Driehaus Capital Management 13F: Cuts FTAI Stake by $33M

Driehaus Capital Trims Position in FTAI Aviation Ltd.

Driehaus Capital Management trimmed its holdings in FTAI Aviation Ltd. (NasdaqGS: FTAI) during the period ended May 15, 2026, according to a recent Form 13F filing with the Securities and Exchange Commission. The fund cut its position by 17.3%, selling 121,004 shares to wrap up the quarter with 579,521 shares. Based on the spot price, that remaining stake is worth about $156.8 million. Remember that 13F filings look backward at past months and may not show the firm's current daily holdings.

FTAI Aviation Ltd. Stock Performance and Market Position

FTAI Aviation Ltd. shares trade around $270.53, sitting comfortably above the 50-day moving average of $191.23 and well past the 200-day average of $235.54. The stock has experienced a wide 52-week trading range, hitting a low of $149.50 and a high of $323.51. The company carries a price-to-earnings ratio of 36.64, alongside a forward P/E ratio of 12.96.

Recent Earnings Performance

For the reporting period, FTAI Aviation Ltd. posted revenue of $3.11 billion with a revenue growth rate of 40.9%. The company generated earnings per share of $4.60, backed by a net margin of 15.9% and a return on equity of 1.74%. Investors can look ahead to the next earnings report scheduled for October 29, 2026.

Dividend Payouts

FTAI Aviation Ltd. distributes an annual dividend yielding 1.19%, supported by a dividend payout ratio of 32.61%.

Analysts Set New Price Targets

Wall Street firms maintain an upbeat view on the stock, carrying a consensus recommendation of Strong Buy across 11 analyst opinions with a mean price target of $351.00. On September 16, 2026, Barclays maintained its Overweight rating while lowering its price target to $310.00 from $350.00. Earlier, on August 21, 2026, Morgan Stanley kept its Overweight rating and raised its target to $360.00 from $319.00. BTIG also maintained a Buy rating on August 4, 2026, adjusting its target to $350.00 from $400.00, while RBC Capital kept an Outperform rating on July 27, 2026, with a target of $300.00.

Inside FTAI Aviation Ltd. Operations

FTAI Aviation Ltd. operates out of New York, acquiring and managing aviation equipment and aerospace products globally. The business operates through leasing commercial aircraft and engines alongside manufacturing and servicing aftermarket aviation components. This event gives investors another data point on how major institutional managers are handling their exposure to the aerospace sector as the stock trades near its higher ranges.