Stock Traders Buy High Volume of Call Options on GE Aerospace (NYSE:GE)

GE Aerospace (NYSE:GE) was the recipient of some unusual options trading activity on Tuesday. Traders acquired 20,557 call options on the stock. This is an increase of 38% compared to the average daily volume of 14,896 call options.

Key Headlines Impacting GE Aerospace

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

• Positive Sentiment: Earnings and guidance beat expectations: GE Aerospace reported adjusted third-quarter EPS of $2.25, above the roughly $2.01-$2.02 consensus, while revenue reached about $14.1 billion. The company raised its 2026 adjusted EPS forecast to $8.00-$8.10 from $7.65-$7.85, lifted expected revenue growth to approximately 19%-20%, and increased its operating-profit outlook to $10.9-$11.0 billion. Reuters article
• Positive Sentiment: Strong demand supports the outlook: Third-quarter orders rose 49% to $19 billion, led by commercial-engine and services demand. GE said continued demand for engine maintenance, spare parts and aftermarket services is driving growth. GE Aerospace raises 2026 guidance as orders surge
• Positive Sentiment: Analyst support remains favorable: Bank of America reiterated its Buy rating and maintained a $405 price target, citing the quarterly outperformance and improved 2026 outlook. TipRanks analyst rating
• Neutral Sentiment: Options activity turned more bullish: Traders bought 20,557 call options, approximately 38% above typical call volume. This signals speculative bullish interest but does not guarantee a sustained move in the shares.
• Negative Sentiment: Cash-flow and cost concerns overshadowed the beat: Operating cash flow fell 14% year over year to about $2.2 billion, while higher engine-related costs raised questions about conversion of earnings into free cash flow. Investors also remain focused on whether aftermarket growth can meet elevated expectations. Schaeffer’s Research article

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on GE shares. Weiss Ratings reaffirmed a “buy (b)” rating on shares of GE Aerospace in a report on Thursday. Sanford C. Bernstein reissued an “outperform” rating on shares of GE Aerospace in a research note on Friday. JPMorgan Chase & Co. upped their price target on shares of GE Aerospace from $335.00 to $400.00 and gave the company an “overweight” rating in a research report on Monday, July 20th. Vertical Research reaffirmed a “buy” rating and set a $400.00 price objective on shares of GE Aerospace in a research note on Tuesday. Finally, Citigroup reaffirmed a “buy” rating and set a $431.00 price objective (up from $353.00) on shares of GE Aerospace in a research note on Wednesday, July 1st. Seventeen equities research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, GE Aerospace presently has an average rating of “Moderate Buy” and a consensus price target of $387.37.

Insider Transactions at GE Aerospace

In other news, SVP Mohamed Ali sold 8,096 shares of the business’s stock in a transaction that occurred on Friday, July 24th. The shares were sold at an average price of $353.71, for a total value of $2,863,636.16. Following the completion of the sale, the senior vice president directly owned 20,666 shares in the company, valued at approximately $7,309,770.86. The trade was a 28.15% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Company insiders own 0.19% of the company’s stock.

Hedge Funds Weigh In On GE Aerospace

Hedge funds and other institutional investors have recently modified their holdings of the company. Net Worth Advisory Group lifted its holdings in GE Aerospace by 4.9% in the 3rd quarter. Net Worth Advisory Group now owns 1,019 shares of the company’s stock worth $318,000 after buying an additional 48 shares during the period. Focused Alpha LLC increased its stake in shares of GE Aerospace by 31.7% during the third quarter. Focused Alpha LLC now owns 5,047 shares of the company’s stock valued at $1,576,000 after buying an additional 1,216 shares during the period. Parkway Wealth Management Group LLC increased its stake in shares of GE Aerospace by 15.9% during the third quarter. Parkway Wealth Management Group LLC now owns 13,539 shares of the company’s stock valued at $4,228,000 after buying an additional 1,861 shares during the period. Sumitomo Mitsui DS Asset Management Company Ltd raised its holdings in shares of GE Aerospace by 2.9% during the third quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 158,777 shares of the company’s stock valued at $49,584,000 after acquiring an additional 4,433 shares in the last quarter. Finally, Drum Hill Capital LLC raised its holdings in shares of GE Aerospace by 19.5% during the third quarter. Drum Hill Capital LLC now owns 1,928 shares of the company’s stock valued at $602,000 after acquiring an additional 314 shares in the last quarter. 74.77% of the stock is owned by institutional investors.

GE Aerospace Trading Down 3.6%

Shares of NYSE:GE traded down $11.10 during trading on Tuesday, reaching $300.18. 3,443,334 shares of the company traded hands, compared to its average volume of 5,064,666. The company has a current ratio of 0.98, a quick ratio of 0.67 and a debt-to-equity ratio of 0.96. GE Aerospace has a 52-week low of $268.91 and a 52-week high of $388.84. The firm has a market capitalization of $311.45 billion, a price-to-earnings ratio of 35.45, a P/E/G ratio of 2.29 and a beta of 1.38. The business’s fifty day moving average is $328.69 and its 200-day moving average is $328.81.

GE Aerospace (NYSE:GE) last issued its earnings results on Tuesday, October 20th. The company reported $2.25 EPS for the quarter, topping the consensus estimate of $2.01 by $0.24. GE Aerospace had a net margin of 17.72% and a return on equity of 40.56%. The company had revenue of $13.29 billion for the quarter, compared to the consensus estimate of $12.88 billion. During the same period in the previous year, the firm earned $1.66 earnings per share. The firm’s revenue for the quarter was up 24.7% on a year-over-year basis. As a group, analysts forecast that GE Aerospace will post 7.91 EPS for the current year.

GE Aerospace Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, October 26th. Shareholders of record on Monday, October 5th will be issued a $0.47 dividend. This represents a $1.88 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend is Monday, October 5th. GE Aerospace’s dividend payout ratio (DPR) is 22.14%.

GE Aerospace Company Profile

GE Aerospace (NYSE: GE) is a global aerospace company that designs, develops, manufactures and services aircraft engines and related systems. Its products support commercial air transport, business and general aviation, military aircraft, and other defense applications. The company also provides engine components, avionics, mechanical systems, digital solutions and maintenance, repair and overhaul services.

GE Aerospace serves airlines, aircraft operators, leasing companies, airframers and government customers worldwide.