AAR (AIR) Director Ellen M. Lord Sells $425K of Stock

Director Ellen M. Lord sold 4,241 shares of AAR Corp. (NYSE: AIR) on October 20, 2026, according to a Form 4 filed with the Securities and Exchange Commission. The aerospace and defense company stock traded at an average price of $100.24 per share, making the total value of the sale about $425,128.

AIR AAR Corp.

$95.04 ▲ +12.54% year to date

1M 3M YTD

Daily close · Oct 22, 2026

Inside Ellen M. Lord's AIR Trade

The transaction reduced Lord's direct stock holding by 29.46% to a remaining total of 10,155 shares. The sale was executed directly without a pre-arranged Rule 10b5-1 trading plan. Shares of AAR Corp. closed at $99.80 on the transaction date.

Other Institutional Activity in AAR Corp.

Large investment firms have been tweaking their own holdings in the aerospace firm recently. Loomis Sayles & Co L P lowered its stake by 185,398 shares, ending the period with 638,885 shares worth about $89.9 million after a 22.5% reduction. Earnest Partners LLC trimmed its position by 52,984 shares, or 4.1%, holding 1,252,035 shares valued at $118.8 million. American Century Companies Inc reduced its holdings by 45,046 shares, marking a 5.4% drop to finish with 783,011 shares worth roughly $74.3 million.

AAR Corp. Stock Down 4.8%

The stock recently traded around $94.89, which sits roughly 4.9% below its closing price on the day of the insider transaction. Shares are trading lower than both their 50-day and 200-day moving averages while remaining above the 52-week low of $76.10.

Recent Earnings

AAR Corp. reported trailing twelve-month revenue of $3.49 billion alongside basic earnings of $4.88 per share. The company posted a net profit margin of 5.5% and a return on equity of 12.9%, with year-over-year revenue growth reaching 24.1%. The next quarterly financial report is scheduled for release on January 5, 2027.

Insider Buying and Selling at AAR Corp.

Several company executives and board members executed sales prior to this transaction. Chief Financial Officer Sarah Louise Flanagan sold 10,750 shares in February 2026 for roughly $1.17 million. General Counsel Jessica A Garascia sold 6,284 shares in March for about $705,069. Director Billy Nolen parted with 1,562 shares in March for $173,385, while Chief Executive Officer John McClain Holmes III sold 86,175 shares in March for approximately $9.56 million.

Analysts Set New Price Targets

Wall Street firms have kept mostly upbeat views on the stock through recent months. Jefferies maintained a buy rating while lifting its price target to $160 in September. Truist Securities kept a buy rating in July with a $145 target, and RBC Capital reiterated an outperform rating with a $145 target in September. Guggenheim initiated coverage with a neutral stance in September. Analysts overall maintain a consensus buy recommendation with a mean price target of $154.50.

About AAR Corp.

Based in Wood Dale, Illinois, AAR Corp. supplies parts and maintenance services to commercial airlines, government agencies, and defense customers worldwide. Its operations span parts supply, repair and engineering solutions, government programs, and legacy commercial support, keeping global fleets flying.

Bottom Line

Investors are watching how institutional and insider sentiment evolves ahead of AAR Corp.'s next earnings report in early January. Regulatory filings provide a clear window into how leadership manages personal equity while broader market trends play out.