Trek Financial LLC Increases Stake in Copa Holdings, S.A. $CPA

Posted by Brenda Bartman on May 12th, 2026

Trek Financial LLC lifted its stake in shares of Copa Holdings, S.A. (NYSE:CPA – Free Report) by 17.1% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 89,192 shares of the transportation company’s stock after buying an additional 13,016 shares during the quarter. Trek Financial LLC’s holdings in Copa were worth $10,757,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Capital World Investors increased its position in shares of Copa by 0.9% during the third quarter. Capital World Investors now owns 4,573,570 shares of the transportation company’s stock valued at $543,432,000 after buying an additional 40,285 shares during the period. Dimensional Fund Advisors LP increased its position in shares of Copa by 3.4% during the third quarter. Dimensional Fund Advisors LP now owns 1,313,021 shares of the transportation company’s stock valued at $156,014,000 after buying an additional 42,921 shares during the period. Captrust Financial Advisors increased its position in shares of Copa by 3.6% during the third quarter. Captrust Financial Advisors now owns 642,777 shares of the transportation company’s stock valued at $76,375,000 after buying an additional 22,177 shares during the period. Clark Capital Management Group Inc. increased its position in shares of Copa by 35.2% during the third quarter. Clark Capital Management Group Inc. now owns 550,805 shares of the transportation company’s stock valued at $65,447,000 after buying an additional 143,497 shares during the period. Finally, Wasatch Advisors LP increased its position in shares of Copa by 33.3% during the third quarter. Wasatch Advisors LP now owns 547,618 shares of the transportation company’s stock valued at $65,068,000 after buying an additional 136,719 shares during the period. Hedge funds and other institutional investors own 70.09% of the company’s stock.

Copa Price Performance

Shares of CPA opened at $117.01 on Tuesday. The stock has a market cap of $4.81 billion, a PE ratio of 7.19, a price-to-earnings-growth ratio of 1.06 and a beta of 0.94. The company has a debt-to-equity ratio of 0.65, a quick ratio of 1.20 and a current ratio of 1.31. Copa Holdings, S.A. has a fifty-two week low of $98.36 and a fifty-two week high of $156.41. The firm’s 50-day simple moving average is $118.46 and its two-hundred day simple moving average is $125.46.

Copa (NYSE:CPA – Get Free Report) last announced its quarterly earnings data on Wednesday, February 11th. The transportation company reported $4.46 earnings per share for the quarter, topping analysts’ consensus estimates of $4.44 by $0.02. Copa had a net margin of 18.57% and a return on equity of 25.62%. The business had revenue of $962.89 million for the quarter, compared to analysts’ expectations of $959.22 million. During the same quarter in the prior year, the company earned $3.99 earnings per share. The business’s revenue was up 9.6% compared to the same quarter last year. Analysts anticipate that Copa Holdings, S.A. will post 14.21 earnings per share for the current fiscal year.

Copa Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, March 13th. Stockholders of record on Friday, February 27th were issued a dividend of $1.71 per share. The ex-dividend date was Friday, February 27th. This is a positive change from Copa’s previous quarterly dividend of $1.61. This represents a $6.84 dividend on an annualized basis and a dividend yield of 5.8%. Copa’s dividend payout ratio is currently 42.04%.

Analysts Set New Price Targets

Several equities analysts recently issued reports on the stock. JPMorgan Chase & Co. reduced their price target on shares of Copa from $170.00 to $165.00 and set an “overweight” rating on the stock in a research report on Thursday, March 12th. Evercore restated an “outperform” rating and issued a $185.00 price objective on shares of Copa in a report on Friday, February 13th. Wall Street Zen cut shares of Copa from a “buy” rating to a “hold” rating in a report on Saturday, March 14th. Weiss Ratings restated a “buy (b)” rating on shares of Copa in a report on Wednesday, January 21st. Finally, Barclays cut their price objective on shares of Copa from $185.00 to $165.00 and set an “overweight” rating on the stock in a report on Tuesday, March 24th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and one has issued a Hold rating to the company. According to MarketBeat.com, Copa presently has a consensus rating of “Buy” and a consensus price target of $165.00.

View Our Latest Research Report on Copa

Copa Profile

(Free Report)

Copa Holdings, SA (NYSE:CPA) is a Panama‐based aviation holding company that provides passenger and cargo air transportation across the Americas and the Caribbean. Through its principal subsidiary, Copa Airlines, the company operates a modern fleet of Boeing 737 aircraft, offering scheduled flights that connect passengers through its Tocumen International Airport hub in Panama City. The company also offers dedicated cargo services under the Copa Cargo brand, leveraging belly hold capacity on its passenger flights to transport freight throughout its network.

The roots of Copa Holdings trace back to 1947, when Compañía Panameña de Aviación began operations as the flag carrier of Panama.