StandardAero, Inc. $SARO Shares Acquired by Bank of America Corp DE

Bank of America Corp DE increased its stake in StandardAero, Inc. (NYSE:SARO) by 82.8% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 3,502,681 shares of the company’s stock after buying an additional 1,586,306 shares during the period. Bank of America Corp DE’s holdings in StandardAero were worth $90,474,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Vulcan Value Partners LLC acquired a new position in StandardAero during the 4th quarter worth $13,618,000. Massachusetts Financial Services Co. MA increased its position in shares of StandardAero by 5.5% in the 4th quarter. Massachusetts Financial Services Co. MA now owns 3,465,939 shares of the company’s stock worth $99,403,000 after purchasing an additional 179,930 shares during the last quarter. Trinity Street Asset Management LLP acquired a new stake in shares of StandardAero in the 1st quarter valued at about $25,692,000. M.D. Sass LLC raised its stake in shares of StandardAero by 69.5% in the 4th quarter. M.D. Sass LLC now owns 1,991,537 shares of the company’s stock valued at $57,117,000 after purchasing an additional 816,573 shares in the last quarter. Finally, SeaBridge Investment Advisors LLC bought a new position in shares of StandardAero during the fourth quarter worth about $1,664,000.

Wall Street Analyst Weigh In

A number of equities analysts recently commented on SARO shares. UBS Group lifted their price target on StandardAero from $35.00 to $36.00 and gave the stock a “buy” rating in a research note on Friday. Susquehanna cut their price objective on StandardAero from $40.00 to $37.00 and set a “positive” rating on the stock in a research note on Monday, May 11th. Canadian Imperial Bank of Commerce restated an “outperform” rating and set a $39.00 price objective on shares of StandardAero in a research note on Friday, May 8th. Royal Bank Of Canada reduced their target price on StandardAero from $37.00 to $34.00 and set an “outperform” rating on the stock in a report on Friday, May 1st. Finally, Jefferies Financial Group lowered StandardAero from a “buy” rating to a “hold” rating and decreased their target price for the stock from $34.00 to $30.00 in a research report on Tuesday, June 2nd. Two investment analysts have rated the stock with a Strong Buy rating, six have assigned a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $34.17.

Key Stories Impacting StandardAero

Here are the key news stories impacting StandardAero this week:

• Positive Sentiment: Q2 results exceeded expectations. StandardAero reported adjusted earnings of $0.40 per share, above estimates ranging from $0.32 to $0.35 and double the $0.20 reported a year earlier. Revenue reached $1.60 billion, slightly ahead of the $1.59 billion consensus and up 4.6% year over year. StandardAero Tops Q2 Earnings and Revenue Estimates
• Positive Sentiment: Full-year guidance was raised above Wall Street expectations. StandardAero forecast fiscal 2026 EPS of $1.50–$1.57, compared with consensus of $1.23, while revenue guidance of $6.4–$6.5 billion was broadly in line with expectations. The guidance supports the outlook for continued earnings growth in the aerospace maintenance, repair and overhaul market.
• Neutral Sentiment: Investor expectations remain relatively favorable. Analysts maintain a consensus “Moderate Buy” rating and an average price target of $34, above recent trading levels. However, the stock’s price-to-earnings ratio above 33 indicates that considerable optimism may already be reflected in the valuation.
• Negative Sentiment: CEO Russell Wayne Ford continued selling shares. Ford sold 40,000 shares on August 6 at an average price of $31.42, worth approximately $1.26 million, reducing his position by 11.24%. This followed sales of 40,000 shares on August 4 and 10,969 shares on August 3, adding to a pattern of sizable insider selling that may have pressured the stock or encouraged profit-taking. SEC Insider Transaction Filing

Insider Buying and Selling at StandardAero

In related news, CEO Russell Wayne Ford sold 40,000 shares of the stock in a transaction dated Thursday, August 6th. The shares were sold at an average price of $31.42, for a total transaction of $1,256,800.00. Following the sale, the chief executive officer owned 315,986 shares in the company, valued at $9,928,280.12. This represents a 11.24% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Over the last ninety days, insiders have sold 170,969 shares of company stock worth $5,222,709. 2.10% of the stock is owned by corporate insiders.

StandardAero Stock Down 2.4%

Shares of NYSE:SARO opened at $29.29 on Friday. The stock has a market capitalization of $9.74 billion, a price-to-earnings ratio of 30.20 and a beta of 0.92. StandardAero, Inc. has a 1-year low of $23.83 and a 1-year high of $34.48. The company’s fifty day moving average is $27.93 and its two-hundred day moving average is $28.03. The company has a debt-to-equity ratio of 0.81, a quick ratio of 1.59 and a current ratio of 2.12.

StandardAero (NYSE:SARO) last posted its quarterly earnings results on Thursday, May 7th. The company reported $0.33 EPS for the quarter, beating the consensus estimate of $0.30 by $0.03. StandardAero had a net margin of 5.12% and a return on equity of 14.67%. The business had revenue of $1.63 billion during the quarter, compared to analyst estimates of $1.49 billion. During the same period in the previous year, the business posted $0.19 EPS. The company’s quarterly revenue was up 13.3% on a year-over-year basis. Equities analysts anticipate that StandardAero, Inc. will post 1.43 EPS for the current year.

StandardAero Profile

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.