Sculptor Capital LP Buys New Position in StandardAero, Inc. $SARO

Sculptor Capital LP bought a new stake in StandardAero, Inc. (NYSE:SARO) during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 341,622 shares of the company’s stock, valued at approximately $8,824,000.

Other hedge funds also recently modified their holdings of the company. Vulcan Value Partners LLC purchased a new stake in StandardAero in the 4th quarter worth approximately $13,618,000. Allspring Global Investments Holdings LLC lifted its stake in shares of StandardAero by 16.4% during the 4th quarter. Allspring Global Investments Holdings LLC now owns 10,557,823 shares of the company’s stock worth $312,934,000 after purchasing an additional 1,484,755 shares during the period. Massachusetts Financial Services Co. MA lifted its stake in shares of StandardAero by 5.5% during 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 period. Trinity Street Asset Management LLP acquired a new stake in shares of StandardAero during the first quarter worth $25,692,000. Finally, M.D. Sass LLC boosted its holdings in shares of StandardAero by 69.5% during the fourth quarter. M.D. Sass LLC now owns 1,991,537 shares of the company’s stock worth $57,117,000 after purchasing an additional 816,573 shares during the last quarter.

Insider Activity at StandardAero

In other news, CEO Russell Wayne Ford sold 40,000 shares of StandardAero stock in a transaction dated Monday, July 6th. The stock was sold at an average price of $30.44, for a total value of $1,217,600.00. Following the transaction, the chief executive officer directly owned 486,955 shares of the company’s stock, valued at $14,822,910.20. The trade was a 7.59% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. 2.10% of the stock is currently owned by company insiders.

StandardAero Trading Up 0.1%

Shares of SARO opened at $28.73 on Monday. The company has a current ratio of 2.12, a quick ratio of 1.59 and a debt-to-equity ratio of 0.81. The firm has a market capitalization of $9.55 billion, a P/E ratio of 32.65 and a beta of 0.91. The stock’s fifty day simple moving average is $27.34 and its 200 day simple moving average is $28.13. StandardAero, Inc. has a twelve month low of $23.83 and a twelve month high of $34.48.

StandardAero (NYSE:SARO) last issued its earnings results on Thursday, May 7th. The company reported $0.33 earnings per share for the quarter, beating analysts’ consensus estimates of $0.30 by $0.03. StandardAero had a return on equity of 12.36% and a net margin of 4.71%.The firm had revenue of $1.63 billion for the quarter, compared to analysts’ expectations of $1.49 billion. During the same quarter last year, the firm earned $0.19 earnings per share. The firm’s revenue for the quarter was up 13.3% compared to the same quarter last year. StandardAero has set its FY 2026 guidance at 1.400-1.500 EPS. On average, equities research analysts forecast that StandardAero, Inc. will post 1.42 earnings per share for the current year.

Analysts Set New Price Targets

SARO has been the subject of several analyst reports. Truist Financial upgraded StandardAero to a “strong-buy” rating in a research note on Friday, May 1st. UBS Group raised StandardAero from a “neutral” rating to a “buy” rating and decreased their price target for the stock from $35.00 to $34.00 in a research note on Monday, May 11th. Jefferies Financial Group lowered StandardAero from a “buy” rating to a “hold” rating and decreased their price target for the stock from $34.00 to $30.00 in a research note on Tuesday, June 2nd. Susquehanna lowered their price target on StandardAero from $40.00 to $37.00 and set a “positive” rating for the company in a report on Monday, May 11th. Finally, Canadian Imperial Bank of Commerce reaffirmed an “outperform” rating and set a $39.00 price objective on shares of StandardAero in a research note on Friday, May 8th. Two analysts have rated the stock with a Strong Buy rating, six have issued a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat.com, StandardAero currently has an average rating of “Moderate Buy” and a consensus price target of $34.00.

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.