Mitsubishi UFJ Trust & Banking Corp Decreases Stake in FTAI Aviation Ltd. $FTAI

Key Points

• Mitsubishi UFJ Trust & Banking Corp cut its stake in FTAI by 37.2% in Q4, selling 26,267 shares and now holds 44,385 shares worth $8.737 million.
• FTAI missed quarterly EPS expectations ($1.29 reported vs. $1.61 consensus) despite revenue rising 65.4% year‑over‑year to $830.7 million, with a net margin of 18.92% and return on equity of 214.24%.
• Analysts maintain an average rating of "Buy" with an average price target of $317.38; several firms raised targets (Barclays/Jefferies ~ $350) while Weiss Ratings downgraded to a hold.

Mitsubishi UFJ Trust & Banking Corp cut its holdings in shares of FTAI Aviation Ltd. (NASDAQ:FTAI - Free Report) by 37.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 44,385 shares of the financial services provider's stock after selling 26,267 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp's holdings in FTAI Aviation were worth $8,737,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Rossby Financial LCC boosted its holdings in shares of FTAI Aviation by 13.6% during the 3rd quarter. Rossby Financial LCC now owns 543 shares of the financial services provider's stock worth $94,000 after purchasing an additional 65 shares during the last quarter. Assetmark Inc. grew its position in shares of FTAI Aviation by 11.0% in the third quarter. Assetmark Inc. now owns 708 shares of the financial services provider's stock valued at $118,000 after purchasing an additional 70 shares in the last quarter. CWM LLC increased its holdings in shares of FTAI Aviation by 6.8% in the third quarter. CWM LLC now owns 1,157 shares of the financial services provider's stock valued at $193,000 after purchasing an additional 74 shares during the last quarter. Foundations Investment Advisors LLC increased its holdings in shares of FTAI Aviation by 3.5% in the third quarter. Foundations Investment Advisors LLC now owns 2,241 shares of the financial services provider's stock valued at $374,000 after purchasing an additional 76 shares during the last quarter. Finally, Diversify Advisory Services LLC lifted its position in FTAI Aviation by 0.8% during the fourth quarter. Diversify Advisory Services LLC now owns 10,051 shares of the financial services provider's stock worth $1,979,000 after buying an additional 80 shares in the last quarter. Hedge funds and other institutional investors own 88.96% of the company's stock.

Analyst Ratings Changes

Several brokerages have issued reports on FTAI. Weiss Ratings cut FTAI Aviation from a "buy (b-)" rating to a "hold (c+)" rating in a report on Wednesday. Jefferies Financial Group reiterated a "buy" rating and set a $350.00 price target on shares of FTAI Aviation in a report on Monday, February 9th. Citigroup reiterated an "outperform" rating on shares of FTAI Aviation in a report on Thursday, January 29th. Barclays boosted their price target on shares of FTAI Aviation from $260.00 to $350.00 and gave the company an "overweight" rating in a research report on Friday, February 27th. Finally, Morgan Stanley raised their price objective on shares of FTAI Aviation from $266.00 to $293.00 and gave the stock an "overweight" rating in a research report on Tuesday, March 24th. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat, FTAI Aviation has an average rating of "Buy" and an average price target of $317.38.

FTAI Aviation Price Performance

FTAI stock opened at $239.95 on Friday. FTAI Aviation Ltd. has a 52-week low of $88.82 and a 52-week high of $323.51. The company has a quick ratio of 2.30, a current ratio of 5.28 and a debt-to-equity ratio of 10.32. The stock has a market cap of $24.61 billion, a price-to-earnings ratio of 47.61, a price-to-earnings-growth ratio of 0.91 and a beta of 1.49. The business has a fifty day moving average of $254.67 and a two-hundred day moving average of $223.96.

FTAI Aviation (NASDAQ:FTAI - Get Free Report) last announced its quarterly earnings results on Wednesday, April 29th. The financial services provider reported $1.29 EPS for the quarter, missing the consensus estimate of $1.61 by ($0.32). The business had revenue of $830.70 million during the quarter. FTAI Aviation had a net margin of 18.92% and a return on equity of 214.24%. The firm's revenue was up 65.4% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.87 earnings per share. As a group, research analysts anticipate that FTAI Aviation Ltd. will post 7.21 earnings per share for the current year.

FTAI Aviation Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, March 23rd. Shareholders of record on Friday, March 13th were paid a dividend of $0.40 per share. This represents a $1.60 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend was Friday, March 13th. FTAI Aviation's dividend payout ratio (DPR) is 31.75%.

FTAI Aviation 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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