Vulcan Value Partners LLC Has $13.48 Million Stock Holdings in StandardAero, Inc. $SARO

Vulcan Value Partners LLC decreased its stake in shares of StandardAero, Inc. (NYSE:SARO) by 37.2% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 450,287 shares of the company’s stock after selling 266,696 shares during the period. StandardAero accounts for about 0.4% of Vulcan Value Partners LLC’s portfolio, making the stock its 29th largest holding. Vulcan Value Partners LLC’s holdings in StandardAero were worth $13,484,000 as of its most recent filing with the SEC.

Several other hedge funds have also recently bought and sold shares of the stock. Comerica Bank bought a new stake in shares of StandardAero during the first quarter worth approximately $26,000. Optiver Holding B.V. bought a new position in shares of StandardAero during the first quarter worth approximately $51,000. Northwestern Mutual Wealth Management Co. acquired a new stake in StandardAero during the 2nd quarter worth approximately $55,000. Nykredit A S bought a new stake in StandardAero in the 2nd quarter valued at $65,000. Finally, Danske Bank A S bought a new stake in StandardAero in the 3rd quarter valued at $82,000.

Wall Street Analysts Forecast Growth

SARO has been the topic of several recent research reports. Susquehanna lowered their price objective on StandardAero from $40.00 to $37.00 and set a “positive” rating on the stock in a research report on Monday, May 11th. Wall Street Zen cut shares of StandardAero from a “buy” rating to a “hold” rating in a research note on Sunday, May 17th. Weiss Ratings upgraded shares of StandardAero from a “hold (c-)” rating to a “hold (c)” rating in a research report on Monday, June 29th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of StandardAero in a report on Monday, August 24th. Finally, UBS Group increased their price target on StandardAero from $35.00 to $36.00 and gave the stock a “buy” rating in a research report on Friday, August 7th. Two analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $34.77.

StandardAero Price Performance

StandardAero stock traded down $0.37 during midday trading on Tuesday, reaching $24.44. The company’s stock had a trading volume of 3,642,574 shares, compared to its average volume of 4,046,200. The business has a 50-day moving average price of $27.58 and a 200-day moving average price of $27.21. The stock has a market cap of $8.09 billion, a PE ratio of 25.20 and a beta of 0.85. StandardAero, Inc. has a 52 week low of $23.83 and a 52 week high of $34.48. The company has a current ratio of 2.13, a quick ratio of 1.59 and a debt-to-equity ratio of 0.84.

StandardAero (NYSE:SARO) last announced its quarterly earnings results on Thursday, August 6th. The company reported $0.40 EPS for the quarter, beating analysts’ consensus estimates of $0.32 by $0.08. The firm had revenue of $1.60 billion for the quarter, compared to analyst estimates of $1.59 billion. StandardAero had a return on equity of 14.52% and a net margin of 5.12%.The business’s revenue for the quarter was up 4.6% on a year-over-year basis. During the same period last year, the firm posted $0.20 earnings per share. StandardAero has set its FY 2026 guidance at 1.500-1.570 EPS. On average, sell-side analysts predict that StandardAero, Inc. will post 1.51 EPS for the current year.

Insider Buying and Selling

In other news, CEO Russell Ford sold 20,413 shares of the company’s stock in a transaction that occurred on Friday, August 7th. The stock was sold at an average price of $30.56, for a total transaction of $623,821.28. Following the transaction, the chief executive officer directly owned 295,573 shares of the company’s stock, valued at $9,032,710.88. This represents a 6.46% 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. Over the last three months, insiders sold 191,423 shares of company stock valued at $5,847,760. Insiders own 2.10% of the company’s stock.

StandardAero Company Profile

StandardAero is a global aerospace maintenance, repair and overhaul (MRO) provider specializing in gas turbine engines, auxiliary power units (APUs), airframe components and oil & gas rotating equipment. The company offers a full suite of technical services including engine repair and overhaul, component repair, accessory maintenance, parts manufacturing and on-site field support. Its customer base spans commercial airlines, business and general aviation operators, regional carriers, original equipment manufacturers (OEMs) and defense organizations.

With roots dating back to 1911, StandardAero has grown through strategic acquisitions and organic expansion to become one of the largest independent MRO providers in the industry.