3,966 Shares in Copa Holdings, S.A. $CPA Bought by Convergence Financial LLC

Convergence Financial LLC purchased a new position in shares of Copa Holdings, S.A. (NYSE:CPA) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 3,966 shares of the transportation company’s stock, valued at approximately $478,000.

A number of other large investors also recently added to or reduced their stakes in the stock. Capital World Investors raised its position in shares of Copa by 0.9% in the third quarter. Capital World Investors now owns 4,573,570 shares of the transportation company’s stock valued at $543,432,000 after buying an additional 40,285 shares during the last quarter. Dimensional Fund Advisors LP raised its position in shares of Copa by 3.4% in the third quarter. Dimensional Fund Advisors LP now owns 1,313,021 shares of the transportation company’s stock valued at $156,014,000 after buying an additional 42,921 shares during the last quarter. Captrust Financial Advisors raised its position in shares of Copa by 3.6% in the third quarter. Captrust Financial Advisors now owns 642,777 shares of the transportation company’s stock valued at $76,375,000 after buying an additional 22,177 shares during the last quarter. Clark Capital Management Group Inc. raised its position in shares of Copa by 35.2% in the third quarter. Clark Capital Management Group Inc. now owns 550,805 shares of the transportation company’s stock valued at $65,447,000 after buying an additional 143,497 shares during the last quarter. Finally, Wasatch Advisors LP raised its position in shares of Copa by 33.3% in the third quarter. Wasatch Advisors LP now owns 547,618 shares of the transportation company’s stock valued at $65,068,000 after buying an additional 136,719 shares during the last quarter. 70.09% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on CPA. UBS Group upped their price objective on shares of Copa from $185.00 to $195.00 and gave the company a “buy” rating in a report on Tuesday, May 26th. Citigroup dropped their price objective on shares of Copa from $155.00 to $140.00 and set a “buy” rating for the company in a report on Tuesday, March 17th. Evercore reissued an “outperform” rating and issued a $175.00 price objective on shares of Copa in a report on Friday, May 15th. Bank of America lowered their target price on shares of Copa from $212.00 to $171.00 and set a “buy” rating for the company in a research note on Wednesday, March 18th. Finally, Morgan Stanley reaffirmed an “overweight” rating and set a $190.00 target price on shares of Copa in a research note on Monday, February 9th. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Buy” and an average price target of $167.30.

Copa Stock Performance

NYSE:CPA opened at $133.25 on Friday. The firm’s fifty day moving average price is $123.57 and its 200 day moving average price is $126.63. Copa Holdings, S.A. has a 1-year low of $99.32 and a 1-year high of $156.41. The company has a debt-to-equity ratio of 0.66, a current ratio of 1.16 and a quick ratio of 1.06. The firm has a market cap of $5.48 billion, a price-to-earnings ratio of 7.77, a price-to-earnings-growth ratio of 1.08 and a beta of 1.00.

Copa (NYSE:CPA) last posted its quarterly earnings data on Wednesday, May 13th. The transportation company reported $5.16 earnings per share for the quarter, beating analysts’ consensus estimates of $4.43 by $0.73. The firm had revenue of $1.05 billion for the quarter, compared to analyst estimates of $1.04 billion. Copa had a net margin of 18.76% and a return on equity of 26.01%. Copa’s quarterly revenue was up 17.0% on a year-over-year basis. During the same period last year, the firm posted $4.28 EPS. On average, sell-side analysts expect that Copa Holdings, S.A. will post 15.22 EPS for the current year.

Copa Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, June 15th. Shareholders of record on Friday, May 29th will be given a dividend of $1.71 per share. This represents a $6.84 annualized dividend and a dividend yield of 5.1%. The ex-dividend date is Friday, May 29th. Copa’s payout ratio is presently 39.88%.

Copa News Summary

Here are the key news stories impacting Copa this week:

• Positive Sentiment: JPMorgan lifted its price target on Copa to $170 from $165 and maintained an overweight rating, signaling confidence in further upside.
• Positive Sentiment: Copa’s last reported quarter beat analyst expectations on both earnings and revenue, showing the company is still delivering solid operating performance.
• Neutral Sentiment: Zacks Research raised its FY2028 EPS estimate to $23.52 from $21.09, implying stronger long-term earnings potential.
• Neutral Sentiment: A separate article highlighted Copa’s dividend hike and cash strength, though it also noted ongoing pressure from oil prices and geopolitics. Article Title
• Negative Sentiment: Zacks Research cut near-term EPS estimates, including Q2 2026, Q3 2026, FY2026, FY2027, Q2 2027, Q3 2027, and Q4 2027, which points to weaker expected profitability in the coming periods.

About Copa

Copa Holdings, SA (NYSE:CPA) is a Panama‐based aviation holding company that provides passenger and cargo air transportation across the Americas and the Caribbean. Through its principal subsidiary, Copa Airlines, the company operates a modern fleet of Boeing 737 aircraft, offering scheduled flights that connect passengers through its Tocumen International Airport hub in Panama City. The company also offers dedicated cargo services under the Copa Cargo brand, leveraging belly hold capacity on its passenger flights to transport freight throughout its network.

The roots of Copa Holdings trace back to 1947, when Compañía Panameña de Aviación began operations as the flag carrier of Panama.