Total Wealth Planning & Management Inc. acquired a new stake in Copa Holdings, S.A. (NYSE:CPA – Free Report) in the 4th quarter, according to its most recent filing with the SEC. The fund acquired 4,095 shares of the transportation company’s stock, valued at approximately $494,000.
Several other institutional investors and hedge funds have also modified their holdings of CPA. Northwestern Mutual Wealth Management Co. grew its position in shares of Copa by 1,361,326.3% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 258,671 shares of the transportation company’s stock valued at $31,198,000 after purchasing an additional 258,652 shares during the period. Assenagon Asset Management S.A. acquired a new position in shares of Copa in the 4th quarter valued at approximately $18,813,000. Clark Capital Management Group Inc. boosted its position in Copa by 35.2% during the 3rd quarter. Clark Capital Management Group Inc. now owns 550,805 shares of the transportation company’s stock worth $65,447,000 after acquiring an additional 143,497 shares during the last quarter. Two Sigma Investments LP boosted its position in Copa by 153.5% during the 3rd quarter. Two Sigma Investments LP now owns 229,076 shares of the transportation company’s stock worth $27,219,000 after acquiring an additional 138,700 shares during the last quarter. Finally, Wasatch Advisors LP boosted its position in Copa by 33.3% during the 3rd quarter. Wasatch Advisors LP now owns 547,618 shares of the transportation company’s stock worth $65,068,000 after acquiring an additional 136,719 shares during the last quarter. 70.09% of the stock is currently owned by institutional investors and hedge funds.
Analyst Ratings Changes
A number of equities analysts have weighed in on the company. JPMorgan Chase & Co. upped their price target on Copa from $165.00 to $170.00 and gave the stock an “overweight” rating in a research report on Wednesday. Wall Street Zen raised Copa from a “hold” rating to a “buy” rating in a research report on Saturday, May 16th. UBS Group upped their price target on Copa from $185.00 to $195.00 and gave the stock a “buy” rating in a research report on Tuesday, May 26th. The Goldman Sachs Group upped their price target on Copa from $138.00 to $156.00 and gave the stock a “buy” rating in a research report on Friday, May 15th. Finally, Bank of America reduced their price target on Copa from $212.00 to $171.00 and set a “buy” rating for the company in a research report on Wednesday, March 18th. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Buy” and an average price target of $167.30.
Copa Trading Down 1.9%
NYSE CPA opened at $133.25 on Friday. The company has a market cap of $5.48 billion, a PE ratio of 7.77, a PEG ratio of 1.08 and a beta of 1.00. The company has a current ratio of 1.16, a quick ratio of 1.06 and a debt-to-equity ratio of 0.66. Copa Holdings, S.A. has a 12 month low of $99.32 and a 12 month high of $156.41. The stock has a 50 day moving average of $123.57 and a 200-day moving average of $126.63.
Copa (NYSE:CPA – Get Free Report) last released its quarterly earnings data on Wednesday, May 13th. The transportation company reported $5.16 EPS for the quarter, beating the consensus estimate of $4.43 by $0.73. The company had revenue of $1.05 billion during the quarter, compared to the consensus estimate of $1.04 billion. Copa had a return on equity of 26.01% and a net margin of 18.76%.The firm’s revenue for the quarter was up 17.0% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $4.28 EPS. On average, equities research analysts anticipate that Copa Holdings, S.A. will post 15.22 EPS for the current fiscal year.
Copa Dividend Announcement
The business also recently disclosed a quarterly dividend, which will be paid on Monday, June 15th. Stockholders of record on Friday, May 29th will be issued a $1.71 dividend. This represents a $6.84 annualized dividend and a dividend yield of 5.1%. The ex-dividend date of this dividend is Friday, May 29th. Copa’s dividend payout ratio is presently 39.88%.
Key Stories Impacting Copa
Here are the key news stories impacting Copa this week:
- Positive Sentiment: JPMorgan lifted its price target on Copa to $170 from $165 and maintained an overweight rating, signaling confidence in further upside.
- Positive Sentiment: Copa’s last reported quarter beat analyst expectations on both earnings and revenue, showing the company is still delivering solid operating performance.
- Neutral Sentiment: Zacks Research raised its FY2028 EPS estimate to $23.52 from $21.09, implying stronger long-term earnings potential.
- Neutral Sentiment: A separate article highlighted Copa’s dividend hike and cash strength, though it also noted ongoing pressure from oil prices and geopolitics. Article Title
- Negative Sentiment: Zacks Research cut near-term EPS estimates, including Q2 2026, Q3 2026, FY2026, FY2027, Q2 2027, Q3 2027, and Q4 2027, which points to weaker expected profitability in the coming periods.
Copa Company Profile
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.
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