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

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

Several other research analysts have also issued reports on the stock. Jefferies Financial Group assumed coverage on shares of AAR in a research report on Wednesday, December 17th. They issued a “buy” rating and a $100.00 price target for the company. KeyCorp upped their price objective on AAR from $86.00 to $93.00 and gave the company an “overweight” rating in a research note on Monday, September 29th. Weiss Ratings reissued a “hold (c-)” rating on shares of AAR in a report on Monday, December 29th. Royal Bank Of Canada raised their target price on AAR from $90.00 to $105.00 and gave the stock an “outperform” rating in a research report on Wednesday. Finally, Wall Street Zen upgraded AAR from a “hold” rating to a “buy” rating in a research report on Saturday, January 3rd. Four equities 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, the company has an average rating of “Moderate Buy” and an average price target of $101.25.

AAR Stock Performance

Shares of NYSE AIR opened at $97.01 on Wednesday. The firm has a market capitalization of $3.84 billion, a price-to-earnings ratio of 38.04 and a beta of 1.24. AAR has a one year low of $46.51 and a one year high of $97.67. The business has a fifty day simple moving average of $83.52 and a 200 day simple moving average of $79.54. The company has a current ratio of 2.84, a quick ratio of 1.31 and a debt-to-equity ratio of 0.61.

AAR (NYSE:AIR) last announced its quarterly earnings results on Tuesday, January 6th. The aerospace company reported $1.18 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.02 by $0.16. AAR had a net margin of 3.17% and a return on equity of 12.40%. The firm had revenue of $795.30 million for the quarter, compared to analyst estimates of $760.95 million. During the same quarter in the previous year, the firm posted $0.90 EPS. The business’s revenue for the quarter was up 15.9% on a year-over-year basis. Sell-side analysts expect that AAR will post 3.77 EPS for the current year.

Insider Buying and Selling at AAR

In other AAR news, CAO Jessica A. Garascia sold 4,787 shares of AAR stock in a transaction on Thursday, January 8th. The stock was sold at an average price of $95.25, for a total value of $455,961.75. Following the completion of the transaction, the chief accounting officer owned 29,557 shares in the company, valued at approximately $2,815,304.25. The trade was a 13.94% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO John Mcclain Holmes III sold 38,462 shares of the stock in a transaction on Wednesday, November 5th. The stock was sold at an average price of $83.50, for a total value of $3,211,577.00. Following the sale, the chief executive officer owned 260,141 shares in the company, valued at $21,721,773.50. The trade was a 12.88% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 66,326 shares of company stock valued at $5,608,776. Corporate insiders own 3.60% of the company’s stock.

Institutional Investors Weigh In On AAR

Several hedge funds and other institutional investors have recently added to or reduced their stakes in AIR. Morse Asset Management Inc bought a new position in shares of AAR in the third quarter worth about $27,000. Optiver Holding B.V. acquired a new stake in shares of AAR in the third quarter valued at approximately $31,000. Salomon & Ludwin LLC acquired a new stake in shares of AAR in the third quarter valued at approximately $30,000. Osterweis Capital Management Inc. bought a new position in AAR in the 2nd quarter worth approximately $26,000. Finally, Westfuller Advisors LLC acquired a new position in AAR during the 3rd quarter worth $39,000. Institutional investors and hedge funds own 90.74% of the company’s stock.

Key AAR News

Here are the key news stories impacting AAR this week:

• Positive Sentiment: Q2 beat and M&A push — AAR reported $1.18 EPS vs. $1.02 expected and revenue of $795.3M (~16% YoY). Management highlighted M&A-driven margin expansion and raised near‑term targets, which underpins the rally. Read More.
• Positive Sentiment: Bull thesis reinforced by independent coverage — A Seeking Alpha note argues AAR remains a quality aerospace exposure trading below its fundamentals, supporting investor conviction. Read More.
• Positive Sentiment: Analyst support — Truist raised its price target to $99 and other sell‑side activity has been constructive, adding buy‑side momentum. Read More.
• Positive Sentiment: Shares reacted to the strong results — coverage notes a gap‑up after earnings, reflecting immediate market bullishness and renewed institutional interest. Read More.
• Neutral Sentiment: Earnings call details available — the Q2 call transcript provides more color on parts & services recovery, Trax/Aerostrat integration and integration of recent acquisitions; useful for assessing sustainability but not an immediate catalyst by itself. Read More.
• Neutral Sentiment: Peer/financial comparison published — a review against AerSale highlights relative strengths and differences in business mix; may influence longer‑term positioning but less likely to move the stock intraday. Read More.
• Negative Sentiment: Insider selling — CEO John McClain Holmes III sold ~23,077 shares (~$1.94M) and CAO Jessica Garascia sold 4,787 shares (~$456k). While insiders still hold large positions, repeated sales can introduce short‑term caution for some investors. Read More. Read More.

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.