AAR (NYSE:AIR) Price Target Raised to $99.00 at Truist Financial

AAR (NYSE:AIR) had its target price raised by Truist Financial from $90.00 to $99.00 in a research report report published on Wednesday, MarketBeat Ratings reports. The firm currently has a buy rating on the aerospace company’s stock.

Other equities research analysts also recently issued reports about the stock. KeyCorp lifted their price target on shares of AAR from $86.00 to $93.00 and gave the stock an “overweight” rating in a report on Monday, September 29th. Jefferies Financial Group initiated coverage on shares of AAR in a research note on Wednesday, December 17th. They issued a “buy” rating and a $100.00 target price for the company. Royal Bank Of Canada increased their price target on AAR from $90.00 to $105.00 and gave the stock an “outperform” rating in a research note on Wednesday. Wall Street Zen upgraded AAR from a “hold” rating to a “buy” rating in a report on Saturday, January 3rd. Finally, Weiss Ratings reiterated a “hold (c-)” rating on shares of AAR in a research note on Monday, December 29th. Four equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $99.25.

AAR Stock Performance

NYSE AIR opened at $91.25 on Wednesday. The company has a quick ratio of 1.31, a current ratio of 2.91 and a debt-to-equity ratio of 0.82. AAR has a fifty-two week low of $46.51 and a fifty-two week high of $97.00. The business has a fifty day moving average of $83.04 and a 200-day moving average of $79.23. The stock has a market cap of $3.57 billion, a price-to-earnings ratio of 35.79 and a beta of 1.24.

AAR (NYSE:AIR) last posted its quarterly earnings data on Tuesday, January 6th. The aerospace company reported $1.18 EPS for the quarter, topping analysts’ consensus estimates of $1.02 by $0.16. AAR had a return on equity of 13.28% and a net margin of 3.17%.The firm had revenue of $795.30 million during the quarter, compared to analysts’ expectations of $760.95 million. During the same quarter last year, the business posted $0.90 EPS. The firm’s quarterly revenue was up 15.9% compared to the same quarter last year. As a group, analysts predict that AAR will post 3.77 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, CEO John Mcclain Holmes III sold 23,077 shares of the company’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $84.12, for a total transaction of $1,941,237.24. Following the completion of the sale, the chief executive officer directly owned 237,064 shares of the company’s stock, valued at approximately $19,941,823.68. This represents a 8.87% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 3.60% of the company’s stock.

Institutional Investors Weigh In On AAR

Institutional investors and hedge funds have recently modified their holdings of the stock. Morse Asset Management Inc purchased a new stake in shares of AAR during the 3rd quarter valued at about $27,000. Optiver Holding B.V. purchased a new stake in shares of AAR during the third quarter valued at approximately $31,000. Salomon & Ludwin LLC acquired a new position in shares of AAR during the third quarter worth $30,000. Osterweis Capital Management Inc. acquired a new position in shares of AAR during the second quarter worth $26,000. Finally, Westfuller Advisors LLC purchased a new position in shares of AAR in the third quarter valued at $39,000. Hedge funds and other institutional investors own 90.74% of the company’s stock.

Key AAR News

Here are the key news stories impacting AAR this week:

• Positive Sentiment: Q2 results beat expectations — revenue grew ~16% year-over-year to ~$795M and the company reported an EPS beat on the quarter, validating demand recovery across Parts Supply and Services. AAR reports second quarter fiscal year 2026 results
• Positive Sentiment: Revenue guidance raised — AAR updated its Q3 and FY2026 revenue targets above consensus, giving investors clearer top-line visibility and supporting near-term growth expectations. Earnings release & materials
• Positive Sentiment: Commercial wins and M&A-driven outlook — new contracts (Thai Airways selected AAR’s Trax & Aerostrat digital MRO tools) and distribution deals/acquisitions are supporting recurring services and aftermarket sales growth. Thai Airways selects Trax & Aerostrat
• Positive Sentiment: Analyst/institutional support — Truist lifted its price target (reported increases) and several firms maintain buy/overweight views; institutional buying reported in recent quarters adds conviction. Price target / analyst note
• Neutral Sentiment: Improved cash flow and balance-sheet items — operating cash flow and cash balances were reported higher year-over-year, supporting flexibility for M&A and working capital but unlikely to be an immediate stock mover. Quiver Quantitative coverage
• Negative Sentiment: Insider selling — CEO John McClain Holmes III sold ~23,077 shares (~$1.94M) in early January; a continued pattern of insider sales across executives may temper some investor enthusiasm. SEC Form 4 — insider sale

About AAR

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.