38,972 Copa Holdings, S.A. $CPA Shares Purchased by Trek Financial LLC

Posted by Brian Himes on Nov 2nd, 2026

Trek Financial LLC grew its stake in Copa Holdings, S.A. (NYSE:CPA – Free Report) by 42.3% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 131,163 shares of the transportation company’s stock after buying an additional 38,972 shares during the period. Copa comprises approximately 0.8% of Trek Financial LLC’s holdings, making the stock its 25th biggest position. Trek Financial LLC’s holdings in Copa were worth $17,294,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in CPA. Elevation Wealth Partners LLC raised its stake in Copa by 240.8% during the 2nd quarter. Elevation Wealth Partners LLC now owns 167 shares of the transportation company’s stock worth $26,000 after acquiring an additional 118 shares during the period. Integrated Wealth Concepts LLC bought a new position in shares of Copa in the second quarter worth approximately $76,000. Triumph Capital Management boosted its position in shares of Copa by 26.7% in the second quarter. Triumph Capital Management now owns 570 shares of the transportation company’s stock worth $89,000 after purchasing an additional 120 shares during the period. Mirae Asset Global Investments Co. Ltd. purchased a new stake in shares of Copa in the third quarter worth $100,000. Finally, Leonteq Securities AG increased its stake in shares of Copa by 743.6% in the first quarter. Leonteq Securities AG now owns 928 shares of the transportation company’s stock worth $105,000 after purchasing an additional 818 shares in the last quarter. Institutional investors own 70.09% of the company’s stock.

Copa Trading Up 0.2%

CPA opened at $129.24 on Monday. The stock has a market cap of $5.32 billion, a price-to-earnings ratio of 8.50, a P/E/G ratio of 1.23 and a beta of 1.14. The stock’s 50 day moving average price is $131.74 and its 200-day moving average price is $133.17. Copa Holdings, S.A. has a one year low of $107.44 and a one year high of $160.46. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.97 and a current ratio of 1.06.

Copa (NYSE:CPA – Get Free Report) last issued its quarterly earnings results on Saturday, August 8th. The transportation company reported $1.67 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.88 by ($0.21). Copa had a return on equity of 22.40% and a net margin of 15.71%. The business had revenue of $1.06 billion for the quarter, compared to the consensus estimate of $1.08 billion. During the same period in the prior year, the business posted $3.61 earnings per share. Copa’s revenue was up 25.7% on a year-over-year basis. On average, equities analysts forecast that Copa Holdings, S.A. will post 14.78 EPS for the current year.

Copa Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 15th. Shareholders of record on Monday, August 31st were paid a $1.71 dividend. The ex-dividend date was Monday, August 31st. This represents a $6.84 dividend on an annualized basis and a yield of 5.3%. Copa’s dividend payout ratio (DPR) is presently 44.97%.

Analysts Set New Price Targets

Several analysts recently issued reports on the company. Wall Street Zen downgraded Copa from a “buy” rating to a “hold” rating in a research note on Saturday, August 15th. Raymond James Financial cut their price objective on shares of Copa from $195.00 to $185.00 and set a “strong-buy” rating for the company in a report on Monday, August 24th. UBS Group reduced their price objective on shares of Copa from $195.00 to $185.00 and set a “buy” rating on the stock in a research report on Tuesday, August 11th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Copa in a research note on Tuesday, August 11th. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Buy” and an average price target of $172.20.

Get Our Latest Stock Analysis on CPA

Copa Company Profile

(Free Report)

Copa Holdings, SA is a Panama-based airline holding company whose principal subsidiary is Compañía Panameña de Aviación, SA, known as Copa Airlines. The company provides scheduled passenger air transportation, with Tocumen International Airport in Panama City serving as its primary hub.

Copa Airlines operates a network connecting Panama with destinations across North, Central and South America and the Caribbean. Its services support both business and leisure travel, with connecting traffic routed through Panama’s geographic position as a regional aviation hub.

Copa Holdings also has an interest in Wingo, a low-cost airline serving Colombia and other markets in the Americas.