John McClain III Holmes, the Chairman of $AIR, sold 10,000 shares of the company on 02-03-2026 for an estimated $1,084,363. We received data on the trade from a recent SEC filing. This was a sale of approximately 4.0% of their shares of this class of stock. Following this trade, they now own 237,064 shares of this class of $AIR stock.
$AIR Insider Trading Activity
$AIR insiders have traded $AIR stock on the open market 15 times in the past 6 months. Of those trades, 0 have been purchases and 15 have been sales.
Here’s a breakdown of recent trading of $AIR stock by insiders over the last 6 months:
- JOHN MCCLAIN III HOLMES (Chairman, President & CEO) has made 0 purchases and 8 sales selling 138,288 shares for an estimated $12,530,247.
- CHRISTOPHER A. JESSUP (Senior Vice President-CCO) has made 0 purchases and 4 sales selling 23,621 shares for an estimated $2,292,392.
- ERIC PACHAPA (VP-CAO & Controller) has made 0 purchases and 2 sales selling 4,983 shares for an estimated $527,881.
- JESSICA A. GARASCIA (Senior VP, GC, CAO & Secretary) sold 4,787 shares for an estimated $455,975
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$AIR Hedge Fund Activity
We have seen 157 institutional investors add shares of $AIR stock to their portfolio, and 135 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WELLINGTON MANAGEMENT GROUP LLP added 878,188 shares (+144.3%) to their portfolio in Q3 2025, for an estimated $78,747,117
- BROAD BAY CAPITAL MANAGEMENT, LP added 581,565 shares (+inf%) to their portfolio in Q3 2025, for an estimated $52,148,933
- FULLER & THALER ASSET MANAGEMENT, INC. added 550,205 shares (+inf%) to their portfolio in Q3 2025, for an estimated $49,336,882
- FRONTIER CAPITAL MANAGEMENT CO LLC added 379,388 shares (+inf%) to their portfolio in Q3 2025, for an estimated $34,019,721
- WESTWOOD HOLDINGS GROUP INC removed 363,816 shares (-23.4%) from their portfolio in Q3 2025, for an estimated $32,623,380
- FRANKLIN RESOURCES INC added 311,258 shares (+36.9%) to their portfolio in Q3 2025, for an estimated $27,910,504
- VANGUARD GROUP INC added 281,871 shares (+7.5%) to their portfolio in Q4 2025, for an estimated $23,336,100
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$AIR Revenue
$AIR had revenues of $795.3M in Q2 2026. This is an increase of 15.92% from the same period in the prior year.
You can track AIR financials on Quiver Quantitative's AIR stock page.
$AIR Analyst Ratings
Wall Street analysts have issued reports on $AIR in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Keybanc issued a "Overweight" rating on 01/14/2026
- Jefferies issued a "Buy" rating on 12/17/2025
- RBC Capital issued a "Outperform" rating on 11/26/2025
- Truist Securities issued a "Buy" rating on 09/24/2025
To track analyst ratings and price targets for $AIR, check out Quiver Quantitative's $AIR forecast page.
$AIR Price Targets
Multiple analysts have issued price targets for $AIR recently. We have seen 5 analysts offer price targets for $AIR in the last 6 months, with a median target of $105.0.
Here are some recent targets:
- Noah Poponak from Goldman Sachs set a target price of $121.0 on 01/26/2026
- Michael Leshock from Keybanc set a target price of $109.0 on 01/14/2026
- Michael Ciarmoli from Truist Securities set a target price of $99.0 on 01/07/2026
- Ken Herbert from RBC Capital set a target price of $105.0 on 01/07/2026
- Sheila Kahyaoglu from Jefferies set a target price of $100.0 on 12/17/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
