Why GE Aerospace (GE) Stock Is Down Today

2026-10-20

Investivoq PriceTracker

GE Aerospace (GE) is down 3.1% today. Here is some analysis on what might have caused this price movement.

Analysis: The sell-off appears tied to an earnings reaction rather than a single negative headline. GE Aerospace posted strong third-quarter results and raised full-year guidance, but investors seem to have focused on weaker quarterly cash generation, a slight margin dip in its core Commercial Engines & Services business, and lingering uncertainty around GE9X certification timing.

Details:

Third-quarter results were strong on the surface, with orders up 49%, revenue up 16%, adjusted EPS up 36%, and management lifting its 2026 outlook.

Despite that, quarterly cash from operations and free cash flow both fell 14% from a year earlier, which may have tempered enthusiasm around the otherwise strong quarter.

In Commercial Engines & Services, revenue and operating profit grew 21%, but segment operating margin narrowed slightly, suggesting some investors wanted even stronger incremental profitability.

The company said GE9X engines with upgraded midseals have been delivered since August and it is targeting certification of the upgrade by the end of 2026, leaving a regulatory milestone still ahead.

Sources:

GE Aerospace, SEC, Benzinga

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$GE Insider Trading Activity

$GE insiders have traded $GE stock on the open market 8 times in the past 6 months. Of those trades, 0 have been purchases and 8 have been sales.

Here’s a breakdown of recent trading of $GE stock by insiders over the last 6 months:

ROBERT M. GIGLIETTI (Vice President) has made 0 purchases and 2 sales selling 10,242 shares for an estimated $3,788,751.
MOHAMED ALI (Senior Vice President) has made 0 purchases and 4 sales selling 8,096 shares for an estimated $2,863,613.
RICCARDO PROCACCI (Senior Vice President) has made 0 purchases and 2 sales selling 1,517 shares for an estimated $527,795.

To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

EARLY ACCESS

Receive GE Data Alerts

Real-time alerts on filings, insider trades, and market signals — before everyone else.

Get Alerts →

$GE Hedge Fund Activity

We have seen 1,697 institutional investors add shares of $GE stock to their portfolio, and 1,343 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

JPMORGAN CHASE & CO added 16,287,180 shares (+inf%) to their portfolio in Q2 2026, for an estimated $6,087,007,781
FISHER ASSET MANAGEMENT, LLC added 11,572,377 shares (+73850.5%) to their portfolio in Q2 2026, for an estimated $4,324,944,456
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 8,246,250 shares (+inf%) to their portfolio in Q2 2026, for an estimated $3,081,871,012
CAPITAL RESEARCH GLOBAL INVESTORS removed 3,781,920 shares (-10.9%) from their portfolio in Q2 2026, for an estimated $1,413,416,961
WELLINGTON MANAGEMENT GROUP LLP added 3,352,432 shares (+97.3%) to their portfolio in Q2 2026, for an estimated $1,252,904,411
PRICE T ROWE ASSOCIATES INC /MD/ removed 3,287,457 shares (-13.7%) from their portfolio in Q2 2026, for an estimated $1,228,621,304
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 3,033,160 shares (-97.0%) from their portfolio in Q2 2026, for an estimated $1,133,582,886

To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

$GE Government Contracts

We have seen $1,560,602,227 of award payments to $GE over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

T408 LOT 9 LONG LEAD ITEMS: $529,723,898
IGF::OT::IGF REPLACEMENT OF MAIN UNIT GENERATOR TURBINE RUNNERS IN UNITS 1-14 AT MCNARY DAM POWERHOUSE, UMA...: $66,749,203
DO3 - ENGINE BUILD, TEST, MATURATION AND INTEGRATION: $62,500,000
PROCUREMENT OF NEW THIRTY-NINE (39) T700-401D ENGINES TO BE UTILIZED ON THE MH-60T AIRCRAFT.: $47,135,062
8511065262!PBL MATERIAL GE: $40,465,973

To track government contracts to publicy traded companies, check out Investivoq's government contracts dashboard. You can access data on government contracts through the Investivoq API government contracts endpoint.

$GE Congressional Stock Trading

Members of Congress have traded $GE stock 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $GE stock by members of Congress over the last 6 months:

REPRESENTATIVE MARIA ELVIRA SALAZAR sold up to $15,000 on 09/24.
REPRESENTATIVE MATTHEW VAN EPPS sold up to $15,000 on 06/16.

To track congressional stock trading, check out Investivoq's congressional trading dashboard. You can access data on congressional stock trades through the Investivoq API Congress trades endpoint.

$GE Price Targets

Multiple analysts have issued price targets for $GE recently. We have seen 5 analysts offer price targets for $GE in the last 6 months, with a median target of $430.0.

Here are some recent targets:

Charles Minervino from Susquehanna set a target price of $430.0 on 07/09/2026
Sheila Kahyaoglu from Jefferies set a target price of $455.0 on 07/02/2026
John Godyn from Citigroup set a target price of $431.0 on 07/01/2026
Richard Safran from Seaport Global set a target price of $375.0 on 05/27/2026
Ken Herbert from RBC Capital set a target price of $355.0 on 05/20/2026

This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.