Oliver Luxxe Assets LLC Invests $2.76 Million in AAR Corp. $AIR

Oliver Luxxe Assets LLC acquired a new stake in AAR Corp. (NYSE:AIR) in the third quarter, according to the company in its most recent filing with the SEC. The firm acquired 30,722 shares of the aerospace company’s stock, valued at approximately $2,755,000.

Other institutional investors have also recently added to or reduced their stakes in the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its position in AAR by 4.5% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 20,779 shares of the aerospace company’s stock valued at $1,163,000 after acquiring an additional 904 shares during the period. Millennium Management LLC grew its stake in shares of AAR by 35.8% in the first quarter. Millennium Management LLC now owns 134,966 shares of the aerospace company’s stock worth $7,557,000 after purchasing an additional 35,608 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings in AAR by 4.6% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 97,384 shares of the aerospace company’s stock valued at $5,453,000 after purchasing an additional 4,288 shares during the period. Intech Investment Management LLC raised its position in AAR by 122.7% during the 1st quarter. Intech Investment Management LLC now owns 52,651 shares of the aerospace company’s stock worth $2,948,000 after purchasing an additional 29,005 shares during the last quarter. Finally, Voya Investment Management LLC lifted its holdings in AAR by 2.6% during the 1st quarter. Voya Investment Management LLC now owns 12,528 shares of the aerospace company’s stock worth $701,000 after buying an additional 320 shares during the period. 90.74% of the stock is owned by institutional investors.

AAR Trading Up 2.4%

Shares of AIR stock opened at $97.01 on Friday. The company has a market cap of $3.84 billion, a P/E ratio of 38.04 and a beta of 1.24. AAR Corp. has a fifty-two week low of $46.51 and a fifty-two week high of $97.67. The stock has a 50 day simple moving average of $83.52 and a two-hundred day simple moving average of $79.62. The company has a debt-to-equity ratio of 0.61, a quick ratio of 1.31 and a current ratio of 2.84.

AAR (NYSE:AIR) last announced its quarterly earnings data 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 12.40%. The company had revenue of $795.30 million during the quarter, compared to the consensus estimate of $760.95 million. During the same quarter last year, the firm posted $0.90 EPS. The company’s quarterly revenue was up 15.9% on a year-over-year basis. Research analysts forecast that AAR Corp. will post 3.77 earnings per share for the current year.

Insiders Place Their Bets

In other 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 transaction, the chief accounting officer owned 29,557 shares of the company’s stock, valued at $2,815,304.25. This represents a 13.94% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO John Mcclain Holmes III sold 23,077 shares of the firm’s stock in a transaction dated 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 completion of the sale, the chief executive officer owned 237,064 shares of the company’s stock, valued at approximately $19,941,823.68. This represents a 8.87% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 66,326 shares of company stock valued at $5,608,776 over the last 90 days. Corporate insiders own 3.60% of the company’s stock.

AAR News Roundup

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.

Wall Street Analysts Forecast Growth

AIR has been the subject of several recent research reports. Royal Bank Of Canada increased their price target on AAR from $90.00 to $105.00 and gave the company an “outperform” rating in a research note on Wednesday. Zacks Research cut AAR from a “strong-buy” rating to a “hold” rating in a report on Wednesday, October 29th. Truist Financial set a $107.00 price target on shares of AAR in a report on Friday. KeyCorp boosted their price target on shares of AAR from $86.00 to $93.00 and gave the stock an “overweight” rating in a research report on Monday, September 29th. Finally, Wall Street Zen raised shares of AAR from a “hold” rating to a “buy” rating in a research note on Saturday, January 3rd. Four analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $101.25.

AAR 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.