GE Aerospace (NYSE:GE) Given New $380.00 Price Target at Wells Fargo & Company

30 Sep 2026, 09:18 by Renee Jackson · The Cerbat Gem

GE Aerospace (NYSE:GE – Get Free Report) had its target price cut by analysts at Wells Fargo & Company from $390.00 to $380.00 in a research note issued to investors on Wednesday. The brokerage currently has an “overweight” rating on the stock. Wells Fargo & Company‘s price target suggests a potential upside of 19.34% from the stock’s current price.

Other research analysts have also recently issued reports about the company. Citigroup restated a “buy” rating and set a $431.00 target price (up from $353.00) on shares of GE Aerospace in a report on Wednesday, July 1st. Jefferies Financial Group set a $435.00 price objective on shares of GE Aerospace and gave the company a “buy” rating in a report on Wednesday, September 23rd. Royal Bank Of Canada reiterated an “outperform” rating and issued a $400.00 target price (up from $355.00) on shares of GE Aerospace in a report on Wednesday, July 15th. TD Cowen reiterated a “buy” rating and issued a $380.00 price objective (up from $330.00) on shares of GE Aerospace in a research report on Monday, July 13th. Finally, Susquehanna reissued a “positive” rating and set a $430.00 target price (up from $380.00) on shares of GE Aerospace in a research note on Thursday, July 9th. Sixteen research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $386.67.

Check Out Our Latest Stock Analysis on GE Aerospace

GE Aerospace Trading Up 0.1%

Shares of NYSE:GE opened at $318.42 on Wednesday. The firm has a market capitalization of $330.38 billion, a price-to-earnings ratio of 37.51, a price-to-earnings-growth ratio of 2.32 and a beta of 1.35. The business’s 50 day moving average price is $343.65 and its 200-day moving average price is $327.15. The company has a debt-to-equity ratio of 0.96, a current ratio of 0.98 and a quick ratio of 0.67. GE Aerospace has a 1 year low of $268.91 and a 1 year high of $388.84.

GE Aerospace (NYSE:GE – Get Free Report) last posted its quarterly earnings data on Thursday, July 16th. The company reported $2.02 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.86 by $0.16. The company had revenue of $12.63 billion for the quarter, compared to analysts’ expectations of $11.87 billion. GE Aerospace had a return on equity of 40.56% and a net margin of 17.72%.GE Aerospace’s revenue was up 21.1% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.66 EPS. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. On average, equities research analysts forecast that GE Aerospace will post 7.91 earnings per share for the current fiscal year.

Insider Transactions at GE Aerospace

In other news, SVP Mohamed Ali sold 8,096 shares of the stock in a transaction dated Friday, July 24th. The shares were sold at an average price of $353.71, for a total transaction of $2,863,636.16. Following the sale, the senior vice president owned 20,666 shares of the company’s stock, valued at approximately $7,309,770.86. This represents a 28.15% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.19% of the stock is owned by company insiders.

Institutional Investors Weigh In On GE Aerospace

Large investors have recently added to or reduced their stakes in the business. State Street Corp increased its position in shares of GE Aerospace by 2.6% during the second quarter. State Street Corp now owns 46,497,628 shares of the company’s stock worth $17,377,559,000 after acquiring an additional 1,160,584 shares during the period. Jennison Associates LLC raised its stake in shares of GE Aerospace by 37.7% in the first quarter. Jennison Associates LLC now owns 11,026,006 shares of the company’s stock valued at $3,128,850,000 after acquiring an additional 3,017,937 shares in the last quarter. Invesco Ltd. boosted its holdings in GE Aerospace by 2.1% in the fourth quarter. Invesco Ltd. now owns 9,280,276 shares of the company’s stock valued at $2,858,604,000 after purchasing an additional 189,979 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its stake in GE Aerospace by 6.3% during the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 7,251,603 shares of the company’s stock worth $2,710,142,000 after purchasing an additional 427,820 shares in the last quarter. Finally, Wellington Management Group LLP grew its stake in GE Aerospace by 97.3% during the 2nd quarter. Wellington Management Group LLP now owns 6,797,935 shares of the company’s stock worth $2,540,592,000 after purchasing an additional 3,352,432 shares in the last quarter. 74.77% of the stock is owned by hedge funds and other institutional investors.

GE Aerospace News Summary

Here are the key news stories impacting GE Aerospace this week:

Positive Sentiment: UBS reaffirmed its Buy rating on GE Aerospace, signaling continued confidence in the company’s commercial aerospace recovery, engine-services growth and defense prospects. UBS Reaffirms Their Buy Rating on GE Aerospace
Positive Sentiment: GE Aerospace and Kratos Defense successfully ignited the GEK800 turbofan cruise-missile engine, providing a new data point for investors focused on GE’s defense expansion and potential future program opportunities. General Electric What Is Behind The Fresh Attention Now
Positive Sentiment: GE committed nearly $500,000 for aerospace workforce training in Southwest Ohio. The investment may strengthen the company’s labor pipeline and support long-term production capacity, although its direct financial impact is limited. GE Aerospace Training Investment
Positive Sentiment: GE finalized an agreement to localize T700 engine servicing in Poland, expanding its international defense support footprint and potentially improving access to regional military contracts. Poland Secures Domestic Apache Engine Servicing
Neutral Sentiment: Wells Fargo kept its Overweight rating but reduced its price target to $380 from $390, suggesting analysts remain bullish while acknowledging a more limited near-term upside. Wells Fargo Adjusts GE Aerospace Price Target
Negative Sentiment: Investors remain concerned that GE trades at a premium valuation—roughly 37 times earnings—while commercial-engine margins declined year over year. The company’s October 20 earnings report could therefore be an important catalyst for validating growth and profitability expectations. Is GE Stock Riskier Than It Looks

About GE Aerospace

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GE Aerospace is an aerospace and defense company that designs, develops, manufactures and services aircraft engines and integrated systems. Its products support commercial and business aviation, military aircraft, and other specialized aerospace applications.

The company’s offerings include commercial and military jet engines, propulsion systems, avionics, electrical power systems, mechanical systems and digital solutions. GE Aerospace also provides maintenance, repair, overhaul and other lifecycle services intended to support the operation and performance of aircraft and engines.