Why FTAI Aviation (FTAI) Stock Is Down Today

FTAI Aviation (FTAI) is down 7.0% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely explanation is that investors are taking profits after Monday’s sharp rally, when FTAI jumped on news of a large new warehouse financing facility for its Strategic Capital platform. There does not appear to be a fresh negative company filing or press release tied directly to today’s drop, so this could also reflect the market reassessing valuation after the recent run-up and revisiting the company’s lower 2026 Aviation Leasing guidance from late July.

Details:

FTAI announced on August 17 that it closed a $2.0 billion warehouse financing facility for its 2026 SPV, with potential capacity rising to $3.0 billion through an accordion feature.

The company said the financing will support acquisitions of on-lease mid-life 737NG and A320ceo aircraft, while FTAI performs the related engine maintenance work.

In its July 29 second-quarter release, FTAI reported $117.6 million of net income attributable to shareholders and raised its quarterly dividend to $0.50 per share.

That same quarterly update also lowered 2026 Aviation Leasing adjusted EBITDA guidance to $475 million from $575 million as FTAI continues shifting toward a more asset-light model.

Sources:

FTAI Aviation Investor Relations, SEC, Yahoo Finance

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$FTAI Insider Trading Activity

$FTAI insiders have traded $FTAI stock on the open market 6 times in the past 6 months. Of those trades, 1 have been purchases and 5 have been sales.

Here’s a breakdown of recent trading of $FTAI stock by insiders over the last 6 months:

MARTIN TUCHMAN has made 0 purchases and 3 sales selling 254,260 shares for an estimated $61,534,493.
PAUL R GOODWIN sold 10,000 shares for an estimated $3,033,500
DAVID MORENO (President) purchased 2,475 shares for an estimated $498,143
JUDITH A HANNAWAY sold 255 shares for an estimated $64,741

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$FTAI Hedge Fund Activity

We have seen 388 institutional investors add shares of $FTAI stock to their portfolio, and 321 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

BAILLIE GIFFORD & CO removed 2,286,363 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $618,529,782
FMR LLC removed 1,732,000 shares (-32.6%) from their portfolio in Q2 2026, for an estimated $468,557,959
JPMORGAN CHASE & CO added 1,032,428 shares (+inf%) to their portfolio in Q2 2026, for an estimated $279,302,746
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 902,149 shares (+inf%) to their portfolio in Q2 2026, for an estimated $244,058,368
WELLINGTON MANAGEMENT GROUP LLP added 794,253 shares (+51.8%) to their portfolio in Q2 2026, for an estimated $214,869,264
GOLDMAN SACHS GROUP INC added 636,930 shares (+48.2%) to their portfolio in Q2 2026, for an estimated $172,308,672
DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN removed 609,462 shares (-16.2%) from their portfolio in Q2 2026, for an estimated $164,877,754

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.

$FTAI Congressional Stock Trading

Members of Congress have traded $FTAI stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $FTAI stock by members of Congress over the last 6 months:

REPRESENTATIVE BRIAN BABIN sold up to $100,000 on 05/05.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$FTAI Price Targets

Multiple analysts have issued price targets for $FTAI recently. We have seen 3 analysts offer price targets for $FTAI in the last 6 months, with a median target of $340.0.

Here are some recent targets:

Kristine Liwag from Morgan Stanley set a target price of $293.0 on 03/24/2026
Andre Madrid from BTIG set a target price of $340.0 on 03/13/2026
Brandon Oglenski from Barclays set a target price of $350.0 on 02/27/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.