Key Points
- CEO sale: AAR CEO John Mcclain Holmes III sold 30,000 shares on Jan. 12 at an average $97.50 for $2.925M, reducing his holding by 11.23% to 237,064 shares (≈$23.11M).
- Strong quarter and analyst sentiment: AAR beat estimates with Q EPS $1.18 (vs. $1.02) and revenue $795.3M (+15.9% YoY), and analysts overall rate the stock a "Buy" with an average price target near $101.25.
- Broader insider selling risk: The CEO’s sale follows other recent insider disposals (including prior CEO sales and an SVP sale), which market commentary says could create short‑term selling pressure despite heavy institutional ownership (~90.7%).
AAR Corp. (NYSE:AIR - Get Free Report) CEO John Mcclain Holmes III sold 30,000 shares of the firm's stock in a transaction on Monday, January 12th. The shares were sold at an average price of $97.50, for a total value of $2,925,000.00. Following the completion of the sale, the chief executive officer owned 237,064 shares in the company, valued at $23,113,740. The trade was a 11.23% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link.
John Mcclain Holmes III also recently made the following trade(s):
- On Friday, January 2nd, John Mcclain Holmes III sold 23,077 shares of AAR stock. The stock was sold at an average price of $84.12, for a total transaction of $1,941,237.24.
- On Wednesday, November 5th, John Mcclain Holmes III sold 38,462 shares of AAR stock. The shares were sold at an average price of $83.50, for a total transaction of $3,211,577.00.
AAR Trading Down 0.7%
AAR stock opened at $97.56 on Wednesday. AAR Corp. has a 52-week low of $46.51 and a 52-week high of $99.65. The company has a quick ratio of 1.31, a current ratio of 2.84 and a debt-to-equity ratio of 0.61. The firm has a market capitalization of $3.86 billion, a price-to-earnings ratio of 38.26 and a beta of 1.24. The firm has a 50-day moving average price of $84.03 and a two-hundred day moving average price of $80.12.
AAR (NYSE:AIR - Get Free Report) last released its quarterly earnings results on Tuesday, January 6th. The aerospace company reported $1.18 earnings per share for the quarter, beating analysts' consensus estimates of $1.02 by $0.16. AAR had a return on equity of 12.40% and a net margin of 3.17%.The company had revenue of $795.30 million for the quarter, compared to analysts' expectations of $760.95 million. During the same quarter in the previous year, the company posted $0.90 earnings per share. The business's revenue for the quarter was up 15.9% compared to the same quarter last year. Sell-side analysts expect that AAR Corp. will post 3.77 earnings per share for the current year.
Hedge Funds Weigh In On AAR
Hedge funds have recently made changes to their positions in the business. State Street Corp boosted its holdings in AAR by 10.9% during the second quarter. State Street Corp now owns 1,917,821 shares of the aerospace company's stock worth $131,927,000 after buying an additional 188,406 shares in the last quarter. Wellington Management Group LLP lifted its position in shares of AAR by 144.3% during the 3rd quarter. Wellington Management Group LLP now owns 1,486,775 shares of the aerospace company's stock valued at $133,319,000 after acquiring an additional 878,188 shares during the last quarter. Invesco Ltd. boosted its stake in shares of AAR by 4.2% during the 2nd quarter. Invesco Ltd. now owns 1,208,796 shares of the aerospace company's stock worth $83,153,000 after acquiring an additional 48,376 shares in the last quarter. Franklin Resources Inc. grew its holdings in shares of AAR by 36.9% in the 3rd quarter. Franklin Resources Inc. now owns 1,154,167 shares of the aerospace company's stock worth $107,752,000 after acquiring an additional 311,258 shares during the last quarter. Finally, Geode Capital Management LLC raised its position in shares of AAR by 1.4% during the second quarter. Geode Capital Management LLC now owns 838,492 shares of the aerospace company's stock worth $57,687,000 after purchasing an additional 11,170 shares during the period. Institutional investors and hedge funds own 90.74% of the company's stock.
Analyst Ratings Changes
A number of research analysts have recently commented on the company. Jefferies Financial Group assumed coverage on AAR in a report on Wednesday, December 17th. They set a "buy" rating and a $100.00 price target on the stock. Zacks Research upgraded shares of AAR from a "hold" rating to a "strong-buy" rating in a research report on Friday, January 9th. Wall Street Zen upgraded shares of AAR from a "hold" rating to a "buy" rating in a report on Saturday, January 3rd. Royal Bank Of Canada raised their price objective on shares of AAR from $90.00 to $105.00 and gave the company an "outperform" rating in a research note on Wednesday, January 7th. Finally, Truist Financial set a $107.00 target price on AAR in a report on Friday. One equities research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of "Buy" and an average price target of $101.25.
Check Out Our Latest Stock Analysis on AIR
Trending Headlines about AAR
Here are the key news stories impacting AAR this week:
- Positive Sentiment: Multiple bullish research and media pieces highlight AAR’s long-term growth runway and momentum — noting revenue/earnings strength, favorable industry dynamics, and a 52-week high that attracts momentum investors. Why AAR (AIR) is a top growth stock for the long term
- Positive Sentiment: Analyst and outlet pieces (Zacks, InsiderMonkey) emphasize AAR’s favorable fundamentals and momentum after the company’s recent quarter beat — these stories can attract retail/momentum flows. What Makes AAR (AIR) a Strong Momentum Stock: Buy Now?
- Neutral Sentiment: Mixed analyst landscape: several price-target raises and “buy” ratings coexist with some holds — consensus leans modestly bullish (average target near $101), supporting interest but not unanimous upgrade momentum. MarketBeat AAR coverage (analyst notes)
- Negative Sentiment: Insider selling by senior executives: CEO John McClain Holmes III sold 30,000 shares (~$2.9M) and SVP Christopher Jessup sold 23,621 shares recently — material insider sales can weigh on sentiment and be interpreted as a near-term negative catalyst. CEO Form 4 SEC filing
- Negative Sentiment: Combined insider reductions represent double-digit percentage cuts to their holdings, which may create short-term selling pressure despite the company’s operational strength. InsiderTrades summary of recent sales
AAR Company Profile
(
Get Free Report)
AAR Corp. (NYSE: AIR) is a global provider of aviation products and services to commercial, government and defense customers. The company offers a comprehensive portfolio of maintenance, repair and overhaul (MRO) solutions, component repair and overhaul, and engineering services designed to support a wide variety of fixed-wing and rotary aircraft. Leveraging FAA and EASA certifications, AAR delivers turnkey maintenance programs and ad hoc repair services that enhance aircraft availability and reliability.
In its Aviation Supply Chain Services segment, AAR sources, stores and distributes parts for both commercial airlines and military operators.
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