AL
SUMISHO AIR LEASE CORP
No data for this timeframe.
Vol
Inst. Holders8 funds
Inst. Value$1.1B
Inst. Activity2 buys / 2 sells
SEC Reports6
Recent Activity
Apr 30, 2026
SEC
This is a post-merger 10-K/A amendment filed solely to add Part III items (director/officer info, executive compensation
10-K/A — Impact 3/10
Apr 22, 2026
SEC
Sumisho Air Lease Corp has announced the effectiveness of a previously filed registration statement, allowing the compan
EFFECT — Impact 3/10
Apr 17, 2026
SEC
Sumisho Air Lease Corp adopted a new 2026 Annual Cash Bonus Plan, replacing the 2025 plan, to provide cash incentives to
8-K — Impact 3/10
Apr 8, 2026
Insider
Clark Yvette Hollingsworth sold 25,288.82 shares
Director @ $65.00 ($1.6M)
Apr 8, 2026
Insider
McCaw Susan sold 30,942.1 shares
Director @ $65.00 ($2.0M)
Apr 8, 2026
Insider
KRONGARD CHERYL GORDON sold 59,208.56 shares
Director @ $65.00 ($3.8M)
Inst.
TWO SIGMA INVESTMENTS, LP — DOUBLED
2,134,448 shares ($137.1M)
Inst.
NORGES BANK — NEW
1,333,070 shares ($85.6M)
Price Targets
Historical data — last covering-analyst action Jan 2026. No current recommendation available.
$65.00 (Jan 2026)
Current $65.00
Low $65.00
Median $65.00
High $65.00
3 analysts
$65.00
$65.00
Analyst Ratings
0Strong Buy
0Buy
5Hold
3Sell
3Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jan 6, 2026 | Barclays | DOWNGRADE | Overweight → Equal-Weight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.14 ▲ +4.2% | $1.03 — $1.25 | -65% YoY | 4 |
| Next Q | $1.20 ▼ -5.2% | $0.97 — $1.43 | -64% YoY | 4 |
| Current FY | $7.45 ▲ +1.4% | $7.45 — $7.45 | 49% YoY | 1 |
| Next FY | $8.53 | $8.53 — $8.53 | 14% YoY | 1 |
Latest Reports
NEUTRAL
10-K/A
3/10
This is a post-merger 10-K/A amendment filed solely to add Part III items (director/officer info, executive compensation
Apr 30, 2026
NEUTRAL
EFFECT
3/10
Sumisho Air Lease Corp has announced the effectiveness of a previously filed registration statement, allowing the compan
Apr 22, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $733.8M | — |
| TWO SIGMA INVESTMENTS, LP | $137.1M | DOUBLED |
| NORGES BANK | $85.6M | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $76.7M | NEW |
| MORGAN STANLEY | $60.5M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Apr 8, 2026 | Clark Yvette | D | $1.6M |
| Apr 8, 2026 | McCaw Susan | D | $2.0M |
| Apr 8, 2026 | KRONGARD CHERYL | D | $3.8M |
| Apr 8, 2026 | LARSEN MARSHALL | D | $2.6M |
| Apr 8, 2026 | Korde Kishore | D | $4.1M |
8 institutional holders with $1.1B total value (17,423,049 shares) as of 2025-Q4. Top holders: VANGUARD, TWO, NORGES.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 11,424,772 | $733.8M | 65.6% | — |
| 2 | TWO SIGMA INVESTMENTS, LP | 2,134,448 | $137.1M | 12.3% | DOUBLED +796.7% |
| 3 | NORGES BANK | 1,333,070 | $85.6M | 7.7% | NEW |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,194,242 | $76.7M | 6.9% | NEW |
| 5 | MORGAN STANLEY | 942,431 | $60.5M | 5.4% | — |
| 6 | BANK OF AMERICA CORP /DE/ | 274,674 | $17.6M | 1.6% | TRIM -66.3% |
| 7 | FMR LLC | 64,872 | $4.2M | 0.4% | TRIM -29.0% |
| 8 | WELLS FARGO & COMPANY/MN | 54,540 | $3.5M | 0.3% | NEAR_EXIT -85.2% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 238,023 | 2,134,448 | +796.7% | $137.1M | 2025-Q4 |
| NORGES BANK | NEW | — | 1,333,070 | — | $85.6M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 815,654 | 274,674 | -66.3% | $17.6M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | NEAR_EXIT | 368,408 | 54,540 | -85.2% | $3.5M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 1,235,262 | 815,654 | -34.0% | $51.9M | 2025-Q3 |
| UBS Group AG | DOUBLED | 222,548 | 762,030 | +242.4% | $48.5M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | TRIM | 498,772 | 368,408 | -26.1% | $23.4M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 104,513 | 238,023 | +127.7% | $15.2M | 2025-Q3 |
| FMR LLC | TRIM | 90,337 | 64,174 | -29.0% | $4.1M | 2025-Q3 |
| NORGES BANK | EXIT | 1,229,448 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 1,229,448 | — | $71.9M | 2025-Q2 |
| UBS Group AG | TRIM | 521,878 | 222,548 | -57.4% | $13.0M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 104,513 | — | $6.1M | 2025-Q2 |
| FMR LLC | ADD | 71,988 | 90,337 | +25.5% | $5.3M | 2025-Q2 |
| NORGES BANK | EXIT | 1,025,002 | 0 | -100.0% | $0.00 | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 38,067 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | DOUBLED | 161,195 | 472,991 | +193.4% | $22.8M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 249,179 | 437,545 | +75.6% | $21.1M | 2024-Q4 |
| CITADEL ADVISORS LLC | TRIM | 85,548 | 50,548 | -40.9% | $2.4M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 1,115,221 | — | $50.5M | 2024-Q3 |
16 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 8, 2026 | Clark Yvette Hollingsworth | Director | D | 25,288.82 | $65.00 | $1.6M |
| Apr 8, 2026 | McCaw Susan | Director | D | 30,942.1 | $65.00 | $2.0M |
| Apr 8, 2026 | KRONGARD CHERYL GORDON | Director | D | 59,208.56 | $65.00 | $3.8M |
| Apr 8, 2026 | LARSEN MARSHALL O | Director | D | 39,727.97 | $65.00 | $2.6M |
| Apr 8, 2026 | Korde Kishore | EVP | D | 62,853 | $65.00 | $4.1M |
| Apr 8, 2026 | Poerschke John D | EVP | D | 107,778 | $65.00 | $7.0M |
| Apr 8, 2026 | Levy Grant A | EVP | D | 151,438 | $65.00 | $9.8M |
| Apr 8, 2026 | Forsyte Carol Hyland | EVP, GC, CORP SECRETARY & CCO | D | 100,752 | $65.00 | $6.5M |
| Apr 8, 2026 | Khatibi Alex A | EVP | D | 91,506 | $65.00 | $5.9M |
| Apr 8, 2026 | Beker David | EVP, MARKETING | D | 36,408 | $65.00 | $2.4M |
| Apr 8, 2026 | UDVAR-HAZY STEVEN F | Director | D | 1,325,528 | $65.00 | $86.2M |
| Apr 8, 2026 | UDVAR-HAZY STEVEN F | Director | D | 1,300 | $65.00 | $84.5K |
| Apr 8, 2026 | Plueger John L | CEO AND PRESIDENT | D | 867,726 | $65.00 | $56.4M |
| Apr 8, 2026 | HART MATTHEW J | Director | D | 40,587 | $65.00 | $2.6M |
| Apr 8, 2026 | Milton Robert A | Director | D | 42,527 | $65.00 | $2.8M |
| Apr 8, 2026 | Saines Ian M | Director | D | 54,926.97 | $65.00 | $3.6M |
| Apr 8, 2026 | Willis Gregory B | EVP AND CFO | D | 68,923 | $65.00 | $4.5M |
| Apr 3, 2026 | Milton Robert A | Director | G | 7,700 | $0.00 | $0.00 |
| Mar 5, 2026 | UDVAR-HAZY STEVEN F | Director | G | 60,000 | $0.00 | $0.00 |
| Feb 25, 2026 | Poerschke John D | EVP | F | 1,430 | $64.85 | $92.7K |
| Feb 25, 2026 | Willis Gregory B | EVP AND CFO | F | 1,969 | $64.85 | $127.7K |
| Feb 25, 2026 | Khatibi Alex A | EVP | F | 1,815 | $64.85 | $117.7K |
| Feb 25, 2026 | Levy Grant A | EVP | F | 2,081 | $64.85 | $135.0K |
| Feb 25, 2026 | Forsyte Carol Hyland | EVP, GC, CORP SECRETARY & CCO | F | 2,024 | $64.85 | $131.3K |
| Feb 25, 2026 | Korde Kishore | EVP | F | 1,850 | $64.85 | $120.0K |
| Feb 25, 2026 | Plueger John L | CEO AND PRESIDENT | F | 14,365 | $64.85 | $931.6K |
| Feb 25, 2026 | UDVAR-HAZY STEVEN F | Director | F | 37,696 | $64.85 | $2.4M |
| Feb 12, 2026 | Poerschke John D | EVP | A | 234 | $0.00 | $0.00 |
| Feb 12, 2026 | Poerschke John D | EVP | F | 97 | $64.66 | $6.3K |
| Feb 12, 2026 | Forsyte Carol Hyland | EVP, GC, CORP SECRETARY & CCO | A | 311 | $0.00 | $0.00 |
| Feb 12, 2026 | Forsyte Carol Hyland | EVP, GC, CORP SECRETARY & CCO | F | 129 | $64.66 | $8.3K |
| Feb 12, 2026 | Plueger John L | CEO AND PRESIDENT | A | 1,819 | $0.00 | $0.00 |
| Feb 12, 2026 | Plueger John L | CEO AND PRESIDENT | F | 700 | $64.66 | $45.3K |
| Feb 12, 2026 | UDVAR-HAZY STEVEN F | Director | A | 122,595 | $0.00 | $0.00 |
| Feb 12, 2026 | UDVAR-HAZY STEVEN F | Director | F | 46,737 | $64.66 | $3.0M |
| Feb 12, 2026 | Willis Gregory B | EVP AND CFO | A | 309 | $0.00 | $0.00 |
| Feb 12, 2026 | Willis Gregory B | EVP AND CFO | F | 128 | $64.66 | $8.3K |
| Feb 12, 2026 | Levy Grant A | EVP | A | 348 | $0.00 | $0.00 |
| Feb 12, 2026 | Levy Grant A | EVP | F | 144 | $64.66 | $9.3K |
| Feb 12, 2026 | Korde Kishore | EVP | A | 311 | $0.00 | $0.00 |
| Feb 12, 2026 | Korde Kishore | EVP | F | 129 | $64.66 | $8.3K |
| Feb 12, 2026 | Khatibi Alex A | EVP | A | 308 | $0.00 | $0.00 |
| Feb 12, 2026 | Khatibi Alex A | EVP | F | 127 | $64.66 | $8.2K |
| Feb 12, 2026 | Beker David | EVP, MARKETING | A | 140 | $0.00 | $0.00 |
| Feb 12, 2026 | Beker David | EVP, MARKETING | F | 49 | $64.66 | $3.2K |
6 SEC filing reports analyzed. Sentiment: 0 bullish, 2 bearish, 0 mixed, 4 neutral. Avg impact: 5.2/10.
NEUTRAL
10-K/A
3/10
This is a post-merger 10-K/A amendment filed solely to add Part III items (director/officer info, ex
Apr 30, 2026
NEUTRAL
EFFECT
3/10
Sumisho Air Lease Corp has announced the effectiveness of a previously filed registration statement,
Apr 22, 2026
NEUTRAL
8-K
3/10
Sumisho Air Lease Corp adopted a new 2026 Annual Cash Bonus Plan, replacing the 2025 plan, to provid
Apr 17, 2026
BEARISH
8-K
6/10
Sumisho Air Lease Corp announced a 40% workforce reduction affecting 64 employees following its merg
Apr 14, 2026
BEARISH
8-K
7/10
Air Lease Corp (AL) is undergoing a merger with Takeoff Merger Sub Inc., funded by a $4 billion bond
Apr 8, 2026
NEUTRAL
25-NSE
9/10
Air Lease Corporation (AL) has been acquired, with its Class A Common Stock and 3.700% Medium-Term N
Apr 8, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Historical analyst distribution (last covering-analyst action Jan 2026): 0% buy across 11 analysts — 0 strong buy, 0 buy, 5 hold, 3 sell, 3 strong sell. No current recommendation available.
Analyst Price Targets
Historical data — last covering-analyst action Jan 2026. No current recommendation available.
$65.00 mean target (Jan 2026)
$65.00 Low
$65.00 High
| Metric | Value |
|---|---|
| Current Price | $65.00 |
| Target Low | $65.00 |
| Target Mean | $65.00 |
| Target Median | $65.00 |
| Target High | $65.00 |
| # Analysts | 3 |
| Recommendation | — (no recent coverage) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-03-31 |
$1.14 | $1.03 | $1.25 | -65.0% | +4.2% | 1↑ 0↓ | $0.8B | 3.6% | 4 |
| Next Q 2026-06-30 |
$1.20 | $0.97 | $1.43 | -63.8% | -5.2% | 1↑ 0↓ | $0.8B | 2.6% | 4 |
| Current FY 2026-12-31 |
$7.45 | $7.45 | $7.45 | 49.0% | +1.4% | 0↑ 1↓ | $3.1B | 2.9% | 1 |
| Next FY 2027-12-31 |
$8.53 | $8.53 | $8.53 | 14.4% | +0.0% | — | $3.4B | 8.6% | 1 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.140 | |
| 7d ago | $1.093 | +0.046 |
| 30d ago | $1.093 | +0.046 |
| 60d ago | $1.118 | +0.022 |
| 90d ago | $1.118 | +0.022 |
1 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jan 6, 2026 | Barclays | DOWNGRADE | Overweight | Equal-Weight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 0 | 0 | 5 | 3 | 3 | 0% | |
| May 1, 2026 | 0 | 0 | 5 | 3 | 3 | 0% | |
| Apr 1, 2026 | 0 | 0 | 5 | 3 | 3 | 0% | |
| Mar 1, 2026 | 0 | 0 | 5 | 3 | 3 | 0% | |
| Feb 1, 2026 | 0 | 0 | 5 | 3 | 3 | 0% | |
| Jan 1, 2026 | 3 | 5 | 3 | 0 | 0 | 73% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 6, 2026
earnings_calendar
AL Q1 2026 Earnings Scheduled — 2026-05-06
Apr 7, 2026
short_interest
FTD: AL — 284,027 shares ($18.5M) failed to deliver
Settlement: 20260407, Price: $64.98, FTD Value: $18,456,074.46, AIR LEASE CORP CL A
Apr 6, 2026
short_interest
FTD: AL — 283,407 shares ($18.4M) failed to deliver
Settlement: 20260406, Price: $64.95, FTD Value: $18,407,284.65, AIR LEASE CORP CL A
Apr 6, 2026
dark_pool
Dark Pool: AL — 0.9M shares, 8,868 trades
Week starting 2026-04-06. Total ATS volume: 859,225 shares across 8,868 trades.
Mar 30, 2026
short_volume
Short Volume: AL — 67.6% short (0.4M / 0.6M)
Short: 387,441 | Exempt: 0 | TRF Vol: 572,755 | Short Ratio: 67.6% | Off-exchange volume (dark pool + OTC)
Mar 30, 2026
dark_pool
Dark Pool: AL — 2.6M shares, 25,711 trades
Week starting 2026-03-30. Total ATS volume: 2,632,318 shares across 25,711 trades.
Mar 27, 2026
short_volume
Short Volume: AL — 62.6% short (0.4M / 0.6M)
Short: 369,682 | Exempt: 0 | TRF Vol: 590,923 | Short Ratio: 62.6% | Off-exchange volume (dark pool + OTC)
Mar 23, 2026
dark_pool
Dark Pool: AL — 2.6M shares, 31,750 trades
Week starting 2026-03-23. Total ATS volume: 2,614,956 shares across 31,750 trades.
Mar 16, 2026
short_interest
FTD: AL — 14,920 shares ($1.0M) failed to deliver
Settlement: 20260316, Price: $64.52, FTD Value: $962,638.4, AIR LEASE CORP CL A
Mar 16, 2026
dark_pool
Dark Pool: AL — 2.3M shares, 29,762 trades
Week starting 2026-03-16. Total ATS volume: 2,307,646 shares across 29,762 trades.
Mar 13, 2026
short_interest
FTD: AL — 62,448 shares ($4.0M) failed to deliver
Settlement: 20260313, Price: $64.62, FTD Value: $4,035,389.76, AIR LEASE CORP CL A
Mar 9, 2026
dark_pool
Dark Pool: AL — 4.3M shares, 36,242 trades
Week starting 2026-03-09. Total ATS volume: 4,325,298 shares across 36,242 trades.
Mar 2, 2026
dark_pool
Dark Pool: AL — 3.8M shares, 30,259 trades
Week starting 2026-03-02. Total ATS volume: 3,802,867 shares across 30,259 trades.
Feb 27, 2026
short_interest
FTD: AL — 19,965 shares ($1.3M) failed to deliver
Settlement: 20260227, Price: $64.91, FTD Value: $1,295,928.15, AIR LEASE CORP CL A
Feb 23, 2026
dark_pool
Dark Pool: AL — 1.6M shares, 24,520 trades
Week starting 2026-02-23. Total ATS volume: 1,639,859 shares across 24,520 trades.