BNP Paribas Cuts GE Aerospace (GE) Price Target to $280

BNP Paribas maintained an Underperform rating on GE Aerospace (NYSE: GE) on October 21, 2026, while lowering its price target from $305.00 to $280.00. According to the research note, the firm kept its cautious stance on the aerospace firm.

GE GE Aerospace

$299.87 ▼ -6.11% year to date

1M 3M YTD

Daily close · Oct 20, 2026

GE's Firm Call

On October 21, 2026, BNP Paribas issued its note maintaining an Underperform rating and reducing the target to $280.00 from its previous level of $305.00.

Other Institutional Activity in GE Aerospace

Institutional investors have been adjusting their portfolios around the stock. First Citizens Bank & Trust grew its holdings by 14,521 shares, ending with 26,614 shares worth about $8.31 million. Meanwhile, Ninety One SA (Pty) sold out its position, cutting 2,510 shares to leave a zero balance. Mirae Asset Securities also exited its stake by shedding 25,066 shares. ARS Wealth Advisors Group closed out its holding by selling 2,446 shares, and TCI Fund Management Ltd trimmed its stake by 80,765 shares to hold 47,428,233 shares valued at about $14.13 billion.

GE Aerospace Stock Down 4.6%

GE Aerospace shares recently traded around $299.24 on October 21, 2026, down about 0.2% from the prior day's close of $299.87. The stock sits below its 50-day moving average of $329.26 and below its 200-day moving average of $323.85. The recent price is well under its 52-week high of $388.84, though it remains above its 52-week low of $268.91.

Recent Earnings

GE Aerospace reported trailing-twelve-month revenue of $50.64 billion alongside $8.48 in trailing earnings per share. The company registered a net profit margin of 17.7% and a return on equity of 48.2%.

Dividend

The company pays an annual dividend rate of $1.88 per share, giving it a dividend yield of 0.6% based on recent trading levels. The payout ratio sits at 19.6%.

Insider Buying and Selling at GE Aerospace

Company insiders have made several share dispositions over recent months. Officer Riccardo Procacci disposed of 1,517 shares worth $527,795 on July 23, 2026. Officer Mohamed Ali parted with 8,096 shares valued at $2.86 million on July 24, 2026. Later, on August 11, 2026, officer Robert M Giglietti sold 10,242 shares for a total of $3.79 million.

Analysts Set New Price Targets

Other Wall Street firms updated their views alongside BNP Paribas. JP Morgan maintained an Overweight rating while moving its target from $400.00 to $375.00 on October 21, 2026. Susquehanna kept a Positive rating and adjusted its target from $430.00 to $400.00 on the same day. RBC Capital kept an Outperform rating while trimming its target to $375.00 from $400.00, and Morgan Stanley maintained an Overweight rating with a $375.00 target down from $400.00. Across the broader analyst community, the stock carries a consensus buy recommendation and a mean price target of $391.19 from 21 analysts.

About GE Aerospace

Headquartered in Evendale, Ohio, GE Aerospace builds commercial and defense aircraft engines, integrated components, power systems, and related technology. The firm operates through commercial engine and defense propulsion segments, supporting global aviation fleets.

Bottom Line

Investors will continue monitoring analyst revisions and upcoming earnings reports to gauge demand across commercial and defense aerospace markets. The stock trades below its consensus targets, leaving room for shifting sentiment as the year progresses.