Holdings L.P. Blackstone II Sells 1,900,000 Shares of Bridger Aerospace Group (NASDAQ:BAER) Stock

Bridger Aerospace Group Holdings, Inc. (NASDAQ:BAER) major shareholder Holdings L.P. Blackstone II sold 1,900,000 shares of the company’s stock in a transaction dated Tuesday, August 4th. The stock was sold at an average price of $1.70, for a total value of $3,230,000.00. Following the sale, the insider owned 58,205 shares in the company, valued at approximately $98,948.50. This trade represents a 97.03% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Major shareholders that own at least 10% of a company’s shares are required to disclose their transactions with the SEC.

Bridger Aerospace Group Price Performance

BAER stock opened at $1.26 on Friday. The business’s 50-day moving average is $1.88 and its two-hundred day moving average is $2.13. The firm has a market capitalization of $70.46 million, a P/E ratio of -1.48 and a beta of 0.35. Bridger Aerospace Group Holdings, Inc. has a 1 year low of $1.12 and a 1 year high of $3.44.

Bridger Aerospace Group (NASDAQ:BAER) last announced its quarterly earnings data on Thursday, August 6th. The company reported ($0.13) EPS for the quarter, missing analysts’ consensus estimates of ($0.03) by ($0.10). Bridger Aerospace Group had a negative return on equity of 1.21% and a negative net margin of 10.77%.The company had revenue of $30.49 million for the quarter, compared to analyst estimates of $37.04 million. On average, analysts expect that Bridger Aerospace Group Holdings, Inc. will post -0.49 EPS for the current year.

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on BAER shares. Lake Street Capital reissued a “buy” rating and issued a $4.00 price objective on shares of Bridger Aerospace Group in a research report on Friday. Weiss Ratings cut shares of Bridger Aerospace Group from a “sell (d-)” rating to a “sell (e+)” rating in a research report on Tuesday, July 28th. Canaccord Genuity Group set a $4.50 target price on shares of Bridger Aerospace Group in a research note on Friday, May 8th. Finally, Wall Street Zen lowered Bridger Aerospace Group from a “sell” rating to a “strong sell” rating in a report on Saturday, May 16th. Three investment analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $3.95.

Hedge Funds Weigh In On Bridger Aerospace Group

Several hedge funds have recently made changes to their positions in the company. Dynamic Technology Lab Private Ltd acquired a new stake in shares of Bridger Aerospace Group during the first quarter worth about $41,000. XTX Topco Ltd acquired a new stake in shares of Bridger Aerospace Group in the 2nd quarter valued at about $26,000. Jane Street Group LLC acquired a new stake in shares of Bridger Aerospace Group in the 2nd quarter valued at about $73,000. Bridgeway Capital Management LLC grew its stake in Bridger Aerospace Group by 555.6% during the 2nd quarter. Bridgeway Capital Management LLC now owns 76,700 shares of the company’s stock worth $148,000 after buying an additional 65,000 shares during the last quarter. Finally, Vanguard Group Inc. grew its stake in Bridger Aerospace Group by 7.9% during the 3rd quarter. Vanguard Group Inc. now owns 809,615 shares of the company’s stock worth $1,498,000 after buying an additional 59,482 shares during the last quarter. Hedge funds and other institutional investors own 48.94% of the company’s stock.

Trending Headlines about Bridger Aerospace Group

Here are the key news stories impacting Bridger Aerospace Group this week:

• Positive Sentiment: Management maintained full-year 2026 revenue guidance of $135 million to $145 million, broadly in line with the roughly $138.3 million analyst consensus. The company also reported a significant improvement in quarterly operating profit to $16.6 million, which may support the longer-term turnaround case. Bridger Aerospace Q2 2026 Earnings Call Transcript
• Neutral Sentiment: Bridger Aerospace reported second-quarter revenue of approximately $30.5 million, a modest year-over-year decline. Gross profit was $11.3 million, and the company continues to benefit from government wildfire-management contracts, but the seasonal and contract-driven nature of the business creates variability in quarterly results. Bridger Aerospace Reports Second Quarter 2026 Results
• Negative Sentiment: Second-quarter adjusted performance fell short of expectations: BAER posted a loss of $0.13 per share versus a consensus loss of approximately $0.01 to $0.03, while revenue of $30.5 million missed estimates near $37 million. The net loss attributable to common shareholders was $7.6 million, compared with a smaller loss a year earlier. Bridger Aerospace Q2 Loss and Revenue Miss
• Negative Sentiment: Liquidity and balance-sheet concerns remain: operating activities used $15.7 million of cash during the quarter, cash and equivalents stood at $7.2 million, and total liabilities increased to $289.8 million. These figures heighten investor concerns about financing needs and financial flexibility. BAER Stock Falls on Q2 Earnings
• Negative Sentiment: Blackstone II sold 1.9 million BAER shares for approximately $3.23 million, reducing its reported ownership by about 97%. The sizable insider/major-holder disposition may be interpreted as a lack of confidence and contributed to selling pressure. Blackstone II Sells BAER Stock

About Bridger Aerospace Group

Bridger Aerospace Group, Inc operates as an aerial services company specializing in wildfire management and aviation support. The company’s core business activities include aerial wildfire suppression, providing rapid-response water and fire-retardant drops from fixed-wing air tankers. In addition to firefighting, Bridger Aerospace offers aviation services such as cloud seeding for weather modification, aerial inspection and mapping, environmental monitoring, and logistics support for remote sites.

Founded in 2014 and headquartered in Heber City, Utah, Bridger Aerospace Group deploys a fleet of both fixed-wing and rotary-wing aircraft under contract to federal, state and local government agencies as well as commercial customers.