Vulcan Value Partners LLC Makes New Investment in StandardAero, Inc. $SARO

Vulcan Value Partners LLC bought a new position in shares of StandardAero, Inc. (NYSE:SARO) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 473,415 shares of the company’s stock, valued at approximately $13,618,000.

A number of other large investors have also modified their holdings of SARO. Vanguard Group Inc. increased its holdings in shares of StandardAero by 0.9% in the 3rd quarter. Vanguard Group Inc. now owns 11,210,370 shares of the company’s stock worth $305,931,000 after acquiring an additional 95,801 shares during the period. Allspring Global Investments Holdings LLC increased its holdings in shares of StandardAero by 16.4% in the 4th quarter. Allspring Global Investments Holdings LLC now owns 10,557,823 shares of the company’s stock worth $312,934,000 after acquiring an additional 1,484,755 shares during the period. Wellington Management Group LLP increased its holdings in shares of StandardAero by 18.2% in the 3rd quarter. Wellington Management Group LLP now owns 10,345,564 shares of the company’s stock worth $282,330,000 after acquiring an additional 1,593,347 shares during the period. State Street Corp increased its holdings in shares of StandardAero by 90.7% in the 2nd quarter. State Street Corp now owns 6,047,097 shares of the company’s stock worth $191,391,000 after acquiring an additional 2,875,579 shares during the period. Finally, Massachusetts Financial Services Co. MA increased its holdings in shares of StandardAero by 5.5% in the 4th quarter. Massachusetts Financial Services Co. MA now owns 3,465,939 shares of the company’s stock worth $99,403,000 after acquiring an additional 179,930 shares during the period.

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on SARO shares. UBS Group raised shares of StandardAero from a “neutral” rating to a “buy” rating and dropped their price objective for the stock from $35.00 to $34.00 in a report on Monday, May 11th. Morgan Stanley dropped their price objective on shares of StandardAero from $35.00 to $34.00 and set an “equal weight” rating on the stock in a report on Tuesday, May 12th. Royal Bank Of Canada dropped their price objective on shares of StandardAero from $37.00 to $34.00 and set an “outperform” rating on the stock in a report on Friday, May 1st. Canadian Imperial Bank of Commerce reaffirmed an “outperform” rating and issued a $39.00 price objective on shares of StandardAero in a report on Friday, May 8th. Finally, Zacks Research cut shares of StandardAero from a “strong-buy” rating to a “hold” rating in a report on Tuesday, May 12th. Two investment analysts have rated the stock with a Strong Buy rating, six have issued a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat, StandardAero presently has an average rating of “Moderate Buy” and a consensus price target of $34.64.

StandardAero Stock Performance

Shares of SARO opened at $27.53 on Thursday. The firm’s 50 day moving average is $26.09 and its 200-day moving average is $28.00. The stock has a market capitalization of $9.15 billion, a P/E ratio of 31.28 and a beta of 0.81. The company has a debt-to-equity ratio of 0.81, a current ratio of 2.12 and a quick ratio of 1.59. StandardAero, Inc. has a 12-month low of $23.83 and a 12-month high of $34.48.

StandardAero (NYSE:SARO) last announced its quarterly earnings data on Thursday, May 7th. The company reported $0.33 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.30 by $0.03. The company had revenue of $1.63 billion for the quarter, compared to analysts’ expectations of $1.49 billion. StandardAero had a net margin of 4.71% and a return on equity of 12.36%. The business’s revenue was up 13.3% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.19 EPS. StandardAero has set its FY 2026 guidance at 1.400-1.500 EPS. Equities research analysts anticipate that StandardAero, Inc. will post 1.42 EPS for the current fiscal year.

Insider Buying and Selling

In other news, CFO Daniel Satterfield sold 2,306 shares of StandardAero stock in a transaction that occurred on Thursday, April 16th. The shares were sold at an average price of $27.36, for a total value of $63,092.16. Following the transaction, the chief financial officer owned 6,232 shares of the company’s stock, valued at $170,507.52. The trade was a 27.01% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, COO Kimberly Ernzen sold 2,516 shares of StandardAero stock in a transaction that occurred on Thursday, April 16th. The stock was sold at an average price of $27.36, for a total transaction of $68,837.76. Following the completion of the transaction, the chief operating officer directly owned 6,632 shares in the company, valued at $181,451.52. This represents a 27.50% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last three months, insiders have sold 59,337 shares of company stock worth $1,732,660. 1.90% of the stock is owned by insiders.

About StandardAero

StandardAero is a global aerospace maintenance, repair and overhaul (MRO) provider specializing in gas turbine engines, auxiliary power units (APUs), airframe components and oil & gas rotating equipment. The company offers a full suite of technical services including engine repair and overhaul, component repair, accessory maintenance, parts manufacturing and on-site field support. Its customer base spans commercial airlines, business and general aviation operators, regional carriers, original equipment manufacturers (OEMs) and defense organizations.

With roots dating back to 1911, StandardAero has grown through strategic acquisitions and organic expansion to become one of the largest independent MRO providers in the industry.