John Mcclain Holmes III Sells 10,000 Shares of AAR (NYSE:AIR) Stock

AAR Corp. (NYSE:AIR) CEO John Mcclain Holmes III sold 10,000 shares of the firm’s stock in a transaction on Tuesday, February 3rd. The shares were sold at an average price of $108.44, for a total transaction of $1,084,400.00. Following the completion of the sale, the chief executive officer owned 237,064 shares in the company, valued at $25,707,220.16. The trade was a 4.05% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this hyperlink.

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

• On Tuesday, January 13th, John Mcclain Holmes III sold 16,802 shares of AAR stock. The shares were sold at an average price of $98.93, for a total value of $1,662,221.86.
• On Wednesday, January 14th, John Mcclain Holmes III sold 9,947 shares of AAR stock. The shares were sold at an average price of $99.41, for a total value of $988,831.27.
• On Monday, January 12th, John Mcclain Holmes III sold 30,000 shares of AAR stock. The stock was sold at an average price of $97.50, for a total value of $2,925,000.00.
• On Friday, January 2nd, John Mcclain Holmes III sold 23,077 shares of AAR stock. The shares were sold at an average price of $84.12, for a total value of $1,941,237.24.
• 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 value of $3,211,577.00.

AAR Stock Performance

Shares of AAR stock opened at $107.03 on Thursday. The company has a quick ratio of 1.31, a current ratio of 2.84 and a debt-to-equity ratio of 0.61. AAR Corp. has a 52 week low of $46.51 and a 52 week high of $110.39. The firm’s 50 day moving average is $91.94 and its two-hundred day moving average is $83.64. The firm has a market capitalization of $4.24 billion, a P/E ratio of 41.97 and a beta of 1.23.

AAR (NYSE:AIR) last issued its quarterly earnings data on Tuesday, January 6th. The aerospace company reported $1.18 earnings per share 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 the consensus estimate of $760.95 million. AAR had a net margin of 3.17% and a return on equity of 12.40%. The company’s revenue was up 15.9% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.90 EPS. Research analysts forecast that AAR Corp. will post 3.77 EPS for the current fiscal year.

Analyst Ratings Changes

AIR has been the subject of a number of research analyst reports. Royal Bank Of Canada upped their target price on AAR from $90.00 to $105.00 and gave the company an “outperform” rating in a research report on Wednesday, January 7th. KeyCorp increased their price objective on AAR from $93.00 to $109.00 and gave the company an “overweight” rating in a report on Wednesday, January 14th. The Goldman Sachs Group started coverage on shares of AAR in a report on Monday, January 26th. They issued a “neutral” rating and a $121.00 target price on the stock. Wall Street Zen upgraded shares of AAR from a “hold” rating to a “buy” rating in a research note on Saturday, January 3rd. Finally, Weiss Ratings restated a “hold (c-)” rating on shares of AAR in a research note on Monday, December 29th. One equities research analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $110.80.

More AAR News

Here are the key news stories impacting AAR this week:

• Positive Sentiment: AAR’s recent quarterly report showed revenue and EPS upside and rising year‑over‑year sales, supporting analyst upgrades and a consensus “Moderate Buy.” Institutional coverage has trended constructive, with several firms raising targets or upgrading ratings. MarketBeat AAR Profile & Earnings
• Positive Sentiment: Industry commentary points to robust demand for aircraft components and aftermarket services — AAR’s core businesses — which underpins upside potential in its MRO and supply-chain segments. AAR Jets Higher on Robust Demand
• Neutral Sentiment: Analyst and sector pieces highlight AAR’s relative performance versus peers (e.g., BWXT) and broader aerospace trends; useful context but not an immediate catalyst. Zacks: Aerospace Stocks & AAR
• Neutral Sentiment: Market chatter about unusual options activity has drawn attention, but reporting is exploratory — could reflect positioning rather than firm-specific news. MSN Options Flow Article
• Negative Sentiment: CEO John McClain Holmes III sold 10,000 shares (≈$108.44 avg) on Feb. 3 — part of a string of recent insider sales — which can weigh on sentiment even though he retains a sizable holding. CEO Form 4 (SEC)
• Negative Sentiment: CFO Sarah Louise Flanagan sold 10,750 shares (≈$108.56 avg) on Feb. 4, reducing her stake by ~24.7% — another near-term negative catalyst for the stock’s tone. CFO Form 4 (SEC)

Hedge Funds Weigh In On AAR

Several institutional investors have recently bought and sold shares of AIR. Smartleaf Asset Management LLC raised its position in AAR by 14.9% in the third quarter. Smartleaf Asset Management LLC now owns 1,036 shares of the aerospace company’s stock valued at $91,000 after purchasing an additional 134 shares during the period. Arizona State Retirement System grew its stake in AAR by 1.4% during the 3rd quarter. Arizona State Retirement System now owns 10,683 shares of the aerospace company’s stock valued at $958,000 after purchasing an additional 147 shares in the last quarter. CWM LLC grew its position in shares of AAR by 19.3% during the fourth quarter. CWM LLC now owns 950 shares of the aerospace company’s stock worth $79,000 after buying an additional 154 shares in the last quarter. Amalgamated Bank grew its holdings in AAR by 1.7% during the 3rd quarter. Amalgamated Bank now owns 10,243 shares of the aerospace company’s stock worth $918,000 after acquiring an additional 175 shares in the last quarter. Finally, Teacher Retirement System of Texas grew its stake in AAR by 4.4% in the second quarter. Teacher Retirement System of Texas now owns 5,482 shares of the aerospace company’s stock worth $377,000 after purchasing an additional 231 shares in the last quarter. 90.74% of the stock is owned by institutional investors and hedge funds.

About AAR

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.