Key Points
- CFO Sarah Louise Flanagan sold 10,750 shares on Feb. 4 at an average price of $108.56 for about $1.17M, cutting her stake by ~24.7% to 32,848 shares.
- AAR reported an earnings beat (EPS $1.18 vs. $1.02; revenue $795.3M vs. $760.95M), prompting analyst upgrades and a consensus "Moderate Buy" with a $110.80 price target.
- Insider sales are mounting — CEO John McClain Holmes III also sold 10,000 shares — and the stock slid roughly 2.6%, creating near‑term negative sentiment despite positive fundamentals.
AAR Corp. (NYSE:AIR - Get Free Report) CFO Sarah Louise Flanagan sold 10,750 shares of the company's stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $108.56, for a total value of $1,167,020.00. Following the completion of the sale, the chief financial officer owned 32,848 shares in the company, valued at $3,565,978.88. The trade was a 24.66% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link.
AAR Stock Down 2.6%
Shares of NYSE:AIR opened at $107.03 on Thursday. The company has a current ratio of 2.84, a quick ratio of 1.31 and a debt-to-equity ratio of 0.61. The stock has a fifty day simple moving average of $91.94 and a two-hundred day simple moving average of $83.64. AAR Corp. has a 12-month low of $46.51 and a 12-month high of $110.39. The stock has a market capitalization of $4.24 billion, a price-to-earnings ratio of 41.97 and a beta of 1.23.
AAR (NYSE:AIR - Get Free Report) last released its earnings results on Tuesday, January 6th. The aerospace company reported $1.18 EPS for the quarter, topping analysts' consensus estimates of $1.02 by $0.16. The firm had revenue of $795.30 million for the quarter, compared to analysts' expectations of $760.95 million. AAR had a return on equity of 12.40% and a net margin of 3.17%.The company's quarterly revenue was up 15.9% on a year-over-year basis. During the same period in the prior year, the firm posted $0.90 earnings per share. On average, research analysts anticipate that AAR Corp. will post 3.77 earnings per share for the current fiscal year.
Wall Street Analysts Forecast Growth
Several research analysts have issued reports on AIR shares. Truist Financial set a $107.00 target price on shares of AAR in a report on Friday, January 9th. Weiss Ratings reaffirmed a "hold (c-)" rating on shares of AAR in a research report on Monday, December 29th. The Goldman Sachs Group began coverage on AAR in a report on Monday, January 26th. They issued a "neutral" rating and a $121.00 target price for the company. KeyCorp boosted their price target on AAR from $93.00 to $109.00 and gave the stock an "overweight" rating in a research note on Wednesday, January 14th. Finally, Royal Bank Of Canada upped their price target on AAR from $90.00 to $105.00 and gave the company an "outperform" rating in a report on Wednesday, January 7th. One research analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $110.80.
Check Out Our Latest Stock Report on AIR
More AAR News
Here are the key news stories impacting AAR this week:
- Positive Sentiment: AAR’s recent quarterly report showed revenue and EPS upside and rising year‑over‑year sales, supporting analyst upgrades and a consensus “Moderate Buy.” Institutional coverage has trended constructive, with several firms raising targets or upgrading ratings. MarketBeat AAR Profile & Earnings
- Positive Sentiment: Industry commentary points to robust demand for aircraft components and aftermarket services — AAR’s core businesses — which underpins upside potential in its MRO and supply-chain segments. AAR Jets Higher on Robust Demand
- Neutral Sentiment: Analyst and sector pieces highlight AAR’s relative performance versus peers (e.g., BWXT) and broader aerospace trends; useful context but not an immediate catalyst. Zacks: Aerospace Stocks & AAR
- Neutral Sentiment: Market chatter about unusual options activity has drawn attention, but reporting is exploratory — could reflect positioning rather than firm-specific news. MSN Options Flow Article
- Negative Sentiment: CEO John McClain Holmes III sold 10,000 shares (≈$108.44 avg) on Feb. 3 — part of a string of recent insider sales — which can weigh on sentiment even though he retains a sizable holding. CEO Form 4 (SEC)
- Negative Sentiment: CFO Sarah Louise Flanagan sold 10,750 shares (≈$108.56 avg) on Feb. 4, reducing her stake by ~24.7% — another near-term negative catalyst for the stock’s tone. CFO Form 4 (SEC)
Institutional Trading of AAR
Several large investors have recently added to or reduced their stakes in the business. Osterweis Capital Management Inc. purchased a new stake in AAR during the second quarter valued at approximately $26,000. Morse Asset Management Inc bought a new stake in shares of AAR during the 3rd quarter valued at $27,000. NBC Securities Inc. purchased a new stake in shares of AAR in the 4th quarter worth $28,000. Danske Bank A S purchased a new stake in shares of AAR in the 4th quarter worth $28,000. Finally, Salomon & Ludwin LLC bought a new position in AAR in the 3rd quarter worth $30,000. 90.74% of the stock is currently owned by institutional investors.
About AAR
(
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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