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Insiders Quietly Unload Millions in GE Aerospace Shares

Insiders Quietly Unload Millions in GE Aerospace Shares

New insider activity at GE Aerospace ( (GE) ) has taken place on February 3, 2026.

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GE Aerospace insiders just unloaded a combined 37,398 shares, with SVP Russell Stokes leading the sell-off by disposing of 30,363 shares for $9,305,489, followed by SVP Amy L Gowder’s 4,000-share sale for $1,222,920 and VP Robert M. Giglietti’s 3,035-share transaction netting $927,235, underscoring a significant insider cash-out wave.

Recent Updates on GE stock

GE Aerospace shares slid about 9% over the past week (7% for the month) to roughly $294, yet analysts stayed constructive because 4Q25 results and 2026 guidance beat expectations, convincing them the selloff stems from conservative messaging rather than weakening fundamentals. Citi’s John Godyn inched his target higher after pointing to broad beats on revenue, EPS, and operating profit plus management’s “beat-and-raise” setup for 2026, arguing investors misread the cautious tone and that conservative guidance now leaves upside optionality. Bank of America’s Ronald Epstein held his bullish stance for similar reasons: strong orders, double-digit growth outlook, heavy MRO investments reducing turnaround times, and a defense backlog above $21B that collectively signal sustained demand, so he sees the post-earnings drop as technical repositioning instead of fundamental erosion, even with acknowledged GE9X and mix-driven margin pressure baked into forecasts. Error:null

Spark’s Take on GE Stock

According to Spark, TipRanks’ AI Analyst, GE is a Outperform.

The score is driven by strong financial momentum (material margin and FCF improvement) and constructive 2026 guidance backed by a large and growing backlog. Offsetting factors are weak near-term technical signals and a demanding valuation (high P/E, low yield), along with acknowledged margin headwinds and GE9X loss ramp risk.

To see Spark’s full report on GE stock, click here.

More about GE Aerospace

YTD Price Performance: 0.22%

Average Trading Volume: 5,056,147

Technical Sentiment Signal: Buy

Current Market Cap: $321.8B

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