Capital International Investors Buys 94,383 Shares of FTAI Aviation Ltd. $FTAI

Key Points

• Capital International Investors increased its stake in FTAI Aviation by 94,383 shares (up 0.7%) to 13,895,852 shares, representing about 13.55% of the company and worth roughly $2.32 billion.
• FTAI missed quarterly consensus (EPS $1.08 vs $1.22; revenue $662.0M vs $710.4M) but revenue rose 32.7% year‑over‑year and the company reported a strong net margin (~20%) and very high ROE (257%).
• The stock is up (opened $276.34, market cap ~$28.34B) and draws mostly positive analyst coverage (10 Buys, 2 Holds, average target $292.22) while paying a $0.40 dividend (ex‑dividend March 13, payable March 23).

Capital International Investors grew its stake in shares of FTAI Aviation Ltd. (NASDAQ:FTAI - Free Report) by 0.7% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 13,895,852 shares of the financial services provider's stock after acquiring an additional 94,383 shares during the quarter. Capital International Investors owned about 13.55% of FTAI Aviation worth $2,318,615,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in FTAI. Capital Group Investment Management PTE. LTD. raised its holdings in shares of FTAI Aviation by 60.1% during the third quarter. Capital Group Investment Management PTE. LTD. now owns 10,283 shares of the financial services provider's stock valued at $1,716,000 after purchasing an additional 3,861 shares during the last quarter. Bank of Montreal Can boosted its holdings in FTAI Aviation by 48.0% in the third quarter. Bank of Montreal Can now owns 415,588 shares of the financial services provider's stock worth $69,345,000 after purchasing an additional 134,718 shares during the last quarter. Swiss National Bank grew its position in FTAI Aviation by 1.5% in the 3rd quarter. Swiss National Bank now owns 198,792 shares of the financial services provider's stock worth $33,170,000 after purchasing an additional 2,900 shares during the period. Private Advisor Group LLC grew its position in FTAI Aviation by 12.6% in the 3rd quarter. Private Advisor Group LLC now owns 13,290 shares of the financial services provider's stock worth $2,218,000 after purchasing an additional 1,490 shares during the period. Finally, Prevail Innovative Wealth Advisors LLC purchased a new stake in FTAI Aviation during the 3rd quarter valued at $4,176,000. 88.96% of the stock is currently owned by institutional investors.

FTAI Aviation Stock Up 6.1%

FTAI opened at $276.34 on Tuesday. The firm's 50 day simple moving average is $268.71 and its two-hundred day simple moving average is $203.42. The company has a market capitalization of $28.34 billion, a PE ratio of 59.81, a PEG ratio of 1.05 and a beta of 1.50. FTAI Aviation Ltd. has a 1-year low of $81.45 and a 1-year high of $323.51. The company has a current ratio of 5.28, a quick ratio of 2.30 and a debt-to-equity ratio of 10.32.

FTAI Aviation (NASDAQ:FTAI - Get Free Report) last issued its quarterly earnings data on Wednesday, February 25th. The financial services provider reported $1.08 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $1.22 by ($0.14). The business had revenue of $662.03 million for the quarter, compared to the consensus estimate of $710.37 million. FTAI Aviation had a net margin of 19.98% and a return on equity of 257.07%. The company's revenue was up 32.7% on a year-over-year basis. During the same period in the previous year, the firm earned $0.84 EPS. As a group, equities analysts forecast that FTAI Aviation Ltd. will post 2.2 EPS for the current year.

FTAI Aviation Dividend Announcement

The business also recently announced a dividend, which will be paid on Monday, March 23rd. Investors of record on Friday, March 13th will be given a dividend of $0.40 per share. The ex-dividend date is Friday, March 13th. FTAI Aviation's payout ratio is 30.30%.

Wall Street Analyst Weigh In

FTAI has been the topic of several research analyst reports. Barclays increased their price target on FTAI Aviation from $260.00 to $350.00 and gave the company an "overweight" rating in a report on Friday, February 27th. Citigroup reaffirmed an "outperform" rating on shares of FTAI Aviation in a report on Thursday, January 29th. Weiss Ratings reiterated a "hold (c+)" rating on shares of FTAI Aviation in a research report on Monday, December 29th. Wolfe Research reissued an "outperform" rating and issued a $225.00 target price on shares of FTAI Aviation in a report on Wednesday, December 31st. Finally, Citizens Jmp raised their target price on FTAI Aviation from $230.00 to $325.00 and gave the stock a "market outperform" rating in a research report on Thursday, January 29th. Ten analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average target price of $292.22.

FTAI Aviation Company Profile

FTAI Aviation NASDAQ: FTAI is a commercial aircraft leasing company that acquires, manages and leases wide-body jet aircraft to airlines globally. The company's portfolio is focused on modern, fuel-efficient Boeing models, including the 767, 777 and 787 families, which are deployed under long-term operating leases. By concentrating on in-demand wide-body assets, FTAI Aviation seeks to deliver stable cash flows through lease rentals and maintenance reserve collections while providing airlines with flexible fleet solutions.

In addition to lease origination, FTAI Aviation offers end-to-end asset management services.

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