nd, 2026

GE Aerospace (NYSE:GE – Get Free Report) shares traded up 4.5% during mid-day trading on Monday. The company traded as high as $316.79 and last traded at $315.3790. Approximately 4,815,631 shares were traded during mid-day trading, a decline of 6% from the average daily volume of 5,140,683 shares. The stock had previously closed at $301.80.

Key Stories Impacting GE Aerospace

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

Positive Sentiment: Raised guidance and strong aftermarket demand support the outlook. GE Aerospace reported third-quarter 2026 revenue of $14.1 billion and net income of $2.3 billion, while increasing its full-year guidance. Demand for engine repairs, spare parts and services, along with an acquisition expanding turbine-airfoil capabilities, provided additional support. The company also repurchased nearly $4.0 billion of stock, reducing shares outstanding by about 1.14%. What General Electric Stock’s Raised Guidance Means For Shareholders
Positive Sentiment: GE’s installed engine base remains a competitive advantage. GE Aerospace supports approximately 80,000 commercial and military engines, creating a large recurring opportunity for maintenance, parts and service revenue. This installed base is a key reason the company is viewed favorably relative to other aerospace investments. GE Aerospace vs. SpaceX: Which Flight Giant’s Stock Is a Better Buy for 2027?
Positive Sentiment: Analyst and media commentary remains supportive. Jim Cramer reportedly favors GE over Boeing because of Boeing’s continuing operational problems, while a defense-stock outlook identifies GE and RTX as potential relative winners over the six months following the midterm election. Cramer thinks Boeing’s problems aren’t going away soon, says buy GE
Neutral Sentiment: Institutional buying offers a modest technical sentiment boost. The State Street Industrial Select SPDR (XLI) increased all 83 holdings, including GE, in a broad-based purchase totaling $178.6 million. Because the buying was not specific to GE, its direct impact may be limited. What State Street Industrial Select SPDR Bought: GE Leads on Thursday
Negative Sentiment: Industrial-sector weakness and valuation concerns remain headwinds. Bristol Gate Capital said declines in industrial holdings weighed on its third-quarter results, with GE falling alongside the broader group. Separately, GE shares have experienced recent volatility and a significant multi-month pullback, keeping investors focused on whether improved earnings and buybacks adequately support fair value. GE Aerospace Falls Alongside Industrials

Wall Street Analyst Weigh In

GE has been the topic of a number of analyst reports. Morgan Stanley reaffirmed an “overweight” rating and set a $375.00 target price (down from $400.00) on shares of GE Aerospace in a research note on Wednesday, October 21st. Wells Fargo & Company dropped their price objective on GE Aerospace from $390.00 to $380.00 and set an “overweight” rating for the company in a report on Wednesday, September 30th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $410.00 price objective on shares of GE Aerospace in a research report on Monday, July 20th. Susquehanna reduced their target price on GE Aerospace from $430.00 to $400.00 and set a “positive” rating on the stock in a research note on Wednesday, October 21st. Finally, Vertical Research reiterated a “buy” rating and set a $400.00 target price on shares of GE Aerospace in a research report on Tuesday, October 20th. Sixteen research 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’s stock. According to data from MarketBeat.com, GE Aerospace has an average rating of “Moderate Buy” and a consensus target price of $373.45.

Read Our Latest Report on GE

GE Aerospace Stock Up 4.5%

The company has a quick ratio of 0.68, a current ratio of 0.98 and a debt-to-equity ratio of 0.96. The company’s 50 day moving average price is $317.37 and its two-hundred day moving average price is $323.12. The stock has a market cap of $325.90 billion, a P/E ratio of 36.38, a P/E/G ratio of 2.05 and a beta of 1.43.

GE Aerospace (NYSE:GE – Get Free Report) last posted its earnings results on Tuesday, October 20th. The company reported $2.25 EPS for the quarter, beating analysts’ consensus estimates of $2.01 by $0.24. GE Aerospace had a net margin of 17.31% and a return on equity of 44.43%. The business had revenue of $13.29 billion for the quarter, compared to the consensus estimate of $12.88 billion. During the same quarter last year, the firm posted $1.66 EPS. The company’s revenue for the quarter was up 24.7% on a year-over-year basis. As a group, research analysts expect that GE Aerospace will post 8.16 earnings per share for the current year.

GE Aerospace Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, October 26th. Shareholders of record on Monday, October 5th were issued a $0.47 dividend. This represents a $1.88 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend was Monday, October 5th. GE Aerospace’s dividend payout ratio (DPR) is currently 21.68%.

Institutional Trading of GE Aerospace

A number of institutional investors have recently bought and sold shares of the stock. State Street Corp raised its holdings in shares of GE Aerospace by 2.6% in the second quarter. State Street Corp now owns 46,497,628 shares of the company’s stock worth $17,377,559,000 after buying an additional 1,160,584 shares during the last quarter. Jennison Associates LLC raised its stake in shares of GE Aerospace by 37.7% in the first quarter. Jennison Associates LLC now owns 11,026,006 shares of the company’s stock worth $3,128,850,000 after purchasing an additional 3,017,937 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its position in GE Aerospace by 6.3% in the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 7,251,603 shares of the company’s stock valued at $2,710,142,000 after buying an additional 427,820 shares during the last quarter. Wellington Management Group LLP increased its holdings in GE Aerospace by 97.3% in the 2nd quarter. Wellington Management Group LLP now owns 6,797,935 shares of the company’s stock worth $2,540,592,000 after buying an additional 3,352,432 shares during the period. Finally, Bank of America Corp DE raised its position in GE Aerospace by 10.0% during the 1st quarter. Bank of America Corp DE now owns 7,664,679 shares of the company’s stock worth $2,175,006,000 after buying an additional 695,731 shares during the last quarter. 74.77% of the stock is currently owned by institutional investors and hedge funds.

GE Aerospace Company Profile

(Get Free Report)

GE Aerospace (NYSE: GE) is a global aerospace company that designs, develops, manufactures and services aircraft engines and related systems. Its products support commercial air transport, business and general aviation, military aircraft, and other defense applications. The company also provides engine components, avionics, mechanical systems, digital solutions and maintenance, repair and overhaul services.

GE Aerospace serves airlines, aircraft operators, leasing companies, airframers and government customers worldwide.