AAR (NYSE:AIR) CAO Jessica Garascia Sells 4,787 Shares

AAR Corp. (NYSE:AIR) CAO Jessica Garascia sold 4,787 shares of AAR stock in a transaction on Thursday, January 8th. The shares were sold at an average price of $95.25, for a total value of $455,961.75. Following the sale, the chief accounting officer directly owned 29,557 shares of the company’s stock, valued at approximately $2,815,304.25. The trade was a 13.94% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website.

AAR Trading Up 3.9%

Shares of NYSE:AIR opened at $94.91 on Friday. The stock’s 50-day moving average is $83.26 and its 200-day moving average is $79.34. The company has a market cap of $3.71 billion, a P/E ratio of 37.22 and a beta of 1.24. The company has a debt-to-equity ratio of 0.61, a quick ratio of 1.31 and a current ratio of 2.84. AAR Corp. has a 52-week low of $46.51 and a 52-week high of $97.67.

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

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on the company. Truist Financial increased their price target on AAR from $90.00 to $99.00 and gave the stock a “buy” rating in a report on Wednesday. Weiss Ratings restated a “hold (c-)” rating on shares of AAR in a report on Monday, December 29th. KeyCorp increased their target price on AAR from $86.00 to $93.00 and gave the stock an “overweight” rating in a report on Monday, September 29th. Royal Bank Of Canada increased their target price on shares of AAR from $90.00 to $105.00 and gave the stock an “outperform” rating in a report on Wednesday. Finally, Wall Street Zen raised shares of AAR from a “hold” rating to a “buy” rating in a research report on Saturday, January 3rd. Four analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $99.25.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of the stock. Osterweis Capital Management Inc. acquired a new position in AAR during the second quarter valued at approximately $26,000. Morse Asset Management Inc bought a new stake in shares of AAR during the 3rd quarter valued at approximately $27,000. Salomon & Ludwin LLC acquired a new position in AAR during the 3rd quarter worth approximately $30,000. Optiver Holding B.V. bought a new position in AAR in the 3rd quarter valued at approximately $31,000. Finally, Westfuller Advisors LLC acquired a new stake in AAR in the third quarter valued at approximately $39,000. Institutional investors and hedge funds own 90.74% of the company’s stock.

Key Headlines 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

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.