SCHEDULE: FMR LLC Discloses 5.3% Stake in FTAI Aviation

Sentiment:

Beneficial Ownership Report 5 February 2026 1:23 PM

FMR LLC and its affiliates, including Abigail P. Johnson, reported a 5.3% beneficial ownership stake in FTAI Aviation Ltd. as of December 31, 2025.

Summary

FMR LLC and its affiliates, including Abigail P. Johnson, beneficially own 5,390,921.15 shares of FTAI Aviation Ltd. common stock.
This ownership represents 5.3% of the total outstanding common stock of FTAI Aviation Ltd.
The shares were acquired and are held in the ordinary course of business, without the purpose or effect of changing or influencing control of the issuer.
FMR LLC holds sole voting power over 4,759,306.02 shares and sole dispositive power over 5,390,921.15 shares.
Abigail P. Johnson, as a control person of FMR LLC, is deemed to beneficially own the same 5,390,921.15 shares with sole dispositive power, but no sole voting power.
This report is an Amendment No. 1 to a previously filed Schedule 13G.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a moderately positive signal, as it confirms continued significant institutional ownership by a reputable firm, suggesting confidence in FTAI Aviation Ltd. without indicating any immediate negative developments.

Positives

A significant institutional investor like FMR LLC maintaining a 5.3% stake can be viewed as a vote of confidence in FTAI Aviation Ltd.'s long-term prospects.
The investment is stated to be in the ordinary course of business, indicating a passive, long-term investment strategy rather than an activist intent.

Risks

The filing itself does not detail risks related to FTAI Aviation Ltd.'s operations or financial health.
Members of the Johnson family group, including Abigail P. Johnson, through their ownership of voting common shares and a shareholders' voting agreement, may be deemed to form a controlling group with respect to FMR LLC, which indirectly influences the management of the investment in FTAI Aviation Ltd.

Future Outlook

The filing is a beneficial ownership report and does not contain forward-looking statements or guidance regarding FTAI Aviation Ltd.'s future performance or operations.

Management Comments

The securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities.

Industry Context

StockSavvy.ai notes that the disclosure of a significant stake by a major institutional investor like FMR LLC in FTAI Aviation Ltd. can signal increased institutional interest in the aviation leasing and infrastructure sector. This type of investment often reflects a long-term view on the industry's growth prospects and the specific company's strategic positioning within it, particularly given FTAI Aviation's focus on critical aviation assets.

Comparison to Industry Standards

This filing is an ownership disclosure and does not provide operational or financial results for comparison. Therefore, a direct comparison to industry standards for company performance is not applicable.
The presence of a prominent institutional investor like FMR LLC holding a 5.3% stake is generally viewed positively, aligning with trends of institutional capital flowing into specialized infrastructure and transportation assets.

Stakeholder Impact

Shareholders: The continued significant institutional ownership by FMR LLC may provide a sense of stability and confidence to other shareholders.
Management: Management of FTAI Aviation Ltd. will be aware of a large, long-term institutional holder, which can influence strategic decisions, though FMR LLC states no intent to influence control.

Key Dates

Date	Description
2023-01-03	Effective date of Power of Attorney for FMR LLC.
2023-01-10	Date of Schedule 13G filing by FMR LLC where Power of Attorney was incorporated by reference.
2023-01-26	Effective date of Power of Attorney for Abigail P. Johnson.
2023-01-31	Date of Schedule 13G filing by FMR LLC where Abigail P. Johnson's Power of Attorney was incorporated by reference.
2025-12-31	Date of event which requires filing of this statement (reporting period end date).
2026-02-04	Date of filing/signature for this Schedule 13G Amendment No. 1.

Recommendation

hold

The filing is a routine beneficial ownership report indicating a stable, significant institutional stake by FMR LLC in FTAI Aviation Ltd. It does not provide new operational or financial data to warrant a change in investment thesis. The stated purpose of holding shares in the ordinary course of business suggests a long-term, passive investment, supporting a 'hold' recommendation for existing investors.

Keywords

FTAI Aviation, FMR LLC, Abigail P. Johnson, Beneficial Ownership, Schedule 13G, Institutional Investor, Common Stock, Aviation

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