Updated: November 28, 2025
GE Aerospace stock (NYSE: GE) is ending the week just under the $300 mark, trading around $298.45 in late Friday action, leaving shares less than 6% below their 12‑month high of $316.67 and almost 87% above their 52‑week low of $159.36. [1]
After a string of earnings beats and guidance hikes, the market is still paying a growth multiple for the “new” aerospace-focused GE: the shares change hands at roughly 40x trailing earnings, with a market cap above $310 billion, the largest in the aerospace & defense peer group. [2]
Today, November 28, 2025, brought a fresh wave of GE Aerospace headlines that matter for investors:
- Zacks highlighted GE Aerospace in its “Top Stock Reports” daily, noting huge year‑to‑date outperformance and strong engines & services demand. [3]
- Norges Bank, Quadrature Capital, and Silvant Capital Management disclosed sizable positions or increases in GE, while Virtue Capital Management modestly trimmed its stake. [4]
- MarketBeat included GE among seven “Top Space Stocks to Watch Today,” putting it alongside Boeing, Lockheed Martin and RTX in a thematic space & defense basket. [5]
- GE’s Marine Engines and Systems division marked completion of the U.S. Navy’s Littoral Combat Ship (LCS) propulsion program with the commissioning of USS Pierre (LCS 38). [6]
- Aviation industry briefings highlighted new manufacturing investments in Pune, India, building on earlier commitments of nearly $1 billion in U.S. factories and supply chain capacity announced in March. [7]
- A widely read Business Today story on the Air India Flight 171 crash investigation noted that GE Aerospace is assisting Indian and U.S. authorities as the engine manufacturer, keeping safety and liability questions in the spotlight. [8]
Below is a breakdown of how all of this fits into the GE Aerospace stock story going into year‑end.
GE Aerospace stock price and performance on November 28, 2025
- Last trade (late session): about $298.45 per share.
- 52‑week range: roughly $159.36–$316.67, putting today’s price about 87% above the low and roughly 6% below the high. [9]
- Market cap: ≈ $313 billion.
- Key valuation ratios: ~39.7x trailing P/E, P/E–growth (PEG) above 3, price‑to‑sales about 7.2x and price‑to‑book over 16x, with a dividend yield around 0.5% on a $1.44 annual payout. [10]
Zacks calculates that GE Aerospace shares are up about 78.6% year‑to‑date, far outpacing the Aerospace – Defense industry, which is up roughly 27.8% over the same period. [11] Investing.com data shows the stock up more than 70% over the past 12 months, with a recent close of $302.68 following the October earnings release. [12]
In other words: GE Aerospace is no longer a turnaround story. It’s trading like a premium growth compounder, and today’s news flow largely reinforces that narrative.
Zacks “Top Stock Reports” puts GE Aerospace in the spotlight
In today’s Zacks Research Daily, GE Aerospace shared top billing with AMD and IBM in a feature on large‑cap leaders. Zacks notes several key points for GE: [13]
- Massive outperformance: GE Aerospace’s stock gain of about +78.6% YTD towers over the +27.8% posted by the broader Zacks Aerospace–Defense industry.
- Demand across the franchise: The company is enjoying strong momentum in
- commercial engines,
- propulsion and additive technologies, and
- services tied to its installed base.
- Supportive macro backdrop: Rising U.S. and international defense budgets, ongoing geopolitical tension, healthy airline profits and new aircraft orders are all cited as tailwinds.
- Portfolio reshaping and capital returns: Zacks highlights GE Aerospace’s portfolio moves and the 28.6% dividend increase to $0.36 per share in February 2025, framing them as shareholder‑friendly steps.
- But costs still bite: The research also flags higher costs and restructuring expenses, supply‑chain disruptions and foreign‑exchange headwinds as ongoing drags on margins and profitability.
That combination—strong secular growth but not‑trivial execution risks—lines up with what other analysts have been saying since the Q3 2025 earnings beat, where adjusted EPS jumped about 44% year over year and revenue rose 26%. [14]
Big money moves: Norges Bank and other institutions buy into GE
A cluster of 13F-driven headlines on November 28 underscored how deeply institutional investors are now involved in GE Aerospace:
- Norges Bank disclosed a new stake of 13,243,823 shares, worth around $3.41 billion, giving it roughly 1.25% ownership of the company. [15]
- Quadrature Capital Ltd boosted its position by 81.2%, buying 36,769 shares to bring its holding to 82,077 shares valued at about $21.1 million. [16]
- Silvant Capital Management raised its stake by 17.6% in Q2 and now holds 245,359 shares worth roughly $63.15 million, making GE about 2.4% of its portfolio and its 12th‑largest holding. [17]
- Virtue Capital Management took some profits, trimming its position by 12.1% to 7,993 shares valued around $2.06 million. [18]
MarketBeat’s aggregate data pegs institutional ownership at roughly 75% of the float, with the biggest holders including Vanguard, Price T. Rowe, Geode and Invesco. [19]
On top of that, the same reports point out that SVP Russell Stokes sold 8,000 shares on November 19 for about $2.38 million, leaving him with roughly 150,000 shares—a modest reduction rather than a wholesale exit. [20]
For investors, the takeaway from today’s filings is twofold:
- Large, long‑term institutions are still net accumulators of GE Aerospace even after a big run‑up.
- Insider activity is modest and mixed, with at least one senior executive taking some gains but retaining a sizable position.
Operational news: defense, marine and manufacturing momentum
LCS propulsion programme wraps with USS Pierre
On the defense side, GE Aerospace’s Marine Engines and Systems division reported a milestone today: the commissioning of USS Pierre (LCS 38) on November 15 in Panama City, Florida, marks the final Littoral Combat Ship in the U.S. Navy’s LCS program. [21]
Key details from Defence Industry Europe:
- GE has now delivered 38 LM2500 marine gas turbines powering all 19 LCS vessels in the programme.
- The company used the program to introduce innovations like lightweight composite enclosures and a RINA‑certified electric start system for naval use, aimed at improving crew safety, efficiency and maintenance. [22]
This doesn’t move the needle on revenue by itself, but it underscores GE Aerospace’s role as a critical propulsion supplier to the U.S. Navy and showcases technologies that can be re‑used in future naval and marine platforms.
Investments to ease jet-engine supply bottlenecks
On the commercial side, GE continues to pour money into manufacturing capacity to relieve supply‑chain bottlenecks in engines such as CFM LEAP:
- West Jefferson, North Carolina (U.S.):
An article this week in Aerospace Tech Review reports that GE Aerospace is investing nearly $53 million in its West Jefferson facility, which produces critical rotating parts, turbines and spools for the CFM LEAP narrow‑body engine. The project adds 35,000 square feet of space, new equipment and training for around 40 new jobs, with upgrades spread over three years to directly address narrow‑body supply chain constraints. [23] - Pune, India:
Aviation Week’s SpeedNews brief for November 28 notes that GE Aerospace is investing $14 million to expand its Pune manufacturing facility, adding automation and advanced processes for engine components. [24] - Broader U.S. footprint:
Back in March, Reuters reported that GE Aerospace planned to invest nearly $1 billion in 2025 across its U.S. factories and supply chain, including more than $100 million earmarked for external suppliers to help modernize tooling and reduce defects. [25]
Taken together, these moves reinforce one of the core planks in the GE Aerospace bull thesis: years of high‑visibility demand for single‑aisle and wide‑body engines, constrained more by production capacity than by orders.
Positioned as a “space stock” too
In a thematic piece published today, MarketBeat’s “Top Space Stocks To Watch Today – November 28th” placed GE Aerospace alongside Boeing, Lockheed Martin, RTX, Northrop Grumman and AST SpaceMobile. [26]
The article defines “space stocks” broadly as companies whose primary business connects to space activities—launch systems, satellites, space components and ground infrastructure—and notes that this niche tends to be volatile but long‑duration and contract‑driven. GE is included thanks to its aerospace propulsion and systems capabilities, giving investors another lens (beyond traditional industrials) through which the stock is being screened.
Risk watch: Air India Flight 171 investigation keeps safety in focus
Not all of today’s headlines are purely positive.
Business Today, summarizing earlier Wall Street Journal reporting, described a tense U.S.–India standoff over the handling of black‑box data from the Air India Flight 171 crash, which killed 260 people on June 12. [27]
The article notes that:
- India’s Aircraft Accident Investigation Bureau (AAIB) is leading the probe,
- while the U.S. NTSB, Boeing, the FAA and GE Aerospace are assisting because the aircraft and engines are American‑made. [28]
- Early flight‑data recorder analysis reportedly suggests cockpit actions—specifically movement of fuel‑cutoff switches—played a major role in the crash, though pilot groups and families are pressing for deeper scrutiny of systems and aircraft design. [29]
So far, U.S. officials cited in the story say no mechanical fault has been identified in the broader Dreamliner fleet, which limits direct liability risk for GE at this stage. [30] But any high‑profile fatal accident that involves GE‑powered aircraft inevitably keeps safety, product design and regulatory oversight in focus, which investors should continue to monitor.
Earnings, guidance, valuation and options picture
Q3 2025: another strong beat and a guidance hike
On October 21, 2025, GE Aerospace reported Q3 2025 results that beat expectations across the board: [31]
- EPS: $1.66 vs. consensus around $1.46.
- Revenue: $11.31 billion vs. ~$10.29 billion expected, up 26.4% year over year.
- Adjusted earnings: up about 44% year over year, driven by strength in engines and high‑margin services.
- Guidance: full‑year 2025 EPS raised to $6.00–$6.20, above the prior $5.60–$5.80 range and ahead of the ~$5.92 consensus at the time.
Investing.com and MarketBeat both note that GE Aerospace has seen a wave of positive EPS revisions and that the stock is up more than 70% over the last year, with double‑digit gains in the quarter following the earnings release. [32]
Analyst sentiment: “Moderate Buy” with upside skew
The same MarketBeat coverage behind the Norges Bank and hedge‑fund stories provides a detailed snapshot of Wall Street sentiment: [33]
- Consensus rating:“Moderate Buy”
- ~15 Buy ratings
- 2 Hold ratings
- 2 Sell ratings
- Average 12‑month price target: about $301 per share.
- Recent target hikes:
- RBC to $340 (Outperform)
- Deutsche Bank to $350 (Buy)
- JPMorgan to $325 (Overweight)
- Bank of America to $365 (Buy)
With the stock trading just under $300, the consensus target implies only modest upside from here, but the upper end of the target range suggests analysts still see room for further rerating if execution remains strong.
Valuation snapshot
Independent analytics platform Tickeron characterizes GE Aerospace as slightly overvalued versus the broader aerospace & defense industry based on a composite of valuation metrics: [34]
- P/E: ~39.7x vs. an industry average north of 70x (skewed by high‑multiple peers).
- PEG: ~5.4 vs. ~1.7 industry average, suggesting the market is paying a steep premium relative to projected growth.
- P/B: ~16.6x vs. ~8.1x industry average.
- P/S: ~7.2x vs. ~8.4x industry average.
Tickeron also notes that GE has the largest market cap in the aerospace & defense group at around $313 billion, versus an industry average near $21.8 billion, which partly justifies the premium. [35]
Options and volatility into the November 28 expiry
Options data for contracts expiring today (November 28, 2025) show implied volatility around 36% and a roughly 68% probability that GE will close in a broad $262–$340 range, according to Quantcha’s option‑chain analysis. [36]
A separate piece from AInvest last week flagged heightened activity in the GE 2025‑11‑28 $300 call, with leverage and time decay both elevated, reflecting aggressive positioning around the earnings‑ and guidance‑driven rally but also the risk of a pullback from stretched levels. [37]
For long‑term shareholders, the key message is that short‑dated options are pricing a non‑trivial amount of volatility, even as the fundamental story remains strong.
Next big catalyst: Q4 earnings in January
GE’s own investor‑relations calendar confirms that the next major waypoint is the Q4 2025 earnings webcast on January 22, 2026. [38]
Third‑party estimates compiled by Tickeron suggest the Street is currently looking for around $1.40 in EPS for Q4, with investors likely to focus on: [39]
- 2026 guidance for earnings and free cash flow,
- updated order and backlog figures for engines and services,
- any commentary on supply‑chain normalization and margin trajectory, and
- defense budget visibility amid shifting geopolitical priorities.
How today’s November 28 news fits the GE Aerospace stock story
Taken together, today’s November 28 developments do not radically change the GE Aerospace thesis—but they reinforce several important themes:
Bullish signals
- Institutional conviction: Norges Bank’s multibillion‑dollar entry, alongside increased stakes from Silvant and Quadrature, shows that large, sophisticated investors still see upside in GE, even after a huge run. [40]
- Secular growth story: Zacks’ feature and MarketBeat’s “space stocks” screen both frame GE as a core play on long‑term growth in commercial air travel, defense spending and space‑related systems. [41]
- Operational follow‑through: New investments in West Jefferson and Pune, along with the completion of the LCS propulsion programme, show GE executing on both commercial and defense backlogs rather than merely talking about them. [42]
- Earnings momentum: The Q3 beat and guidance raise, followed by multiple research upgrades and ongoing EPS revisions, underline that management is still surprising to the upside operationally. [43]
Caution flags
- Rich valuation: At nearly 40x trailing earnings with a PEG above 5, GE Aerospace is priced for continued flawless execution, leaving less margin for error if growth or margins wobble. [44]
- Cost and supply‑chain risks: Zacks and others continue to highlight elevated project costs, restructuring expenses and supply‑chain friction as real risks to profitability, despite GE’s sizeable capacity investments. [45]
- Headline and safety risk: The Air India Flight 171 investigation, while not pointing to a systemic engine flaw at this stage, keeps regulatory and reputational risk in focus for any large engine OEM. [46]
- Volatility and positioning: Options data and recent sharp price swings suggest traders are primed for both upside momentum and potentially sharp pullbacks around catalysts. [47]
Bottom line
For long‑term investors, today’s November 28, 2025 news cycle mostly confirms the existing bull case on GE Aerospace:
- It’s a high‑quality, pure‑play aerospace and defense company,
- with a growing installed base of engines and services revenue,
- backed by heavy institutional ownership and broadly positive analyst coverage,
- and management is still raising guidance after a year of strong share‑price performance.
At the same time, the stock’s premium valuation, ongoing cost pressures and ever‑present safety and regulatory risks mean that GE Aerospace is no longer a “cheap recovery” idea—it’s a fully priced growth/quality compounder where future returns will increasingly depend on whether the company can keep beating an already high bar.
This article is for informational purposes only and does not constitute financial advice. Investors should do their own research, consider their risk tolerance and, if necessary, consult a licensed financial adviser before making investment decisions related to GE Aerospace or any other security.
References
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