Why GE Aerospace (GE) Stock Is Down Today

GE Aerospace (GE) is down 3.4% today. Here is some analysis on what might have caused this price movement.

Analysis: A clear company-specific catalyst for today’s drop is hard to confirm. This could be because investors are taking profits after a very strong run, while ongoing concerns around aftermarket growth peaking, supply-chain constraints, and a rich valuation may be making the shares more sensitive to any broader market weakness.

Details:

GE Aerospace posted strong second-quarter 2026 results in July, with double-digit growth in orders, revenue, profit, and adjusted EPS, and it raised full-year guidance.

The company said commercial services growth remained robust, but investors have continued to watch whether current aftermarket demand can stay at elevated levels.

The latest quarterly filing shows GE Aerospace is still executing well operationally, yet the stock had already appreciated sharply before today’s move, leaving room for profit-taking.

Recent market commentary around the shares has also highlighted capacity and parts availability as issues worth monitoring, even with fundamentals still solid.

Sources:

GE Aerospace, SEC, Fidelity

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 Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$GE Hedge Fund Activity

We have seen 1,805 institutional investors add shares of $GE stock to their portfolio, and 1,381 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
AMUNDI removed 3,641,365 shares (-59.5%) from their portfolio in Q2 2026, for an estimated $1,360,887,341
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

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

$GE Government Contracts

We have seen $1,864,407,892 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
PACER PHANTOM: $102,166,520
REQUIREMENT IS TO DESIGN, DEVELOP, QUALIFY AND INTEGRATE AN IMPROVED TURBINE ENGINE (ITE) FOR THE EMD PHASE.: $72,832,647
DO3 - ENGINE BUILD, TEST, MATURATION AND INTEGRATION: $66,791,976
IGF::OT::IGF REPLACEMENT OF MAIN UNIT GENERATOR TURBINE RUNNERS IN UNITS 1-14 AT MCNARY DAM POWERHOUSE, UMA...: $66,749,203

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

$GE Congressional Stock Trading

Members of Congress have traded $GE stock 6 times in the past 6 months. Of those trades, 5 have been purchases and 1 have been sales.

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

REPRESENTATIVE MATTHEW VAN EPPS sold up to $15,000 on 06/16.
REPRESENTATIVE JARED MOSKOWITZ has traded it 3 times. They made 3 purchases worth up to $45,000 on 03/31, 03/23 and 0 sales.
SENATOR ALAN ARMSTRONG purchased up to $50,000 on 03/27.
REPRESENTATIVE MARIA ELVIRA SALAZAR purchased up to $15,000 on 03/24.

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

$GE Price Targets

Multiple analysts have issued price targets for $GE recently. We have seen 10 analysts offer price targets for $GE in the last 6 months, with a median target of $387.5.

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
Josh Sullivan from Morgan Stanley set a target price of $400.0 on 04/22/2026
Gavin Parsons from UBS set a target price of $350.0 on 04/22/2026

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