Air Transport ServicesATSG
Market Cap: 1.07B
About: Air Transport Services Group Inc along with its subsidiaries operates within the airfreight and logistics industry. It leases aircraft and provides airline operations, ground services, aircraft modification and maintenance, and other support services mainly to the cargo transportation and package delivery industries. The company has two reportable segments namely Cargo Aircraft Management and ACMI Services (Aircraft, Crew, Maintenance, and Insurance). It generates a majority of its revenue from the ACMI services segment.
Employees: 5,095
Fund manager confidence
Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)
7% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 30
1.16% less ownership
Funds ownership: 100.23% [Q4 2023] → 99.07% (-1.16%) [Q1 2024]
1% less funds holding
Funds holding: 163 [Q4 2023] → 161 (-2) [Q1 2024]
20% less funds holding in top 10
Funds holding in top 10: 5 [Q4 2023] → 4 (-1) [Q1 2024]
22% less capital invested
Capital invested by funds: $1.15B [Q4 2023] → $894M (-$258M) [Q1 2024]
28% less call options, than puts
Call options by funds: $2.21M | Put options by funds: $3.08M
31% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 64
Research analyst outlook
4 Wall Street Analysts provided 1 year price forecasts over the past 6 months
4 analyst ratings
TD Cowen Helane Becker | 11%upside $18 | Buy Maintained | 8 May 2024 |
Susquehanna Christopher Stathoulopoulos | 8%downside $15 | Neutral Maintained | 8 May 2024 |
Truist Securities Michael Ciarmoli | 14%downside $14 | Hold Maintained | 19 Apr 2024 |
Susquehanna Christopher Stathoulopoulos | 14%downside $14 | Neutral Maintained | 28 Feb 2024 |
Financial journalist opinion
Based on 6 articles about ATSG published over the past 30 days