FTAI

FTAI Aviation Ltd.

Nasdaq · Services-Miscellaneous Equipment Rental & Leasing · CIK 0001590364
$230.46 -1.53% $23.6B
High Impact Filing (8/10)Congressional Activity (1)
Vol
Market Cap$23.6B
Cap SizeLarge Cap
Insider Activity0B / 4S
Insider Net $-$48.3M
Reddit Sentiment68° Warm
SEC Reports1
Press Releases2
Congressional1 trades
Exchange Nasdaq·Sector Services-Miscellaneous Equipment Rental & Leasing·CIK 0001590364·Prev Close $234.05

Recent Activity

May 28, 2026 Insider
TUCHMAN MARTIN sold 552 shares
Director @ $0.00 ($0.00)
May 28, 2026 Insider
ROBINSON RAY M sold 552 shares
Director @ $0.00 ($0.00)
May 28, 2026 Insider
GOODWIN PAUL R sold 552 shares
Director @ $0.00 ($0.00)
May 22, 2026 other
FTAI Aviation Prices Inaugural Asset-Backed Securitization
$612 Million Issuance Backed by Aircraft Receives Strong Investor Reception and Marks Strategic Entr
May 5, 2026 Congress
Brian Babin sell
$50,001 - $100,000 — House
Apr 1, 2026 Press
FTAI Aviation Ltd. announced it will release its first-quarter 2026 financial results on April 29, 2026, followed by a c
Impact 3/10
Mar 6, 2026 Press
FTAI Aviation announced the appointment of Nicholas McAleese as Chief Financial Officer and Michael Hazan as Chief Accou
Impact 3/10
Feb 25, 2026 SEC
FTAI Aviation reported strong Q4 and full-year 2025 results, with net income attributable to shareholders of $111.9 mill
8-K — Impact 8/10

Price Targets

Historical data — last covering-analyst action May 2025. No current recommendation available.
$350.60 (May 2025)
Current $233.75 Low $319.00 Median $343.00 High $408.00 10 analysts
$319.00 $408.00

Analyst Ratings

Historical distribution94% buy · 17 analysts · last covering-analyst action May 2025
6Strong Buy
10Buy
1Hold
0Sell
0Strong Sell
Historical Analyst Actions
DateFirmActionRating
May 8, 2025 JMP Securities MAINTAIN Market Outperform → Market Outperform
May 2, 2025 RBC Capital MAINTAIN Outperform → Outperform
May 2, 2025 Stifel UPGRADE Hold → Buy
May 1, 2025 Barclays MAINTAIN Overweight → Overweight
Apr 11, 2025 Morgan Stanley MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.73 ▼ -3.6% $1.37 — $2.09 5% YoY 2
Next Q $1.89 ▼ -2.8% $1.55 — $2.24 63% YoY 2
Current FY $7.37 ▼ -3.0% $6.59 — $8.15 58% YoY 2
Next FY $11.54 ▲ +4.1% $11.04 — $12.05 57% YoY 2

Recent Insider Trades

DateInsiderTypeValue
May 28, 2026TUCHMAN MARTINA$0.00
May 28, 2026ROBINSON RAYA$0.00
May 28, 2026GOODWIN PAULA$0.00
May 28, 2026GIDUMAL SHYAMA$0.00
May 28, 2026Adams JosephF$2.8M

Reddit Sentiment

68°
Warm
Bearish Neutral Bullish
15 mentions 7 bullish 0 bearish

Congressional Trades

1 members: 0 buys, 1 sells
MemberPartyTypeAmount
Brian BabinRSELL$50,001 - $100,000

No institutional holding data available yet. Data is sourced from 13F filings which are filed quarterly.

13 unique insiders with 4 transactions. Net insider value: -$48.3M ($0.00 bought, $48.3M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 28, 2026TUCHMAN MARTINDirectorA552$0.00$0.00
May 28, 2026ROBINSON RAY MDirectorA552$0.00$0.00
May 28, 2026GOODWIN PAUL RDirectorA552$0.00$0.00
May 28, 2026GIDUMAL SHYAM HDirectorA552$0.00$0.00
May 28, 2026Adams Joseph P. Jr.CEO and ChairmanF10,783$262.78$2.8M
May 28, 2026HANNAWAY JUDITH ADirectorA552$0.00$0.00
May 27, 2026HANNAWAY JUDITH ADirectorSELL255$253.89$64.7K
May 11, 2026Adams Joseph P. Jr.CEO and ChairmanF7,752$270.29$2.1M
May 11, 2026Adams Joseph P. Jr.CEO and ChairmanM12,448$0.00$0.00
May 11, 2026Adams Joseph P. Jr.CEO and ChairmanM12,448$25.44$316.7K
May 4, 2026TUCHMAN MARTINDirectorSELL43,176$240.64$10.4M
May 1, 2026TUCHMAN MARTINDirectorSELL143,584$242.44$34.8M
Mar 16, 2026GOODWIN PAUL RDirectorA128$0.00$0.00
Mar 16, 2026GIDUMAL SHYAM HDirectorA93$0.00$0.00
Mar 16, 2026ROBINSON RAY MDirectorA122$0.00$0.00
Mar 16, 2026TUCHMAN MARTINDirectorA88$0.00$0.00
Mar 16, 2026LEVISON A ANDREWDirectorA88$0.00$0.00
Mar 16, 2026McAleese NicholasChief Financial OfficerA5,083$0.00$0.00
Mar 16, 2026HANNAWAY JUDITH ADirectorA67$0.00$0.00
Mar 16, 2026Hazan MichaelChief Accounting OfficerA4,236$0.00$0.00
Mar 4, 2026Yoon BoHeeSecretary, General CounselF190$281.75$53.5K
Feb 27, 2026GOODWIN PAUL RDirectorSELL10,000$303.35$3.0M
Feb 27, 2026Nam EunChief Financial OfficerA1,635$0.00$0.00
Feb 27, 2026Yoon BoHeeSecretary, General CounselA1,145$0.00$0.00
Feb 27, 2026Kuperus StacyChief Operating OfficerA3,270$0.00$0.00
Feb 27, 2026Moreno DavidPresidentA6,540$0.00$0.00
Feb 27, 2026Adams Joseph P. Jr.CEO and ChairmanA16,351$0.00$0.00
1 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 0 neutral. Avg impact: 8.0/10.
Historical analyst distribution (last covering-analyst action May 2025): 94% buy across 17 analysts — 6 strong buy, 10 buy, 1 hold, 0 sell, 0 strong sell. No current recommendation available.

Analyst Price Targets

Historical data — last covering-analyst action May 2025. No current recommendation available.
$350.60 mean target (May 2025)
$319.00 Low $408.00 High
MetricValue
Current Price$233.75
Target Low$319.00
Target Mean$350.60
Target Median$343.00
Target High$408.00
# Analysts10
Recommendation— (no recent coverage)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.73 $1.37 $2.09 5.1% -3.6% 1↑ 0↓ $0.9B 26.9% 2
Next Q
2026-09-30
$1.89 $1.55 $2.24 63.2% -2.8% 0↑ 1↓ $0.9B 36.6% 2
Current FY
2026-12-31
$7.37 $6.59 $8.15 57.5% -3.0% 0↑ 1↓ $3.5B 41.4% 2
Next FY
2027-12-31
$11.54 $11.04 $12.05 56.6% +4.1% 0↑ 1↓ $5.1B 42.7% 2

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.730
7d ago$2.047-0.318
30d ago$1.794-0.065
60d ago$1.995-0.266
90d ago$1.656+0.074
11 analyst firms have rated this stock: 3 upgrades, 3 downgrades, 1 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 8, 2025 JMP Securities MAINTAIN Market Outperform Market Outperform
May 2, 2025 RBC Capital MAINTAIN Outperform Outperform
May 2, 2025 Stifel UPGRADE Hold Buy
May 1, 2025 Barclays MAINTAIN Overweight Overweight
Apr 11, 2025 Morgan Stanley MAINTAIN Overweight Overweight
Mar 3, 2025 Stifel DOWNGRADE Buy Hold
Jan 22, 2025 RBC Capital REITERATE Outperform Outperform
Jan 22, 2025 Stifel MAINTAIN Buy Buy
Jan 10, 2025 Wolfe Research UPGRADE Peer Perform Outperform
Dec 31, 2024 BTIG MAINTAIN Buy Buy
Dec 31, 2024 Stifel MAINTAIN Buy Buy
Dec 19, 2024 Morgan Stanley MAINTAIN Overweight Overweight
Dec 17, 2024 Deutsche Bank MAINTAIN Buy Buy
Dec 17, 2024 Compass Point MAINTAIN Buy Buy
Dec 4, 2024 Barclays MAINTAIN Overweight Overweight
Nov 1, 2024 Benchmark MAINTAIN Buy Buy
Nov 1, 2024 BTIG MAINTAIN Buy Buy
Nov 1, 2024 RBC Capital REITERATE Outperform Outperform
Nov 1, 2024 Barclays MAINTAIN Overweight Overweight
Oct 28, 2024 Citigroup MAINTAIN Buy Buy
Aug 16, 2024 Morgan Stanley MAINTAIN Overweight Overweight
Aug 16, 2024 Benchmark MAINTAIN Buy Buy
Aug 8, 2024 Barclays MAINTAIN Overweight Overweight
Jul 26, 2024 Stifel UPGRADE Hold Buy
Jul 25, 2024 JMP Securities MAINTAIN Market Outperform Market Outperform
Jul 25, 2024 Benchmark REITERATE Buy Buy
Jul 25, 2024 Deutsche Bank MAINTAIN Buy Buy
Jul 25, 2024 RBC Capital MAINTAIN Outperform Outperform
Jul 24, 2024 Benchmark REITERATE Buy Buy
Jul 23, 2024 Compass Point MAINTAIN Buy Buy
Jul 18, 2024 RBC Capital MAINTAIN Outperform Outperform
Jul 10, 2024 Wolfe Research DOWNGRADE Outperform Peer Perform
Jun 13, 2024 Morgan Stanley MAINTAIN Overweight Overweight
Jun 11, 2024 Citigroup MAINTAIN Buy Buy
Jun 7, 2024 RBC Capital MAINTAIN Outperform Outperform
Jun 7, 2024 Benchmark REITERATE Buy Buy
Jun 3, 2024 Benchmark REITERATE Buy Buy
May 31, 2024 Benchmark REITERATE Buy Buy
May 30, 2024 Deutsche Bank MAINTAIN Buy Buy
May 29, 2024 Compass Point MAINTAIN Buy Buy
May 3, 2024 RBC Capital INITIATE Outperform
May 2, 2024 Benchmark REITERATE Buy Buy
Apr 29, 2024 Stifel MAINTAIN Hold Hold
Apr 29, 2024 JMP Securities MAINTAIN Market Outperform Market Outperform
Apr 26, 2024 Compass Point MAINTAIN Buy Buy
Apr 4, 2024 Barclays MAINTAIN Overweight Overweight
Mar 15, 2024 Benchmark MAINTAIN Buy Buy
Feb 27, 2024 Morgan Stanley MAINTAIN Overweight Overweight
Feb 27, 2024 Barclays MAINTAIN Overweight Overweight
Feb 26, 2024 Stifel DOWNGRADE Buy Hold

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202661010094%
May 1, 202661010094%
Apr 1, 202661010094%
Mar 1, 202661010094%
Feb 1, 202661010094%
Jan 1, 202661010094%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 0 buys, 1 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
May 5, 2026Brian BabinRHOUSESELL$50,001 - $100,000Fortress Transportation and Infrastructure Investors LLCMay 19, 2026 (15d)
68°
Warm
Bearish Neutral Bullish
15 mentions 7 bullish 0 bearish 13 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 9, 2026150° Neutral001
Jun 9, 2026250° Neutral002
May 11, 2026160° Warm101
May 11, 2026160° Warm101
May 7, 2026258° Warm102
May 7, 2026150° Neutral001
May 7, 2026160° Warm101
May 7, 2026160° Warm101
May 7, 2026160° Warm101
May 7, 2026160° Warm101
Apr 26, 2026156° Neutral001
Apr 26, 2026156° Neutral001
Feb 27, 2026150° Neutral001

Recent Reddit Threads

r/pennystocks Neutral 13h 23m ago
A classic sum of the part trade, FTAI Infrastructure
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 14h 4m ago
A classic sum of the part trade, FTAI Infrastructure
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 14h 5m ago
A classic sum of the part trade, FTAI Infrastructure
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 1mo ago
Energy stocks when explosions are reported in Bandar Abbas
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
My portfolio when explosions are reported in Bandar Abbas
▲ 1 💬 1 ⚡ 0.5
r/stocks Bullish 1mo ago
Earnings Beats!!! Cool, right?
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 1mo ago
I hear that everyone’s a millionaire now - $2M
▲ 1 💬 1 ⚡ 0.5
r/stocks Neutral 1mo ago
$FTAI – The Fastest Power Solution for AI
▲ 1 💬 0 ⚡ 0.5
r/investing Neutral 3mo ago
My quick review of the 5 year old "10x in 5-10 years" post
▲ 1 💬 0 ⚡ 0.0
May 22, 2026
other
FTAI Aviation Prices Inaugural Asset-Backed Securitization
$612 Million Issuance Backed by Aircraft Receives Strong Investor Reception and Marks Strategic Entry into ABS Capital Markets <pre>$612 Million Issua
May 18, 2026
dark_pool
Dark Pool: FTAI — 1.8M shares, 61,908 trades
Week starting 2026-05-18. Total ATS volume: 1,817,017 shares across 61,908 trades.
May 15, 2026
other
FTAI Aviation Announces Full Redemption of Outstanding 8.25% Fixed-Rate Reset Series C Cumulative Perpetual Redeemable Preferred Shares
<p>NEW YORK, May 15, 2026 (GLOBE NEWSWIRE) -- FTAI Aviation Ltd. (NASDAQ: FTAI; “<u>FTAI Aviation</u>” or the “<u>Company</u>”) announced today that
May 13, 2026
short_interest
FTD: FTAI — 7,621 shares ($2.0M) failed to deliver
Settlement: 20260513, Price: $266.21, FTD Value: $2,028,786.41, FTAI FIN HOLDCO LTD SHS
May 11, 2026
dark_pool
Dark Pool: FTAI — 1.5M shares, 54,099 trades
Week starting 2026-05-11. Total ATS volume: 1,461,145 shares across 54,099 trades.
May 8, 2026
short_interest
FTD: FTAI — 5,041 shares ($1.4M) failed to deliver
Settlement: 20260508, Price: $272.54, FTD Value: $1,373,874.14, FTAI FIN HOLDCO LTD SHS
May 7, 2026
short_interest
FTD: FTAI — 8,468 shares ($2.4M) failed to deliver
Settlement: 20260507, Price: $285.56, FTD Value: $2,418,122.08, FTAI FIN HOLDCO LTD SHS
May 6, 2026
short_volume
Short Volume: FTAI — 68.5% short (0.6M / 0.9M)
Short: 597,765 | Exempt: 40 | TRF Vol: 872,936 | Short Ratio: 68.5% | Off-exchange volume (dark pool + OTC)
May 5, 2026
short_volume
Short Volume: FTAI — 76.2% short (0.4M / 0.6M)
Short: 449,300 | Exempt: 0 | TRF Vol: 589,548 | Short Ratio: 76.2% | Off-exchange volume (dark pool + OTC)
May 4, 2026
short_volume
Short Volume: FTAI — 73.3% short (0.5M / 0.7M)
Short: 504,453 | Exempt: 221 | TRF Vol: 687,815 | Short Ratio: 73.3% | Off-exchange volume (dark pool + OTC)
May 4, 2026
dark_pool
Dark Pool: FTAI — 2.4M shares, 78,707 trades
Week starting 2026-05-04. Total ATS volume: 2,368,900 shares across 78,707 trades.
May 1, 2026
short_interest
FTD: FTAI — 10,718 shares ($2.7M) failed to deliver
Settlement: 20260501, Price: $249.67, FTD Value: $2,675,963.06, FTAI FIN HOLDCO LTD SHS
May 1, 2026
short_volume
Short Volume: FTAI — 71.3% short (0.5M / 0.7M)
Short: 487,082 | Exempt: 891 | TRF Vol: 682,689 | Short Ratio: 71.3% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
short_volume
Short Volume: FTAI — 67.4% short (1.0M / 1.5M)
Short: 982,609 | Exempt: 200 | TRF Vol: 1,457,462 | Short Ratio: 67.4% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
earnings
FTAI Aviation Ltd. Reports First Quarter 2026 Results, Increases Dividend to $0.45 per Ordinary Share
<p>NEW YORK, April 29, 2026 (GLOBE NEWSWIRE) -- FTAI Aviation Ltd. (NASDAQ: FTAI) (the “Company” or “FTAI”) today reported financial results for the