AIR
AAR CORP
$129.01
+1.40%
$5.1B
No data for this timeframe.
Vol
Market Cap$5.1B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (82%)
Inst. Holders50 funds
Inst. Value$3.1B
Inst. Activity14 buys / 7 sells
Insider Activity0B / 6S
Insider Net $-$9.7M
Reddit Sentiment60° Warm
SEC Reports5
Recent Activity
Jun 1, 2026
Insider
Lord Ellen M. was granted 1,364 shares
Director
Jun 1, 2026
Insider
DIETRICH JOHN W was granted 1,364 shares
Director
Jun 1, 2026
Insider
Edwards Jeffrey N was granted 1,364 shares
Director
May 12, 2026
SEC
AAR hosted an Investor Day on May 12, 2026, presenting a strategic update and new 3-year financial targets. The company
8-K — Impact 5/10
May 6, 2026
SEC
AAR CORP. announced a segment realignment into four operating segments and plans to wind down its low-margin Legacy Comm
8-K — Impact 5/10
Apr 24, 2026
SEC
AAR CORP. completed the acquisition of Aircraft Reconfig Technologies LLC for $35 million in cash, expanding its enginee
8-K — Impact 4/10
Inst.
Capital Research Global Investors — NEW
1,223,260 shares ($133.9M)
Inst.
WELLINGTON MANAGEMENT GROUP LLP — TRIM
528,944 shares ($57.9M)
Price Targets
$131.67
+2.1% upside
Hold
Current $129.01
Low $125.00
Median $128.00
High $150.00
6 analysts
$125.00
$150.00
Analyst Ratings
3Strong Buy
6Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 9, 2026 | Keybanc | MAINTAIN | Overweight → Overweight |
| Mar 26, 2026 | Jefferies | MAINTAIN | Buy → Buy |
| Mar 25, 2026 | RBC Capital | MAINTAIN | Outperform → Outperform |
| Mar 25, 2026 | Keybanc | MAINTAIN | Overweight → Overweight |
| Mar 6, 2026 | Truist Securities | REITERATE | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.38 ▲ +0.5% | $1.32 — $1.42 | 19% YoY | 7 |
| Next Q | $1.28 ▼ -0.5% | $1.27 — $1.31 | 19% YoY | 3 |
| Current FY | $4.90 | $4.82 — $4.93 | 25% YoY | 7 |
| Next FY | $5.65 | $5.41 — $6.16 | 15% YoY | 7 |
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $675.8M | — |
| STATE STREET CORP | $283.2M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $233.1M | — |
| DIMENSIONAL FUND ADVISORS LP | $212.8M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $185.7M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 1, 2026 | Lord Ellen | A | $0.00 |
| Jun 1, 2026 | DIETRICH JOHN | A | $0.00 |
| Jun 1, 2026 | Edwards Jeffrey | A | $0.00 |
| Jun 1, 2026 | Boyce Michael | A | $0.00 |
| Jun 1, 2026 | Widhani Hema | A | $0.00 |
Reddit Sentiment
60°
Warm
Bearish
Neutral
Bullish
50 institutional holders with $3.1B total value (27,903,513 shares) as of 2026-Q1. Top holders: BlackRock,, STATE, VANGUARD. Net buying activity: 14 institutions added/increased vs 7 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 6,174,043 | $675.8M | 22.1% | — |
| 2 | STATE STREET CORP | 2,587,621 | $283.2M | 9.3% | — |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2,129,922 | $233.1M | 7.6% | — |
| 4 | DIMENSIONAL FUND ADVISORS LP | 1,944,689 | $212.8M | 7.0% | — |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 1,696,769 | $185.7M | 6.1% | — |
| 6 | Invesco Ltd. | 1,393,658 | $152.5M | 5.0% | — |
| 7 | EARNEST PARTNERS LLC | 1,305,070 | $142.9M | 4.7% | — |
| 8 | Capital Research Global Investors | 1,223,260 | $133.9M | 4.4% | NEW |
| 9 | FULLER & THALER ASSET MANAGEMENT, INC. | 718,090 | $78.6M | 2.6% | NEW |
| 10 | LOOMIS SAYLES & CO L P | 638,885 | $69.9M | 2.3% | — |
| 11 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 622,093 | $68.1M | 2.2% | DOUBLED +297.4% |
| 12 | FRANKLIN RESOURCES INC | 621,266 | $68.0M | 2.2% | TRIM -28.3% |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 545,772 | $59.7M | 2.0% | — |
| 14 | WELLINGTON MANAGEMENT GROUP LLP | 528,944 | $57.9M | 1.9% | TRIM -69.7% |
| 15 | MORGAN STANLEY | 522,689 | $57.2M | 1.9% | — |
| 16 | ROYAL BANK OF CANADA | 460,344 | $50.4M | 1.7% | — |
| 17 | FRONTIER CAPITAL MANAGEMENT CO LLC | 427,187 | $46.8M | 1.5% | NEW |
| 18 | Nuveen, LLC | 328,346 | $35.9M | 1.2% | DOUBLED +174.2% |
| 19 | FRED ALGER MANAGEMENT, LLC | 323,111 | $35.4M | 1.2% | TRIM -47.0% |
| 20 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 292,248 | $32.0M | 1.0% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Capital Research Global Investors | NEW | — | 1,223,260 | — | $133.9M | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 1,745,352 | 528,944 | -69.7% | $57.9M | 2026-Q1 |
| Nuveen, LLC | DOUBLED | 119,757 | 328,346 | +174.2% | $35.9M | 2026-Q1 |
| FRED ALGER MANAGEMENT, LLC | TRIM | 609,391 | 323,111 | -47.0% | $35.4M | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 271 | 32,978 | +12069.0% | $3.6M | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | TRIM | 120,362 | 31,762 | -73.6% | $3.5M | 2026-Q1 |
| Artemis Investment Management LLP | ADD | 14,859 | 25,516 | +71.7% | $2.8M | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD | DOUBLED | 4,300 | 13,600 | +216.3% | $1.5M | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | DOUBLED | 3,944 | 9,020 | +128.7% | $987.3K | 2026-Q1 |
| Pinnacle Financial Partners, Inc. | TRIM | 10,797 | 6,966 | -35.5% | $762.5K | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD | ADD | 4,499 | 5,956 | +32.4% | $651.9K | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | ADD | 2,524 | 5,024 | +99.0% | $549.9K | 2026-Q1 |
| Brevan Howard Capital Management LP | ADD | 3,683 | 5,000 | +35.8% | $547.3K | 2026-Q1 |
| Neuberger Berman Group LLC | ADD | 2,493 | 4,128 | +65.6% | $451.9K | 2026-Q1 |
| STRS OHIO | DOUBLED | 500 | 2,100 | +320.0% | $229.9K | 2026-Q1 |
| NISA INVESTMENT ADVISORS, LLC | ADD | 1,083 | 1,509 | +39.3% | $165.2K | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | NEAR_EXIT | 12,037 | 1,230 | -89.8% | $134.6K | 2026-Q1 |
| GROUP ONE TRADING LLC | TRIM | 2,831 | 1,096 | -61.3% | $120.0K | 2026-Q1 |
| DANSKE BANK A/S | DOUBLED | 338 | 695 | +105.6% | $76.1K | 2026-Q1 |
| Allworth Financial LP | DOUBLED | 9 | 26 | +188.9% | $2.8K | 2026-Q1 |
| Alyeska Investment Group, L.P. | EXIT | 200,000 | 0 | -100.0% | $0.00 | 2026-Q1 |
| FRANKLIN RESOURCES INC | TRIM | 1,154,167 | 827,913 | -28.3% | $68.5M | 2025-Q4 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | DOUBLED | 149,642 | 594,668 | +297.4% | $49.2M | 2025-Q4 |
| Alyeska Investment Group, L.P. | NEW | — | 200,000 | — | $16.6M | 2025-Q4 |
| FMR LLC | ADD | 124,273 | 187,374 | +50.8% | $15.5M | 2025-Q4 |
15 unique insiders with 28 transactions. Net insider value: -$9.7M ($0.00 bought, $9.7M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 1, 2026 | Lord Ellen M. | Director | AWARD | 1,364 | — | — |
| Jun 1, 2026 | DIETRICH JOHN W | Director | AWARD | 1,364 | — | — |
| Jun 1, 2026 | Edwards Jeffrey N | Director | AWARD | 1,364 | — | — |
| Jun 1, 2026 | Boyce Michael Ross | Director | AWARD | 1,364 | — | — |
| Jun 1, 2026 | Widhani Hema | Director | AWARD | 1,364 | — | — |
| Jun 1, 2026 | Nolen Billy | Director | AWARD | 1,364 | — | — |
| Jun 1, 2026 | WALFISH MARC JAY | Director | AWARD | 1,364 | — | — |
| Jun 1, 2026 | VOGEL JENNIFER L | Director | AWARD | 1,364 | — | — |
| Jun 1, 2026 | PACE PETER | Director | AWARD | 1,364 | — | — |
| Jun 1, 2026 | McNabb Duncan J. | Director | AWARD | 1,364 | — | — |
| Jun 1, 2026 | LEDUC ROBERT F | Director | AWARD | 1,364 | — | — |
| May 29, 2026 | LEDUC ROBERT F | Director | AWARD | 127 | $112.62 | $14.3K |
| May 29, 2026 | WALFISH MARC JAY | Director | AWARD | 322 | $112.62 | $36.3K |
| Mar 27, 2026 | Holmes John McClain III | Chairman, President & CEO | SELL | 2,225 | $107.60 | $239.4K |
| Mar 27, 2026 | Holmes John McClain III | Chairman, President & CEO | EXERCISE | 2,225 | $37.66 | $83.8K |
| Mar 26, 2026 | Nolen Billy | Director | SELL | 1,562 | $111.00 | $173.4K |
| Mar 26, 2026 | Wolin Dylan Zachary | Senior VP & CFO | AWARD | 7,580 | — | — |
| Mar 26, 2026 | Holmes John McClain III | Chairman, President & CEO | EXERCISE | 60,000 | $37.66 | $2.3M |
| Mar 26, 2026 | Holmes John McClain III | Chairman, President & CEO | SELL | 60,000 | $112.41 | $6.7M |
| Mar 26, 2026 | Garascia Jessica A. | Senior VP, GC, CAO & Secretary | EXERCISE | 2,368 | $41.88 | $99.2K |
| Mar 26, 2026 | Garascia Jessica A. | Senior VP, GC, CAO & Secretary | SELL | 2,368 | $112.20 | $265.7K |
| Feb 27, 2026 | WALFISH MARC JAY | Director | AWARD | 309 | $117.17 | $36.2K |
| Feb 27, 2026 | LEDUC ROBERT F | Director | AWARD | 121 | $117.17 | $14.2K |
| Feb 4, 2026 | Flanagan Sarah Louise | Interim CFO VP Fin Ops | EXERCISE | 10,750 | $37.66 | $404.8K |
| Feb 4, 2026 | Flanagan Sarah Louise | Interim CFO VP Fin Ops | SELL | 10,750 | $108.56 | $1.2M |
| Feb 3, 2026 | Holmes John McClain III | Chairman, President & CEO | EXERCISE | 10,000 | $37.66 | $376.6K |
| Feb 3, 2026 | Holmes John McClain III | Chairman, President & CEO | SELL | 10,000 | $108.44 | $1.1M |
| Feb 3, 2026 | Holmes John McClain III | Chairman, President & CEO | GIFT | 2,000 | — | — |
5 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 3 mixed, 2 neutral. Avg impact: 5.0/10.
NEUTRAL
8-K
5/10
AAR hosted an Investor Day on May 12, 2026, presenting a strategic update and new 3-year financial t
May 12, 2026
MIXED
8-K
5/10
AAR CORP. announced a segment realignment into four operating segments and plans to wind down its lo
May 6, 2026
NEUTRAL
8-K
4/10
AAR CORP. completed the acquisition of Aircraft Reconfig Technologies LLC for $35 million in cash, e
Apr 24, 2026
MIXED
CLUSTER
5/10
Analysis based on filing metadata only — document content was unavailable. However, cross-filing con
Mar 30, 2026
MIXED
CLUSTER
6/10
Analysis based on filing metadata only — document content was unavailable. Insider trading cluster i
Mar 30, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (82% buy). Based on 11 analysts: 3 strong buy, 6 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$131.67 mean target
+2.1% upside
Hold (1.43)
$125.00 Low
$150.00 High
| Metric | Value |
|---|---|
| Current Price | $129.01 |
| Target Low | $125.00 |
| Target Mean | $131.67 |
| Target Median | $128.00 |
| Target High | $150.00 |
| # Analysts | 6 |
| Recommendation | Hold (1.43) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-05-31 |
$1.38 | $1.32 | $1.42 | 19.0% | +0.5% | 1↑ 1↓ | $0.9B | 18.5% | 7 |
| Next Q 2026-08-31 |
$1.28 | $1.27 | $1.31 | 18.8% | -0.5% | 0↑ 1↓ | $0.9B | 17.9% | 3 |
| Current FY 2026-05-31 |
$4.90 | $4.82 | $4.93 | 25.4% | +0.1% | 1↑ 1↓ | $3.3B | 17.7% | 7 |
| Next FY 2027-05-31 |
$5.65 | $5.41 | $6.16 | 15.2% | -0.2% | 1↑ 1↓ | $3.6B | 10.8% | 7 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.380 | |
| 7d ago | $1.380 | |
| 30d ago | $1.373 | +0.007 |
| 60d ago | $1.373 | +0.007 |
| 90d ago | $1.280 | +0.100 |
5 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 2 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 9, 2026 | Keybanc | MAINTAIN | Overweight | Overweight |
| Mar 26, 2026 | Jefferies | MAINTAIN | Buy | Buy |
| Mar 25, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Mar 25, 2026 | Keybanc | MAINTAIN | Overweight | Overweight |
| Mar 6, 2026 | Truist Securities | REITERATE | Buy | Buy |
| Feb 23, 2026 | Jefferies | MAINTAIN | Buy | Buy |
| Jan 26, 2026 | Goldman Sachs | INITIATE | — | Neutral |
| Jan 14, 2026 | Keybanc | MAINTAIN | Overweight | Overweight |
| Jan 7, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Jan 7, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| Dec 17, 2025 | Jefferies | INITIATE | — | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 6 | 2 | 0 | 0 | 82% | |
| May 1, 2026 | 3 | 7 | 2 | 0 | 0 | 83% | |
| Apr 1, 2026 | 3 | 7 | 2 | 0 | 0 | 83% | |
| Mar 1, 2026 | 3 | 7 | 2 | 0 | 0 | 83% | |
| Feb 1, 2026 | 3 | 7 | 2 | 0 | 0 | 83% | |
| Jan 1, 2026 | 3 | 7 | 1 | 0 | 0 | 91% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
60°
Warm
Bearish
Neutral
Bullish
1 mentions
1 bullish
0 bearish
1 time period
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Nov 7, 2025 | 1 | 60° Warm | 1 | 0 | 1 |
Mar 27, 2026
short_interest
FTD: AIR — 52,895 shares ($5.9M) failed to deliver
Settlement: 20260327, Price: $110.82, FTD Value: $5,861,823.9, A A R CORP
Mar 24, 2026
earnings_calendar
AIR Q3 2026 Earnings Scheduled — 2026-03-24
Feb 12, 2026
short_interest
FTD: AIR — 13,944 shares ($1.6M) failed to deliver
Settlement: 20260212, Price: $113.57, FTD Value: $1,583,620.08, A A R CORP