GE Aerospace (NYSE:GE) Stock Falls 2.8% – Here’s What Happened

Posted by Brenda Bartman on Sep 30th, 2026

GE Aerospace (NYSE:GE – Get Free Report)’s stock price traded down 2.8% during mid-day trading on Monday. The stock traded as low as $315.24 and last traded at $318.0190. Approximately 4,158,709 shares changed hands during mid-day trading, a decline of 19% from the average session volume of 5,149,184 shares. The stock had previously closed at $327.09.

Key Stories Impacting GE Aerospace

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

Positive Sentiment: UBS reaffirmed its Buy rating on GE Aerospace, signaling continued confidence in the company’s commercial aerospace recovery, engine-services growth and defense prospects. UBS Reaffirms Their Buy Rating on GE Aerospace
Positive Sentiment: GE Aerospace and Kratos Defense successfully ignited the GEK800 turbofan cruise-missile engine, providing a new data point for investors focused on GE’s defense expansion and potential future program opportunities. General Electric What Is Behind The Fresh Attention Now
Positive Sentiment: GE committed nearly $500,000 for aerospace workforce training in Southwest Ohio. The investment may strengthen the company’s labor pipeline and support long-term production capacity, although its direct financial impact is limited. GE Aerospace Training Investment
Positive Sentiment: GE finalized an agreement to localize T700 engine servicing in Poland, expanding its international defense support footprint and potentially improving access to regional military contracts. Poland Secures Domestic Apache Engine Servicing
Neutral Sentiment: Wells Fargo kept its Overweight rating but reduced its price target to $380 from $390, suggesting analysts remain bullish while acknowledging a more limited near-term upside. Wells Fargo Adjusts GE Aerospace Price Target
Negative Sentiment: Investors remain concerned that GE trades at a premium valuation—roughly 37 times earnings—while commercial-engine margins declined year over year. The company’s October 20 earnings report could therefore be an important catalyst for validating growth and profitability expectations. Is GE Stock Riskier Than It Looks

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on GE shares. Weiss Ratings upgraded shares of GE Aerospace from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, July 17th. Melius Research set a $350.00 price target on shares of GE Aerospace and gave the company a “hold” rating in a report on Monday, September 14th. Jefferies Financial Group set a $435.00 price target on GE Aerospace and gave the company a “buy” rating in a research report on Wednesday, September 23rd. The Goldman Sachs Group reissued a “buy” rating and set a $410.00 target price on shares of GE Aerospace in a research report on Monday, July 20th. Finally, Susquehanna reissued a “positive” rating and issued a $430.00 target price (up from $380.00) on shares of GE Aerospace in a research note on Thursday, July 9th. Sixteen equities research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $386.67.

Read Our Latest Stock Analysis on GE

GE Aerospace Price Performance

The company has a market cap of $330.38 billion, a PE ratio of 37.51, a price-to-earnings-growth ratio of 2.32 and a beta of 1.35. The business’s 50 day moving average price is $343.65 and its 200-day moving average price is $327.15. The company has a quick ratio of 0.67, a current ratio of 0.98 and a debt-to-equity ratio of 0.96.

GE Aerospace (NYSE:GE – Get Free Report) last posted its earnings results on Thursday, July 16th. The company reported $2.02 EPS for the quarter, topping analysts’ consensus estimates of $1.86 by $0.16. The business had revenue of $12.63 billion for the quarter, compared to analysts’ expectations of $11.87 billion. GE Aerospace had a net margin of 17.72% and a return on equity of 40.56%. The business’s revenue for the quarter was up 21.1% compared to the same quarter last year. During the same period in the previous year, the company posted $1.66 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. As a group, analysts forecast that GE Aerospace will post 7.91 earnings per share for the current year.

GE Aerospace Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, October 26th. Shareholders of record on Monday, October 5th will be issued a $0.47 dividend. The ex-dividend date is Monday, October 5th. This represents a $1.88 dividend on an annualized basis and a yield of 0.6%. GE Aerospace’s payout ratio is currently 22.14%.

Insiders Place Their Bets

In other GE Aerospace news, SVP Mohamed Ali sold 8,096 shares of the company’s stock in a transaction dated Friday, July 24th. The shares were sold at an average price of $353.71, for a total value of $2,863,636.16. Following the completion of the transaction, the senior vice president directly owned 20,666 shares of the company’s stock, valued at $7,309,770.86. This represents a 28.15% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. 0.19% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the business. Paladin Partners LLC acquired a new stake in GE Aerospace during the 2nd quarter valued at approximately $38,000. Parvin Asset Management LLC acquired a new position in shares of GE Aerospace in the 2nd quarter valued at approximately $41,000. Markowski Investments purchased a new position in shares of GE Aerospace during the 2nd quarter valued at approximately $46,000. Burkett Financial Services LLC boosted its stake in shares of GE Aerospace by 28.9% during the 2nd quarter. Burkett Financial Services LLC now owns 125 shares of the company’s stock valued at $47,000 after buying an additional 28 shares during the last quarter. Finally, Lifetime Wealth Management P.C. acquired a new stake in shares of GE Aerospace during the fourth quarter worth approximately $40,000. Institutional investors and hedge funds own 74.77% of the company’s stock.

About GE Aerospace

(Get Free Report)

GE Aerospace is an aerospace and defense company that designs, develops, manufactures and services aircraft engines and integrated systems. Its products support commercial and business aviation, military aircraft, and other specialized aerospace applications.

The company’s offerings include commercial and military jet engines, propulsion systems, avionics, electrical power systems, mechanical systems and digital solutions. GE Aerospace also provides maintenance, repair, overhaul and other lifecycle services intended to support the operation and performance of aircraft and engines.

GE Aerospace serves airlines, aircraft manufacturers, leasing companies, defense organizations and other customers worldwide.