AAR Corp. (NYSE:AIR) Receives Consensus Recommendation of “Buy” from Brokerages

15 Jan 2026, 09:58 by Kim Johansen · The Markets Daily

AAR Corp. (NYSE:AIR – Get Free Report) has received a consensus recommendation of “Buy” from the six analysts that are presently covering the firm, Marketbeat reports. One analyst has rated the stock with a hold rating, four have assigned a buy rating and one has assigned a strong buy rating to the company. The average 1 year price target among brokerages that have issued a report on the stock in the last year is $105.25.

Several brokerages have commented on AIR. Royal Bank Of Canada lifted their price target on AAR from $90.00 to $105.00 and gave the stock an “outperform” rating in a research report on Wednesday, January 7th. KeyCorp raised their price objective on shares of AAR from $93.00 to $109.00 and gave the stock an “overweight” rating in a research note on Wednesday. Zacks Research upgraded shares of AAR from a “hold” rating to a “strong-buy” rating in a research note on Friday, January 9th. Weiss Ratings reissued a “hold (c-)” rating on shares of AAR in a report on Monday, December 29th. Finally, Jefferies Financial Group began coverage on shares of AAR in a research report on Wednesday, December 17th. They issued a “buy” rating and a $100.00 price target on the stock.

View Our Latest Stock Analysis on AIR

AAR News Summary

Here are the key news stories impacting AAR this week:

Positive Sentiment: Q4 results beat expectations: AAR reported $1.18 EPS on $795.3M revenue (revenue +15.9% YoY), topping estimates — the quarter and guidance lift confidence in near-term profitability and growth. Read More.
Positive Sentiment: Analyst upgrades and higher targets: Multiple firms (RBC, Jefferies, Zacks, Wall Street Zen, Truist) have recently moved to Buy/outperform or raised targets (consensus ~ $101), reinforcing buy-side interest. Read More.
Positive Sentiment: Momentum and media coverage: Zacks, MSN and other outlets highlight AAR’s strong MRO demand, liquidity and growth outlook — headlines can attract momentum/retail buying following the earnings beat. Read More.
Neutral Sentiment: Institutional positioning: Hedge funds and institutions hold ~90% of shares, with recent inflows from several managers — supportive for liquidity but means fewer free-float shares for retail to trade. Read More.
Neutral Sentiment: Industry/peer dynamics and unrelated vendor news: Aviation MRO demand remains favorable, though some supplier/partner items (e.g., Trax contract with Air Atlanta) are peripheral to AAR’s direct performance. Read More.
Negative Sentiment: Insider selling by senior executives: CEO John McClain Holmes III sold 30,000 shares (~$2.9M) and SVP Christopher Jessup sold 23,621 shares recently — sizable reductions that may be read as a near-term negative by some investors. Read More.
Negative Sentiment: Insider reductions are material: Combined insider cuts represent double-digit percentage drops in holdings for those executives and could increase short-term selling pressure despite strong fundamentals. Read More.

AAR Stock Performance

Shares of AIR opened at $100.98 on Friday. The company has a market capitalization of $4.00 billion, a PE ratio of 39.60 and a beta of 1.24. The company has a debt-to-equity ratio of 0.61, a current ratio of 2.84 and a quick ratio of 1.31. AAR has a one year low of $46.51 and a one year high of $101.44. The company’s fifty day moving average price is $84.38 and its 200 day moving average price is $80.26.

AAR (NYSE:AIR – Get Free Report) last issued its quarterly earnings results on Tuesday, January 6th. The aerospace company reported $1.18 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.02 by $0.16. The company had revenue of $795.30 million for the quarter, compared to the consensus estimate of $760.95 million. AAR had a return on equity of 12.40% and a net margin of 3.17%.The firm’s revenue was up 15.9% compared to the same quarter last year. During the same period last year, the business posted $0.90 earnings per share. As a group, analysts expect that AAR will post 3.77 earnings per share for the current year.

Insider Buying and Selling

In other news, CAO Jessica A. Garascia sold 4,787 shares of the firm’s stock in a transaction dated Thursday, January 8th. The shares were sold at an average price of $95.25, for a total transaction of $455,961.75. Following the completion of the transaction, the chief accounting officer directly owned 29,557 shares of the company’s stock, valued at approximately $2,815,304.25. This trade represents a 13.94% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO John Mcclain Holmes III sold 30,000 shares of the company’s stock in a transaction dated Monday, January 12th. The shares were sold at an average price of $97.50, for a total transaction of $2,925,000.00. Following the completion of the sale, the chief executive officer directly owned 237,064 shares in the company, valued at approximately $23,113,740. The trade was a 11.23% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 119,947 shares of company stock valued at $10,826,194 over the last three months. 3.60% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On AAR

A number of institutional investors have recently added to or reduced their stakes in the stock. Oliver Luxxe Assets LLC bought a new position in shares of AAR in the third quarter valued at about $2,755,000. Legal & General Group Plc increased its position in AAR by 12.1% in the 2nd quarter. Legal & General Group Plc now owns 120,577 shares of the aerospace company’s stock valued at $8,294,000 after acquiring an additional 12,976 shares in the last quarter. Callan Family Office LLC acquired a new stake in AAR in the 2nd quarter valued at about $239,000. Janney Montgomery Scott LLC bought a new position in shares of AAR in the second quarter worth about $238,000. Finally, Vontobel Holding Ltd. acquired a new position in shares of AAR during the second quarter worth approximately $202,000. 90.74% of the stock is owned by institutional investors and hedge funds.

AAR Company Profile

(Get Free Report)

AAR Corp. (NYSE: AIR) is a global provider of aviation products and services to commercial, government and defense customers. The company offers a comprehensive portfolio of maintenance, repair and overhaul (MRO) solutions, component repair and overhaul, and engineering services designed to support a wide variety of fixed-wing and rotary aircraft. Leveraging FAA and EASA certifications, AAR delivers turnkey maintenance programs and ad hoc repair services that enhance aircraft availability and reliability.