ASR
SOUTHEAST AIRPORT GROUPPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- A Jun 18 UBS upgrades
- A Jul 22 JP Morgan downgrades
- X Jul 31 Short interest jumps 38.6% to 165.0K
- X Aug 14 Short interest jumps 33.9% to 220.9K
Signal stack
Where each data set points today.
- InstitutionsMIXED
Q2 2026: 14 added (1 new), 11 trimmed or exited. Largest new: Ninety One Uk $23.8M.
- Short sellersSTEADY
Short interest −4.6% to 258.3K shares. 3.3 days to cover, ≈0.9% of shares.
- TrendUPTREND
1% above its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | ADD | $46.4M |
| Ninety One UK Ltd | NEW | $23.8M |
| Empowered Funds, LLC | ADD | $8.9M |
| UBS Group AG | ADD | $8.5M |
| LPL Financial LLC | DOUBLED | $6.6M |
| JANE STREET GROUP, LLC | DOUBLED | $6.4M |
| NORTHERN TRUST CORP | TRIM | $3.8M |
| SEI INVESTMENTS CO | ADD | $3.3M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
last action Jul 2026Price is inside the target range. Median implies +30%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Jul 22, 2026 | JP Morgan DOWNGRADE | Underweight |
| Jun 18, 2026 | UBS UPGRADE | Buy |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | $5.91 | $5.70–$6.11 | -3.1% | $0.00 |
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
6 filings · 0 bullish · 1 bearish · 3 mixed · 2 neutral- MIXED 6-KOct 22, 2026
ASUR reported 3Q26 results with total revenue up 18.9% YoY to Ps.10,420.5 million, driven by the…
ASUR reported 3Q26 results with total revenue up 18.9% YoY to Ps.10,420.5 million, driven by the CPC Aeroportos acquisition and U.S. commercial operations, but organic performance was weak: total…
- BEARISH INST-CLUSTEROct 20, 2026
Three institutional asset managers reduced or exited their positions in Southeast Airport Group…
The complete exit by a significant holder (Ninety One UK) is a strong negative signal. Monitor for any fundamental deterioration or sector-specific headwinds that could explain the coordinated…
- NEUTRAL 6-KOct 8, 2026
ASUR subsidiary Aeropuerto de Cancún completed a $1.8 billion senior notes offering (two tranches…
The refinancing of two large bridge loans with fixed-rate senior notes removes near-term bridge maturity risk and locks in rates for 5-10 years. Monitor upcoming quarterly filings for any changes in…
- MIXED 6-KOct 7, 2026
ASUR reported September 2026 passenger traffic of 8.6 million passengers, flat year-over-year…
The persistent weakness in Mexico traffic, particularly Cancun international (-11.8%), is a negative signal for the company's core market. Monitor the upcoming Q3 2026 earnings for revenue and…
All ASR filing & press-release reports (6)
- 6-K reportOct 22, 2026
- INST-CLUSTER reportOct 20, 2026
- 6-K reportOct 8, 2026
- 6-K reportOct 7, 2026
- 6-K reportSep 28, 2026
- 6-K reportAug 20, 2026