Market Cap
$13.6B
EMBJ
EMBRAER S.A.
$75.21 ▲ +1.51%
Prev close $74.09Market cap$13.6B
ConsensusStrong Buy
12-mo target$92.36 (+22.8%)
▲ Bullish
Analyst conviction 9/10
High Impact Filing (7/10)27 New Institutional Positions23 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on EMBJ right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (85%)
Inst. Holders
50 funds
Inst. Value
$3.9B
Inst. Activity
27 buys / 23 sells
SEC Reports
15
Price chart 30d +2.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 15, 2026 short_volume
Aug 20, 2026 SEC Short Volume: EMBJ — 66.7% short (0.4M / 0.5M)
Short: 362,129 | Exempt: 62 | TRF Vol: 542,762 | Short Ratio: 66.7% | Off-exchange volume (dark pool
Embraer filed a 6-K announcing the resignation of board member Maurício Augusto Silveira de Medeiros, appointed by the B
6-K — Impact 2/10
Embraer declared Interest on Equity (IoE) for Q3 2026 totaling R$154M (R$0.2163/share), with a record date of September
6-K — Impact 2/10
EMBRAJ saw a mixed institutional cluster in Q2 2026: 10 buyers accumulated $210.2M in new positions, while 9 sellers red
INST-CLUSTER — Impact 5/10
Jun 30, 2026 Inst.
JPMORGAN CHASE & CO — ADD
5,837,250 shares ($362.8M)
Jun 30, 2026 Inst.
UBS AM, a distinct — DOUBLED
4,554,096 shares ($290.6M)
Apr 23, 2026 Insider
Neto Francisco Gomes was granted 41,279 shares
Chief Executive Officer
Apr 23, 2026 Insider
Silva Luis Carlos Marinho da was granted 9,540 shares
Vice President, Operations
Analyst ratings buy % +10.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
85% rate it Buy or better · 13 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 14, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jun 8, 2026 | Scotiabank | INITIATE | Sector Outperform | 56% |
| May 12, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 8 | 2 | 0 | 0 | 85% | |
| Aug 1, 2026 | 3 | 8 | 2 | 0 | 0 | 85% | |
| Jul 1, 2026 | 3 | 8 | 2 | 0 | 0 | 85% | |
| Jun 1, 2026 | 3 | 8 | 2 | 0 | 0 | 85% | |
| May 1, 2026 | 3 | 8 | 2 | 0 | 0 | 85% | |
| Apr 1, 2026 | 3 | 8 | 2 | 0 | 0 | 85% | |
| Mar 1, 2026 | 3 | 7 | 3 | 0 | 0 | 77% | |
| Feb 1, 2026 | 3 | 7 | 3 | 0 | 0 | 77% |
Price targets
Where 14 covering analysts think EMBJ trades over the next 12 months.
$92.36 +22.8% upside Strong Buy
Current$75.21 Low$80.00 Median$90.00 High$106.00 14 analysts
$80.00$106.00
Analyst rating Strong Buy· 1.5/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
15 SEC filing reports analyzed · 8 bullish, 0 bearish, 1 mixed, 6 neutral · avg impact 4.6/10.
NEUTRAL6-K2/10
Embraer filed a 6-K announcing the resignation of board member Maurício Augusto Silveira de Medeiros
Aug 20, 2026
NEUTRAL6-K2/10
Embraer declared Interest on Equity (IoE) for Q3 2026 totaling R$154M (R$0.2163/share), with a recor
Aug 14, 2026
MIXEDINST-CLUSTER5/10
EMBRAJ saw a mixed institutional cluster in Q2 2026: 10 buyers accumulated $210.2M in new positions,
Aug 13, 2026
BULLISH6-K6/10
Embraer raised its 2026 Adjusted EBIT Margin guidance to 10.0%-10.6% (from 8.7%-9.3%) and Free Cash
Aug 10, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 15, 2026
short_volume
Short Volume: EMBJ — 66.7% short (0.4M / 0.5M)
Short: 362,129 | Exempt: 62 | TRF Vol: 542,762 | Short Ratio: 66.7% | Off-exchange volume (dark pool + OTC)
Sep 10, 2026
short_volume
Short Volume: EMBJ — 60.3% short (0.3M / 0.5M)
Short: 305,110 | Exempt: 145 | TRF Vol: 505,886 | Short Ratio: 60.3% | Off-exchange volume (dark pool + OTC)
Sep 10, 2026
ftd
FTD: EMBJ — 9,301 shares ($0.7M) failed to deliver
Settlement: 20260910, Price: $74.33, FTD Value: $691,343.33, EMBRAER SA SPON ADR REPSTG 4 C
Aug 24, 2026
ftd
FTD: EMBJ — 15,964 shares ($1.2M) failed to deliver
Settlement: 20260824, Price: $75.95, FTD Value: $1,212,465.8, EMBRAER SA SPON ADR REPSTG 4 C
Jun 17, 2026
short_volume
Short Volume: EMBJ — 61.3% short (0.5M / 0.7M)
Short: 452,117 | Exempt: 10 | TRF Vol: 738,106 | Short Ratio: 61.3% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.79 | $0.77–$0.81 | 165.7% | +7.1% | 2↑ 0↓ | $2.2B | 2 |
| Next Q | $1.16 | $1.07–$1.26 | 39.2% | -5.0% | 0↑ 2↓ | $2.8B | 2 |
| Current FY | $3.23 | $2.85–$3.62 | 134.0% | +2.5% | 5↑ 0↓ | $8.6B | 5 |
| Next FY | $4.02 | $3.60–$4.57 | 24.3% | +1.9% | 5↑ 0↓ | $9.6B | 4 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.788 | — |
| 7d ago | $0.770 | +0.018 |
| 30d ago | $0.735 | +0.052 |
| 60d ago | $0.730 | +0.057 |
| 90d ago | $0.730 | +0.057 |
Institutional ownership
Which big funds own EMBJ (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $3.9B total value (61,548,172 shares) as of 2026-Q2. Top holders: BRANDES, JPMORGAN, MORGAN. Net buying activity: 27 institutions added/increased vs 23 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BRANDES INVESTMENT PARTNERS, LP | 6,036,219 | $385.1M | 9.8% | — |
| JPMORGAN CHASE & CO | 5,837,250 | $362.8M | 9.3% | ADD +37.2% |
| MORGAN STANLEY | 5,149,280 | $328.5M | 8.4% | — |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 4,554,096 | $290.6M | 7.4% | DOUBLED +235741.3% |
| BANK OF AMERICA CORP /DE/ | 3,528,924 | $225.1M | 5.7% | — |
| Egerton Capital (UK) LLP | 3,384,349 | $215.9M | 5.5% | — |
| GQG Partners LLC | 3,188,244 | $203.4M | 5.2% | TRIM -47.5% |
| JENNISON ASSOCIATES LLC | 2,732,952 | $174.4M | 4.5% | TRIM -49.2% |
| AMERICAN CENTURY COMPANIES INC | 2,236,107 | $142.7M | 3.6% | — |
| GOLDMAN SACHS GROUP INC | 1,836,583 | $117.2M | 3.0% | ADD +61.0% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | ADD | 4,255,329 | 5,837,250 | +37.2% | $362.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | DOUBLED | 1,931 | 4,554,096 | +235741.3% | $290.6M |
| GQG Partners LLC | TRIM | 6,073,854 | 3,188,244 | -47.5% | $203.4M |
| JENNISON ASSOCIATES LLC | TRIM | 5,383,720 | 2,732,952 | -49.2% | $174.4M |
| GOLDMAN SACHS GROUP INC | ADD | 1,140,740 | 1,836,583 | +61.0% | $117.2M |
| AXIOM INVESTORS LLC /DE | ADD | 1,170,760 | 1,469,074 | +25.5% | $93.7M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | TRIM | 1,519,095 | 1,109,718 | -26.9% | $70.8M |
| Swedbank AB | NEW | — | 1,050,000 | — | $67.0M |
| Point72 Asset Management, L.P. | DOUBLED | 212,926 | 928,782 | +336.2% | $59.3M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | TRIM | 1,030,482 | 741,178 | -28.1% | $47.3M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
3 insiders, 3 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 23, 2026 | Neto Francisco Gomes | Chief Executive Officer | AWARD | 41,279 | — | — |
| Apr 23, 2026 | Silva Luis Carlos Marinho da | Vice President, Operations | AWARD | 9,540 | — | — |
| Apr 23, 2026 | Chaves Roberto de Deus | Vice President, Supply Chain | AWARD | 6,222 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for EMBJ.
Shares short
1,523,858
Settlement Sep 15, 2026
Change vs prior
-25.5%
Semi-monthly cycle
Days to cover
1.4
At avg daily volume
Of shares outstanding
≈0.8%
Estimate — not % of float
All EMBJ filing & press-release reports (15)
- 6-K reportAug 20, 2026
- 6-K reportAug 14, 2026
- INST-CLUSTER reportAug 13, 2026
- 6-K reportAug 10, 2026
- 6-K reportAug 10, 2026
- 6-K reportJul 24, 2026
- 6-K reportJul 21, 2026
- 6-K reportJul 21, 2026
- 6-K reportJun 5, 2026
- 6-K reportMay 8, 2026
- 6-K reportMay 8, 2026
- 6-K reportMay 4, 2026
- 6-K reportApr 27, 2026
- 6-K reportApr 10, 2026
- 6-K reportApr 6, 2026