John Mcclain Holmes III Sells 23,077 Shares of AAR (NYSE:AIR) Stock

AAR Corp. (NYSE:AIR) CEO John Mcclain Holmes III sold 23,077 shares of the stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $84.12, for a total value of $1,941,237.24. Following the transaction, the chief executive officer directly owned 237,064 shares of the company’s stock, valued at approximately $19,941,823.68. The trade was a 8.87% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link.

John Mcclain Holmes III also recently made the following trade(s):

• 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 value of $3,211,577.00.

AAR Trading Up 2.0%

Shares of AIR stock opened at $91.25 on Thursday. The stock has a 50-day simple moving average of $83.04 and a 200 day simple moving average of $79.23. The stock has a market capitalization of $3.57 billion, a P/E ratio of 35.79 and a beta of 1.24. AAR Corp. has a fifty-two week low of $46.51 and a fifty-two week high of $97.00. 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 (NYSE:AIR) last issued its quarterly earnings results on Tuesday, January 6th. The aerospace company reported $1.18 EPS for the quarter, topping the consensus estimate of $1.02 by $0.16. AAR had a net margin of 3.17% and a return on equity of 13.28%. The firm had revenue of $795.30 million for the quarter, compared to analysts’ expectations of $760.95 million. During the same period in the previous year, the business earned $0.90 earnings per share. AAR’s revenue for the quarter was up 15.9% compared to the same quarter last year. On average, sell-side analysts expect that AAR Corp. will post 3.77 earnings per share for the current fiscal year.

Key Headlines Impacting AAR

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

Analyst Ratings Changes

Several research analysts have issued reports on AIR shares. 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. Jefferies Financial Group assumed coverage on AAR in a report on Wednesday, December 17th. They issued a “buy” rating and a $100.00 target price on the stock. Wall Street Zen raised AAR from a “hold” rating to a “buy” rating in a report on Saturday, January 3rd. Weiss Ratings reissued a “hold (c-)” rating on shares of AAR in a research note on Monday, December 29th. Finally, Truist Financial upped their price objective on shares of AAR from $90.00 to $99.00 and gave the company a “buy” rating in a research note on Wednesday. Four analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, AAR currently has a consensus rating of “Moderate Buy” and a consensus target price of $99.25.

Institutional Inflows and Outflows

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

AAR Company Profile

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.