UBS Raises GE Aerospace (GE) Price Target to $380
Key Points
- UBS kept its Buy rating on GE Aerospace on October 21, 2026, while raising its price target to $380 from $377.
- UBS's $380 price target implies 28.45% upside from GE Aerospace's ($GE) current $295.83 share price.
- GE Aerospace recently traded near $295.83, sitting below its 50-day moving average of $329.26 while posting trailing twelve-month revenue of $50.64 billion.
- Major funds adjusted their positions recently, with TCI Fund Management holding 47,428,233 shares worth roughly $14.03 billion.
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On October 21, 2026, UBS maintained its Buy rating on GE Aerospace and raised its price target from $377 to $380. The research note from UBS outlines a positive view on the manufacturer of aircraft engines and aviation systems, even as shares trade below consensus targets.
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GE Aerospace
UBS vs. the S&P 500
Hypothetical returns from UBS's disclosed trades, not real profit or advice. How we model this.
UBS's Call on GE Aerospace
UBS issued its updated research note on October 21, 2026, keeping a Buy recommendation on the stock while lifting the target by $3 to $380. The firm joins several other Wall Street institutions in adjusting their outlooks for the industrial firm.
Other Institutional Activity in GE Aerospace
Large investors adjusted their holdings in the aviation giant ahead of the autumn updates. TCI Fund Management Ltd reduced its stake by 80,765 shares, ending with 47,428,233 shares worth about $14.03 billion. Capital International Investors trimmed its position by 909,094 shares, wrapping up the period with 18,310,646 shares valued at roughly $5.42 billion. Meanwhile, ARS Wealth Advisors Group closed out its holding entirely by shedding 2,446 shares.
GE Aerospace Stock Down 5.7%
The stock recently changed hands around $295.83, compared to a closing price of $295.88 on October 21, 2026. Shares have moved between a 52-week low of $268.91 and a peak of $388.84 over the past year.
$GE price target
GE Aerospace daily closes and this analyst's $380 target. Not advice.
Recent Earnings
GE Aerospace reported trailing twelve-month revenue of $50.64 billion alongside basic earnings of $8.48 per share.
Dividend
The company distributes an annual dividend rate of $1.88 per share, which translates to a dividend yield of 0.6% based on recent trading levels.
Insider Buying and Selling at GE Aerospace
Company insiders completed several share dispositions earlier in the year. Officer Riccardo Procacci disposed of 1,517 shares worth $527,795 on July 23, 2026. Officer Mohamed Ali sold 8,096 shares valued at $2,863,613 on July 24, 2026. Later, on August 11, 2026, officer Robert M Giglietti sold 10,242 shares for about $3,788,752.
Analysts Set New Price Targets
Wall Street firms updated their stances alongside UBS on October 21, 2026. BNP Paribas maintained an Underperform rating while lowering its target from $305 to $280. JP Morgan kept an Overweight rating and trimmed its target from $400 to $375. Susquehanna maintained a Positive rating while lowering its target from $430 to $400. RBC Capital maintained an Outperform rating while reducing its target from $400 to $375. Across 21 analyst opinions, the stock carries a consensus buy recommendation and a mean price target of $391.19.
About GE Aerospace
Headquartered in Evendale, Ohio, GE Aerospace builds commercial and defense aircraft engines, integrated engine components, and electrical power systems. The company operates through commercial and defense-focused business segments, supporting global aviation fleets.
Bottom Line
Investors will keep an eye on upcoming institutional ownership filings and earnings reports to see how the company navigates its current valuation gap relative to Wall Street price targets.
Related Filing Alerts
Source: UBS's rating change on $GE (Oct 21, 2026). Written by software, not financial advice. How we make alerts