Air Transport ServicesATSG
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 Q2 SEC filings by fund managers ($100M+ AUM)
24% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 46
9% more call options, than puts
Call options by funds: $1.54M | Put options by funds: $1.41M
0% more funds holding in top 10
Funds holding in top 10: 4 [Q1] → 4 (+0) [Q2]
0% less capital invested
Capital invested by funds: $899M [Q1] → $897M (-$1.54M) [Q2]
0.91% less ownership
Funds ownership: 99.66% [Q1] → 98.76% (-0.91%) [Q2]
6% less funds holding
Funds holding: 163 [Q1] → 153 (-10) [Q2]
26% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 38
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Truist Securities Michael Ciarmoli 72% 1-year accuracy 34 / 47 met price target | 6%downside $15 | Hold Maintained | 12 Aug 2024 |
Stifel Frank Galanti 50% 1-year accuracy 1 / 2 met price target | 56%upside $25 | Buy Maintained | 12 Aug 2024 |
Financial journalist opinion
Based on 6 articles about ATSG published over the past 30 days