Simplicity Wealth LLC Buys Shares of 9,611 AeroVironment, Inc. $AVAV

Key Points

• Simplicity Wealth LLC initiated a position in AeroVironment, purchasing 9,611 shares valued at approximately $1.586 million. Institutional investors collectively own 86.38% of the company.
• AeroVironment reported quarterly earnings of $1.84 per share, beating estimates of $1.47, while revenue surged 133.3% year over year to $641.62 million.
• Analysts maintain a generally positive outlook, with the stock carrying a consensus “Moderate Buy” rating and a $266.68 target price, although several firms have recently reduced their targets amid valuation and execution concerns.

Simplicity Wealth LLC bought a new position in shares of AeroVironment, Inc. (NASDAQ:AVAV - Free Report) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 9,611 shares of the aerospace company's stock, valued at approximately $1,586,000.

Other institutional investors and hedge funds also recently modified their holdings of the company. Hilton Head Capital Partners LLC purchased a new position in shares of AeroVironment during the 4th quarter worth approximately $26,000. National Bank of Canada FI lifted its stake in AeroVironment by 230.3% in the 3rd quarter. National Bank of Canada FI now owns 109 shares of the aerospace company's stock valued at $34,000 after buying an additional 76 shares in the last quarter. Hazlett Burt & Watson Inc. grew its holdings in AeroVironment by 90.0% during the 4th quarter. Hazlett Burt & Watson Inc. now owns 133 shares of the aerospace company's stock valued at $32,000 after buying an additional 63 shares during the last quarter. Sunbelt Securities Inc. acquired a new stake in AeroVironment during the 1st quarter valued at $25,000. Finally, TD Waterhouse Canada Inc. increased its position in AeroVironment by 73.8% during the fourth quarter. TD Waterhouse Canada Inc. now owns 139 shares of the aerospace company's stock worth $34,000 after buying an additional 59 shares in the last quarter. Hedge funds and other institutional investors own 86.38% of the company's stock.

Insider Transactions at AeroVironment

In other news, CAO Brian Charles Shackley sold 205 shares of AeroVironment stock in a transaction dated Friday, August 14th. The stock was sold at an average price of $201.86, for a total value of $41,381.30. Following the transaction, the chief accounting officer directly owned 7,888 shares of the company's stock, valued at $1,592,271.68. The trade was a 2.53% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Stephen F. Page sold 250 shares of the business's stock in a transaction dated Monday, June 15th. The stock was sold at an average price of $174.41, for a total value of $43,602.50. Following the sale, the director owned 49,001 shares of the company's stock, valued at $8,546,264.41. The trade was a 0.51% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.81% of the company's stock.

Wall Street Analyst Weigh In

AVAV has been the topic of several recent research reports. UBS Group restated a "buy" rating on shares of AeroVironment in a research report on Thursday, July 9th. KeyCorp reissued an "overweight" rating on shares of AeroVironment in a research note on Tuesday, July 28th. BTIG Research restated a "buy" rating and set a $205.00 target price on shares of AeroVironment in a research report on Thursday, July 9th. Jefferies Financial Group lowered their target price on shares of AeroVironment from $305.00 to $229.00 and set a "buy" rating for the company in a research note on Wednesday, July 1st. Finally, Citizens Jmp decreased their price objective on AeroVironment from $350.00 to $230.00 and set a "market outperform" rating on the stock in a report on Friday, July 10th. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, AeroVironment currently has a consensus rating of "Moderate Buy" and a consensus target price of $266.68.

AeroVironment Stock Performance

Shares of AVAV stock opened at $192.81 on Monday. The company has a debt-to-equity ratio of 0.17, a quick ratio of 3.59 and a current ratio of 4.30. The firm has a market capitalization of $9.76 billion, a price-to-earnings ratio of -52.39, a price-to-earnings-growth ratio of 6.56 and a beta of 1.41. AeroVironment, Inc. has a one year low of $135.20 and a one year high of $417.86. The company has a 50 day moving average price of $162.61 and a 200 day moving average price of $194.30.

AeroVironment (NASDAQ:AVAV - Get Free Report) last issued its earnings results on Monday, June 29th. The aerospace company reported $1.84 earnings per share for the quarter, beating analysts' consensus estimates of $1.47 by $0.37. AeroVironment had a positive return on equity of 3.71% and a negative net margin of 9.00%.The firm had revenue of $641.62 million for the quarter, compared to analysts' expectations of $555.97 million. During the same quarter last year, the firm earned $1.61 earnings per share. The firm's revenue for the quarter was up 133.3% compared to the same quarter last year. AeroVironment has set its FY 2027 guidance at 3.020-3.340 EPS. Sell-side analysts anticipate that AeroVironment, Inc. will post 3.26 EPS for the current year.

AeroVironment News Roundup

Here are the key news stories impacting AeroVironment this week:

• Positive Sentiment: President Donald Trump signed a proclamation imposing tariffs of up to 100% on imported drones and critical components. The policy is intended to reduce dependence on foreign supply chains and could give U.S. manufacturers such as AeroVironment a competitive advantage, potentially increasing demand for domestic systems. Trump administration imposes sweeping tariffs on foreign drone imports
• Positive Sentiment: AVAV is participating in a wider rally among domestic drone and defense stocks, including Kratos, Red Cat and Ondas, as investors anticipate that tariff protection could shift business toward U.S.-based suppliers. AeroVironment, Ondas, and Kratos Rising as Trump Levies Tariffs on Drone Imports
• Positive Sentiment: Recent momentum has also been supported by strong defense demand, a reported $117.3 million Army contract and a new autonomous-systems partnership. These developments reinforce the view that AeroVironment could benefit from sustained military procurement. AVAV Outperforms Industry in the Past Month
• Neutral Sentiment: Analysts remain constructive, with Clear Street maintaining a Buy rating, but valuation models suggest the shares may be near fair value after substantial long-term gains. Investors may therefore require continued contract wins and execution to justify further appreciation. Clear Street Remains a Buy on AeroVironment
• Negative Sentiment: One updated valuation analysis lowered its implied fair value estimate from approximately $251.93 to $225.77 per share, citing execution risk, heavier investment needs and elevated valuation following sharply revised expectations. This could limit upside if tariff-related benefits take time to materialize. AeroVironment Stock Sees Fair Value Cut

About AeroVironment

AeroVironment, Inc NASDAQ: AVAV is a technology company specializing in unmanned aerial systems (UAS), tactical missiles and precision loitering munitions, electric vehicle charging and scalable energy systems. Headquartered in Monrovia, California, the company develops solutions for defense, public safety and commercial markets. Their offerings include small UAS for intelligence, surveillance and reconnaissance, as well as advanced weapons systems designed to meet the needs of modern military operations.

The company's unmanned aerial systems portfolio features platforms such as the Raven, Puma and Switchblade series, which are deployed by the U.S.

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