Vulcan Value Partners LLC Has $13.48 Million Position in StandardAero, Inc. $SARO

Key Points

• Vulcan Value Partners reduced its StandardAero position by 37.2% in the second quarter, selling 266,696 shares. It retained 450,287 shares valued at approximately $13.48 million, representing 0.14% of the company.
• StandardAero reported quarterly EPS of $0.40, beating estimates of $0.32, while revenue rose 4.6% year over year to $1.60 billion. The company guided for fiscal 2026 EPS of $1.50–$1.57.
• Shares recently traded at $24.44, near the one-year low, while analysts maintained a generally positive outlook with a consensus “Moderate Buy” rating and an average price target of $34.77. CEO Russell Ford and other insiders have sold shares totaling about $5.85 million over the past 90 days.

Vulcan Value Partners LLC trimmed its position in StandardAero, Inc. (NYSE:SARO - Free Report) by 37.2% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 450,287 shares of the company's stock after selling 266,696 shares during the period. StandardAero makes up approximately 0.4% of Vulcan Value Partners LLC's holdings, making the stock its 29th biggest holding. Vulcan Value Partners LLC owned 0.14% of StandardAero worth $13,484,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Comerica Bank acquired a new stake in StandardAero in the first quarter worth $26,000. Northwestern Mutual Wealth Management Co. bought a new stake in shares of StandardAero in the 2nd quarter valued at $55,000. Optiver Holding B.V. acquired a new stake in StandardAero during the 1st quarter worth $51,000. Nykredit A S bought a new position in StandardAero during the second quarter worth about $65,000. Finally, Danske Bank A S bought a new stake in shares of StandardAero in the third quarter worth about $82,000.

Insider Buying and Selling

In other news, CEO Russell Ford sold 20,413 shares of the business's stock in a transaction dated Friday, August 7th. The shares were sold at an average price of $30.56, for a total transaction of $623,821.28. Following the transaction, the chief executive officer directly owned 295,573 shares in the company, valued at $9,032,710.88. The trade was a 6.46% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Insiders have sold a total of 191,423 shares of company stock valued at $5,847,760 in the last ninety days. Company insiders own 2.10% of the company's stock.

StandardAero Stock Down 1.5%

Shares of NYSE:SARO traded down $0.37 during midday trading on Tuesday, reaching $24.44. The company had a trading volume of 3,642,574 shares, compared to its average volume of 4,046,200. The business's 50 day moving average price is $27.58 and its 200 day moving average price is $27.21. StandardAero, Inc. has a 1-year low of $23.83 and a 1-year high of $34.48. The company has a quick ratio of 1.59, a current ratio of 2.13 and a debt-to-equity ratio of 0.84. The stock has a market cap of $8.09 billion, a PE ratio of 25.20 and a beta of 0.85.

StandardAero (NYSE:SARO - Get Free Report) last posted its quarterly earnings results 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 firm had revenue of $1.60 billion for the quarter, compared to analyst estimates of $1.59 billion. StandardAero had a return on equity of 14.52% and a net margin of 5.12%.The business's quarterly revenue was up 4.6% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.20 EPS. StandardAero has set its FY 2026 guidance at 1.500-1.570 EPS. Research analysts forecast that StandardAero, Inc. will post 1.51 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

SARO has been the subject of several research analyst reports. UBS Group boosted their price objective on StandardAero from $35.00 to $36.00 and gave the company a "buy" rating in a research report on Friday, August 7th. Morgan Stanley set a $33.00 price objective on shares of StandardAero in a report on Monday, August 10th. Sanford C. Bernstein reiterated an "outperform" rating on shares of StandardAero in a report on Monday, August 24th. Weiss Ratings raised StandardAero from a "hold (c-)" rating to a "hold (c)" rating in a research note on Monday, June 29th. Finally, JPMorgan Chase & Co. boosted their price target on StandardAero from $38.00 to $40.00 and gave the company an "overweight" rating in a report on Monday, August 10th. Two research analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating and six have issued a Hold rating to the company's stock. According to data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $34.77.

About StandardAero

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.

Want to see what other hedge funds are holding SARO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for StandardAero, Inc. (NYSE:SARO - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.