Artisan Partners Limited Partnership Has $29.34 Million Holdings in Copa Holdings, S.A. $CPA

Artisan Partners Limited Partnership lifted its stake in Copa Holdings, S.A. (NYSE:CPA) by 15.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 246,944 shares of the transportation company’s stock after acquiring an additional 32,411 shares during the period. Artisan Partners Limited Partnership’s holdings in Copa were worth $29,342,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of the stock. US Bancorp DE boosted its holdings in Copa by 90.2% in the 3rd quarter. US Bancorp DE now owns 253 shares of the transportation company’s stock valued at $30,000 after purchasing an additional 120 shares during the period. Legend Financial Advisors Inc. raised its position in shares of Copa by 2.3% during the third quarter. Legend Financial Advisors Inc. now owns 7,920 shares of the transportation company’s stock valued at $941,000 after buying an additional 179 shares during the last quarter. TD Waterhouse Canada Inc. lifted its stake in shares of Copa by 2.1% in the third quarter. TD Waterhouse Canada Inc. now owns 8,915 shares of the transportation company’s stock valued at $1,048,000 after buying an additional 182 shares during the period. Jones Financial Companies Lllp grew its position in Copa by 100.0% during the third quarter. Jones Financial Companies Lllp now owns 364 shares of the transportation company’s stock worth $43,000 after buying an additional 182 shares in the last quarter. Finally, Farther Finance Advisors LLC grew its position in Copa by 271.4% during the third quarter. Farther Finance Advisors LLC now owns 260 shares of the transportation company’s stock worth $31,000 after buying an additional 190 shares in the last quarter. 70.09% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Copa

Here are the key news stories impacting Copa this week:

• Positive Sentiment: Zacks Research has raised multiple near‑term and full‑year EPS forecasts (several quarters and FY2026/FY2027), which supports higher forward earnings expectations and may attract value/momentum buyers.
• Positive Sentiment: Wall Street price‑target activity remains above the current share price (median targets cited around the $170–$185 area in recent coverage), giving upside to investors focused on analyst targets. QuiverQuant: Annual Report & analyst summary
• Neutral Sentiment: Copa filed its annual Form 20‑F for fiscal 2025 (audited financials available). Filing increases transparency but is routine; it’s not a driver of a major price move by itself. GlobeNewswire: Form 20-F filing
• Neutral Sentiment: Zacks published style‑score pieces highlighting CPA as both a strong momentum and a strong value stock — useful for some investors but informational rather than a near‑term catalyst. Zacks: Momentum piece Zacks: Value piece
• Neutral Sentiment: Recent coverage includes valuation assessments and diverging analyst views — helpful context for medium‑term investors but not a single clear catalyst. Yahoo Finance: Valuation after diverging analyst views
• Negative Sentiment: The annual Russell 1000 reconstitution/update can trigger index‑related trading (forced buying or selling by funds). Coverage flagged a valuation check tied to today’s Russell 1000 changes — uncertainty around inclusion/weighting can pressure shares intraday. KalkineMedia: Russell 1000 index update
• Negative Sentiment: Copa’s most recent quarter missed EPS consensus (reported in February), and some Zacks line‑items show small downward revisions for Q1/Q4 2027 — these mixed signals can push short‑term sellers and lower investor confidence.

Analysts Set New Price Targets

CPA has been the subject of several recent research reports. Wall Street Zen raised Copa from a “hold” rating to a “buy” rating in a report on Sunday, February 8th. Morgan Stanley reaffirmed an “overweight” rating and issued a $190.00 target price on shares of Copa in a research report on Monday, February 9th. Itau BBA Securities assumed coverage on shares of Copa in a report on Sunday, November 30th. They issued a “market perform” rating on the stock. JPMorgan Chase & Co. dropped their price objective on shares of Copa from $180.00 to $170.00 and set an “overweight” rating for the company in a research note on Monday, December 8th. Finally, Evercore reiterated an “outperform” rating and set a $185.00 target price on shares of Copa in a research report on Friday, February 13th. One equities research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $167.75.

Copa Stock Performance

Shares of NYSE:CPA opened at $138.46 on Friday. The company has a debt-to-equity ratio of 0.65, a current ratio of 1.23 and a quick ratio of 1.13. The business’s fifty day moving average price is $135.69 and its two-hundred day moving average price is $125.82. Copa Holdings, S.A. has a fifty-two week low of $82.54 and a fifty-two week high of $156.41. The stock has a market capitalization of $5.70 billion, a price-to-earnings ratio of 8.51, a price-to-earnings-growth ratio of 0.91 and a beta of 0.92.

Copa (NYSE:CPA) last issued its quarterly earnings data on Wednesday, February 11th. The transportation company reported $4.18 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $4.44 by ($0.26). Copa had a net margin of 18.57% and a return on equity of 25.62%. The company had revenue of $962.89 million for the quarter, compared to the consensus estimate of $959.22 million. During the same period in the previous year, the business posted $3.99 earnings per share. The firm’s revenue was up 9.6% compared to the same quarter last year. As a group, analysts predict that Copa Holdings, S.A. will post 15.48 EPS for the current fiscal year.

Copa Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, March 13th. Shareholders of record on Friday, February 27th will be paid a dividend of $1.71 per share. This is a positive change from Copa’s previous quarterly dividend of $1.61. This represents a $6.84 annualized dividend and a yield of 4.9%. The ex-dividend date of this dividend is Friday, February 27th. Copa’s payout ratio is currently 39.58%.

About Copa

Copa Holdings, SA (NYSE:CPA) is a Panama‐based aviation holding company that provides passenger and cargo air transportation across the Americas and the Caribbean. Through its principal subsidiary, Copa Airlines, the company operates a modern fleet of Boeing 737 aircraft, offering scheduled flights that connect passengers through its Tocumen International Airport hub in Panama City. The company also offers dedicated cargo services under the Copa Cargo brand, leveraging belly hold capacity on its passenger flights to transport freight throughout its network.

The roots of Copa Holdings trace back to 1947, when Compañía Panameña de Aviación began operations as the flag carrier of Panama.