Mutual of America Capital Management LLC Purchases 11,075 Shares of AeroVironment, Inc. $AVAV

Mutual of America Capital Management LLC grew its position in shares of AeroVironment, Inc. (NASDAQ:AVAV) by 306.0% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 14,694 shares of the aerospace company’s stock after acquiring an additional 11,075 shares during the quarter. Mutual of America Capital Management LLC’s holdings in AeroVironment were worth $4,627,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. N.E.W. Advisory Services LLC lifted its position in shares of AeroVironment by 60.0% in the third quarter. N.E.W. Advisory Services LLC now owns 80 shares of the aerospace company’s stock worth $25,000 after purchasing an additional 30 shares in the last quarter. RMG Wealth Management LLC bought a new stake in AeroVironment during the 2nd quarter worth about $28,000. Vermillion Wealth Management Inc. bought a new stake in AeroVironment during the 3rd quarter worth about $31,000. Steigerwald Gordon & Koch Inc. acquired a new position in shares of AeroVironment during the 3rd quarter worth about $31,000. Finally, Root Financial Partners LLC bought a new position in shares of AeroVironment in the 3rd quarter valued at about $32,000. 86.38% of the stock is owned by institutional investors.

Key AeroVironment News

Here are the key news stories impacting AeroVironment this week:

• Positive Sentiment: UES (AeroVironment division) won a $75 million U.S. Air Force task order to advance biotechnology and smart materials under the FRESH program — a concrete, multi-year defense win that adds revenue visibility and supports AVAV’s government backlog. AV’s UES Awarded $75 Million Task Order
• Positive Sentiment: Brokerage coverage remains supportive: BTIG reiterated a Buy and consensus broker views are around “Moderate Buy,” which can limit downside over time if execution continues. BTIG Research Reiterates Buy Rating for AeroVironment
• Neutral Sentiment: Management is engaging investors at TD Cowen’s A&D conference (presentation scheduled), which provides transparency but is neutral until new guidance or material announcements emerge. AV, Inc. to Present at TD Cowen’s Annual Aerospace & Defense Conference
• Neutral Sentiment: Recent valuation and analyst-note pieces are re-evaluating AVAV after big share swings; these articles help frame expectations but don’t in themselves move fundamentals. A Closer Look At AeroVironment Valuation
• Neutral Sentiment: Short-interest data reported for January appears effectively zero and unchanged, suggesting limited short-pressure as a driver of today’s move (data may be idiosyncratic).
• Negative Sentiment: Despite the $75M award, the market sold AVAV after the contract news — Benzinga flagged that shares fell on the announcement, implying investors may have been disappointed by size/timing or were taking profits. What’s Going On With AeroVironment Stock Wednesday?
• Negative Sentiment: Market commentary (Zacks) highlights that AVAV is falling more steeply than the broader market today — reinforcing downside momentum and signaling that short-term sentiment has turned negative. AeroVironment (AVAV) Falls More Steeply Than Broader Market

Wall Street Analyst Weigh In

Several research firms recently issued reports on AVAV. Weiss Ratings upgraded AeroVironment from a “sell (d)” rating to a “hold (c-)” rating in a report on Monday. Zacks Research upgraded AeroVironment from a “strong sell” rating to a “hold” rating in a research note on Tuesday, December 2nd. KeyCorp increased their price objective on AeroVironment from $285.00 to $330.00 and gave the company an “overweight” rating in a report on Wednesday. The Goldman Sachs Group lowered their target price on shares of AeroVironment from $486.00 to $429.00 and set a “buy” rating on the stock in a report on Friday, December 12th. Finally, BNP Paribas Exane assumed coverage on shares of AeroVironment in a research report on Tuesday, November 18th. They set an “outperform” rating and a $355.00 price target on the stock. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Buy” and an average target price of $378.06.

Insiders Place Their Bets

In other news, CAO Brian Charles Shackley sold 200 shares of the business’s stock in a transaction that occurred on Tuesday, December 30th. The stock was sold at an average price of $250.92, for a total transaction of $50,184.00. Following the completion of the sale, the chief accounting officer owned 5,994 shares in the company, valued at $1,504,014.48. The trade was a 3.23% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CFO Kevin Patrick Mcdonnell sold 999 shares of the company’s stock in a transaction that occurred on Monday, January 12th. The shares were sold at an average price of $367.60, for a total value of $367,232.40. Following the completion of the transaction, the chief financial officer directly owned 17,301 shares in the company, valued at $6,359,847.60. The trade was a 5.46% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 3,223 shares of company stock worth $1,092,503 over the last three months. Insiders own 0.81% of the company’s stock.

AeroVironment Stock Down 4.5%

AVAV opened at $293.22 on Friday. The stock’s fifty day simple moving average is $288.62 and its 200 day simple moving average is $294.47. AeroVironment, Inc. has a 1-year low of $102.25 and a 1-year high of $417.86. The stock has a market cap of $14.64 billion, a PE ratio of -234.58, a price-to-earnings-growth ratio of 4.54 and a beta of 1.16. The company has a current ratio of 5.08, a quick ratio of 4.29 and a debt-to-equity ratio of 0.16.

AeroVironment (NASDAQ:AVAV) last released its quarterly earnings data on Tuesday, December 9th. The aerospace company reported $0.44 EPS for the quarter, missing the consensus estimate of $0.87 by ($0.43). The company had revenue of $472.51 million during the quarter, compared to analyst estimates of $466.16 million. AeroVironment had a negative net margin of 5.08% and a positive return on equity of 3.42%. AeroVironment’s revenue for the quarter was up 150.7% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.47 earnings per share. AeroVironment has set its FY 2026 guidance at 3.400-3.550 EPS. As a group, research analysts expect that AeroVironment, Inc. will post 3.38 earnings per share for the current year.

About AeroVironment

AeroVironment, Inc (NASDAQ:AVAV) is a technology company specializing in unmanned aerial systems (UAS), tactical missiles and precision loitering munitions, electric vehicle charging and scalable energy systems. Headquartered in Monrovia, California, the company develops solutions for defense, public safety and commercial markets. Their offerings include small UAS for intelligence, surveillance and reconnaissance, as well as advanced weapons systems designed to meet the needs of modern military operations.

The company’s unmanned aerial systems portfolio features platforms such as the Raven, Puma and Switchblade series, which are deployed by the U.S.