Susquehanna Cuts GE Aerospace (GE) Price Target to $400

On October 21, 2026, Susquehanna maintained its Positive rating on GE Aerospace [NYSE: GE] while lowering its price target from $430.00 to $400.00. The research note arrived alongside similar updates from peer firms tracking the industrial giant.

GE GE Aerospace

$299.87 ▼ -6.11% year to date

1M 3M YTD

Daily close · Oct 20, 2026

Susquehanna's Call on GE Aerospace

Susquehanna kept a Positive rating on the aerospace firm on October 21, 2026, while adjusting its target down from $430.00 to $400.00. The adjustment follows prior target reductions across the street as analysts realign expectations for the industrial sector.

Other Institutional Activity in GE Aerospace

Large funds continue to adjust holdings in the engine maker. TCI Fund Management Ltd cut its stake by 80,765 shares to end with 47,428,233 shares valued at about $14.37 billion. Capital International Investors reduced its position by 909,094 shares, leaving it with 18,310,646 shares worth roughly $5.55 billion. Meanwhile, ARS Wealth Advisors Group closed out its entire position by selling 2,446 shares.

GE Aerospace Stock Down 3.5%

GE Aerospace shares recently traded around $302.77 as of October 21, 2026. The stock closed at $299.87 on October 20, 2026. The company carries a market capitalization of roughly $322.97 billion and a price-to-earnings ratio of 36.71.

Recent Earnings

The company generated $50.64 billion in trailing twelve month revenue alongside earnings of $8.48 per share. Profitability metrics include a 17.7% net margin and a 48.2% return on equity.

Dividend

GE Aerospace pays an annual dividend of $1.88 per share, translating to a 0.6% dividend yield with a payout ratio of 19.6%.

Insider Buying and Selling at GE Aerospace

Company insiders have completed several stock transactions recently. On July 23, 2026, officer Riccardo Procacci disposed of 1,517 shares for a total value of $527,795. Shortly after, on July 24, 2026, officer Mohamed Ali sold 8,096 shares worth about $2.86 million. Later, on August 11, 2026, officer Robert M. Giglietti sold 10,242 shares valued at roughly $3.79 million.

Analysts Set New Price Targets

Wall Street firms updated their outlooks alongside Susquehanna's move. On September 23, 2026, Jefferies maintained a Buy rating while moving its target from $455.00 to $435.00. Wells Fargo maintained an Overweight rating on September 30, 2026, lowering its target from $390.00 to $380.00. On October 21, 2026, RBC Capital maintained an Outperform rating while cutting its target from $400.00 to $375.00. Morgan Stanley also maintained an Overweight rating on October 21, 2026, adjusting its target from $400.00 to $375.00. Across 21 analyst opinions, the stock currently carries a consensus buy recommendation with a mean price target of $391.19.

About GE Aerospace

Headquartered in Evendale, Ohio, GE Aerospace builds commercial and defense aircraft engines, power systems, and integrated components. Led by CEO Mr. H. Lawrence Culp Jr., the firm serves commercial airlines and defense customers globally through its core manufacturing and service segments.

Bottom Line

Susquehanna's revised target reflects ongoing adjustments among analysts covering the industrial manufacturer. Investors will monitor upcoming earnings reports and institutional filing updates for further direction on the stock.