JPMorgan Chase & Co. Boosts Stock Holdings in AAR Corp. $AIR

JPMorgan Chase & Co. lifted its position in AAR Corp. (NYSE:AIR) by 61.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 91,520 shares of the aerospace company’s stock after acquiring an additional 34,689 shares during the quarter. JPMorgan Chase & Co. owned approximately 0.23% of AAR worth $8,207,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in AIR. Wellington Management Group LLP grew its holdings in shares of AAR by 144.3% in the third 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 in the last quarter. UBS Group AG increased its position in shares of AAR by 709.2% during the third quarter. UBS Group AG now owns 488,239 shares of the aerospace company’s stock valued at $43,780,000 after acquiring an additional 427,906 shares during the last quarter. Franklin Resources Inc. lifted its holdings in AAR by 36.9% during the third 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 period. State Street Corp boosted its position in AAR by 10.9% in the second quarter. State Street Corp now owns 1,917,821 shares of the aerospace company’s stock worth $131,927,000 after purchasing an additional 188,406 shares during the last quarter. Finally, Principal Financial Group Inc. boosted its position in AAR by 35.2% in the third quarter. Principal Financial Group Inc. now owns 640,707 shares of the aerospace company’s stock worth $57,452,000 after purchasing an additional 166,903 shares during the last quarter. Hedge funds and other institutional investors own 90.74% of the company’s stock.

Analyst Ratings Changes

Several brokerages have recently issued reports on AIR. KeyCorp raised their target price on AAR from $109.00 to $120.00 and gave the company an “overweight” rating in a research report on Wednesday, March 25th. Jefferies Financial Group boosted their price target on shares of AAR to $150.00 and gave the stock a “buy” rating in a report on Tuesday, March 24th. Zacks Research lowered shares of AAR from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Royal Bank Of Canada raised their price objective on shares of AAR from $105.00 to $125.00 and gave the stock an “outperform” rating in a report on Wednesday, March 25th. Finally, Weiss Ratings upgraded shares of AAR from a “hold (c+)” rating to a “buy (b)” rating in a research note on Friday. Five research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, AAR currently has a consensus rating of “Moderate Buy” and a consensus price target of $128.80.

Key Headlines Impacting AAR

Here are the key news stories impacting AAR this week:

• Positive Sentiment: Earnings beat and upbeat investor call reinforced growth outlook — AAR reported Q3 results that topped estimates and the earnings call highlighted growth and integration progress, which helped drive momentum. AAR Corp. Earnings Call Highlights Growth and Integration
• Positive Sentiment: Broker forecast and price target optimism — Royal Bank of Canada published a bullish forecast for AIR, signalling expectations for further price appreciation. Royal Bank Of Canada Forecasts Strong Price Appreciation for AAR (NYSE:AIR) Stock
• Positive Sentiment: Zacks upgraded AAR to a Buy (Rank #2) and published several pieces highlighting AAR as a growth/momentum name — these analyst notes can attract buying from momentum and quant strategies. All You Need to Know About AAR (AIR) Rating Upgrade to Buy
• Neutral Sentiment: Share-price momentum and 52-week high noted in market coverage — hitting a 52-week high can both validate strength and invite short-term profit-taking. AAR (NYSE:AIR) Reaches New 52-Week High Following Earnings Beat
• Neutral Sentiment: Consensus analyst stance remains broadly favorable (moderate buy), which supports medium-term investor interest but leaves room for intra-day swings. AAR Corp. (NYSE:AIR) Given Consensus Recommendation of “Moderate Buy” by Brokerages
• Negative Sentiment: Risk disclosure update raised questions on oversight — AAR’s unchanged FY2025 risk disclosures (new regulatory entry noted) prompted some caution among investors about emerging threats and governance transparency. AAR Corp Keeps Risk Disclosures Unchanged for FY2025, Raising Questions on Emerging Threats and Risk Oversight
• Negative Sentiment: Short-term pullback likely reflects profit-taking after recent run-up and higher-than-average volume rather than a material reversal in fundamentals — watch next earnings cadence and guidance for confirmation.

Insider Buying and Selling at AAR

In other AAR news, CAO Jessica A. Garascia sold 4,787 shares of the stock in a transaction dated Thursday, January 8th. The shares were sold at an average price of $95.25, for a total transaction of $455,961.75. Following the completion of the transaction, the chief accounting officer owned 29,557 shares in the company, valued at $2,815,304.25. This trade represents a 13.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CFO Sarah Louise Flanagan sold 10,750 shares of AAR stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $108.56, for a total transaction of $1,167,020.00. Following the completion of the transaction, the chief financial officer owned 32,848 shares of the company’s stock, valued at $3,565,978.88. The trade was a 24.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 128,984 shares of company stock valued at $12,517,090 in the last three months. 3.60% of the stock is owned by company insiders.

AAR Stock Performance

NYSE:AIR opened at $107.34 on Monday. The company has a market capitalization of $4.27 billion, a P/E ratio of 23.80 and a beta of 1.19. The business has a fifty day simple moving average of $110.32 and a two-hundred day simple moving average of $93.14. The company has a debt-to-equity ratio of 0.54, a current ratio of 2.70 and a quick ratio of 1.23. AAR Corp. has a 1 year low of $46.51 and a 1 year high of $122.97.

AAR (NYSE:AIR) last issued its quarterly earnings results on Tuesday, March 24th. The aerospace company reported $1.25 EPS for the quarter, beating analysts’ consensus estimates of $1.21 by $0.04. AAR had a return on equity of 12.39% and a net margin of 5.46%.The firm had revenue of $845.10 million for the quarter, compared to analysts’ expectations of $812.58 million. During the same quarter in the prior year, the firm earned $0.99 EPS. The business’s revenue for the quarter was up 24.6% compared to the same quarter last year. On average, analysts expect that AAR Corp. will post 3.77 earnings per share for the current year.

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.