Loar Holdings Inc. $LOAR Stock Position Raised by Envestnet Asset Management Inc.

Envestnet Asset Management Inc. raised its position in shares of Loar Holdings Inc. (NYSE:LOAR) by 41.3% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 29,762 shares of the company’s stock after purchasing an additional 8,699 shares during the quarter. Envestnet Asset Management Inc.’s holdings in Loar were worth $2,381,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also modified their holdings of the business. Rakuten Securities Inc. purchased a new position in shares of Loar during the second quarter valued at $27,000. PNC Financial Services Group Inc. increased its position in Loar by 390.1% in the 2nd quarter. PNC Financial Services Group Inc. now owns 348 shares of the company’s stock worth $30,000 after purchasing an additional 277 shares during the last quarter. Farther Finance Advisors LLC raised its stake in shares of Loar by 8,383.3% during the 3rd quarter. Farther Finance Advisors LLC now owns 509 shares of the company’s stock worth $41,000 after purchasing an additional 503 shares in the last quarter. KBC Group NV acquired a new stake in shares of Loar during the 2nd quarter valued at about $82,000. Finally, Tower Research Capital LLC TRC grew its stake in shares of Loar by 347.0% in the 2nd quarter. Tower Research Capital LLC TRC now owns 970 shares of the company’s stock valued at $84,000 after buying an additional 753 shares in the last quarter.

Loar Price Performance

Shares of LOAR stock opened at $69.03 on Friday. The stock has a 50-day moving average price of $69.01 and a 200 day moving average price of $72.30. Loar Holdings Inc. has a 12 month low of $62.10 and a 12 month high of $99.67. The firm has a market cap of $6.46 billion, a price-to-earnings ratio of 104.59 and a beta of 0.37. The company has a quick ratio of 3.81, a current ratio of 5.92 and a debt-to-equity ratio of 0.24.

Loar (NYSE:LOAR) last announced its quarterly earnings data on Thursday, February 26th. The company reported $0.26 EPS for the quarter, topping analysts’ consensus estimates of $0.19 by $0.07. The business had revenue of $131.75 million during the quarter, compared to analysts’ expectations of $128.00 million. Loar had a return on equity of 6.45% and a net margin of 13.33%.The firm’s quarterly revenue was up 19.3% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.11 earnings per share. Loar has set its FY 2026 guidance at 0.760-0.800 EPS. Research analysts expect that Loar Holdings Inc. will post 0.28 EPS for the current year.

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on the stock. Wall Street Zen raised shares of Loar from a “hold” rating to a “buy” rating in a research report on Saturday, February 14th. Royal Bank Of Canada cut their price target on shares of Loar from $92.00 to $90.00 and set an “outperform” rating on the stock in a report on Wednesday, February 18th. Morgan Stanley lowered their target price on shares of Loar from $100.00 to $97.00 and set an “overweight” rating on the stock in a research report on Thursday, November 13th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $98.00 price target on shares of Loar in a research report on Thursday. Finally, Citigroup lowered their price objective on Loar from $87.00 to $81.00 and set a “buy” rating on the stock in a report on Thursday, February 5th. One investment analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat.com, Loar currently has an average rating of “Buy” and a consensus target price of $91.50.

Key Stories Impacting Loar

Here are the key news stories impacting Loar this week:

• Positive Sentiment: Q4 results beat expectations — Loar reported $0.26 EPS vs. $0.19 expected and revenue of $131.8M vs. $128M, with revenue up 19.3% YoY and healthy margins, which supports near‑term fundamentals. Read More.
• Positive Sentiment: Revenue outlook raised — management provided FY‑2026 revenue guidance meaningfully above consensus (guidance range ~$640–650M vs. ~561M consensus), signaling stronger top‑line growth expectations. Read More.
• Neutral Sentiment: Earnings call / full transcript available — management commentary and the Q&A could clarify drivers of margin trends, the mix behind the revenue outlook, and cadence for EPS recovery. Review the call transcript for detail. Read More. and Read More.
• Negative Sentiment: EPS guidance disappointed — Loar set FY‑2026 EPS guidance of $0.760–0.800, below consensus (~$0.94), suggesting near‑term margin pressure or investments that could compress EPS despite higher revenue. Read More.
• Negative Sentiment: Valuation risk — analysts and coverage pieces note Loar trades at a high P/E relative to recent returns (market data shows elevated multiple), making the stock sensitive to any EPS misses or slower margin recovery. Read More.
• Negative Sentiment: Pre‑earnings weakness — the stock had slumped into the report, indicating investor skepticism that may amplify volatility despite the beat. Read More.

Loar Profile

Loar Holdings Inc, through its subsidiaries, designs, manufactures, and markets aerospace and defense components for aircraft, and aerospace and defense systems in the United States and internationally. It offers products in various categories, which include airframe components, structural components, avionics, composites, braking system components, de-ice and ice protection, electro-mechanical, engineered materials, flight controls, fluid and motion controls, environmental, metal forming, molded components, and restraints and safety devices.