Grupo Aeroportuario del Sureste, S.A.B. de C.V. ($ASR) reported a solid third quarter for 2026, with total revenue rising $576.3 million, up 20.4% from a year earlier. Operating profit increased 6.7% to $215.1 million, while net income attributable to common shareholders climbed 3.4% to $119.4 million. Diluted earnings per share came in at $3.98, up 3.4% year over year.
Cash generation was a highlight of the quarter. Cash from operating activities jumped 88.6% to $465.0 million, while cash and cash equivalents reached $1.25 billion, up 41.3% from the prior year. The company also continued investing in its network, with capital spending on property, plant and equipment totaling $150.2 million.
At the same time, the quarter showed some pressure in profitability and balance sheet items. Gross profit declined 58.0% to $277.1 million, while total liabilities increased sharply to $5.37 billion. Still, the overall results point to stronger revenue growth and improved operating cash flow for ASR in the period.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Grupo Aeroportuario del Sureste, S.A.B. de C.V. Hedge Fund Activity
We have seen 68 institutional investors add shares of Grupo Aeroportuario del Sureste, S.A.B. de C.V. stock to their portfolio, and 78 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- GQG PARTNERS LLC removed 366,108 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $112,285,323
- JPMORGAN CHASE & CO added 197,674 shares (+inf%) to their portfolio in Q2 2026, for an estimated $60,626,615
- NINETY ONE UK LTD removed 77,523 shares (-100.0%) from their portfolio in Q3 2026, for an estimated $18,232,634
- BLACKROCK, INC. added 34,981 shares (+4.7%) to their portfolio in Q2 2026, for an estimated $10,728,672
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND removed 33,860 shares (-98.7%) from their portfolio in Q2 2026, for an estimated $10,384,862
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added 31,808 shares (+26.6%) to their portfolio in Q2 2026, for an estimated $9,755,513
- NORTHERN TRUST CORP removed 18,171 shares (-59.4%) from their portfolio in Q2 2026, for an estimated $5,573,045
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Grupo Aeroportuario del Sureste, S.A.B. de C.V. Analyst Ratings
Wall Street analysts have issued reports on $ASR in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- UBS issued a "Buy" rating on 06/18/2026
To track analyst ratings and price targets for Grupo Aeroportuario del Sureste, S.A.B. de C.V., check out Quiver Quantitative's $ASR forecast page.
