ARGA Investment Management LP Makes New Investment in StandardAero, Inc. $SARO

Key Points

• ARGA Investment Management opened a StandardAero position, buying 46,860 shares worth about $1 million in the third quarter. Several other institutional investors also reported new stakes.
• StandardAero beat quarterly estimates, reporting earnings of $0.40 per share versus $0.32 expected and revenue of $1.60 billion, up 4.6% year over year. The company guided to fiscal 2026 EPS of $1.50–$1.57.
• Analysts’ consensus rating is Moderate Buy, with an average price target of $33.45; the article also reports that CEO Russell Ford sold 40,000 shares.

ARGA Investment Management LP acquired a new stake in StandardAero, Inc. (NYSE:SARO - Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm acquired 46,860 shares of the company's stock, valued at approximately $1,000,000.

Several other institutional investors also recently modified their holdings of the company. Carlyle Group Inc. acquired a new position in shares of StandardAero during the 2nd quarter worth approximately $2,529,998,000. BlackRock Inc. acquired a new stake in StandardAero during the 2nd quarter valued at $646,128,000. Jupiter Topco LLC acquired a new stake in StandardAero during the 2nd quarter valued at $366,857,000. Bank of America Corp DE bought a new position in StandardAero during the second quarter worth $178,878,000. Finally, Findlay Park Partners LLP bought a new position in StandardAero during the second quarter worth $150,523,000.

StandardAero Trading Up 0.6%

SARO stock opened at $25.27 on Wednesday. The company has a debt-to-equity ratio of 0.84, a quick ratio of 1.59 and a current ratio of 2.13. The company's 50-day simple moving average is $22.63 and its 200 day simple moving average is $26.63. StandardAero, Inc. has a 52 week low of $19.56 and a 52 week high of $34.48. The company has a market capitalization of $8.36 billion, a PE ratio of 26.05 and a beta of 0.82.

StandardAero (NYSE:SARO - Get Free Report) last issued its quarterly earnings data on Thursday, August 6th. The company reported $0.40 earnings per share for the quarter, topping the consensus estimate of $0.32 by $0.08. The business had revenue of $1.60 billion during the quarter, compared to analysts' expectations of $1.59 billion. StandardAero had a net margin of 5.12% and a return on equity of 14.52%. The business's revenue was up 4.6% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.20 EPS. StandardAero has set its FY 2026 guidance at 1.500-1.570 EPS. As a group, sell-side analysts anticipate that StandardAero, Inc. will post 1.50 earnings per share for the current year.

Insider Buying and Selling

In other StandardAero news, CEO Russell Ford sold 40,000 shares of the firm's stock in a transaction on Thursday, August 6th. The stock was sold at an average price of $31.42, for a total transaction of $1,256,800.00. Following the transaction, the chief executive officer owned 315,986 shares in the company, valued at $9,928,280.12. This trade represents a 11.24% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. In the last 90 days, insiders sold 61,234 shares of company stock worth $1,898,418. 2.10% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several research firms have commented on SARO. Bank of America decreased their price objective on shares of StandardAero from $35.00 to $27.00 and set a "neutral" rating on the stock in a report on Thursday, September 17th. Canadian Imperial Bank of Commerce cut their target price on shares of StandardAero from $38.00 to $35.00 and set an "outperformer" rating for the company in a research note on Monday, October 26th. Guggenheim began coverage on StandardAero in a research report on Monday, September 14th. They issued a "neutral" rating on the stock. JPMorgan Chase & Co. increased their target price on StandardAero from $38.00 to $40.00 and gave the stock an "overweight" rating in a research note on Monday, August 10th. Finally, UBS Group lifted their price target on StandardAero from $35.00 to $36.00 and gave the stock a "buy" rating in a report on Friday, August 7th. Two analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating and six have assigned a Hold rating to the company's stock. According to data from MarketBeat, StandardAero presently has a consensus rating of "Moderate Buy" and an average target price of $33.45.

StandardAero Profile

StandardAero is an aerospace maintenance, repair and overhaul (MRO) company that provides services for commercial and business aviation, military and government operators, and helicopter customers. The company supports aircraft throughout their operating life, helping customers maintain, repair, upgrade and return aircraft and components to service.

Its services include engine maintenance, repair and overhaul; airframe maintenance; avionics and electrical work; component and accessory repair; engineering; and aircraft modifications.

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