Royal Bank Of Canada Forecasts Strong Price Appreciation for AAR (NYSE:AIR) Stock

AAR (NYSE:AIR) had its price target raised by investment analysts at Royal Bank Of Canada from $105.00 to $125.00 in a research note issued to investors on Wednesday,Benzinga reports. The brokerage presently has an “outperform” rating on the aerospace company’s stock. Royal Bank Of Canada’s target price indicates a potential upside of 12.72% from the stock’s previous close.

A number of other analysts have also recently issued reports on AIR. Zacks Research cut AAR from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Jefferies Financial Group boosted their target price on AAR to $150.00 and gave the stock a “buy” rating in a report on Tuesday. The Goldman Sachs Group assumed coverage on AAR in a report on Monday, January 26th. They set a “neutral” rating and a $121.00 price target for the company. Wall Street Zen raised shares of AAR from a “hold” rating to a “buy” rating in a research report on Saturday, February 21st. Finally, KeyCorp upped their price objective on shares of AAR from $109.00 to $120.00 and gave the company an “overweight” rating in a report on Wednesday. Four research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $128.80.

AAR Stock Down 6.4%

AAR stock opened at $110.90 on Wednesday. The company has a debt-to-equity ratio of 0.54, a current ratio of 2.70 and a quick ratio of 1.31. The company’s 50-day moving average is $110.28 and its 200-day moving average is $92.65. The firm has a market capitalization of $4.39 billion, a PE ratio of 24.59 and a beta of 1.19. AAR has a fifty-two week low of $46.51 and a fifty-two week high of $122.97.

AAR (NYSE:AIR) last issued its earnings results on Tuesday, March 24th. The aerospace company reported $1.25 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.21 by $0.04. AAR had a net margin of 5.46% and a return on equity of 12.39%. The business had revenue of $845.10 million during the quarter, compared to the consensus estimate of $812.58 million. During the same period last year, the business posted $0.99 EPS. AAR’s revenue was up 24.6% on a year-over-year basis. Sell-side analysts anticipate that AAR will post 3.77 earnings per share for the current year.

Insider Transactions at AAR

In related news, CFO Sarah Louise Flanagan sold 10,750 shares of the business’s stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $108.56, for a total value of $1,167,020.00. Following the completion of the sale, the chief financial officer directly owned 32,848 shares in the company, valued at $3,565,978.88. The trade was a 24.66% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CEO John Mcclain Holmes III sold 30,000 shares of the company’s stock in a transaction on Monday, January 12th. The shares were sold at an average price of $97.50, for a total value of $2,925,000.00. Following the completion of the transaction, the chief executive officer directly owned 237,064 shares in the company, valued at approximately $23,113,740. This represents a 11.23% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 128,984 shares of company stock worth $12,517,090 over the last three months. Company insiders own 3.60% of the company’s stock.

Institutional Investors Weigh In On AAR

A number of hedge funds and other institutional investors have recently modified their holdings of AIR. Principal Financial Group Inc. raised its stake in AAR by 35.2% in the 3rd quarter. Principal Financial Group Inc. now owns 640,707 shares of the aerospace company’s stock worth $57,452,000 after purchasing an additional 166,903 shares in the last quarter. Y Intercept Hong Kong Ltd acquired a new position in shares of AAR during the 3rd quarter worth approximately $1,042,000. Prescott Group Capital Management L.L.C. acquired a new position in shares of AAR during the 3rd quarter worth approximately $1,793,000. Oliver Luxxe Assets LLC bought a new position in shares of AAR during the third quarter worth approximately $2,755,000. Finally, Legal & General Group Plc raised its position in shares of AAR by 12.1% in the second quarter. Legal & General Group Plc now owns 120,577 shares of the aerospace company’s stock valued at $8,294,000 after buying an additional 12,976 shares in the last quarter. Institutional investors and hedge funds own 90.74% of the company’s stock.

Trending Headlines about AAR

Here are the key news stories impacting AAR this week:

• Positive Sentiment: Q3 results topped estimates — EPS and sales grew ~26% and ~25% year-over-year, driven by parts distribution and broad segment strength, supporting near-term earnings momentum. AAR Q3 Earnings Surpass Estimates
• Positive Sentiment: Analyst bullishness increased — Royal Bank of Canada raised its price target to $125 (Outperform) and KeyCorp lifted its target to $120 (Overweight), signaling upside from current levels. Benzinga: Price Target Raises
• Positive Sentiment: Zacks upgraded AAR to a Rank #2 (Buy) and published pieces highlighting AAR as a growth and momentum stock, which can attract momentum-driven flows. All You Need to Know About AAR Rating Upgrade
• Positive Sentiment: AAR recently hit a 52-week high, reflecting strong investor interest and suggesting the company’s fundamentals have been re-rated. AAR Hit a 52 Week High
• Neutral Sentiment: Earnings call transcripts and highlights provide execution detail but no new surprises — useful for longer-term thesis but likely already priced in near term. AAR Q3 2026 Earnings Call Transcript
• Neutral Sentiment: Brokerage consensus reads as a “Moderate Buy,” reflecting broad analyst support but not unanimous conviction. Consensus Recommendation
• Negative Sentiment: Risk disclosure note — AAR kept FY2025 risk disclosures largely unchanged and added a regulation-category risk, which TipRanks flagged as raising oversight/emerging-threat questions that could weigh on sentiment. TipRanks: Risk Disclosures Unchanged

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.