Vulcan Value Partners LLC Takes Position in StandardAero, Inc. $SARO

Vulcan Value Partners LLC purchased a new stake in StandardAero, Inc. (NYSE:SARO) in the fourth quarter, Holdings Channel.com reports. The firm purchased 473,415 shares of the company’s stock, valued at approximately $13,618,000.

Several other institutional investors and hedge funds have also added to or reduced their stakes in SARO. Cerity Partners LLC increased its position in StandardAero by 0.6% in the 2nd quarter. Cerity Partners LLC now owns 69,758 shares of the company’s stock valued at $2,208,000 after acquiring an additional 416 shares in the last quarter. PNC Financial Services Group Inc. raised its stake in shares of StandardAero by 20.5% in the third quarter. PNC Financial Services Group Inc. now owns 4,411 shares of the company’s stock worth $120,000 after acquiring an additional 751 shares during the last quarter. Comerica Bank acquired a new position in shares of StandardAero during the first quarter worth approximately $26,000. US Bancorp DE lifted its position in shares of StandardAero by 46.4% during the third quarter. US Bancorp DE now owns 4,506 shares of the company’s stock worth $123,000 after purchasing an additional 1,428 shares in the last quarter. Finally, The Manufacturers Life Insurance Company grew its stake in shares of StandardAero by 3.6% during the fourth quarter. The Manufacturers Life Insurance Company now owns 43,562 shares of the company’s stock valued at $1,249,000 after purchasing an additional 1,494 shares during the last quarter.

StandardAero Stock Performance

StandardAero stock opened at $27.78 on Friday. The company has a market cap of $9.24 billion, a PE ratio of 31.57 and a beta of 0.97. The company has a current ratio of 2.12, a quick ratio of 1.59 and a debt-to-equity ratio of 0.81. StandardAero, Inc. has a 1 year low of $23.83 and a 1 year high of $34.48. The company’s 50-day moving average is $26.19 and its two-hundred day moving average is $28.08.

StandardAero (NYSE:SARO) last issued its quarterly earnings results on Thursday, May 7th. The company reported $0.33 EPS for the quarter, topping the consensus estimate of $0.30 by $0.03. The company had revenue of $1.63 billion during 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%. StandardAero’s revenue was up 13.3% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.19 EPS. StandardAero has set its FY 2026 guidance at 1.400-1.500 EPS. Equities analysts anticipate that StandardAero, Inc. will post 1.42 earnings per share for the current year.

Insider Transactions at StandardAero

In other StandardAero news, insider Lewis Prebble sold 1,141 shares of the company’s stock in a transaction on Thursday, April 16th. The shares were sold at an average price of $27.36, for a total transaction of $31,217.76. Following the completion of the sale, the insider owned 3,006 shares in the company, valued at approximately $82,244.16. The trade was a 27.51% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Russell Wayne Ford sold 10,638 shares of the company’s stock in a transaction on Thursday, April 16th. The shares were sold at an average price of $27.36, for a total transaction of $291,055.68. Following the sale, the chief executive officer owned 14,342 shares of the company’s stock, valued at $392,397.12. The trade was a 42.59% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last quarter, insiders sold 19,337 shares of company stock valued at $529,060. 2.10% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of analysts recently weighed in on the stock. Canadian Imperial Bank of Commerce reissued an “outperform” rating and issued a $39.00 price target on shares of StandardAero in a report on Friday, May 8th. Jefferies Financial Group downgraded StandardAero from a “buy” rating to a “hold” rating and reduced their price objective for the stock from $34.00 to $30.00 in a report on Tuesday, June 2nd. Wells Fargo & Company started coverage on StandardAero in a research report on Wednesday, April 1st. They issued an “overweight” rating and a $32.00 price objective on the stock. Royal Bank Of Canada lowered their target price on StandardAero from $37.00 to $34.00 and set an “outperform” rating for the company in a research note on Friday, May 1st. Finally, Sanford C. Bernstein restated an “outperform” rating and set a $39.00 target price on shares of StandardAero in a research report on Tuesday, February 24th. Two equities research analysts have rated the stock with a Strong Buy rating, six have issued a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $34.25.

StandardAero Company Profile

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.