GE Aerospace (NYSE:GE) Shares Up 4.5% - Time to Buy?

Key Points

• GE Aerospace shares rose 4.5% to about $315.38 after strong results, including $2.25 EPS, 24.7% year-over-year revenue growth, and raised full-year guidance. Robust aftermarket demand and nearly $4 billion in share repurchases further supported the outlook.
• Analyst sentiment remains broadly positive: 16 analysts rate the stock a Buy, with an overall “Moderate Buy” rating and an average price target of $373.45, despite several firms lowering their targets.
• Valuation and industrial-sector weakness remain risks. GE trades at a P/E of 36.38 and has experienced volatility, while its 0.6% dividend yield offers limited income support.

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

Trending Headlines about 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

Analyst Upgrades and Downgrades

GE has been the subject of a number of analyst reports. JPMorgan Chase & Co. reduced their price objective on GE Aerospace from $400.00 to $375.00 and set an "overweight" rating for the company in a research report on Wednesday, October 21st. Guggenheim set a $380.00 price objective on shares of GE Aerospace in a report on Wednesday, October 21st. Vertical Research reaffirmed a "buy" rating and issued a $400.00 price objective on shares of GE Aerospace in a research report on Tuesday, October 20th. Morgan Stanley reissued an "overweight" rating and issued a $375.00 target price (down from $400.00) on shares of GE Aerospace in a report on Wednesday, October 21st. Finally, Wells Fargo & Company decreased their target price on GE Aerospace from $390.00 to $380.00 and set an "overweight" rating for the company in a research report on Wednesday, September 30th. Sixteen equities research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average price target of $373.45.

GE Aerospace Stock Up 4.5%

The company has a debt-to-equity ratio of 0.96, a quick ratio of 0.68 and a current ratio of 0.98. The stock has a market capitalization 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. The company's 50-day moving average price is $317.37 and its 200 day moving average price is $323.12.

GE Aerospace (NYSE:GE - Get Free Report) last issued its earnings results on Tuesday, October 20th. The company reported $2.25 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.01 by $0.24. GE Aerospace had a return on equity of 44.43% and a net margin of 17.31%. The company 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 company earned $1.66 EPS. The firm's quarterly revenue was up 24.7% on a year-over-year basis. As a group, equities analysts expect that GE Aerospace will post 8.16 earnings per share for the current year.

GE Aerospace Announces Dividend

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

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently modified their holdings of the company. GK Wealth Management LLC purchased a new stake in GE Aerospace during the third quarter valued at $25,000. Paladin Partners LLC purchased a new stake in shares of GE Aerospace during the 2nd quarter valued at about $38,000. Parvin Asset Management LLC purchased a new stake in shares of GE Aerospace during the 2nd quarter valued at about $41,000. Clark Wealth Partners lifted its holdings in shares of GE Aerospace by 70.1% in the 3rd quarter. Clark Wealth Partners now owns 114 shares of the company's stock valued at $36,000 after acquiring an additional 47 shares during the last quarter. Finally, Markowski Investments bought a new stake in GE Aerospace during the second quarter worth approximately $46,000. 74.77% of the stock is currently owned by institutional investors.

GE Aerospace Company Profile

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.

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