Bamco Inc. NY Boosts Stake in Loar Holdings Inc. $LOAR

Significant insider buying and an earnings beat support the stock's recent rally.

Mar. 15, 2026 at 8:34am

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Bamco Inc. NY, a major institutional investor, increased its stake in Loar Holdings Inc. (NYSE:LOAR) by 165.2% during the 3rd quarter, according to a recent 13F filing. The fund now owns approximately 1.93% of Loar's outstanding shares, worth $144.7 million. This large increase in Bamco's position signals confidence in Loar's prospects.

Why it matters

Loar is a key player in the aerospace and defense components industry, supplying critical parts for aircraft and aerospace systems. Bamco's increased investment suggests the firm sees significant upside potential in Loar's business, which could translate to future growth and returns for shareholders.

The details

In addition to Bamco's stake increase, Loar has seen other positive developments recently. The company reported an earnings beat for the most recent quarter, with EPS of $0.26 versus the $0.19 consensus estimate. Management also provided FY 2026 EPS guidance in the $0.76-$0.80 range, giving investors better visibility into the company's future performance. Furthermore, several Loar insiders, including a director and a major shareholder, have made substantial open-market purchases of the stock, totaling over $6 million, further bolstering the bullish sentiment.

  • Bamco Inc. NY increased its stake in Loar Holdings during the 3rd quarter of 2026.
  • Loar reported Q4 2025 earnings on February 26, 2026.

The players

Bamco Inc. NY

A major institutional investor that owns approximately 1.93% of Loar Holdings Inc.

Loar Holdings Inc.

A company that designs, manufactures, and markets aerospace and defense components for aircraft, and aerospace and defense systems.

Raja Bobbili

A director at Loar Holdings Inc. who purchased 50,000 shares of the company's stock.

Dirkson R. Charles

A major holder of Loar Holdings Inc. who purchased a total of approximately 44,000 shares of the company's stock.

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What’s next

Investors will be closely watching Loar's future financial performance and any additional insider buying activity to gauge the company's growth prospects.

The takeaway

Loar's recent earnings beat, positive guidance, and significant insider purchases suggest the company is well-positioned in the aerospace and defense components market. However, mixed analyst views and the stock's high valuation could limit near-term upside until Loar's growth sustainability becomes clearer.