StandardAero Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:SARO Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
03 Oct 24	BuyUS$2,496,000	Paul McElhinney	Individual	104,000	US$24.00
03 Oct 24	SellUS$65,958,552	GIC Private Limited	Company	2,900,552	US$22.74
03 Oct 24	SellUS$292,196,448	The Carlyle Group Inc.	Company	12,849,448	US$22.74

Insider Trading Volume

Insider Buying: SARO insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of SARO?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	5,083,332	1.52%
Institutions	16,647,294	4.98%
Sovereign Wealth Funds	47,447,058	14.2%
General Public	55,093,480	16.5%
VC/PE Firms	210,190,466	62.8%

Dilution of Shares: SARO only recently listed within the past 12 months

Top Shareholders

Top 25 shareholders own 83.5% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
62.8%	The Carlyle Group Inc.	210,190,466	US$5.4b	-99.1%	66.99%
14.2%	GIC Private Limited	47,447,058	US$1.2b	-99.1%	2.45%
1.51%	The Vanguard Group, Inc.	5,051,759	US$129.2m	0%	no data
0.95%	Russell Ford	3,191,011	US$81.6m	-99%	no data
0.74%	FMR LLC	2,479,148	US$63.4m	0%	no data
0.66%	AllianceBernstein L.P.	2,200,319	US$56.3m	0%	0.02%
0.5%	Franklin Resources, Inc.	1,678,843	US$42.9m	0%	0.01%
0.49%	Massachusetts Financial Services Company	1,641,118	US$42.0m	0%	0.01%
0.29%	Brown Advisory Incorporated	977,044	US$25.0m	0%	0.03%
0.22%	Voya Investment Management LLC	742,295	US$19.0m	0%	0.02%
0.19%	Jennison Associates LLC	642,515	US$16.4m	0%	0.01%
0.15%	Neuberger Berman Investment Advisers LLC	516,000	US$13.2m	0%	0.01%
0.14%	Kerry O'Sullivan	454,866	US$11.6m	-99%	no data
0.13%	T. Rowe Price Group, Inc.	427,638	US$10.9m	0%	no data
0.13%	Daniel Satterfield	422,228	US$10.8m	-98.9%	no data
0.11%	Lewis Prebble	354,171	US$9.1m	-99%	no data
0.081%	Kimberly Ashmun	270,525	US$6.9m	-98.9%	no data
0.073%	Paul McElhinney	244,288	US$6.2m	-98.3%	no data
0.017%	Andrea Newman	56,173	US$1.4m	-99.2%	no data
0.016%	Goldman Sachs Asset Management, L.P.	53,555	US$1.4m	0%	no data
0.015%	Loomis Sayles & Company, L.P.	49,969	US$1.3m	0%	no data
0.015%	Thornburg Investment Management, Inc.	48,783	US$1.2m	0%	0.01%
0.014%	Marc Drobny	46,320	US$1.2m	0%	no data
0.013%	Janus Henderson Group plc	42,128	US$1.1m	0%	no data
0.0092%	Principal Global Investors, LLC	30,769	US$787.1k	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/30 07:11
End of Day Share Price	2024/12/30 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

StandardAero, Inc. is covered by 8 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Ronald Epstein	BofA Global Research
Krista Friesen	CIBC Capital Markets
Sheila Kahyaoglu	Jefferies LLC