Insider Selling: AAR (NYSE:AIR) CEO Sells $1,941,237.24 in Stock

AAR Corp. (NYSE:AIR) CEO John Mcclain Holmes III sold 23,077 shares of the business’s stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $84.12, for a total transaction of $1,941,237.24. Following the completion of the sale, the chief executive officer directly owned 237,064 shares in the company, valued at $19,941,823.68. This trade represents a 8.87% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink.

John Mcclain Holmes III also recently made the following trade(s):

• On Wednesday, November 5th, John Mcclain Holmes III sold 38,462 shares of AAR stock. The stock was sold at an average price of $83.50, for a total transaction of $3,211,577.00.

AAR Stock Up 3.9%

Shares of NYSE AIR opened at $94.91 on Friday. The company has a quick ratio of 1.31, a current ratio of 2.84 and a debt-to-equity ratio of 0.61. The business’s 50 day moving average is $83.26 and its two-hundred day moving average is $79.34. AAR Corp. has a 52-week low of $46.51 and a 52-week high of $97.67. The firm has a market cap of $3.71 billion, a price-to-earnings ratio of 37.22 and a beta of 1.24.

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

Key Stories Impacting AAR

Here are the key news stories impacting AAR this week:

• Positive Sentiment: Q2 results topped Street expectations — AAR reported $1.18 EPS vs. $1.02 expected and revenue of $795.3M (beat estimates) with ~16% YoY revenue growth, signaling recovery in parts & services and supporting the rally. AAR reports second quarter fiscal year 2026 results
• Positive Sentiment: Company raised revenue guidance/targets for the quarter and FY26 and highlighted margin expansion from acquisitions — increased visibility on top-line momentum is supporting investor bullishness. AAR targets 17% full-year sales growth
• Positive Sentiment: Commercial deal wins: Thai Airways selected AAR’s Trax and Aerostrat for a digital MRO upgrade, and AAR began an exclusive distribution agreement with TRIUMPH — these contracts support recurring SaaS/services and aftermarket parts revenue. Thai Airways selects Trax and Aerostrat AAR commences exclusive distribution agreement with TRIUMPH
• Positive Sentiment: Analyst activity is supportive — Truist raised its price target to $99 with a Buy rating and other firms/institional interest have been constructive, adding upward pressure. Truist raises AIR price target
• Neutral Sentiment: Operational cash and liquidity improved year-over-year and the balance sheet metrics (current ratio ~2.9, debt/equity ~0.82) give flexibility for M&A, but these are medium-term positives rather than immediate catalysts.
• Negative Sentiment: Insider selling: CEO John McClain Holmes III sold 23,077 shares (~$1.94M) in early January and CAO Jessica Garascia sold 4,787 shares on Jan 8 — repeated insider sales can create short-term investor caution even though executives still hold large positions. SEC Form 4 — CEO sale SEC Form 4 — CAO sale

Institutional Investors Weigh In On AAR

A number of hedge funds and other institutional investors have recently modified their holdings of AIR. Morse Asset Management Inc purchased a new stake in shares of AAR during the 3rd quarter worth $27,000. Optiver Holding B.V. acquired a new stake in AAR in the third quarter valued at $31,000. Salomon & Ludwin LLC purchased a new stake in AAR during the 3rd quarter worth about $30,000. Osterweis Capital Management Inc. acquired a new position in shares of AAR during the 2nd quarter worth about $26,000. Finally, Westfuller Advisors LLC purchased a new position in shares of AAR in the 3rd quarter valued at about $39,000. 90.74% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on AIR. KeyCorp increased 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. Zacks Research cut shares of AAR from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, October 29th. Royal Bank Of Canada upped their price objective on AAR from $90.00 to $105.00 and gave the stock an “outperform” rating in a research report on Wednesday. Wall Street Zen upgraded AAR from a “hold” rating to a “buy” rating in a research note on Saturday, January 3rd. Finally, Weiss Ratings reissued a “hold (c-)” rating on shares of AAR in a research note on Monday, December 29th. Four investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $99.25.

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.