GE Aerospace (NYSE:GE) Stock Falls 4.3% – Should You Sell?

Posted by Francis Steltz on Oct 20th, 2026

Shares of GE Aerospace (NYSE:GE – Get Free Report) fell 4.3% during trading on Tuesday. The company traded as low as $294.22 and last traded at $297.7860. Approximately 1,569,828 shares traded hands during mid-day trading, a decline of 69% from the average session volume of 5,056,400 shares. The stock had previously closed at $311.28.

GE Aerospace News Summary

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

Positive Sentiment: Earnings and guidance beat expectations: GE Aerospace reported adjusted third-quarter EPS of $2.25, above the roughly $2.01-$2.02 consensus, while revenue reached about $14.1 billion. The company raised its 2026 adjusted EPS forecast to $8.00-$8.10 from $7.65-$7.85, lifted expected revenue growth to approximately 19%-20%, and increased its operating-profit outlook to $10.9-$11.0 billion. Reuters article
Positive Sentiment: Strong demand supports the outlook: Third-quarter orders rose 49% to $19 billion, led by commercial-engine and services demand. GE said continued demand for engine maintenance, spare parts and aftermarket services is driving growth. GE Aerospace raises 2026 guidance as orders surge
Positive Sentiment: Analyst support remains favorable: Bank of America reiterated its Buy rating and maintained a $405 price target, citing the quarterly outperformance and improved 2026 outlook. TipRanks analyst rating
Neutral Sentiment: Options activity turned more bullish: Traders bought 20,557 call options, approximately 38% above typical call volume. This signals speculative bullish interest but does not guarantee a sustained move in the shares.
Negative Sentiment: Cash-flow and cost concerns overshadowed the beat: Operating cash flow fell 14% year over year to about $2.2 billion, while higher engine-related costs raised questions about conversion of earnings into free cash flow. Investors also remain focused on whether aftermarket growth can meet elevated expectations. Schaeffer’s Research article

Wall Street Analysts Forecast Growth

Several equities analysts recently weighed in on the stock. Jefferies Financial Group set a $435.00 target price on shares of GE Aerospace and gave the company a “buy” rating in a report on Wednesday, September 23rd. Wells Fargo & Company lowered their price target on GE Aerospace from $390.00 to $380.00 and set an “overweight” rating for the company in a report on Wednesday, September 30th. UBS Group increased their price target on GE Aerospace from $426.00 to $435.00 and gave the company a “buy” rating in a report on Friday, July 17th. Vertical Research reissued a “buy” rating and issued a $400.00 price objective on shares of GE Aerospace in a research report on Tuesday. Finally, Citigroup restated a “buy” rating and set a $431.00 price objective (up from $353.00) on shares of GE Aerospace in a research note on Wednesday, July 1st. Seventeen investment analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $387.37.

Check Out Our Latest Report on GE Aerospace

GE Aerospace Stock Performance

The stock has a market cap of $308.52 billion, a PE ratio of 35.08, a PEG ratio of 2.29 and a beta of 1.38. The stock has a fifty day simple moving average of $328.69 and a two-hundred day simple moving average of $328.81. The company has a debt-to-equity ratio of 0.96, a quick ratio of 0.67 and a current ratio of 0.98.

GE Aerospace (NYSE:GE – Get Free Report) last issued its quarterly earnings data 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 net margin of 17.72% and a return on equity of 40.56%. The company had revenue of $13.29 billion during the quarter, compared to the consensus estimate of $12.88 billion. During the same quarter last year, the company earned $1.66 earnings per share. GE Aerospace’s revenue for the quarter was up 24.7% on a year-over-year basis. Equities analysts anticipate that GE Aerospace will post 7.91 EPS for the current fiscal year.

GE Aerospace Announces Dividend

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

Insider Buying and Selling at GE Aerospace

In other news, SVP Mohamed Ali sold 8,096 shares of the company’s stock in a transaction on 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 in the company, valued at approximately $7,309,770.86. This represents a 28.15% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Company insiders own 0.19% of the company’s stock.

Institutional Investors Weigh In On GE Aerospace

A number of large investors have recently added to or reduced their stakes in GE. Susquehanna Fundamental Investments LLC lifted its stake in shares of GE Aerospace by 261.0% in the second quarter. Susquehanna Fundamental Investments LLC now owns 213,603 shares of the company’s stock worth $79,830,000 after acquiring an additional 154,429 shares in the last quarter. Clough Capital Partners L P boosted its holdings in GE Aerospace by 37.1% in the first quarter. Clough Capital Partners L P now owns 70,535 shares of the company’s stock valued at $20,016,000 after purchasing an additional 19,105 shares during the last quarter. HWG Holdings LP boosted its holdings in GE Aerospace by 54.7% in the third quarter. HWG Holdings LP now owns 15,640 shares of the company’s stock valued at $4,884,000 after purchasing an additional 5,531 shares during the last quarter. Ascentis Independent Advisors boosted its holdings in GE Aerospace by 207.3% in the first quarter. Ascentis Independent Advisors now owns 4,317 shares of the company’s stock valued at $1,225,000 after purchasing an additional 2,912 shares during the last quarter. Finally, GoalVest Advisory LLC grew its stake in GE Aerospace by 330.1% during the 3rd quarter. GoalVest Advisory LLC now owns 30,858 shares of the company’s stock valued at $9,637,000 after purchasing an additional 23,684 shares in the last quarter. 74.77% of the stock is owned by institutional investors and hedge funds.

GE Aerospace Company Profile

(Get Free Report)

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.