North Star Investment Management Corp. Makes New Investment in FTAI Aviation Ltd. $FTAI

North Star Investment Management Corp. bought a new position in FTAI Aviation Ltd. (NASDAQ:FTAI) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 3,433 shares of the financial services provider’s stock, valued at approximately $573,000.

Other hedge funds also recently made changes to their positions in the company. SJS Investment Consulting Inc. increased its stake in shares of FTAI Aviation by 122.9% during the first quarter. SJS Investment Consulting Inc. now owns 107 shares of the financial services provider’s stock worth $26,000 after acquiring an additional 59 shares during the period. Meeder Asset Management Inc. raised its holdings in FTAI Aviation by 142.2% during the first quarter. Meeder Asset Management Inc. now owns 109 shares of the financial services provider’s stock worth $27,000 after purchasing an additional 64 shares in the last quarter. Ancora Advisors LLC acquired a new stake in FTAI Aviation in the second quarter valued at about $32,000. Thurston Springer Miller Herd & Titak Inc. acquired a new stake in FTAI Aviation in the second quarter valued at about $37,000. Finally, Root Financial Partners LLC acquired a new stake in FTAI Aviation in the third quarter valued at about $25,000. Institutional investors and hedge funds own 88.96% of the company’s stock.

FTAI Aviation Stock Performance

NASDAQ FTAI opened at $196.01 on Friday. The business has a 50 day moving average price of $179.18 and a 200 day moving average price of $232.35. The company has a market capitalization of $20.13 billion, a P/E ratio of 42.61, a PEG ratio of 0.83 and a beta of 1.51. FTAI Aviation Ltd. has a 1-year low of $146.48 and a 1-year high of $323.51. The company has a debt-to-equity ratio of 8.55, a current ratio of 5.28 and a quick ratio of 2.07.

FTAI Aviation (NASDAQ:FTAI) last posted its earnings results on Thursday, October 29th. The financial services provider reported $1.43 EPS for the quarter, topping analysts’ consensus estimates of $1.31 by $0.12. The company had revenue of $977.66 million for the quarter. FTAI Aviation had a return on equity of 139.59% and a net margin of 15.94%. The firm’s revenue for the quarter was up 46.6% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.10 earnings per share. Sell-side analysts expect that FTAI Aviation Ltd. will post 5.48 EPS for the current fiscal year.

FTAI Aviation News Summary

Here are the key news stories impacting FTAI Aviation this week:

• Positive Sentiment: FTAI reported third-quarter adjusted earnings of $1.43 per share, above the $1.31 analyst consensus and up from $1.10 a year earlier. Revenue rose 46.6% year over year to $977.66 million, providing the main catalyst for the stock’s move. FTAI Aviation Q3 earnings and revenues beat estimates
• Positive Sentiment: On its earnings call, management emphasized a favorable outlook and discussed plans for a substantial stock buyback. Repurchases could support per-share results and signal confidence after the stock’s weak performance earlier in the year. FTAI Aviation earnings call transcript
• Positive Sentiment: FTAI has secured North American contracts for more than 100 power units scheduled for delivery in 2027 and 2028. The business could provide a new growth avenue by using aviation-engine technology to serve electricity demand from AI data centers. Jet engines can power AI data centers
• Neutral Sentiment: RBC reduced its price target from $300 to $250 but maintained an Outperform rating. The lower target reflects more cautious valuation expectations, while the unchanged rating remains supportive. RBC cuts FTAI Aviation price target
• Negative Sentiment: Despite the earnings beat, free cash flow remains a concern. Continued investment and the company’s substantial leverage could limit the benefits of buybacks and increase sensitivity to operating or financing setbacks. Why FTAI Aviation stock popped

Wall Street Analyst Weigh In

Several equities analysts have issued reports on the company. Barclays dropped their target price on FTAI Aviation from $350.00 to $310.00 and set an “overweight” rating on the stock in a research report on Tuesday, September 15th. Morgan Stanley decreased their target price on shares of FTAI Aviation from $360.00 to $310.00 and set an “overweight” rating on the stock in a research report on Friday, October 16th. Jefferies Financial Group reaffirmed a “buy” rating and set a $325.00 price target on shares of FTAI Aviation in a research note on Sunday, August 2nd. Weiss Ratings downgraded shares of FTAI Aviation from a “buy (b-)” rating to a “hold (c+)” rating in a report on Monday, August 3rd. Finally, Royal Bank Of Canada cut their price target on shares of FTAI Aviation from $300.00 to $250.00 and set an “outperform” rating for the company in a report on Wednesday. Eight analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $304.38.

FTAI Aviation Company Profile

FTAI Aviation Ltd. is an aviation-focused company that owns, acquires, leases and sells commercial aircraft engines, aircraft and related aviation assets. Its portfolio primarily supports the global narrowbody aircraft market, with a particular focus on widely used engine platforms such as the CFM56 and V2500.

The company provides engine leasing solutions to airlines, aircraft leasing companies and other aviation customers. It also supplies aviation parts and materials and offers maintenance, repair and overhaul-related services.