Morgan Stanley Cuts GE Aerospace (GE) Price Target to $375
Key Points
- Morgan Stanley maintained its Overweight rating on GE Aerospace on October 21, 2026, while moving its price target from $400.00 down to $375.00.
- Morgan Stanley's $375 price target implies 25.03% upside from GE Aerospace's ($GE) current $299.93 share price.
- Institutional investors adjusted their holdings recently, with TCI Fund Management Ltd holding 47,428,233 shares worth about $14,222,303,998 after a small reduction.
- The stock recently traded near $299.93, sitting below its 50-day moving average of $329.26 and well below analyst target expectations.
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On October 21, 2026, Morgan Stanley kept its Overweight rating on GE Aerospace (NYSE: GE) while reducing its price target from $400.00 to $375.00. According to the firm's research note, the revised target reflects a shift in expectations for the aerospace specialist even as the investment bank maintains a positive overall view of the shares.
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GE Aerospace Stock Down 4.4%
GE Aerospace shares recently traded around $299.93 as of October 21, 2026, down about 7.4% below their 200-day moving average of $323.85. The stock closed at $299.87 on October 20, 2026, remaining well below its 52-week high of $388.84 while holding above its 52-week low of $268.91.
$GE price target
GE Aerospace daily closes and this analyst's $375 target. Not advice.
Other Institutional Activity in GE Aerospace
Large funds continue to shuffle their positions in the aerospace company. TCI Fund Management Ltd reduced its holdings by 80,765 shares, ending with 47,428,233 shares valued at approximately $14,222,303,998. Capital International Investors cut its stake by 909,094 shares to finish with 18,310,646 shares worth roughly $5,490,813,326. Meanwhile, ARS Wealth Advisors Group exited its position entirely by selling its remaining 2,446 shares.
Recent Earnings
GE Aerospace reported trailing-twelve-month revenue of $50,638,995,520 with trailing earnings of $8.48 per share. The company posted a net profit margin of 17.7% and a return on equity of 48.2%.
Dividend
The company pays an annual dividend of $1.88 per share, which works out to a dividend yield of 0.6% alongside a payout ratio of 19.6%.
Insider Buying and Selling at GE Aerospace
Company insiders executed several sales over the summer months. Officer Riccardo Procacci sold 1,517 shares for a total value of $527,795 on July 23, 2026. Officer Mohamed Ali disposed of 8,096 shares valued at $2,863,613 on July 24, 2026, and officer Robert M Giglietti parted with 10,242 shares worth $3,788,752 on August 11, 2026.
Analysts Set New Price Targets
Wall Street firms have maintained a generally favorable outlook on the stock. On July 20, 2026, JP Morgan maintained an Overweight rating with a target raised to $400.00 from $335.00. Bernstein kept an Outperform rating on July 23, 2026, lifting its target from $405.00 to $421.00. Jefferies maintained a Buy rating on September 23, 2026, while trimming its target from $455.00 to $435.00, and Wells Fargo kept an Overweight rating on September 30, 2026, moving its target from $390.00 to $380.00. Across the broader analyst community, the stock holds a consensus buy recommendation with a mean price target of $391.19 based on 21 opinions.
About GE Aerospace
GE Aerospace designs and builds commercial and defense aircraft engines, electrical power units, and integrated aircraft systems through its commercial and defense segments. The firm operates across major global aerospace markets, making its engines and components central to modern commercial aviation and military fleets.
Bottom Line
Morgan Stanley's updated price target brings another perspective to how major Wall Street firms value the manufacturer. Investors will monitor upcoming earnings reports and further institutional filings for signs of shifting sentiment across the aerospace sector.
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Source: Morgan Stanley's rating change on $GE (Oct 21, 2026). Written by software, not financial advice. How we make alerts