Diversified Trust Co Takes Position in FTAI Aviation Ltd. $FTAI

Diversified Trust Co purchased a new position in shares of FTAI Aviation Ltd. (NASDAQ:FTAI) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 17,057 shares of the financial services provider’s stock, valued at approximately $2,846,000.

A number of other institutional investors and hedge funds have also modified their holdings of the company. Ieq Capital LLC raised its holdings in FTAI Aviation by 313.1% during the first quarter. Ieq Capital LLC now owns 12,022 shares of the financial services provider’s stock worth $1,335,000 after purchasing an additional 9,112 shares during the last quarter. Vident Advisory LLC purchased a new position in shares of FTAI Aviation in the first quarter valued at $323,000. Appian Way Asset Management LP raised its stake in shares of FTAI Aviation by 601.8% during the 1st quarter. Appian Way Asset Management LP now owns 450,780 shares of the financial services provider’s stock worth $50,050,000 after buying an additional 386,549 shares during the last quarter. Empyrean Capital Partners LP purchased a new stake in shares of FTAI Aviation in the 1st quarter worth about $61,546,000. Finally, AQR Capital Management LLC purchased a new stake in shares of FTAI Aviation in the 1st quarter worth about $242,000. Institutional investors and hedge funds own 88.96% of the company’s stock.

Insider Activity at FTAI Aviation

In related news, COO David Moreno acquired 4,354 shares of the company’s stock in a transaction dated Thursday, November 13th. The stock was bought at an average price of $153.89 per share, with a total value of $670,037.06. Following the purchase, the chief operating officer directly owned 4,354 shares in the company, valued at $670,037.06. The trade was a ∞ increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. 1.60% of the stock is currently owned by corporate insiders.

FTAI Aviation Stock Performance

FTAI stock opened at $197.05 on Wednesday. The company has a 50 day moving average price of $169.83 and a two-hundred day moving average price of $153.55. The stock has a market capitalization of $20.21 billion, a P/E ratio of 44.99 and a beta of 1.56. FTAI Aviation Ltd. has a one year low of $75.06 and a one year high of $199.88.

FTAI Aviation (NASDAQ:FTAI) last posted its quarterly earnings data on Monday, October 27th. The financial services provider reported $1.10 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.19 by ($0.09). The business had revenue of $667.06 million for the quarter, compared to analyst estimates of $662.51 million. FTAI Aviation had a return on equity of 370.51% and a net margin of 20.82%.FTAI Aviation’s revenue for the quarter was up 43.2% compared to the same quarter last year. During the same quarter last year, the business earned $0.76 EPS. Research analysts forecast that FTAI Aviation Ltd. will post 2.2 earnings per share for the current fiscal year.

FTAI Aviation Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, November 19th. Shareholders of record on Monday, November 10th were issued a $0.35 dividend. The ex-dividend date was Monday, November 10th. This represents a $1.40 annualized dividend and a yield of 0.7%. FTAI Aviation’s payout ratio is 31.96%.

Trending Headlines about FTAI Aviation

Here are the key news stories impacting FTAI Aviation this week:

• Positive Sentiment: FTAI announced the launch of FTAI Power, positioning the company to convert CFM56 engines into power turbines to serve AI hyperscalers and data centers; management says production is expected to begin in 2026, leveraging the company’s maintenance footprint and engine inventory. FTAI Aviation launches new unit to provide power for data centers
• Positive Sentiment: Company claims the converted CFM56 aeroderivative will deliver ~25 MW per unit with a planned capacity of over 100 units annually, which — if achieved — could create a sizeable, recurring aftermarket/service business complementary to its engine assets. QuiverQuant: FTAI Power launch
• Positive Sentiment: BTIG reiterated a “Buy” rating and set a $230 price target, signaling analyst confidence and giving additional upside framing for investors. Benzinga: BTIG reaffirms buy
• Neutral Sentiment: Unusual options activity: ~5,467 call contracts were purchased Tuesday (~162% above normal daily call volume), indicating speculative or directional bullish interest from some traders (short‑term leverage).
• Neutral Sentiment: Market write‑ups and commentary (including The Motley Fool) attribute today’s rally largely to the FTAI Power announcement and the idea that aeroderivative conversions can be a fast, lower‑cost supply of power for AI/data centers. Why FTAI Aviation Stock Is Soaring Today
• Negative Sentiment: Execution and timing risk: the plan is forward‑looking (production targeted for 2026) and subject to operational, regulatory and market risks; the company’s own release contains cautionary statements and there is no revenue yet from this initiative. Business Insider: FTAI Power announcement and risks

Wall Street Analyst Weigh In

Several equities analysts have weighed in on the stock. BTIG Research restated a “buy” rating and set a $230.00 target price on shares of FTAI Aviation in a report on Tuesday. Weiss Ratings reiterated a “hold (c+)” rating on shares of FTAI Aviation in a research report on Monday. Zacks Research lowered FTAI Aviation from a “hold” rating to a “strong sell” rating in a research note on Thursday, December 11th. Wall Street Zen cut FTAI Aviation from a “buy” rating to a “hold” rating in a report on Saturday, October 25th. Finally, Barclays boosted their price target on FTAI Aviation from $195.00 to $200.00 and gave the stock an “overweight” rating in a report on Tuesday, October 28th. One analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, FTAI Aviation presently has an average rating of “Moderate Buy” and a consensus price target of $203.63.

FTAI Aviation Company Profile

FTAI Aviation (NASDAQ: FTAI) is a commercial aircraft leasing company that acquires, manages and leases wide-body jet aircraft to airlines globally. The company’s portfolio is focused on modern, fuel-efficient Boeing models, including the 767, 777 and 787 families, which are deployed under long-term operating leases. By concentrating on in-demand wide-body assets, FTAI Aviation seeks to deliver stable cash flows through lease rentals and maintenance reserve collections while providing airlines with flexible fleet solutions.

In addition to lease origination, FTAI Aviation offers end-to-end asset management services.